03 Jul 2026
Canadian robotics firm bets on MH3 humanoid to ease factory labor shortages
MH3 is aimed to extend human expertise into hazardous and remote environments through teleoperation and AI. Misree Robotics/YouTube Canadian firm Mirsee Robotics is developing its third-generation humanoid robot, the MH3, to automate physically demanding and hazardous industrial tasks in manufacturing.
03 Jul 2026
Nvidia: Won't Be This Insanely Cheap For Too Long (NASDAQ:NVDA)
Nvidia remains deeply entrenched in the AI ecosystem, with its moat sustained by hardware-software co-design and aggressive ecosystem seeding. Despite intensifying competition and custom chip programs by hyperscalers, NVDA's market share in AI inferencing has strengthened, defying bearish media narratives. NVDA trades at just under 20x forward earnings, only slightly above the semiconductor…
03 Jul 2026
Assessing NVIDIA's Performance Against Competitors In Semiconductors & Semiconductor Equipment Indust
NVIDIA Background By analyzing NVIDIA, we can infer the following trends: Debt To Equity Ratio The debt-to-equity (D/E) ratio provides insights into the proportion of debt a company has in relation to its equity and asset value.
02 Jul 2026
Industrial robotics becomes the proving ground for physical AI
What to expect during the Machina AI summit: Join theCUBE July 7 Physical artificial intelligence is becoming an industrial robotics problem. The market is shifting from software-only automation toward machines that must sense , decide and act in physical settings. That raises the bar for safety, economics and reliability, especially as companies such as Nvidia Corp. help shape the compute and…
02 Jul 2026
Trump bought Apple, Nvidia and other tech giants before tariff reversal fueled rebound
Traders work on the floor of the New York Stock Exchange on March 5, 2025. Spencer Platt | Getty Images While investors and businesses spent the early days of April 2025 fretting over the future of global trade and the economy, President Donald Trump was busy buying into the stock market sell-off he created.
02 Jul 2026
AI deals and embodied robotics push factory automation into a new era
Major companies like Fanuc, Google, Kawasaki, and Stellantis are leading new industrial AI collaborations. These partnerships are transforming the way robots are built, trained, and implemented in factories. This shift represents a significant advancement in factory automation.
02 Jul 2026
From Nvidia's 'Godfather of AI' to Palantir's 'Messi of AI': Dan Ives' Stock Calls That Defined a Bull Market
Reframing Tech’s Biggest Winners Betting Early on the AI Leaders His most recognizable nickname, however, belonged to Nvidia CEO Jensen Huang , whom he repeatedly called the “Godfather of AI.”
02 Jul 2026
OpenAI floats giving Trump administration 5 percent cut of AI boom
OpenAI has floated giving the US government a 5 percent ownership stake as a way of easing tensions with the Trump administration and blunting mounting public backlash against AI, according to the Financial Times.
01 Jul 2026
US Stocks H1 Wrap: Philadelphia Semiconductor Index Doubles; Microsoft Sheds $1.23 Trillion, Leading 'Magnificent Seven' Declines
The first half of 2026 officially closed with a dramatic reshuffling within US technology stocks. The "Magnificent Seven" that once dominated the market have lost their luster, while memory chips and semiconductor equipment makers — previously viewed as cyclical sectors — have emerged as the most direct beneficiaries of the AI wave.
