Core Insights - The introduction of the National Commission on Robotics Act signifies a bipartisan effort to enhance U.S. competitiveness in robotics, emphasizing the importance of autonomous systems for national security and industrial reshoring [1] - The proposed commission is expected to provide actionable policy recommendations within two years, coinciding with the convergence of AI and robotics in the market narrative [1] Robotics and AI Exposure via ETFs - The ROBO Global Robotics and Automation Index ETF (ROBO) offers broad exposure to the hardware sector, featuring top holdings such as Teradyne Inc. and Rockwell Automation, which may benefit from federal initiatives aimed at strengthening the domestic industrial base [1] - The ROBO Global Artificial Intelligence ETF (THNQ) focuses on the AI aspect, including semiconductor companies like Taiwan Semiconductor Manufacturing Co. and Nvidia, which are crucial for modern robotics [1] - Both ETFs represent strategic investment options for advisors looking to capitalize on emerging technologies in robotics and AI [1]

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Crypto venture capital firms are struggling to raise new funds, with major firms pivoting away entirely and half of Paradigm’s team departing in two months. The VC Fundraising Crisis Commitments to crypto VC funds remain at historic lows and didn’t recover during Bitcoin‘s (CRYPTO: BTC) generational bull run, according to crypto founder Miya. Miya, who runs crypto hedge fund operations, spoke to numerous VCs—both traditional finance and crypto-focused—in the past month. Don't Miss: Close to nobody was ...

Core Insights - Amazon's stock has declined over 7% in extended trading after missing quarterly earnings estimates and announcing a significant increase in AI spending, which surprised investors [1][1] - The company plans to invest up to $200 billion in capital expenditures this year, exceeding analysts' expectations of approximately $160 billion [1][1] - CEO Andy Jassy expressed confidence in a "strong long-term return" on these investments, particularly highlighting the growth in Amazon Web Services (AWS) [1][1] Financial Performance - Amazon's total revenue for the fourth quarter reached a record $213.4 billion, driven by a 24% year-over-year growth in AWS revenue, which amounted to $35.6 billion [1][1] - Earnings per share for the quarter were reported at $1.95, slightly below analyst consensus [1][1] - The company anticipates first-quarter revenue between $173.5 billion and $178.5 billion, with analysts expecting $175.38 billion [1][1] Market Context - Amazon's stock performance has been notably weak among the "Magnificent Seven," with a year-to-date decline of about 4% as of Thursday's close [1][1] - Other major tech companies, including Microsoft and Google, have also faced stock declines following announcements of increased spending forecasts in AI [1][1]

This story was originally published on Supply Chain Dive. To receive daily news and insights, subscribe to our free daily Supply Chain Dive newsletter. Dive Brief: Walmart is investing more than $330 million to modernize its regional distribution center in Opelousas, Louisiana, according to a Jan. 15 press release from Louisiana Economic Development. The retailer intends to equip the distribution center with robotics and automation, which will double the facility’s shipping capacity once complete, per ...

Core Insights - Tesla is introducing a new, more affordable Model Y variant, starting at $43,630, which is $7,000 less than the Premium AWD version [1] - The new Model Y AWD trim has a range of 294 miles, making it the shortest range among Model Y options, while the recently introduced Standard RWD trim starts at $41,630 with a range of 321 miles [2] - The AWD version accelerates from 0 to 60 mph in 4.6 seconds, which is 2.2 seconds faster than the RWD model [3] Product Line Adjustments - Tesla has removed the "Standard" label from its entry-level Model 3 and Model Y, now referring to them as "Rear-Wheel Drive," while higher trims retain "Premium" and "Performance" designations [4] - The company is discontinuing the Model S and Model X, which have been the weakest sellers in its lineup, as part of a strategy to focus on future technologies like autonomy and robotics [5] Sales Performance - Tesla's overall vehicle sales have declined by 9%, with the company losing its global EV sales leadership to BYD and being surpassed by Volkswagen in Europe [6] - In 2024, Tesla sold a combined total of 50,850 units of the Cybertruck, Model S, and Model X, accounting for just over 3% of its total sales of 1,636,129 vehicles [6]

Sector Overview - The chip sector is experiencing remarkable earnings growth and guidance, with companies like Coherent and Lamb Research struggling to meet high demand due to capacity constraints [1][2] - There is a notable pivot from Software as a Service (SaaS) companies towards hardware and power infrastructure stories, indicating a shift in investment focus [5][6] Company Insights - Companies like Broadcom and Nvidia are highlighted as strong performers, with Nvidia being central to AI and robotics advancements [3][20] - Tesla is viewed as a transformative company with potential catalysts in full self-driving AI and robotics, alongside its space initiatives [10][12] - The anticipated SpaceX IPO is expected to renew interest in Tesla and its leadership in AI and self-driving technology [14] Market Dynamics - The memory chip sector is considered cyclical and less favorable for investment, while other chip names are seen as more stable [3] - The demand for chips continues to outpace supply, with companies unable to fulfill orders, indicating a strong market position for leading firms [2][20] - The competitive landscape is evolving, with companies like Nvidia and AMD gaining significant market share, reflecting the importance of strong management in navigating market challenges [21][22]

Qualcomm (NasdaqGS:QCOM) Q1 2026 Earnings call February 04, 2026 04:45 PM ET Company ParticipantsAkash Palkhiwala - CFOAlex Rogers - PresidentBen Reitzes - Managing Director and Head of Technology ResearchC.J. Muse - Senior Managing DirectorCristiano Amon - President and CEOMauricio Lopez-Hodoyan - VP of Investor RelationsRoss Seymore - Managing DirectorTimothy Arcuri - Managing DirectorConference Call ParticipantsJoshua Buchalter - Managing Director - Senior Analyst, Semiconductors Equity ResearchSamik Cha ...

Disclaimer Forward Looking Statements This Presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. These statements include, but are not limited to, our expectations or predictions of future financial or business performance or conditions. Forward-looking statements are inherently subject to risks, uncertainties and ass ...

Over the years, Tesla has expanded globally with a network of production facilities, showrooms, service centers, and Supercharger stations, and has increasingly emphasized advanced software and autonomous capabilities as part of its long-term strategy. Tesla is one of the world’s most valuable companies, with a current market cap of approximately $1.6 trillion.Tesla is an automotive and clean energy company headquartered in Austin, Texas. Tesla designs, manufactures, and sells electric vehicles (EVs), along ...