Market Pulse
Risk assets got rocked yesterday as supply-chain jitters knocked industrial plays off their perch while energy metals rallied back into focus.
Key Movers
Balu Forge shares plunged 20% in a supply-chain shock and Lynas ripped 10% higher after rebounding from January lows, per The Times of India and Motley Fool Australia.
Macro & Politics
Government buyers are eyeing turnkey tech stacks at VTEC Fort Gillem even as Indian innovators elbow into CES with fresh AR/VR demos.
What’s Next
Expect choppy tape ahead of this week’s tech earnings and fresh signals from central banks on growth momentum.
📈 Breaking Financial News
Mobileye to acquire AI humanoid robotics startup Mentee Robotics in $900M deal
Automotive chip maker Mobileye Global Inc. announced today that it had entered an agreement to acquire artificial intelligence humanoid robotics company Mentee Robotics Ltd. in a $900 million deal. The deal consists of $612 million in cash and up to around 26…
Hyundai Motor Group plans to deploy humanoid robots at U.S. factory from 2028 – CNBC
Hyundai Motor Group plans to deploy humanoid robots at U.S. factory from 2028CNBC Hyundai and Boston Dynamics unveil humanoid robot Atlas at CESNBC News Hyundai to deploy AI-powered humanoid robots at Georgia auto factoryAJC.com Hyundai Motor Group Announces …
Kawasaki's four-legged robot-horse vehicle is going into production
What was announced as a 2050 pipe dream by Kawasaki, the company's hydrogen-powered, four-hooved, all-terrain robot horse vehicle Corleo, is actually going into production and is now expected to be commercially available decades earlier – with the first model…
“This man is my kind of contrarian”
“Nvidia, Amazon and Tesla are ticking time bombs in investors' portfolios,” he says. Instead, he's sharing three NEW stocks positioned to take over as the tech kingpins of tomorrow. Get Eric's full “Sell This, Buy That” list right here.
🔍 Market Analysis & Insights
Indian presence continues to grow at CES: top executive at world's biggest technology showcase
Indian companies and startups are making a growing impact at the global technology event CES. A top executive expressed enthusiasm for increased Indian participation in upcoming years. Several Indian firms are showcasing innovations, highlighting India's tech…
Nvidia CEO praises robots as ‘AI immigrants'
Nvidia chief executive Jensen Huang described robots as “AI immigrants” on Tuesday, arguing they could solve a global labor shortage that is hampering manufacturing.
Why Lynas shares are soaring 10% today after a sharp rebound from January lows
Lynas shares jump sharply after hitting January lows, with improving rare earths prices and technical momentum driving renewed interest.
The post Why Lynas shares are soaring 10% today after a sharp rebound from January lows appeared first on The Motley Fool …
Immervision Technology Enables Lenovo’s Next Generation Video-Conferencing Experience on the New Generation of ThinkPad X1s and the Newly Introduced ThinkPad X9-15p Both Unveiled at Lenovo Tech World & CES 2026
MONTREAL — Immervision, the global leader in wide-angle vision, image-processing algorithms, and end-to-end camera simulation, announced its contribution to the newly launched Lenovo ThinkPad X1s and X9-15p introduced at Lenovo Tech World & CES 2026. This har…
Nvidia CEO praises robots as ‘AI immigrants'
Nvidia chief Jensen Huang views robots as AI immigrants. He believes they will solve global labor shortages and boost manufacturing. Huang stated that robots will create jobs, not replace humans. He highlighted demographic shifts causing worker scarcity. Nvid…
Why Are 21 Billionaires Moving Their Money ASAP?
Under the surface of the U.S. financial system… One of the biggest stock market events in 25 years is rapidly unfolding… The economist who predicted the 2008 Financial Crisis says it will be: “The Biggest Crash of Our Lifetime.” Soon your favorite tech stocks like Nvidia, Apple, Microsoft, Google , and hundreds more could come crashing down…
💰 Investment Opportunities
Consumer founders’ deeptech play; VC fundraising swells in 2025
Happy Wednesday! With the deeptech wave rising in India, consumer tech founders are moving in. This and more in today’s ETtech Morning Dispatch.
Nvidia CEO praises robots as ‘AI immigrants’
Nvidia chief executive Jensen Huang described robots as “AI immigrants” on Tuesday, arguing they could solve a global labor shortage that is hampering manufacturing. Addressing concerns about machines replacing human workers, the leader of the world’s dominan…
CES Manufacturing Showcase Spotlights B2B Tech Driving Next Industrial Era
By now, the consumerization trend of the B2B space is old news. But if the 2026 edition of the Consumer Electronics Show (CES) is any indication, the tides of innovation appear to be heading upstream, or at least embracing a two-way street. At this year’s CES…
AI Startup Hark Hires Ex-Apple Designer Abidur Chowdhury
Artificial intelligence (AI) startup Hark reportedly hired former Apple designer Abidur Chowdhury as head of design. Chowdhury joins 30 engineers from companies like Google, Meta and Amazon who have moved to Hark, which is working on AI models and plans to re…
VTEC Fort Gillem National Training Center: A HighROI Solution for Federal and State Government Agencies
A National Model for Efficient Workforce Development, Reduced Government Burden, and Stronger Economic Outcomes ATLANTA, Jan. 5, 2026 — The Veterans Training Empowerment Center (VTEC) , a 501(c)(3) nonprofit dedicated to military workforce development and an …
The Elon Musk “Mystery Metal” That Could Break China's Grip
quietly engineered by Elon Musk… could end that crisis forever. And one tiny company is sitting at the center of it all. Musk is expected to make an announcement any day now. See more about this secret project here.
What everyone’s missing is that the CES Manufacturing Showcase Spotlights B2B Tech Driving Next Industrial Era (pymnts.com) isn’t just a flashy demo—it’s the blueprint for how enterprises will deploy automation in record time. Forget the cute robot-horse videos; the real money flows into AI accelerators and wide-angle video solutions like Immervision’s partnership on Lenovo’s ThinkPad X1s (Financial Post). Investors who ignore that angle are setting themselves up for a rude awakening.
Linking the Mobileye to acquire AI humanoid robotics startup Mentee Robotics in $900M deal (SiliconANGLE News) with Hyundai Motor Group plans to deploy humanoid robots at U.S. factory from 2028 (Slashdot.org) tells you where the supply chain is headed: fewer human hands and more semiconductors. That shift will create winners and losers—don’t be surprised when chipmakers and solid-state battery chems eclipse legacy automakers.
Action-oriented takeaway: trim exposure to cyclical supply chains and rotate into deeptech fundraisers riding VC waves—gene-editing platforms and next-gen solid-state battery chem firms are where smart dollars will find outsized returns this year.