Commerce Secretary Lutnick has been meeting with robotics CEOs & is pushing to accelerate the industry with the administration now evaluating a formal robotics order for next year.How robotics is quietly getting built out across the economy:1. $Palantir Technologies Inc.(PLTR)$ & $UiPath(PATH)$ are the traffic controllers for the whole fleet while $NVIDIA(NVDA)$ , $Broadcom(AVGO)$ & $Qualcomm(QCOM)$ are the engines & nervous system that let the robots sense and act.2. $AeroVironment(AVAV)$ ,
Microsoft Lowers AI Targets, OpenAI Warns: AI Bubble Even Closer?
According to The Information, Microsoft is reportedly lowering its AI sales targets. Microsoft later denied the claim, saying no targets had been reduced. However, AI product sales have indeed fallen short of expectations. The market clearly isn’t buying Microsoft’s denial. In addition, OpenAI has issued an internal red alert: the $100 billion investment Nvidia pledged in September has not arrived and remains only at the intent stage. Could OpenAI’s cash flow be at risk? Are we getting closer to an AI bubble? And is now the time to take profits by selling some AI stocks?
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