BlackRock, Inc.

560800

2522

ARKQ

AIFD

The AI-led market rally continues as investors overlook high interest rates and oil prices above $100. A summit between U.S. President Trump and China's Xi Jinping is underway, focusing on trade and geopolitical tensions, with low expectations from the talks. Asian markets, particularly South Korea and Japan, are thriving on AI-driven investments, while UK economic data is anticipated to reveal impacts from the ongoing Iran war. Key UK economic indicators, including GDP estimates and industrial output, are set to be released.

Fidelity

ISHRS S&P Glb It

iShares Expanded Tech Software Sector ETF

Pengyang CSI Digital Economy Theme ETF

Global X Cloud Computing ETF

VanEck Semiconductor ETF

ISHRS MSCI S Korea Capped

ARK Autonomous Tech & Robotics ETF

Direxion Semicon Bull 3X

GTJA Allianz SSE STAR Chip Design Thematic ETF

SPDR S&P Software

China Southern CSI Semiconductor Industry Custom ETF

Guotai CES Semiconductor Chip Industry ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

VanEck Vectors Semiconductor UCITS ETF Accum A USD

SPDR S&P Semicon

TCW Artificial Intelligence ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Franklin Exponential Data ETF

BetaShares Holdings Pty Ltd.

iShares Semiconductor ETF

Invesco Semiconductors ETF

NVIDIA

NVIDIA Corporation

Morning Bid: AI rally powers on, Trump-Xi summit takes centre stage

2638

Japan is advancing in physical AI to address labor shortages and sustain productivity, aiming for a 30% share of the global market by 2040. The country, which holds 70% of the global industrial robotics market, is deploying AI-powered robots in factories and logistics. Factors driving this shift include cultural acceptance of robotics and demographic pressures. Japan's expertise in robotics components provides a competitive edge, but the integration of AI with hardware remains a challenge. The government promotes automation to tackle structural challenges, emphasizing the urgency of maintaining industrial standards and social services amid a declining workforce.

TechCrunch

Global X Japan Co., Ltd.

In Japan, the robot isn’t coming for your job; it’s filling the one nobody wants

ROBO

IBOT

BOTZ

The global Industrial AGV Swarm-Management Software Market is projected to grow from USD 0.5 billion in 2026 to USD 3.4 billion by 2036, with a CAGR of 20%. This growth is driven by a shift towards software-defined automation ecosystems, allowing interoperability among diverse robotic fleets. Cloud-based platforms are expected to dominate, accounting for 65% of the market share. The Warehouse & Distribution segment will lead application growth, while Asia Pacific is anticipated to be the primary growth region. Key challenges include integration complexity and security concerns, with a competitive landscape marked by innovation and consolidation.

MorningStar

ROBO Global Robotics

VanEck Robotics ETF

ISHRS S&P Glb Indus

Spdr Select Indu

L&G ROBO Global Robotics and Automation UCITS ETF USD Class A

iShares US Industrials

iShares Automation & Robotics UCITS ETF

VG Industr

Global X Robotics & Artificial

Global Industrial AGV Swarm-Management Software Market to Reach USD 3.4 Billion by 2036 as Open Architecture Redefines Warehouse Automation

As AI and cloud computing drive data center construction, companies are increasingly using robot dogs for security. Boston Dynamics' Spot and Ghost Robotics' Vision 60 robots patrol facilities, reducing the need for human guards and cutting costs significantly. With a human guard costing around $150,000, deploying a robot alongside one guard can save money while enhancing security. These robots can monitor for leaks and security breaches, showcasing a growing trend in the robotics industry as companies seek efficiency and reliability in their operations.

benzinga_article

Robot Dogs Patrol AI Data Centers, Slashing Human Guard Costs: 'Huge Uptick In Interest,' Says Boston Dynamics Executive

ARTY

ROBT

AGIX

ARKK

Delphi Digital reports that speculative funds are shifting from cryptocurrencies to AI and robotics, as altcoins underperformed last year. Nansen's Aurelie Barthere highlights that factors like expectations for Fed rate cuts, tighter liquidity, and political gridlock are affecting crypto sentiment. Robotics startups raised a record $13.8 billion in 2025, while cryptocurrency VC investment saw a significant decline of 77% in December 2025.

CoinLive

iShares Future AI & Tech ETF

FT Nasdq AI & Robotics

KraneShares Artfcl Intllgnc and Tech ETF

Ark Innovation ETF

Mirae Asset Global Investments Co., Ltd.

Delphi Digital: Speculative funds are flowing from the crypto market to AI and robotics.

BlackRock, Inc.(2522.JP)

Morning Bid: AI rally powers on, Trump-Xi summit takes centre stage

In Japan, the robot isn’t coming for your job; it’s filling the one nobody wants

Global Industrial AGV Swarm-Management Software Market to Reach USD 3.4 Billion by 2036 as Open Architecture Redefines Warehouse Automation

Robot Dogs Patrol AI Data Centers, Slashing Human Guard Costs: 'Huge Uptick In Interest,' Says Boston Dynamics Executive

Delphi Digital: Speculative funds are flowing from the crypto market to AI and robotics.