The $5 Trillion Race for the Humanoid Future

Excerpt from Bloomberg: “Indonesia and India intervened on Friday to prop up their currencies, which are being pressured by an energy price spike.”

Excerpt from Bloomberg: “With chatbots like Claude around, more companies are cutting back on internships.”

Excerpt from Bloomberg: “The US Department of Education wants to grease the wheels for college mergers and acquisitions, a rare Trump administration proposal with broad support from university leaders who see the policy helping the sector withstand a wave of financial distress.”

Excerpt from Bloomberg: “Federal Reserve Bank of Kansas City President Jeff Schmid said he remained focused on elevated inflation and officials should make it clear they’re willing to do what is needed to achieve price stability.”

Excerpt from Bloomberg: “S&P 500 set to gain for a ninth straight week as AI trade powers on.”

Excerpt from Bloomberg: “"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops. Today's…”

Excerpt from Bloomberg: “Italy’s economy grew more than initially estimated at the start of 2026, keeping up momentum from last year before the shock of the Iran war impacted growth.”

Excerpt from Bloomberg: “Italy’s economy grew more than initially estimated at the start of 2026, keeping up momentum from last year before the shock of the Iran war impacted growth.”

Excerpt from Bloomberg: “Australian Deputy Prime Minister Richard Marles says his country spends a larger share of its GDP on the military than major European nations. He speaks with Haslinda Amin from the sidelines of the Shangri-La Dialogue. (Source: Bloomberg)”

Excerpt from Bloomberg: “The Bank of England could temporarily tolerate inflation staying above its 2% target in order to support the UK’s weak economy, Governor Andrew Bailey said, so long as second-round price effects do not emerge. “Given the context of softness in the real economy and uncertainty…”

Excerpt from Bloomberg: “Japan used the equivalent of a record ¥11.73 trillion ($73.6 billion) over the past month to support the yen after the currency slid past 160 per dollar, according to Finance Ministry data confirming the government’s first market intervention since 2024.”

Excerpt from Bloomberg: “The gap between hype and reality is closing fast as the AI boom provides the "missing piece" of intelligence needed for humanoids to navigate a world designed for humans. Shery Ahn looks at the latest tech bridging the gap between sci-fi and reality. (Source: Bloomberg)”

Excerpt from Bloomberg: “Hungarian Prime Minister Peter Magyar said he expected to reach a deal with the European Union later on Friday that would allow billions of euros in frozen funding to be unlocked, in much-needed relief to the stretched budget.”

Excerpt from Bloomberg: “An important rite of passage for college students is slipping away as companies use AI for more busywork and prepare for a future with fewer entry-level positions.”

Excerpt from Bloomberg: “Foreign Minister Wang Yi’s visit hints at the global realignment now under way.”

Excerpt from Bloomberg: “SpaceX is currently targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter, as Elon Musk’s rocket and artificial intelligence company nears its debut. Blue Origin’s New Glenn rocket exploded in a massive…”

Excerpt from Bloomberg: “Australia’s deputy prime minister defended the nation’s defense spending ahead of a meeting with his US counterpart, arguing that his country spends a larger share of its economy on the military than Germany, France or the UK.”

Excerpt from Bloomberg: “Rio Tinto Group and South32 Ltd. have offered Japanese clients third-quarter aluminum supply at record premiums, said traders familiar with the matter, after conflict in the Middle East tightened the global market.”

Excerpt from Bloomberg: “A celebrity attorney who represented some of the nation’s most notorious crime bosses and who refers to himself as “the tiger” has unexpectedly emerged as investors’ best hope of averting a market rout in Colombia.”

Excerpt from Bloomberg: “Seema Shah, Chief Global Strategist at Principal Asset Management, discusses the outlook for bond yields, equities pricing and Federal Reserve Policy. "It's gonna be important to watch how the bond yield market progresses," Shah says on Bloomberg Television. "From our…”

Excerpt from Bloomberg: “China said it has met President Xi Jinping’s goal of bringing 50,000 young Americans to the country ahead of schedule, showcasing a milestone after a Beijing summit with Donald Trump steadied bilateral ties.”

Excerpt from Bloomberg: “SpaceX is currently targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter. Bloomberg News reported in April that SpaceX was aiming for a valuation above $2 trillion. The target is settling lower after…”

Excerpt from Bloomberg: “Russia placed the business of Ros Agro Plc, one of the country’s largest agricultural holdings, under the management of a state bank after a Moscow court ordered the nationalization of billionaire Vadim Moshkovich’s share in the company.”

Excerpt from Bloomberg: “European Central Bank Governing Council member Fabio Panetta acknowledged the case for an interest-rate hike while urging colleagues not to flag subsequent tightening.”

Excerpt from Bloomberg: “PGIM economist Katharine Neiss weighs the impact of inflation data on European Central Bank policy as consumer prices in France and Spain accelerated to the fastest level since 2024. "My base case is that the ECB will hike 25 basis points at their June meeting," Neiss says on…”

Excerpt from Bloomberg: “Taiwan revised up its economic growth forecast for this year, predicting that roaring demand for AI would send exports to the best performance in five decades.”

Excerpt from Bloomberg: “There's been a massive selloff in the bond market and rates are rising globally. Japan, Korea, the UK... You name it. Gita Gopinath — Harvard economics professor and the former first deputy managing director of the IMF — has long warned that bond markets are "in a…”

Excerpt from Bloomberg: “Israeli Prime Minister Benjamin Netanyahu ordered the army to expand its control over Gaza’s territory, further squeezing the war-torn enclave.”

Excerpt from Bloomberg: “Kenyan inflation accelerated to a more than two-year high in May, driven by a sharp Iran-war induced increase in local fuel prices.”

Excerpt from TheStreet: “The most recent government shutdown caused no end of headaches for travelers. So many Transportation Safety Administration (TSA) employees called in sick between Feb. 14 and April 30, 2026, that airports across the country saw massive, historic security-line and travel delays…”

Excerpt from TheStreet: “They can translate 100 different languages in real time.”

Excerpt from Bloomberg: “Australia’s Fair Work Commission announced a review of its processes to cope with an influx of cases being lodged with the help of generative AI assistance tools, which it said has contributed to an estimated 70% workload increase over a three-year period.”

Excerpt from Bloomberg: “Wuxi Taclink Optoelectronics Technology Co. is considering a listing in Singapore, a potential first for any company that already trades shares in mainland China, according to people familiar with the matter.”

Excerpt from Bloomberg: “Blue Origin's New Glenn rocket exploded in a massive fireball while undergoing a test on a Florida launchpad Thursday evening, dealing a major setback to the Jeff Bezos-backed firm in its efforts to challenge a dominant SpaceX. Blue Origin and Amazon founder Jeff Bezos said it…”

Excerpt from Bloomberg: “HSG has emerged as the leading bidder for a stake in German high-end camera maker Leica Camera AG, according to people familiar with the matter.”

Excerpt from Bloomberg: “Norway’s $2.3 trillion wealth fund supported all shareholder proposals at Palantir Technologies Inc. as the fund’s growing politicization puts its investments under closer scrutiny by the Nordic country’s public.”

Excerpt from Bloomberg: “US Treasury Secretary Scott Bessent defended the idea of putting President Donald Trump’s face on a specially issued $250 bill, a move that is currently barred by the law. "At Treasury, we prepare things in advance," Bessent told reporters on Thursday. "We have prepared in…”

Excerpt from Bloomberg: “Ocado Group Plc struck a deal to help British grocer Asda lift online sales, a boost for the company’s automated technology after a series of setbacks.”

Excerpt from Bloomberg: “Control Risks Partner Angela Mancini believes the outlook for a sustainable peace that meets the priorities of the primary threat actors in the Iran war remains very poor. She speaks with Haslinda Amin on "Insight with Haslinda Amin." (Source: Bloomberg)”

Excerpt from Bloomberg: “A Philippine court on Friday ordered the arrest of Senator Jinggoy Estrada after he was charged for allegedly receiving millions of pesos in an infrastructure corruption scheme.”

Excerpt from Bloomberg: “Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from London, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before…”

Excerpt from Bloomberg: “The US and Iran have reached a preliminary deal to extend a ceasefire by 60 days and discuss the future of Tehran’s nuclear program, a person with knowledge of the matter said, buoying hopes for a resolution to a three-month conflict that has killed thousands and roiled the…”

Excerpt from Bloomberg: “China issued a sharp warning to the European Union hours before a meeting to discuss potential EU curbs on Chinese exports, setting the stage for a renewed trade barb between the economies.”

Excerpt from Bloomberg: “Inflation jumped in France, Italy and Spain, backing the case for the European Central Bank to raise interest rates for the first time since 2023.”

Excerpt from Bloomberg: “Struggling to rein in a surge in bear attacks, Japan has turned to anime to teach children how to avoid a potentially deadly encounter.”

Excerpt from Bloomberg: “Economists are increasingly doubting Indonesia’s robust growth narrative under President Prabowo Subianto, with the skepticism spilling over into a rare public debate over the reliability of the country’s economic data.”

Excerpt from Bloomberg: “Apollo and Blackstone are working to bring additional investors into a roughly $36 billion debt financing deal to help Anthropic build out its AI infrastructure. The debt will be used to purchase Google’s custom chips known as tensor processing units, or TPUs, which Anthropic…”

Excerpt from TheStreet: “Every business starts with a little bureaucracy. Before you sell a thing, you register a name, get a tax ID, and open a bank account so the money has somewhere to land. For decades, that last step came with friction by design. You filled out forms, proved who you were, and…”

Excerpt from Bloomberg: “Three Taiwanese securities firms are seeking around $1.4 billion of new loans, according to people familiar with the matter, adding to a rush of recent fundraising as a stock market boom stokes demand for financial services.”

Excerpt from Bloomberg: “When Terma A/S began selling technology to protect critical infrastructure more than a decade ago, its clients were mostly airports, ports, and power facilities in the Middle East. Today, Denmark’s largest defense company is fielding inquiries from embassies and even museums as…”

Excerpt from Bloomberg: “A Kenyan high court temporarily blocked the government from approving a deal with the US to establish an Ebola quarantine facility in the East African nation after a human rights group said the plan posed “grave health risks” to the public.”

Excerpt from Bloomberg: “Equity benchmarks across Asia and the US saw new highs this week, driven by optimism around the resonant AI trade despite growing concerns of potential disruptions to the labor market. The Opening Trade spoke with industry experts and leading market voices on how companies and…”

Excerpt from Bloomberg: “The US and Iran reached a tentative deal to extend a ceasefire by 60 days and launch further talks on Tehran’s nuclear program, a person with knowledge of the matter said, raising hopes the three-month conflict could be nearing a resolution. President Donald Trump has yet to…”

Excerpt from Bloomberg: “Slovenian nationalist leader Janez Jansa unveiled his cabinet late on Thursday, with a surprise pick of his lawyer Franci Matoz for the post of the nation’s interior minister.”

Excerpt from Bloomberg: “Norway is putting pressure on the European Union to remove a moratorium on new oil and gas drilling in the Arctic where almost two thirds of its petroleum resources lie.”

Excerpt from Bloomberg: “Pulitzer Prize-winning historian Ada Ferrer reflects on the human cost of Cuba’s long crisis, as well as exile, guilt and family separation. (Source: Bloomberg)”

Excerpt from Bloomberg: “Homing in on stocks at the heart of Europe’s electrification push has helped a Jupiter Asset Management fund team outperform 91% of its peers this year.”

Excerpt from Bloomberg: “Homing in on stocks at the heart of Europe’s electrification push has helped a Jupiter Asset Management fund team outperform 91% of its peers this year.”

Excerpt from Bloomberg: “Russian President Vladimir Putin will join a summit of the Moscow-led Eurasian Economic Union on Friday amid growing tensions with Armenia over its shift toward Europe.”

Excerpt from TheStreet: “It's "very comfortable, sturdy, and easy to set up and move around."”

Excerpt from Bloomberg: “The US military is quietly seeking to bolster its ability to deter or battle China over Taiwan, including with new warship-killing bombs and advanced sea mines, the head of US Indo-Pacific Command said in a report to Congress.”

Excerpt from Bloomberg: “How can Keir Starmer - or whoever leads the country next - help to turn the UK’s around? Simon French, Managing Director, Chief Economist and Head of Research at Panmure Liberum joins John Stepek to discuss former UK Prime Minister Tony Blair’s 5000 word prescription for the UK…”

Excerpt from Bloomberg: “Lenovo Group Ltd. recorded its best month in more than a quarter-century, with the stock doubling in May as investor enthusiasm built around the company’s AI-driven growth outlook.”

Excerpt from Bloomberg: “The data-center boom in Australia, rivaling the country’s once-in-a-generation mining boom, could keep interest rates structurally higher than they were before the pandemic, according to Westpac Banking Corp.”

Excerpt from Bloomberg: “the Humanoids Summit in Tokyo gathers leading companies, builders, and investors from around the world for live humanoid demonstrations and talks on commercialization, mass production, and safety. (Source: Bloomberg)”

Excerpt from Bloomberg: “Sea Ltd. has set up a dedicated team to scout for new investments in AI, part of a broader effort to accelerate forays into the technology as it hunts for its next growth engine beyond e-commerce.”

Excerpt from Bloomberg: “Nvidia Corp.’s Jensen Huang leads a parade of AI computing leaders in Taiwan for Asia’s biggest technology showcase, Computex. Over a jam-packed week, the hardware linchpins of the post-ChatGPT era will debate the most pressing issues facing their industry, from growing…”

Excerpt from Bloomberg: “Congo’s health minister pushed back against claims the country’s Ebola outbreak was spiraling out of control, even as World Health Organization officials warned insecurity and population displacement were preventing responders from tracing most suspected contacts.”

Excerpt from Bloomberg: “China’s export prices jumped at their fastest rate in three years, as a global surge in energy costs and an AI boom broke a long streak of falling prices.”

Excerpt from TheStreet: “While it seems like every retail investor on the planet is going to be fighting over SpaceX shares on initial public offering (IPO) day, I believe this is a classic wait-and-see. Further, aerospace suppliers might be a better way to profit from the SpaceX IPO craze than a direct…”

Excerpt from Bloomberg: “This month’s rally in the dollar, as traders priced in the prospect of higher US interest rates, is leaving Wall Street strategists wary of further gains.”

Excerpt from TheStreet: “Marvell Technology has gained more than 200% in the past 12 months. It just reported record revenue, guided above expectations, and told investors that growth would accelerate every single quarter through the rest of the fiscal year. For Barclays analyst Tom O'Malley, that was…”

Excerpt from Bloomberg: “A blistering rally in Samsung Electronics Co. and SK Hynix Inc. has turned into an unexpected headache for some funds, whose positions have grown so large they’re now forced to sell.”

Excerpt from TheStreet: “If you have been holding cash while the stock market posted three straight years of gains above 15%, Fidelity Investments has a message for you. The firm published a seven-step guide to help cash-heavy investors overcome hesitation and build a diversified portfolio, arguing that…”

Excerpt from TheStreet: “For years, bigger was better. Customers wanted their fast-food meals supersized, their pre-packaged snacks in bulk, and their movie theater concessions large enough to last a triple feature. These days, consumer preferences have changed. Diet trends and growing financial…”

Excerpt from TheStreet: “Americans trying to decide whether to buy or sell a home are confronting a housing market reshaped by sharply higher mortgage rates, a shift increasingly tied to global instability. The ongoing Iran war and the partial closing of the Strait of Hormuz have pushed up energy costs…”

Excerpt from TheStreet: “Salesforce has spent much of the past year trying to convince investors that the next version of enterprise software will be built around AI agents. A new bearish note says that story still has a harder test in front of it. Salesforce (CRM) reported a record fiscal first…”

Excerpt from TheStreet: “Shares of Sandisk have been on a massive run this year as investors continue piling into artificial intelligence-related memory and storage names. Sandisk stock is up 591% year to date and closed at $1,641 on May 28, according to Yahoo Finance data. The rally accelerated this…”

Excerpt from Bloomberg: “Gold held a gain after reports that the US and Iran had reached a preliminary deal to extend a ceasefire and work toward an agreement to end the Middle East war, easing expectations of higher for longer interest rates.”

Excerpt from Bloomberg: “China’s battered consumer-focused funds are showing signs of pivoting to tech as a prolonged demand slump forces even the sector’s most committed backers to rethink their strategy.”

Excerpt from TheStreet: “Whether you're working in a corporate office or attending class at college, laptops are an important purchase you don't want to skimp on.”

Excerpt from TheStreet: “Paramount's (PSKY) largest Hollywood gamble is already under pressure. The company’s proposed $110 billion deal for Warner Bros. Discovery (WBD)merges two media powerhouses at a time when traditional entertainment firms are grappling with streaming losses, decreasing cable…”

Excerpt from TheStreet: “Nvidia (NVDA) stock closed at $212.6 on May 27, down 9.81% from its highest closing price of $235.74 on May 14. The dip comes as a result of a common pattern of volatility for the stock near its earnings report. Nvidia reported its first quarter (Q1) fiscal year 2027 earnings on…”

Excerpt from TheStreet: “Workday Inc. has spent years building one of the stickier positions in enterprise software, serving as a central system for HR, finance, payroll, planning, and employee data inside large organizations. Bank of America says that franchise still matters. The firm reinstated…”

Excerpt from Bloomberg: “US stocks held steady at record highs as traders waited to see whether America and Iran could finally get a peace deal across the line and restore oil flows through the Strait of Hormuz.”

Excerpt from Bloomberg: “Oil dropped to a six-week low as the US and Iran tentatively agreed to extend a ceasefire by 60 days, stoking optimism the Strait of Hormuz may soon reopen.”

Excerpt from TheStreet: “Rising gas prices caused by the on-again, off-again Iran War are wreaking havoc on drivers who are paying hundreds of dollars more to fill up their tanks. But the rise in fuel costs hasn't been even. In fact, some models have added more than double the national average to fill…”

Excerpt from TheStreet: “This patio swing has tons of convenient features.”

Excerpt from TheStreet: “There was a time in the late 1950s when American Express (AXP) was a house divided. At issue was whether the financial giant should embrace a new product, with one faction defending the company’s traditional travelers' checks business and another pushing aggressively into the…”

Excerpt from TheStreet: “NASA spent Tuesday, May 26, handing out the keys to its next chapter on the moon. When the contracts were tallied, Firefly Aerospace (FLY) had an edge that its rivals could not offer investors. Firefly, which has traded on the Nasdaq since its August 2025 IPO, was the only…”

Excerpt from TheStreet: “Every Jamie Dimon appearance gets parsed like a Federal Reserve statement. Markets move on a single sentence. Reporters strip-mine each quote for hints. That is the price of running the country's largest bank. For most of his two-decade run at JPMorganChase (JPM), Dimon has been…”

Excerpt from Bloomberg: “South East Water Ltd. is in talks with industry watchdog Ofwat to retain its license after its debt was downgraded to junk by Moody’s Ratings.”

Excerpt from TheStreet: “Snowflake just posted one of its best quarters ever. And the market took notice. The data cloud company delivered a blockbuster first quarter for fiscal 2027 on May 27, topping expectations on revenue growth, margins, and customer additions.  Snowflake (SNOW) stock jumped…”

Excerpt from Bloomberg: “Dell Technologies Inc. shares surged 38% in premarket trading Friday after the hardware maker gave an outlook for annual sales that far surpassed analysts’ estimates, fueled by demand for servers that power artificial intelligence work.”

Excerpt from TheStreet: “A portable jump starter can increase your safety and independence on the road.”

Excerpt from TheStreet: “When you sell franchises, you run the risk of the franchise operator's problems making it look like you have a struggling brand. Burger King, for example, in 2024 saw Carrols Restaurant Group, one of its largest franchise operators, close dozens of restaurants. The franchise…”

Excerpt from TheStreet: “Peace deals tend to be very good for gas prices. Markets sell off, traders unwind risk hedges, and within weeks the cost of filling a tank drifts back toward whatever was normal before the bombs started falling. That has been the muscle memory of every oil shock since the 1991…”

Excerpt from TheStreet: “If you have been waiting for used car prices to cool down, the latest data from Edmunds suggests your patience could start paying off soon. Three-year-old vehicles reached an average transaction price of $31,548 in the first quarter of 2026, just below the all-time high set four…”