Global X Robotics & Artificial

Instacart Announces Deep Integration with Google Gemini AI, Launching Agentic Shopping Feature

US and China agree to intergovernmental dialogue on AI, 10 Chinese firms approved to purchase NVIDIA's H200 chips

Nvidia Plans to Release Q1 FY2027 Earnings Report as AI Infrastructure Spending Solidifies Key Role

Google Unveils Universal Cart at 2026 Google I/O to Enhance Shopping Conversion

Google to hire employees from AI startup Contextual under licensing agreement

Google Adds Android Vibe Programming Support to Google AI Studio

Google Launches Image Creation and Editing Application

Google: Search AI Mode Doubles Quarterly Query Volume Since Launch

Google Launches All-Day Gemini Spark AI Assistant

Google Launches AI-Powered Voice Mode Gmail Live

Google Launches $100 Developer AI Plan, Reduces AI Ultra Price to $200

Google CEO Announces Gemini 3.5 PRO to Launch Next Month

Google CEO Announces Gemini 3.5 Pro Launching Next Month

Nvidia Post-Earnings Market Cap Expected to Fluctuate by $355B, Options Show Bullish Sentiment Amid Profit-Taking Risks

Google Launches Gemini Ultra Model for Video Generation and Editing

Google CEO Announces Gemini App Monthly Active Users Doubled in a Year, Surpassing 900 Million

Google and Blackstone Launch New AI Cloud Co. with $5B Investment, Sending Rivals Down Nearly 4%

Resona Asset Management Reduces Stake in Intuitive Surgical by 13.1%

IBM, NVIDIA, and Samsung demonstrate storage 'black technology' supporting a 100-billion-scale vector database

Foxconn to produce Nvidia's high-end SXM GPU modules in Vietnam

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

NextNRG

InMed Pharmaceuticals

Amesite

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

Meiwu Tech

CN Energy

Generation Income Properties

MetaVia

Co-Diagnostics

SOXL

159995

588170

BOTZ

588780

ARTY

According to Oxford Economics, Asia's chip exports are becoming more resilient to external shocks, with a record divergence between prices and volumes. The Asia chip export index rose 81% in value but only 28% in volume in March. This trend, driven by strong AI-related demand, is expected to contribute significantly to export growth, with semiconductor exports from Taiwan, South Korea, China, Japan, and Singapore increasing by 80% in Q1.

Taipei Times

Direxion Semicon Bull 3X

ChinaAMC Guozheng Semiconductor Chip ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Harvest CSI All Share Integrated Circuit ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

Invesco Semiconductors ETF

Guotai CSI All Share Integrated Circuit ETF

iShares Semiconductor ETF

VanEck Semiconductor ETF

China Southern CSI Semiconductor Industry Custom ETF

SPDR S&P Semicon

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Harvest SSE STAR Chip ETF

China Merchants CSI Semiconductor Industry ETF

iShares Future AI & Tech ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

GX ASIA SEMICON

AI exports are armoring trade in Asia: consultants

AVAV

AVXX

DRNZ

ARKQ

ARKX

AeroVironment (AVAV) has expanded its AV_Halo platform with two new additions: AV_Halo INSTINCT, a next-generation autonomy software for uncrewed systems, and AV_Halo DETECT, a radio frequency sensing solution for challenging environments. These tools are customizable for various platforms and operational needs. The stock price is currently at $157.30, down 2.61%.

fidelity

Aerovironment

ISHRS Aero & Def

Defiance Daily Target 2X Long AVAV ETF

Invesco Aero & Defense ETF

REX Drone ETF

ARK Autonomous Tech & Robotics ETF

SPDR S&P Aerospace & Def

ARK Space Exploration & Innovation ETF

AeroVironment Expands AV_Halo Platform With Two Additions

ROBO

ROBT

The U.S. Senate is expected to advance an artificial intelligence framework this year, according to Odaily. Senate Majority Leader Thune indicated that the legislative body plans to move forward with this initiative.

CoinLive

ISHRS S&P Glb It

SPDR S&P Software

Invesco AI and Next Gen Software ETF

iShares Expanded Tech Software Sector ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

ROBO Global Robotics

FT Nasdq AI & Robotics

U.S. Senate to Advance AI Framework This Year

HSAI

FDRV

Hesai Gr (NASDAQ:HSAI) reported a 30% year-over-year revenue increase to RMB681 million in Q1 2026. The company announced a strategic partnership with Mercedes Benz for Level 3 autonomy and introduced its new AI algorithm device, Cosmo. Hesai expects to double its LiDAR shipments this year, projecting 3 to 3.5 million units. The company maintains a strong market position, holding a 43% global market share in long-range ADAS LiDAR shipments.

Fidelity

Hesai

Fidelity Electric Vehicles and Future Transportation ETF

Lotus Tech

Li Auto

XIAOMI-W

BYD COMPANY

LEAPMOTOR

GEELY AUTO

GWMOTOR

Great Wall Motor

CHANGAN AUTOMOBILE

HESAI-W

LOTUS TECHNOLOGY INC C/WTS 22/02/2029 (TO PUR COM)

LI AUTO-W

Xiaomi Corporation

XIAOMI-WR

Xiaomi HK SDR 2to1

BYD HK SDR 10to1

BYD Company

BYD Company Limited

BYD COMPANY-R

GEELY AUTO-R

GEELY AUTOMOBILE HOLDINGS LIMITED SPON ADS EACH REP 20 ORD

Geely Auto

GWMOTOR-R

Hesai Gr Q1 2026 Earnings Call Transcript

SRVR

Gartner forecasts worldwide AI spending to reach $2.59 trillion by 2026, a 47% increase year-over-year. The growth will be driven primarily by AI infrastructure, including AI-optimized servers, which are expected to triple in spending. Enterprises are anticipated to increase their use of AI models, with a projected 110% growth in model consumption. Despite current limited enterprise spending, 2026 is expected to mark a significant shift as organizations align AI initiatives with strategic business objectives.

Proshares Big Data Refiners ETF

Pacer Data & Infrastructure Real Estate ETF

iShares US Digital Infrastructure and Real Estate ETF

Spdr Select Tech

Franklin Exponential Data ETF

Global X Cloud Computing ETF

Global X Data Center & Dgtl Infrs ETF

Gartner

Gartner Forecasts Worldwide AI Spending to Grow 47% in 2026

SOUN

Profitability is improving for this innovative AI company.

SoundHound AI

SoundHound AI - CW27

SoundHoundAI stock analysis: Buy or sell this AI stock?

Elon Musk has expressed concern over a recent decision made by an Oakland judge regarding OpenAI. According to Jin10, Musk described the ruling as setting a 'dangerous precedent.' The specifics of the case and its implications for the AI industry remain a topic of discussion among experts and stakeholders.

OpenAI

AI TRENDS | Elon Musk: Oakland Judge's Ruling Sets a Dangerous Precedent

NVDA

MSFT

Elon Musk's lawsuit against OpenAI and Microsoft was dismissed, alleviating concerns over their partnership and refocusing attention on ETFs linked to AI, particularly those with significant investments in Microsoft and Nvidia. Key ETFs include the Global X Robotics & AI ETF and the Roundhill Generative AI & Technology ETF, which hold major AI infrastructure companies. The ruling is expected to stabilize Microsoft's commercial relationship with OpenAI amid increasing AI competition.

- The dismissal of Elon Musk's lawsuit against OpenAI and Microsoft has renewed interest in ETFs linked to the AI sector, especially those with significant investments in Microsoft and Nvidia.  
- A federal jury's ruling alleviates concerns regarding Microsoft's partnership with OpenAI, reinforcing its role in enterprise AI and the importance of Nvidia in the AI chip market.  
- ETFs such as Global X Robotics & Artificial Intelligence and Roundhill Generative AI & Technology highlight leading AI firms, although the verdict is not expected to directly affect their financial performance.

benzinga_article

NVIDIA

Microsoft

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily MSFT Bull 2X Shares

Direxion Daily NVDA Bull 2X Shares

YieldMax NVDA Option Income Strategy ETF

AXS 1.5X NVDA Bear Daily ETF

T-Rex 2X Long NVIDIA Daily Target ETF

GraniteShares 2x Long MSFT Daily ETF

Direxion Daily NVDA Bear 1X ETF

T-Rex 2X Long Microsoft Daily Target ETF

GraniteShares 2x Short NVDA Daily ETF

YieldMax MSFT Option Income Strategy ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

Roundhill Generative AI & Tech ETF

Broadcom

Alphabet

Alphabet - C

NVIDIA Corporation

Elon Musk's Courtroom Loss To OpenAI Puts ETFs With Microsoft, Nvidia Exposure Back In Focus

IBOT

As AI transitions into the physical realm, robotics stocks are becoming a significant early-stage investment opportunity. MarketBeat highlights five stocks recommended by top analysts, suggesting they are preferable buys over Ouster, which holds a Moderate Buy rating.

Market Beat

VanEck Robotics ETF

Ouster

Ouster - CW25

Ouster A - CW25

OUSTER INC C/WTS 11/03/2026 (TO PUR COM)

OUSTER INC C/WTS 29/09/2025(TO PUR COM)

5 Robotics Stocks to Watch as Physical AI Builds Momentum

The AI boom may face challenges that could impact stock markets, according to strategists at Panmure Liberum. They outline three scenarios: a correction in tech investments leading to a 15% drop in the S&P 500, a tech-investment recession causing a near 20% decline, and a potential repeat of the dot-com bubble burst resulting in a 30% fall. The report suggests that sectors closely tied to AI could suffer the most, while consumer services and energy may remain resilient.

- A potential pullback in big tech capital expenditures could impact stock markets, particularly if doubts arise about the sustainability of the AI trade.  
- Strategists from Panmure Liberum outline three scenarios: a modest 4.5% drop in tech investment may lead to a 15% decline in the S&P 500, while a severe tech recession could trigger a near 20% slide.  
- The third scenario suggests an 11% reduction in tech spending, similar to past market downturns, which could see tech hardware stocks plummet 74%, emphasizing the risks in high-valued sectors linked to AI.

Global X Robotics & Artificial(BOTZ.US)