Applied Materials (AMAT) commits $5 billion to India and plans a 140-acre chip research park
Applied Materials (AMAT) will put $5 billion into India over the next decade: a 140-acre research park, a tenfold bigger supply chain, and double the R&D staff. Karnataka has approved 140 acres near Bengaluru's airport, and India has approved a $13.5 billion second-phase chip program.
What each chip equipment stock actually sells, from ASML lithography to Aehr (AEHR) burn-in.
Seven listed companies sell the machines that make and check chips, and they are not one business. What each one does in a fab, why their growth rates diverge, and what the 2026 reporting cycle showed.
Unitree's $1.2 trillion IPO frenzy says China is winning the robot race. Here's the US stock trying to catch up (CCXI)
China's Unitree IPO was oversubscribed 8,288 times and the US is behind, so the money will come. Agility Robotics (CCXI) is the highest-upside US humanoid play, and here's how to weigh it against TSLA, NVDA and TER.
The FCC moved to ban Chinese robots. Agility Robotics (CCXI) rose 12% in half an hour while the humanoid ETF (KOID) fell.
The FCC moved July 28 to bar new Chinese humanoid and quadruped robots, plus connected power inverters, from the US market. Four small robotics names did all the moving: RoboStrategy (BOT) closed up 16.9% and Churchill Capital XI (CCXI) rose 12.3% in the half hour after the headline. Teradyne then jumped after hours on earnings. The robotics ETFs closed lower.
Bullish Watch, week of July 6: four oversold names, and one that already bounced
This week's Bullish Watch: CleanSpark (CLSK), Nokia (NOK), Teradyne (TER), and Ondas (ONDS) are oversold; AeroVironment (AVAV) already bounced on a beat-and-raise plus a fresh Army contract.
Which robot stocks can you actually buy? Tesla (TSLA) and Nvidia (NVDA) are on the list. Figure, Apptronik and Unitree are not.
Physical AI is the next leg of the AI trade, but the famous humanoid makers are mostly still private. Here is what is actually listed, what each company builds, and where the risk sits, updated with Goldman's revised 2035 forecast and prices as of September 1, 2026.
SpaceX (SPCX) is joining the Nasdaq-100 just two weeks after its IPO, at less than 1% weight
SpaceX is joining the Nasdaq-100 barely a month after the largest IPO in history, under a brand-new fast-entry rule. Here is why a $2 trillion company comes in at under 1% weight, how it compares with the other recent additions, and whether the forced buying is actually bullish.