We are back on the closing bell. Tesla leading the mag 7 this month and one top analyst doubling down on the name. Let's bring in Wed Bush global head of technology research Dan Ies.Dan, you are getting even more bullish on Tesla. Tell us why. >> I mean, look, I think this is now going to be the start of probably the most important chapter of growth ever for Tesla in terms of autonomous.I believe we're going to see 30 cities, you know, potentially over the next 3 to 6 months and that's going to be the start ...

Joining us now to discuss is George Janericus, analyst at Canicuity. George, it's great to see you. >> Nice to see you too, Melissa.>> Um, there's two issues here. That is reducing the reliance on rare earth from China and elsewhere. And then there's the issue of the momentum in the stocks.And they seem to be sort of different issues because I'm not sure if if taking a stake in a in a mining company that has a mine that just opened is going to really do the trick. But we are seeing the excitement in in the ...

Industry Perspective - Robotics is seen as essential to U S economic growth and national security [1] - The U S needs to beat China in robotics [1] Leadership Insight - Jeff Cardenas, CEO and co-founder of Apptronik, shares his views [1]

Core Viewpoint - Jabil Inc. has shown strong performance in its fourth-quarter results for fiscal year 2025, exceeding market expectations, yet its stock price has declined due to prior high performance and market conditions [3][4][6] Company Overview - Jabil Inc. is a global manufacturing services company providing design, manufacturing, supply chain, and product management services across various sectors, including electronics, healthcare, and packaging [1] - The company competes with Flex Ltd. and Sanmina Corporation in the electronics manufacturing services industry [1] Stock Performance - As of September 25, 2025, Jabil's stock price is $210.20, reflecting a decrease of 6.69% or $15.08 [5] - The stock has traded between a low of $203.55 and a high of $213.22 on the same day, with a yearly high of $237.14 and a low of $108.66 [5] - The market capitalization of Jabil is approximately $22.56 billion, with a trading volume of 2,983,613 shares on the NYSE [5] Analyst Insights - Analyst Melissa Fairbanks from Raymond James set a new price target for Jabil at $260, indicating a potential increase of 23.69% from the current stock price [2][6] - The stock's decline occurred despite strong fourth-quarter results and positive guidance for the upcoming quarter [2][6] Strategic Initiatives - Jabil's strategic use of artificial intelligence and robotics is expected to enhance manufacturing efficiency and is projected to increase AI-related sales by 25% next year [3][4][6]

Core Insights - China's economy is transitioning to a new focus on artificial intelligence, robotics, and innovative pharmaceuticals, marking a significant shift in its industrial landscape [1][2][4] Industry Dynamics - Technology companies now represent over 25% of China's A-share market, with their market capitalization surpassing that of banking, non-bank financial, and real estate sectors, indicating a paradigm shift towards tech-driven growth [3] - The robotics sector is highlighted as a key area, with companies like Inovance Technology exceeding a market cap of 200 billion yuan and Sanxie Motor experiencing a 785% surge on its debut trading day [6] - In the AI sector, firms such as Cambricon and Foxconn Industrial Internet have market caps over 100 billion yuan, with record-high order books and profit margins in H1 2024 [7] - Innovative pharmaceuticals are also gaining traction, with Hengrui Pharmaceuticals nearing a 500 billion yuan market cap, while other companies like WuXi AppTec and Hansoh Pharma exceed 100 billion yuan [8] Global Positioning - China's robotics sector is moving from a "catch-up" phase to a leadership role globally, characterized by a complete industrial chain and the largest market, although it still relies on imports for high-end servo motors [9] - AI is in a catch-up phase overall but shows leadership in specific applications like computer vision and speech recognition, facing challenges in core chip production where NVIDIA holds 80% of the market [9] - The innovative pharmaceuticals sector is transitioning from following to catching up, with increased international recognition for R&D capabilities despite challenges in target discovery [9] Strategic Recommendations - To address existing bottlenecks, it is suggested to unlock cross-sector data, expedite approvals for life-saving technologies, and enhance computing infrastructure and talent training [10] - Implementing regulatory sandboxes is recommended to foster innovation while avoiding restrictive policies [10] - Engaging in global tech standard-setting is crucial for ensuring China's influence in the international arena [10] Investment Outlook - The shift to the new "new trio" reflects China's industrial upgrading logic, with leading enterprises and supportive policies indicating a strong investment climate [11] - For international investors, this represents a strategic opportunity for tech-driven expansion in China, leveraging its market size and robust industrial ecosystems [12]

Core Viewpoint - Amazon is projected to surpass the combined market value of Palantir and Nvidia, currently at $4.7 trillion, by 2030, driven by AI innovations that enhance profitability [1][9]. Financial Performance - Amazon reported a 13% increase in revenue to $167 billion in Q2, with a 150 basis point expansion in operating margin and a 33% increase in GAAP net income to $1.68 per diluted share [3]. Market Position and Growth Potential - Amazon operates in three growing industries: e-commerce, advertising technology, and cloud computing, with projected annual growth rates of 12%, 15%, and 20% respectively through 2030 [5][4]. - If Amazon matches the growth rates in these markets, total revenue could grow at an annualized pace of 13% to 14% through the end of the decade, with earnings potentially growing even faster due to AI applications [4]. AI and Robotics Innovations - Amazon has developed over 1,000 generative AI applications to enhance efficiency in retail operations, including inventory optimization and demand forecasting [6]. - The company is also working on humanoid robots to assist delivery drivers and testing robotaxis through its autonomous driving subsidiary, Zoox [7]. Cost Efficiency and Profitability - Amazon's AI coding assistant has saved the company $260 million and 4,500 developer years by automating tasks, indicating significant potential for cost reduction in shipping and fulfillment, which currently consumes about 36% of retail sales [8]. Valuation and Market Outlook - Amazon shares are currently trading at 34 times earnings, with earnings expected to grow at 18% annually over the next three to five years, potentially increasing its market value to $4.8 trillion by late 2030 [9].

Robotics Advancement - Google's Gemini Robotics 1.5 models enhance robot reasoning and planning capabilities [1] - The new models facilitate the use of digital tools like Search by robots [1] - Transfer learning between different types of robots is enabled [1] Future Vision - The company is progressing towards general-purpose robots [1] - Robots are becoming more helpful, as demonstrated by the laundry sorting example [1]

Group 1 - Tesla stock experienced a decline, dropping as much as 5.4% during trading, and closing down 4.3% [1] - The company is shifting its focus towards artificial intelligence (AI) and robotics, but concerns remain regarding slowing electric vehicle (EV) sales [1][5] - Tesla's sales in the European Union fell by 37% year over year, indicating a loss of market share to competitors [3] Group 2 - BYD, a Chinese competitor, saw its sales triple year over year in August and outsold Tesla in Europe for the second consecutive month [4] - Year-to-date, BYD's European sales increased by 280%, while Tesla's sales declined by 33% compared to the previous year [4] - Despite a 25% increase in Tesla's stock over the last month, the ongoing decline in EV sales has led some investors to take profits [5] Group 3 - Tesla's CEO Elon Musk is emphasizing the company's autonomous driving and robotics technologies, but these products are not yet realized [6] - The potential success of Tesla's robotaxi fleet and robotics aspirations could drive future stock performance, but current investor sentiment reflects skepticism [6] - The focus on AI potential over EV sales may not be sufficient to maintain investor confidence amid increasing competition [8]

Talk to robots! Today we're releasing our SOTA Gemini Robotics 1.5 model showing the power of using our multimodal Gemini models as a base, so it can understand & reason about the physical world. Robotics will be massive in the future - super excited by our pioneering work here!Google DeepMind (@GoogleDeepMind):We’re making robots more capable than ever in the physical world. 🤖Gemini Robotics 1.5 is a levelled up agentic system that can reason better, plan ahead, use digital tools such as @Google Search, in ...

Group 1 - Cathie Wood, head of Ark Investment Management, has diversified her portfolio by investing in two popular Chinese tech stocks amid a volatile year for her funds [1][2] - The Ark Innovation ETF (ARKK) has shown a year-to-date increase of nearly 45% as of September 24, significantly outperforming the S&P 500's 12.9% gain [2] - Despite a remarkable return of 153% in 2020, the Ark Innovation ETF has faced challenges, with a five-year annualized return of negative 0.53% compared to the S&P 500's 17.1% [3] Group 2 - Over the past 12 months, the Ark Innovation ETF experienced approximately $1.2 billion in net outflows, indicating investor concerns [4] - Wood's investment strategy focuses on emerging high-tech companies in sectors like artificial intelligence, blockchain, biomedical technology, and robotics, which are expected to deliver long-term returns despite volatility [4][5] - An analysis revealed that the Ark Innovation ETF has wiped out $7 billion in investor wealth over the past decade, ranking it as the third-biggest wealth destroyer among mutual funds and ETFs [6] Group 3 - Wood remains optimistic about the market, suggesting that technological innovation platforms will gain traction despite recession predictions [7]