Revenue growth at the country’s five largest information technology (IT) services companies has been slower than that of their global clients since 2023, a divergence that signals a shift in tech spending patterns of the world’s largest companies and leads experts to extend their cautious outlook on India’s $283 billion IT sector. The divergence in revenue growth also signals that the slowdown in the IT sector is not entirely because clients are holding back their usual IT spending. The five largest IT serv ...

Morgan Stanley Research November 28, 2025 11:18 AM GMT Webcast | Automation (Geekplus, AutoStore, Ocado) Please join Morgan Stanley analysts, Luke Holbrook, and Sheng Zhong to discuss the latest in the European/Asia automation landscape. We will provide investors with an introduction to Geekplus, a competitor to AutoStore in Europe, following its recent IPO. We will also provide an overview to Ocado/AutoStore, feeding back recent performance in the sector and outlook. European Internet Research Luke Holbroo ...

Core Insights - The future of manufacturing is shifting towards automation due to a significant labor shortage, making robots essential for operations rather than optional [1][2][4] - The U.S. is projected to have a shortfall of 1.9 million manufacturing workers by 2033, prompting companies to automate to maintain production [2][6] - The Global X Robotics & Artificial Intelligence ETF is positioned to benefit from this transition, with expectations of outperforming peers over the next five years [3][6] Automation Imperative - Manufacturing wages have surpassed $100,000 annually, yet companies struggle to fill positions, leading to a shift from "robot versus worker" to "robot versus shutting down the line" [4] - This creates inelastic demand for robots, as manufacturers must continue purchasing them to address supply constraints, regardless of economic conditions [4][6] Fund Composition - The Global X Robotics & Artificial Intelligence ETF consists of 53 securities, with the top 10 positions making up about 60% of its assets, indicating a concentrated investment strategy [5][6] - The fund has a slightly higher expense ratio of 0.68% compared to the average of 0.61% for thematic ETFs [5] - Key holdings include Nvidia (11.8%), ABB (8.9%), and Fanuc (7.6%), which are pivotal in advancing robotics technology and industrial applications [7]

Healthcare professions such as doctors, nurses, therapists, and counselors continue to rank among the most automation-resistant. They involve unpredictable human needs, emotional complexity, and ethical decision-making, which are areas where algorithms still lag. Find out more about the other high-paying jobs.Read more: https://t.co/okGyuR4A9H ...

Core Insights - There is significant hype surrounding artificial intelligence (AI), automation, and robotics, but the real-world applications are still being determined. Symbotic's growth and traction stand out in this speculative environment [1] - Following a strong Q4 fiscal 2025 earnings report and an optimistic Q1 2026 forecast, Symbotic's stock has seen a substantial rise. The focus is on whether Symbotic will set the standard in modern warehouse and supply chain transformation [2] Financial Performance - Symbotic's revenue for fiscal 2025 reached $2.247 billion, marking a 26% increase from the previous year [4] - The company reported significant increases in adjusted EBITDA, free cash flow, and adjusted gross profit margin in its Q4 earnings. It has a backlog of orders totaling approximately $22.5 billion [5][10] Clientele and Market Position - Symbotic has secured multi-year contracts with major companies such as Walmart, Target, and C&S Wholesale, indicating strong market demand for its systems [6] - The appeal of Symbotic's solutions is heightened by labor shortages and the need for cost reductions among major suppliers and retailers [7] Strategic Partnerships and Global Expansion - A partnership with SoftBank is facilitating Symbotic's entry into global markets, starting with Europe and Asia, which will test the company's execution capabilities [8] Research and Development - The company faces challenges related to high research and development costs, which are essential for maintaining a competitive edge. While overall expenses have increased, they have not outpaced revenue growth [11]

Project Overview - Warden Protocol is quietly shaping the future of automated on-chain systems, positioning itself as more than just a network, but a full engine for AI agents [1] - The protocol facilitates AI agents to think, verify, and execute across chains effortlessly, connecting SOL, ETH, Base, and BNB [1] Market Potential - Real automation, as enabled by Warden Protocol, is anticipated to be crucial in the next cycle [1] - The project is perceived as early and powerful, with the potential to become massive before widespread recognition [1] Investment Sentiment - The sentiment towards Warden Protocol is strongly bullish [1]

💚 @wardenprotocol is quietly shaping the future of automated on chain systemsThis is more than a networkIt is a full engine that lets AI agents think, verify, and execute across chains without effortSOL ETH Base BNBAll connectedAll moving with clean precisionThe more you watch this project, the more you see how important real automation will be in the next cycleWarden Protocol feels earlyIt feels powerfulAnd it feels like one of those projects that becomes massive before most people even noticeSuper bullish ...

5/Hiring at scale is no longer about speed — it’s about trusted automation.When AI evaluates thousands of candidates autonomously, proof becomes part of the hiring stack.That’s what @PolyhedraZK is building: AI hiring pipelines where each decision can justify itself. ...

Group 1: Market Overview - US equities experienced a rally in Q3 2025, driven by the Federal Reserve's initial rate cut, strong corporate earnings growth, and increased market participation [1] - Ariel Small Cap Concentrated Value Composite achieved a return of +15.08% gross of fees, outperforming the Russell 2000 Value Index (+12.60%) and the Russell 2000 Index (+12.39%) [1] Group 2: The Middleby Corporation (NASDAQ:MIDD) - The Middleby Corporation manufactures and services foodservice, food processing, and residential kitchen equipment, with a market capitalization of $5.964 billion as of November 27, 2025 [2] - The stock of The Middleby Corporation saw a one-month return of -4.43% and a 52-week decline of 16.98% [2] - Ariel Small Cap Concentrated Value Strategy initiated a position in The Middleby Corporation, viewing current challenges as transient and highlighting the company's potential for long-term growth due to its focus on innovation and automation in the food service industry [3] - In Q3 2025, The Middleby Corporation reported total revenue of $980 million, exceeding the upper limit of its guidance range [4]

Core Insights - Uber Technologies Inc. is transforming its app into a platform for high-paying AI jobs, moving beyond traditional ride and delivery services [1] - The company plans to launch a U.S. pilot program called Digital Tasks, allowing users to complete short, AI-related gigs through the Uber Driver app, which is already operational in India [1][2] - The long-term goal is to make Digital Tasks available globally, although some roles may require advanced education, such as PhDs, with higher pay compared to traditional driving jobs [2] Industry Context - The initiative comes amid Uber's investments in self-driving technology, raising job security concerns for professional drivers due to the potential for widespread robotaxis [3] - Unions have expressed concerns about the rapid adoption of robotaxis threatening job security, prompting regulatory scrutiny [4] - In response to these concerns, regulators have begun to establish frameworks and laws regarding automated vehicles, including a new automated-vehicle framework from the National Highway Traffic Safety Administration [5][6] - Khosrowshahi emphasized that Digital Tasks could provide alternative income streams for displaced drivers, helping to bridge the gap created by automation [6]