VanEck Robotics ETF

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

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

ASML: First Chips from New High-NA EUV Lithography Machines to Hit Market in Months

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

Profund Advisors Increases Stake in ASML by 16.1% to $8.56 Million

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

HSBC raises Nvidia target price from $295 to $325

Liquid cooling technology company Yixintong completes Series B+ financing amid surging demand for chip cooling

Abacus FCF Advisors Adds Nvidia Shares to Become Largest Holding

NVIDIA CEO Jensen Huang states that AI infrastructure build-out is still in its earliest stages and will continue for at least a decade

Nvidia Stock Faces Bearish Risk Ahead of Earnings, Support at $219

Nvidia CEO Huang Renxu Optimistic About China Allowing AI Chip Imports

China Mobile's 2 billion yuan AI server procurement order excludes NVIDIA, with Huawei as the sole supplier

Dell and NVIDIA Deepen Partnership to Jointly Advance the Construction of AI Factories

Nvidia announces its new generation Vera CPU has been delivered to four major AI labs

Nvidia CEO Jensen Huang says he believes the China market will open over time

Nvidia and Dell CEOs Discuss Distributed Computing: Launching New AI Platform and High-Performance CPU

Tata Electronics and ASML Plan $11 Billion to Build India's First 300mm Semiconductor Fab in Gujarat

InMed Pharmaceuticals

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

Amesite

CN Energy

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

NextNRG

Meiwu Tech

Generation Income Properties

MetaVia

OceanPal

ARKQ

BOTZ

IBOT

ROBO

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

ARK Autonomous Tech & Robotics ETF

Global X Robotics & Artificial

ROBO Global Robotics

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

CGNX

Cognex has launched OneVision, an AI vision development platform aimed at centralizing AI inspections in manufacturing. The platform targets scalable deployment across multiple sites. Cognex's stock is currently at $64.26, up 74% year-to-date. The launch could enhance Cognex's software and service offerings, but execution risks remain if manufacturers hesitate to adopt a single platform. Investors should monitor the speed of customer adoption and integration with existing systems to assess Cognex's position in industrial AI.

Simplywall

Cognex

Keyence

Siemens AG

Siemens

Rockwell Automation

Keyence Corporation

Cognex OneVision Launch Tests Scalable Industrial AI Vision Thesis

VRTL

Allworth Financial LP increased its stake in Vertiv Holdings Co. (NYSE:VRT) by 847.5% in Q4, owning 34,461 shares valued at $5.58 million. Other institutional investors also raised their holdings significantly. Analysts have given Vertiv a 'Moderate Buy' rating, with an average price target of $314.45. Recent positive sentiment from analysts includes price target increases from Bank of America and Royal Bank of Canada, highlighting Vertiv's strong position in AI infrastructure.

Vertiv

GraniteShares 2x Long VRT Daily ETF

Federated Hermes

Ameriprise Financial

ROYAL BANK OF CANADA

Oppenheimer

Bank of America

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Vertiv Holdings Co. $VRT Shares Acquired by Allworth Financial LP

Rockwell Automation Inc. (ROK) shares fell 1.71% to $448.74 on Friday, underperforming against competitors like Honeywell and Emerson. The S&P 500 and Dow Jones also declined, with ROK closing 3.18% below its 52-week high of $463.49. Trading volume was below average at 801,369 shares.

MarketWatch Automated

ISHRS S&P Glb Indus

Spdr Select Indu

VG Industr

S&P 500

Dow Jones Industrial Average

Honeywell

Emerson Electric

Factset Research

Honeywell International - WI

Rockwell Automation Inc. Stock Underperforms Friday When Compared To Competitors

AMAT

Bank of America has raised its target price for Applied Materials (NASDAQ:AMAT) from $465.00 to $540.00, maintaining a 'buy' rating. This suggests a potential upside of 22.71% from the stock's previous close. Other firms have also adjusted their ratings, with Zacks downgrading to 'hold' and Barclays increasing their target to $500.00. Currently, 28 analysts rate the stock as 'buy' and 7 as 'hold'. Applied Materials reported strong quarterly earnings, exceeding estimates with a revenue of $7.91 billion.

Applied Materials

SPDR S&P Semicon

VanEck Semiconductor ETF

Barclays

UBS Group AG

Deutsche Bank AG

B Riley Financial Pref Share RILYL 7.375 Perp 09/04/25 B

B Riley Financial Pref Share RILYG 7.25 12/21/27

B Riley Financial Pref Share RILYN 6.5 09/30/2026

B Riley Financial Pref Share RILYK 5.5 03/31/26

B Riley Financial Pref Share RILYP 6.875 Perp 10/07/24

B Riley Financial Pref Share RILYZ 5.25 08/31/28

B Riley Financial Pref Share RILYT 6.0 01/31/28

Deutsche Bank AG Subscription Rights

Deutsche Postbank AG

Bank of America Forecasts Strong Price Appreciation for Applied Materials (NASDAQ:AMAT) Stock

DXCM

Wall Street's main indexes fell on Friday, with the Dow down 0.9%, S&P 500 down 1.1%, and Nasdaq down 1.6%. Inflation fears linked to the Middle East conflict drove up Treasury yields, impacting the AI-led rally. The yield on 10-year Treasury notes reached 4.58%, the highest since May 2025. Eight of the eleven S&P 500 sectors declined, led by technology. Notable movers included Dexcom, which rose 5.6%, while Applied Materials fell 2.3%. The market anticipates potential interest rate hikes from the Federal Reserve due to rising inflation pressures.

Fidelity

DexCom

US STOCKS-Wall St falls as higher yields threaten AI-led rally

NOVT

Novanta Inc. (Nasdaq: NOVT) announced that CFO Robert Buckley will present at the Jefferies Global Healthcare Conference on June 4, 2026, in New York. Novanta is a leading supplier of technology solutions for medical and advanced technology manufacturers, focusing on precision medicine, robotics, and automation.

StockTitan

Novanta

iShares US Medical Devices

SPDR S&P Health Equip

Jefferies Financial

Novanta Pref Shares NOVTU 6.5 11/01/2028

Novanta to Present at Jefferies Global Healthcare Conference on Thursday, June 4, 2026 | NOVT Stock News

SOXX

Applied Materials (AMAT) reported strong Q2 results with revenue of $7.91 billion, driven by AI demand, and raised its Q3 guidance to $8.95 billion. Despite a 150% stock increase over the past year, shares fell 2.82% in premarket trading. The company achieved a gross margin of 50%, its highest in 25 years, and expects significant growth in advanced packaging and semiconductor equipment due to AI investments.

benzinga_article

iShares Semiconductor ETF

AI Demand Pushes Applied Materials To Highest Margins In 25 Years

Applied Materials reported strong fiscal second-quarter results, with adjusted earnings per share of $2.86, surpassing estimates of $2.68. Revenue rose 11% to $7.91 billion, exceeding the expected $7.68 billion. The company anticipates continued growth, projecting adjusted EPS of $3.36 for the next quarter and revenue of $8.95 billion. CEO Gary Dickerson highlighted the demand for AI computing infrastructure as a key driver for sustained revenue growth. Applied Materials shares rose 3.8% in after-hours trading, reflecting a 71% increase year-to-date.

fidelity

Applied Materials Tops Second-Quarter Views Amid Computing Infrastructure Growth

ESAB

MADE

ESAB Corporation's recent earnings report disappointed shareholders, primarily due to a US$65m expense from unusual items. However, analysts suggest that these expenses are often one-off, indicating potential for improved profits next year. Despite the current challenges, ESAB's earnings per share have grown at 14% annually over the past three years, suggesting a positive outlook. Investors are encouraged to consider various factors, including margins and return on investment, while being aware of identified risks.

Esab

iShares U.S. Manufacturing ETF

iShares US Industrials

ESAB's (NYSE:ESAB) Soft Earnings Don't Show The Whole Picture

VanEck Robotics ETF(IBOT.US)