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BlackBerry Ltd. (NYSE:BB) offers an attractive mix of accelerating topline, robust margins, positive cash flows, and a healthy balance sheet. However, the real tradeoff is the stock price. After an almost 123% jump in 2026, the stock carries a weight of expectations requiring continued execution. Any hurdles down the line or slowdown in growth would put such an elevated valuation under pressure. Investors need to weigh the strength of BlackBerry's recent results against its existing premium valuation.

BlackBerry has gained a little over 120% during the last six months, compared to a 24.29% for Insider Monkey Billionaire Index and 15.09% for S&P 500 ETF (SPY).BlackBerry (BB) Stock Is Back, but Is the Rally Sustainable?

Pieter Beens / Shutterstock.com

Revenue Growth and Healthy Margins Fuel Optimism

After closing at $8.45 on October 12, the stock has rallied 95.82% over the past 52 weeks, compared to the S&P 500's 17.38% gain during the same period. The key consideration for investors is whether fundamentals justify the climb.

The business fundamentals are showing strong momentum. Following a 26% year-over-year revenue growth during the second quarter of fiscal 2027, the total revenue for the last twelve months stands at $614 million. Profitability metrics are also solid, with a trailing operating margin of approximately 16.0% and a net margin of 13.1%

However, the company's 10.6% return on equity gives an impression that the market is pricing in future growth rather than current returns. At the same time, In the recently reported second quarter print, BlackBerry saw a widening gap between its QNX and secure communications segments. What does this entail for the rest of the fiscal year?

The QNX Backlog Behind the Rally

The BlackBerry QNX operations are poised for further growth, as the company recently secured a major contract that adds more than $100 million in estimated future royalties to the QNX backlog. The company's Alloy Kore platform was selected by Coretura, a JV between the Volvo Group and Daimler Truck, as the foundational software layer for its next-generation commercial vehicles architecture. Apparently, Jim Cramer is also impressed with the QNX backlog that currently stands in excess of $1 billion.

Short interest in the stock does not appear alarming. A short float of 6.42% suggests moderate level of active bets against the stock. A short ratio of 4.22 indicates approximately 4.2 days to cover short positions at average trading volume, although this does not necessarily signal an impending short squeeze. Overall, the stock's ongoing rally seems to be driven more by the business fundamentals and the broader sentiment, rather than any short covering.

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Institutional Sentiment

Data tracked across 1,000+ hedge funds by Insider Monkey reveals an increasing number of smart money managers invested in the company. As per 13F filing data for Q2 2026, a total of 31 hedge funds held positions in the stock compared to just 19 by the end of the first quarter.

As per Yahoo Finance database, Legal & General Group is the largest institutional investor with 38.08 million shares, representing 6.49% of outstanding shares. Other notable institutional names include Voya Investment Management and T. Rowe Price Investment Management that hold 4.76% and 3.42% of outstanding shares, respectively.

When a Great Turnaround Meets a Rich Valuation

With a $4.93 billion market capitalization, BlackBerry is currently valued at a trailing price-to-earnings multiple of 83.8x, compared with 47.2x on a forward basis. Compared to a trailing revenue of $614 million, investors are assigning a notable premium to the company's growth trajectory. The sharp drop from trailing to forward metric reflects on optimism around earnings growth potential. BlackBerry's rally could remain sustainable if QNX growth translates into stronger earnings and cash flows, but its premium valuation leaves little room for execution setbacks.

While we acknowledge the potential of BB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on thebest short-term AI stock.

READ NEXT: Intel (INTC) Data Center Comeback: Real Recovery or Just a Supply Squeeze? and Foldables, AI Servers and India Expansion: What Lies Ahead for Apple (AAPL) Under the New CEO?.

Disclosure: None. Follow Insider Monkey on Google News.

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Apple (AAPL) has danced around making a major push into the smart home market for years, via its HomePod, HomePod mini, and Home app. But it fell shy of ever launching its own dedicated smart home hub, ceding much of the space to Amazon (AMZN) and Google (GOOG, GOOGL).

That changed on Tuesday with the launch of Apple's HomeView. Sporting a 7-inch Liquid Retina Display that can sit on a counter or be mounted to a wall, the HomeView serves as Apple's biggest smart home effort to date and could help it win over a market in flux as powerful AI models enter the home.

"Most smart speakers and hubs in homes today are low-cost devices that can't run AI at the edge, so they are ripe for replacement," Counterpoint Research research director Mohit Agrawal said in a note following Apple's Welcome Home event on Tuesday.

"Amazon and Google have only just begun refreshing their hardware for Alexa+ and Gemini, so the upgrade cycle is wide open, and Apple wants to win it," he added.

Apple's smarter home

The HomeView takes a lot of its software design cues from the Apple Watch, complete with a series of built-in clock faces. There's a hub screen that lets you control your smart home devices, such as lights, locks, and thermostats, as well as an iPhone-like home screen where you can open apps like FaceTime or Messages.The Apple HomeView, an iPad-like device meant to hang on walls or perch on tabletops that will showcase its AI-upgraded Siri virtual assistant, during a launch of smart home products in New York City, US, October 13, 2026. REUTERS/Shannon Stapleton·Reuters / REUTERS

Users can also view multiple smart camera feeds, use the HomeView's built-in camera as a vanity mirror before they head out the door, and look up things like recipes from their iPhones and then project them on the screen.

Apple is framing both its Siri AI and its privacy stance as two key benefits of the HomeView. Siri AI will allow you to control smart home devices with your voice, make FaceTime calls, and ask broad world-knowledge questions.

The company designed the HomeView to recognize six faces via its facial recognition camera. If you want to access your personal messages, calendar, etc., you'll need your iPhone on the same Wi-Fi network as the hub so it can authenticate you.

Apple says it does all of this seamlessly, allowing you to simply walk up to the HomeView and instantly see your customized home screen and app setup.

The new hardware provides users with a long-awaited Apple-built solution for controlling smart home devices. To date, customers have had to wrangle a collection of do-it-yourself options such as using iPads as wall-mounted command centers.

HomeView changes that, with Apple noting that the device will work with existing Apple Home and Matter-compatible accessories.

Story Continues

The company has also partnered with LG and Schneider Electric to produce new smart door locks, thermostats, and in-door and out-door cameras.Components of the Apple Home Collection, which include an iPad-like device meant to hang on walls or perch on tabletops that will showcase its AI-upgraded Siri virtual assistant, during a launch of smart home products in New York City, US, October 13, 2026. REUTERS/Shannon Stapleton·Reuters / REUTERS

But to win over both Apple loyalists and average users, the company needs to prove that Siri AI is more than just a means to set alarms and check the weather.

I've been using Siri AI on my iPhone for the past several weeks, and it's proven to be quite helpful when it comes to asking questions related to texts and emails, such as requesting the name of a restaurant my friend suggested I check out.

But I haven't been able to try the AI assistant with HomeView just yet. Whether it works as advertised will be integral to the overall experience.

"Generative AI has raised expectations for conversational ease and genuinely useful assistance, and Siri has consistently lagged," Forrester vice president and principal analyst Dipanjan Chatterjee said in a press statement.

"The critical question is whether the new Siri capabilities can close that gap and make Apple's home experience as intuitive and compelling as its best products," he explained.

If Apple's strategy to take smart home share from Amazon and Google succeeds, it could provide a boost to the company's bottom line, while helping to ensure increased lock-in among its customers.

Apple doesn't break out specific revenue numbers for its smart home sales, instead lumping them in with wearables and accessories. That segment represented $35.69 billion of the company's $416.16 billion in total revenue in 2025.

That's better than its Mac and iPad businesses, but nowhere near its Services division, which brought in $109.15 billion, or its iPhone arm, which generated $209.59 billion in the same period.Sign up for Yahoo Finance's Week in Tech newsletter.·Yahoo Finance

Email Daniel Howley at dhowley@yahoofinance.com. Follow him on Twitter at @DanielHowley.

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Long fund participation rebounds in Magnificent Seven names, notably Alphabet; short fund participation increases in Meta and Tesla

NEW YORK & LONDON, October 14, 2026--(BUSINESS WIRE)--Rising interest rates and inflation emerged as key themes impacting global hedge funds in September, driven in part by higher energy prices. Following a 25-basis-point Federal Reserve rate hike, global bond markets experienced a selloff, while long-term Treasury yields climbed. Meanwhile, equity market gains were concentrated in a narrow group of AI-linked mega-cap technology stocks, according to Data Insights, the institutional hedge fund market intelligence platform and a division of Hazeltree.

The Data Insights Crowding Report September 2026 (formerly the Hazeltree Crowding Report) revealed a rebound in the number of funds holding long positions across several Magnificent Seven stocks compared with the previous month. Alphabet experienced a moderate month-over-month increase, while Meta, Microsoft, Nvidia and Amazon posted modest gains. Apple and Tesla, however, posted modest declines. Conversely, on the short side, Meta and Tesla saw notable increases in fund participation and Microsoft a moderate increase, while Nvidia, Amazon, Alphabet and Apple all experienced reductions.

Alphabet's long-to-short fund count ratio returned above 1.0x after falling below that level in August, leaving Apple and Tesla as the only names with more short than long holders by count. Tesla's ratio fell to 0.54x, its lowest level of the year.

Overall semiconductor sentiment turned modestly more bullish in September. Data Insights tracks activity through the PHLX Semiconductor Sector Index™, which includes 30 of the largest U.S.-traded semiconductor companies. The share of constituents exhibiting net long positioning increased to 76.7% from 73.3% the prior month. Notable positioning trends included:

Broadcom (AVGO) flipped from short-biased to long-biased in September as net long exposure crossed above 50% (from 34.1% to 54.1%), a move reinforced by a further increase in its long-to-short fund count ratio (from 1.79x to 2.53x). On the long side, crowding remained most pronounced in Applied Materials, followed by Nvidia and Broadcom. On the short side, Teradyne emerged as the most crowded name, followed by ON Semiconductor and Advanced Micro Devices. The index also added four new constituents as part of its annual reconstitution — Lattice Semiconductor (LSCC), Qnity Electronics (Q), SiTime (SITM) and Tower Semiconductor (TSEM) — replacing four names that were dropped. None ranked among the most crowded names overall, although SiTime was already the fourth most crowded short name in its first month in the index.

Story Continues

The Data Insights Crowding Report examines hedge fund long and short crowding across the Americas, EMEA and APAC during September 2026, based on Data Insights' analysis of anonymized data covering approximately 16,000 securities on its proprietary securities-finance platform, representing more than 700 global funds. It includes the ten most crowded regional long and short positions, broken out by large-, mid- and small-cap categories.

Data Insights defines the crowding score as a relative metric that normalizes the number of funds in Hazeltree's community that are long or short a given security within a predefined group (by region and market cap) relative to its peers. When a fund goes long a stock, it generally means it either expects the stock's price to rise or is using the position to hedge its exposure to shorts. Conversely, when a fund shorts a stock, it generally means it either expects the stock's price to decline or is hedging its long exposure.

"While market gains in September were concentrated in AI-linked mega-cap technology stocks, rising interest rates and inflation concerns both contributed to market volatility," commented Tim Smith, managing director, Data Insights, Hazeltree. "The Fed's rate hike and subsequent market reaction reinforced the prospect that monetary policy could remain restrictive for longer than investors had anticipated."

Turning to the report's monthly Spotlight series, Smith added, "Broadcom stood out in September as its positioning shifted from short-biased to long-biased, with net long exposure crossing above the 50% mark (from 34.1% to 54.1%). The stock spent most of the month under pressure, yet funds moved the other way, using the pullback to rebuild long exposure."

Further Highlights at the Single-Name Level

​North America: Top Movers (>10% MoM Change in Fund Counts)

​Long crowding increases

Large Cap: Booking Holdings and Broadcom Mid Cap: Insulet, WillScot, Pinterest, Evercore, Solstice, and H&R Block Small Cap: Clear Secure, Marqeta, Donnelley Financial Solutions (DFIN), and ScanSource Note: Darling Ingredients and Etsy in Mid Cap saw a >10% month‑over‑month decrease in long fund counts.

​​Short crowding increases

Mid Cap: Norwegian Cruise Line and Dick's Sporting Goods Small Cap: LeMaitre Vascular Note: Coinbase in Large Cap and Eos Energy in Small Cap saw a >10% month‑over‑month decrease in short fund counts.

EMEA: Top Movers (>10% MoM Change in Fund Counts)

​Long crowding increases

Large Cap: Lloyds Banking Group and Glencore Mid Cap: Balfour Beatty and Pandora Small Cap: Glenveagh and FirstGroup

​Short crowding increases

Large Cap: Kering Mid Cap: Melrose Small Cap: Kinnevik, Energean, and CVS Group Note: Bayerische Motoren Werke (BMW Group), Pernod Ricard, Legal & General Group, and Universal Music Group in Large Cap; AUTO1 Group in Mid Cap; and Yellow Cake and SSP in Small Cap saw a >10% month‑over‑month decrease in short fund counts.

APAC: Top Movers (>10% MoM Change in Fund Counts)

Long crowding increases

Mid Cap: Sumitomo Chemical, Westgold Resources, and Food & Life Companies Small Cap: Stanmore Resources, Firefly Metals, Lindian Resources, and Peet Note: TCL Electronics in Mid Cap and Ennoconn in Small Cap saw a >10% month‑over‑month decrease in long fund counts.

Short crowding increases

Mid Cap: J&T Express Small Cap: Ganfeng Lithium, Nanosonics, and IPH Note: SoftBank Group in Large Cap; Alibaba Health, Hankyu Hanshin, and WiseTech Global in Mid Cap; and Deep Yellow and Minerals 260 in Small Cap saw a >10% month‑over‑month decrease in short fund counts.

To view the Data Insights Crowding Report September 2026 and past reports, click here.

Methodology

The Data Insights Crowding Report is based on anonymized and aggregated positioning data from Hazeltree's proprietary securities‑finance platform, which reflects trading activity from its hedge fund client base of more than 700 global funds. It calculates the crowding score by sector and region (Americas, EMEA, and APAC) and analyzes both long and short crowding during September 2026.

Note to editors: To be added to the distribution list for this report, please contact btanner@hazeltree.com.

About Data Insights - A division of Hazeltree

Data Insights, a division of Hazeltree, provides proprietary market intelligence derived from anonymized positioning data across a global community of hedge funds. Through its flagship Data Insights Crowding Report and other analytical offerings, the team delivers insights into long and short positioning, market trends and investor sentiment to help financial institutions, market participants and the media better understand evolving investment dynamics. For more information, visit https://hazeltree.com/product/insights.

About Hazeltree

Hazeltree is the leading provider of treasury and liquidity management and optimization solutions purpose-built for the alternative investment industry. Trusted by more than 700 investment firms managing over $4 trillion in assets, Hazeltree empowers hedge funds, private markets firms, and asset managers to enhance operational efficiency, reduce risk, and unlock alpha. Hazeltree's cloud-based platform facilitates nearly $8 billion in daily transactions across more than 10,000 funds. By delivering seamless connectivity across counterparties and service providers, Hazeltree enables clients to optimize cash, credit facilities, margin, and fees—driving stronger returns and greater transparency across the investment lifecycle. Hazeltree is headquartered in New York with offices in London, Bournemouth, and Hong Kong. For more information, please visit www.hazeltree.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20261014721487/en/

Contacts

Media Contact: Ben Tanner Hazeltree btanner@hazeltree.com

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Six ETFs target 1.33x stock exposure with no personal margin account required

TORONTO, Oct. 14, 2026 /CNW/ -- Global X Investments Canada Inc. ("Global X" or the "Manager") is pleased to announce the launch of PowerStock ETFs (the "PowerStock ETFs"), a new suite of lightly-leveraged single-stock ETFs that offer Canadians the ability to increase their investment exposure to individual companies they believe in for the long term, without the need for margin. Units of the ETFs begin trading today on the Toronto Stock Exchange ("TSX").

Global X's initial PowerStock lineup offers enhanced exposure to six companies that have captured investors' attention around the world: Alphabet, Amazon, Apple, NVIDIA, SpaceX and Tesla.

Each of the PowerStock ETFs seeks to provide long-term capital appreciation by targeting 33% additional exposure to its underlying stock – approximately $133 of stock exposure for every $100 invested. The ETFs trade in Canadian dollars and hedge foreign currency exposure back to the Canadian dollar. This enhanced exposure magnifies movements in the underlying stock in both directions, meaning investors may experience larger gains or losses than they would from holding the stock directly.

"Canadians with strong conviction in a company's long-term potential deserve more choice in how they invest," said Rohit Mehta, President and CEO of Global X. "Our PowerStock ETFs offer Canadians a straightforward way to add 33% more exposure through a single ETF purchase, without opening or managing a margin account. They also bring that exposure to registered accounts, including TFSAs and RRSPs, where investors cannot access margin."

The PowerStock ETFs

ETF Name Underlying Company Ticker Management Fee* Global X Alphabet PowerStock ETF Alphabet Inc. GOOP 0.15 % Global X Amazon PowerStock ETF Amazon.com, Inc. AMZP 0.15 % Global X Apple PowerStock ETF Apple Inc. AAPP 0.15 % Global X NVIDIA PowerStock ETF NVIDIA Corporation NVDP 0.15 % Global X SpaceX PowerStock ETF Space Exploration Technologies Corp. SPCP 0.15 % Global X Tesla PowerStock ETF Tesla, Inc. TSLP 0.15 %

*Plus applicable sales tax.

Built for growth with measured leverage

PowerStock ETFs keep capital appreciation at the centre of their strategy. They do not write covered calls, preserving participation in the underlying stock's upside without the limitation that a covered-call overlay can potentially impose, particularly for companies with long-term growth potential.

In addition, unlike some leveraged ETFs that target two or three times a stock's daily return, PowerStock ETFs use a more modest level of leverage and do not reset leverage daily. This approach is designed to give investors enhanced exposure to a company's long-term growth potential, while magnifying both gains and losses.

Story Continues

"The amount of leverage matters, as does how it is managed," said Chris McHaney, Executive Vice President, Head of Investment Management & Strategy at Global X. "With PowerStock ETFs, we're targeting a measured increase in stock exposure for investors with a strong view of a company's long-term prospects. Greater upside exposure also means greater downside exposure. Investors need to be comfortable with larger swings in value and the possibility of larger losses than they would experience owning the stock directly."

PowerStock ETFs build on Global X's experience using light leverage to provide enhanced market exposure. The firm's existing suite of index-based Enhanced ETFs spans 20 products and holds approximately $1.3 billion in assets under management. With PowerStocks, Global X is extending that approach to individual companies, giving investors another way to pursue long-term capital appreciation.

Each PowerStock ETF is concentrated in a single company and does not provide diversification. Borrowing costs, fees, market conditions and changes in leverage affect returns. Investors should consider these ETFs within the context of their overall portfolio and monitor their holdings regularly.

For more information about PowerStock ETFs, visit www.GlobalX.ca/powerstock-etfs and read the prospectus of the PowerStock ETFs at [https://www.globalx.ca/wp-content/uploads/2026/10/Global-X-PowerStock-Prospectus-EN.pdf] or at https://www.sedarplus.ca.

The ETFs closed their initial offering of units to their designated broker and will begin trading today on the TSX. For more information, please visit www.GlobalX.ca.

About Global X Investments Canada Inc. (www.GlobalX.ca)

Global X Investments Canada Inc. is an innovative financial services company and offers one of the largest suites of exchange traded funds in Canada. The Global X Fund family includes a broadly diversified range of solutions for investors of all experience levels to meet their investment objectives in a variety of market conditions. Global X has approximately $60 billion of assets under management and over 160 ETFs listed on major Canadian stock exchanges. Global X is a wholly owned subsidiary of the Mirae Asset Financial Group, which manages more than $1 trillion of assets across 21 countries and global markets around the world.

Commissions, management fees, and expenses all may be associated with an investment in products (the "Global X Funds") managed by Global X Investments Canada Inc. The Global X Funds are not guaranteed, their values change frequently, and past performance may not be repeated. Certain Global X Funds may have exposure to leveraged investment techniques that magnify gains and losses which may result in greater volatility in value and could be subject to aggressive investment risk and price volatility risk. Such risks are described in the prospectus. The Global X Money Market Funds are not covered by the Canada Deposit Insurance Corporation, the Federal Deposit Insurance Corporation, or any other government deposit insurer. There can be no assurances that the money market fund will be able to maintain its net asset value per security at a constant amount or that the full amount of your investment in the Funds will be returned to you. Past performance may not be repeated. The prospectus contains important detailed information about the Global X Funds. Please read the relevant prospectus before investing.

Certain ETFs are alternative investment funds ("Alternative ETFs") within the meaning of the National Instrument 81-102 Investment Funds ("NI 81-102") and are permitted to use strategies generally prohibited by conventional mutual funds, such as the ability to invest more than 10% of their net asset value in securities of a single issuer, the ability to borrow cash, to short sell beyond the limits prescribed for conventional mutual funds and to employ leverage of up to 300% of net asset value. While these strategies will only be used in accordance with the investment objectives and strategies of the Alternative ETFs, during certain market conditions they may accelerate the risk that an investment in ETF Shares of such Alternative ETF decreases in value. The Alternative ETFs will comply with all requirements of NI 81-102, as such requirements may be modified by exemptive relief obtained on behalf of the ETF.

The ETFs are open-end mutual funds established under the laws of Ontario. Each of the ETFs is an "alternative mutual fund" within the meaning of NI 81-102, and accordingly, is permitted to use strategies generally prohibited by conventional mutual funds, such as, the ability to invest more than 10% of the ETF's net asset value in securities of a single issuer, the ability to borrow cash, to employ leverage, and to make substantial investments in other alternative mutual funds. While these strategies will only be used in accordance with the applicable investment objectives and strategies of the ETFs, during certain market conditions they may accelerate the risk that an investment in Units of such ETFs decreases in value.

Each ETF is concentrated and is non-diversified, meaning it is only exposed to a single Specified Public Issuer (as defined in the ETF's prospectus) compared to a typical exchange-traded fund, which has a diversified portfolio. As a result, the ETFs' assets are more susceptible to the impact of any specific company event or any single economic, technological, or regulatory event compared to a diversified portfolio.

Certain statements may constitute a forward-looking statement, including those identified by the expression "expect" and similar expressions (including grammatical variations thereof). The forward-looking statements are not historical facts but reflect the author's current expectations regarding future results or events. These forward-looking statements are subject to a number of risks and uncertainties that could cause actual results or events to differ materially from current expectations. These and other factors should be considered carefully, and readers should not place undue reliance on such forward-looking statements. These forward-looking statements are made as of the date hereof and the authors do not undertake to update any forward-looking statement that is contained herein, whether as a result of new information, future events or otherwise, unless required by applicable law.

This communication is intended for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase exchange traded products managed by Global X Investments Canada Inc. and is not, and should not be construed as, investment, tax, legal or accounting advice, and should not be relied upon in that regard. Individuals should seek the advice of professionals, as appropriate, regarding any particular investment. Investors should consult their professional advisors prior to implementing any changes to their investment strategies. These investments may not be suitable to the circumstances of an investor.

Global X Investments Canada Inc. ("Global X") is a wholly owned subsidiary of Mirae Asset Global Investments Co., Ltd. ("Mirae Asset"), the Korea-based asset management entity of Mirae Asset Financial Group. Global X is a corporation existing under the laws of Canada and is the manager and investment manager of the Global X Funds.

© 2026 Global X Investments Canada Inc. All Rights Reserved.Cision

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The Apple household just got a new lineup. On Tuesday, the company unveiled several new smart home devices, including the HomeView hub, the HomePod Mini 2, and Apple TV 4K.

The company's new releases are a clear pivot in its corporate strategy. Not only is it trying its hand at smart home products once again after its HomePod failure, but Apple and its accelerating hardware releases show new CEO John Ternus's ambitious strategy as a company meeting the AI era head-on.

Tim Cook was Mr. Services, growing that business massively. But Ternus is clearly saying, why not both?

(AAPL )

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Finally, it seems, Apple has figured out a new way to take its "walled garden" design philosophy — a closed, safe ecosystem that favors trust, its signature design language, and vetted partners — and apply it to the home, putting its customers literally inside it.

You can see how this is low-hanging fruit for the company. Securing your home and your physical safety is already a big business that involves iPhones and Apple Watches. Why not directly capitalize on it, further monetizing its seamlessness and trust?

After all, its privacy record looks very different than, say, the Amazon Ring privacy record. One can only imagine Apple has thought of that, even if trumpeting the contrast would be too low a blow for the company's advertising style.

It's clear also that Apple's smart home strategy echoes its approach to AI, which we argued recently positions its brand of trust front and center. At the heart of both experiences is your iPhone, the quarterback for your AI-enabled smart assistant, but also all your domestic gadgets: the new indoor and outdoor cameras, thermostats, temperature sensors, the video doorbell, and the door lock.Part of Apple's Home collection. (Apple)

The new lineup gives people more reasons to put Apple's hardware in their home and their routines. The other side of this is more subtle: For every app integration and product purchase, customers might find it harder to leave the pleasures of Apple's garden. There isn't any AI-first alternative to an iPhone just yet. But if one emerges, it'll have to pry Apple's consumers out of a deeper hole — which could buy time for Cupertino to come up with an answer.

All this shows that while other tech companies are busy expounding on their LLMs, Apple is clearly in a totally different conversation. Superintelligence and everything else in the AI debate might as well be unfolding on another planet. The company's vision, in its marketing of new hardware and its design ethos, is selling relief from home-based chaos and is ready to harness whatever AI capabilities emerge to tame and smooth our lives.

Story Continues

Apple isn't strictly selling AI hardware, but rather touting its ecosystem, its walled garden. Won't you step inside?

Hamza Shaban is a reporter for Yahoo Finance covering markets and the economy. Follow Hamza on X @hshaban.

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Looking for broad exposure to the Large Cap Blend segment of the US equity market? You should consider the Goldman Sachs MarketBeta U.S. 1000 Equity ETF (GUSA), a passively managed exchange traded fund launched on April 5, 2022.

The fund is sponsored by Goldman Sachs Funds. It has amassed assets over $2.45 billion, making it one of the larger ETFs attempting to match the Large Cap Blend segment of the US equity market.

Why Large Cap Blend

Large cap companies typically have a market capitalization above $10 billion. Overall, they are usually a stable option, with less risk and more sure-fire cash flows than mid and small cap companies.

Typically holding a combination of both growth and value stocks, blend ETFs also demonstrate qualities seen in value and growth investments.

Costs

Investors should also pay attention to an ETF's expense ratio. Lower cost products will produce better results than those with a higher cost, assuming all other metrics remain the same.

Annual operating expenses for this ETF are 0.1%, making it one of the least expensive products in the space.

It has a 12-month trailing dividend yield of 0.96%.

Sector Exposure and Top Holdings

It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis.

This ETF has heaviest allocation to the Information Technology sector -- about 37.6% of the portfolio. Financials and Healthcare round out the top three.

Looking at individual holdings, Nvidia Corporation (NVDA) accounts for about 7.54% of total assets, followed by Apple Inc. (AAPL) and Microsoft Corporation (MSFT).

The top 10 holdings account for about 36.17% of total assets under management.

Performance and Risk

GUSA seeks to match the performance of the SOLACTIVE GBS US 1000 INDEX before fees and expenses. The Solactive GBS US 1000 Index measures the performance of equity securities of large and mid-capitalization equity issuers covering approximately the largest 1,000 of the free-float market capitalization in the United States.

The ETF return is roughly 14.43% so far this year and it's up approximately 17.67% in the last one year (as of 10/14/2026). In the past 52-week period, it has traded between $54.70 and $67.38.

The ETF has a beta of 1.01 and standard deviation of 14.67% for the trailing three-year period. With about 1007 holdings, it effectively diversifies company-specific risk.

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Alternatives

Goldman Sachs MarketBeta U.S. 1000 Equity ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, GUSA is a sufficient option for those seeking exposure to the Style Box - Large Cap Blend area of the market. Investors might also want to consider some other ETF options in the space.

The iShares Core S&P 500 ETF (IVV) and the Vanguard 500 Index Fund ETF Shares (VOO) track a similar index. While iShares Core S&P 500 ETF has $896.38 billion in assets, Vanguard 500 Index Fund ETF Shares has $1,053.93 billion. IVV has an expense ratio of 0.03% and VOO charges 0.03%.

Bottom-Line

An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors.

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Apple Inc. (NASDAQ) could unlock a multibillion-dollar opportunity by turningSiri into a premium artificial intelligence assistant, according to Deepwater Asset Management's managing partners.

Apple Could Generate $24 Billion From Siri Subscriptions

On Tuesday, Gene Munster highlighted the opportunity in a post on X, arguing that a more capable Siri could significantly boost Apple's services business.

He also posted a clip alongside his post, in which Munster discussed the potential adoption of personalized AI with Doug Clinton and asked what percentage of Apple's iPhone user base might realistically pay for such a service within five years.

"If Apple gets Siri right," Munster wrote, the assistant could become a "high-margin annual subscription" that generates more revenue than investors might anticipate.

The managing partners estimate that 100 million subscribers paying $20 per month could generate about $24 billion annually, roughly 6% of Apple's revenue.

Munster described the scenario as a "low end example just for scale," adding that the number of paying users could be substantially higher given the growing usefulness of personal AI assistants.

If Apple gets Siri right, it can be a high-margin annual subscription that boosts services. Maybe even bigger than investors think.

100M paying users at $20 a month is a ~$24B a year business, about 6% of revenue. And that's a low end example just for scale. I think there could… pic.twitter.com/uIi7EnVOL8

— Gene Munster (@munster_gene) October 13, 2026

In an earlier post, Munster warned that Apple could miss out on the AI subscription opportunity if users become accustomed to Meta Platforms Inc.'s(NASDAQ:META) Muse or Space Exploration Technologies Corp.'s(NASDAQ:SPCX) Grokbot first.

Read Also:Google, Amazon and Apple Are in AI's Inner Circle. These 15 Domains Made the Cut

What It Means for Apple Investors

A paid AI assistant could give Apple another recurring revenue stream beyond its hardware business, potentially strengthening its services segment.

However, the projections depend on Apple delivering a substantially more capable Siri and convincing millions of users to pay.

Apple's market capitalization briefly crossed the $5 trillion mark for the fifth time on Monday but failed to hold above the threshold, repeating a pattern seen twice in July and twice in September, the Wall Street Journal reported, citing Dow Jones Market Data.

Apple rolled out a redesigned Siri AI with iOS 27 last month, powered by customized Alphabet Inc.'s(NASDAQ:GOOG) (NASDAQ:GOOGL) Google Gemini models.

Story Continues

However, analysts say the assistant still falls short of Meta's Muse in key areas, including persistent background tasks, support for third-party actions and integrated payment capabilities.

The development comes as Apple on Tuesday unveiled a range of smart home products, including an iPad-like device called HomeView, betting that an AI-enhanced Siri can help it gain ground in the fiercely competitive connected home market.

Price Action: Apple shares closed Tuesday at $341.27 after reaching a record high of $348.15 during the session. The stock has gained 25.93% year-to-date, according to Benzinga Pro.

According to Benzinga Edge Stock Rankings, Apple ranks in the 97th percentile for Quality, with positive price trends across the short, medium and long term.

Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.

Read Also:Apple Stock Hits All-Time Highs — And There Could Be Good News About iPhone Duo

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This article 100 Million Siri Users Paying $20 A Month Could Generate $24 Billion A Year For Apple, Analyst Says: 'That's a Low-End Example' originally appeared on Benzinga.com

© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Das Silicon Valley hat einige der beeindruckendsten und wertvollsten Unternehmen der Welt hervorgebracht, darunter Apple, Alphabet und Meta, die jeweils Billionen von Dollar wert sind.

Wenn es jedoch um den Bau der tatsächlichen Anlagen geht, in denen Chips, Computer und andere bahnbrechende Innovationen entstehen, hat die amerikanische Technologiehauptstadt viel weniger vorzuweisen. Die meisten Chipanlagen befinden sich inzwischen im Ausland oder außerhalb des Bundesstaates. Das Auffälligste an der Landschaft des Silicon Valley mit ihren niedrigen Gebäuden und Büroparks ist, wie wenig imposant sie wirkt.

Deshalb war das, was Applied Materials – der weltweit größte Hersteller von Anlagen zur Chipfertigung – am Montag tat, so ungewöhnlich. Das 59 Jahre alte Unternehmen stellte offiziell seine neue EPIC-Forschungs- und Entwicklungseinrichtung für Halbleiter vor, ein zweijähriges Bauprojekt auf dem Campus von Applied Materials in Sunnyvale, Kalifornien, unweit des Hauptsitzes.

Ganz einfach: Sie ist das größte Bauwerk in der Gegend.

Das gewaltige Gebäude mit 600.000 Quadratfuß Fläche aus Glas, Beton und Stahl (nach Angaben des Unternehmens so viel Stahl wie für zwei Eiffeltürme) überragt seine Umgebung wie ein Raumschiff aus einer anderen Welt.

Die Idee hinter der Einrichtung ist ebenso ambitioniert. Das EPIC-Zentrum im Wert von 5 Milliarden Dollar wurde in Zusammenarbeit mit einigen der weltweit führenden Akteure der Chipindustrie errichtet, darunter Intel, TSMC, Micron, SK Hynix und Samsung. Jedes Unternehmen wird vor Ort Forscherteams haben, die mit den Ingenieuren von Applied Materials zusammenarbeiten und frühzeitig Zugang zu den neuesten Anlagen von Applied Materials erhalten, um Fortschritte bei Mikroprozessoren und Speicherchips zu entwickeln.

Applied Materials bezeichnete EPIC als die größte jemals getätigte US-Investition in Forschung und Entwicklung für Anlagen zur fortgeschrittenen Halbleiterfertigung. Die Gesamtinvestition soll sich letztlich auf 5 Milliarden Dollar belaufen. Die sogenannten Reinräume der Anlage, in denen Forscher in Schutzanzügen Maschinen bedienen, die mikroskopisch kleine Schaltkreise in Siliziumwafer ätzen, werden eine Fläche von drei Footballfeldern einnehmen. In diesem Bereich werden konkurrierende Unternehmen wie die Speicherchiphersteller Micron und SK Hynix eigene private Testanlagen mit moderner Chipfertigungsausrüstung haben und direkt mit dafür zuständigen Teams von Applied Materials zusammenarbeiten.

„Innovatoren gemeinsam an einem Ort zu haben und früheren Zugang zu den Technologien zu erhalten, die neue KI-Architekturen ermöglichen, ist ein echter Wendepunkt“, sagte Applied-Materials-CEO Gary Dickerson bei einer Veranstaltung im Gespräch mit Fortune.

Nach Angaben des Unternehmens wird die Zusammenarbeit bei EPIC die Entwicklungszeit für jede neue Generation von Chiparchitekturen verkürzen. Die typische Zeitspanne vom Konzept bis zur Vermarktung soll von 10 bis 12 Jahren auf nur noch sechs Jahre sinken.

Die Fähigkeit, früher im Prozess zu verstehen, was technisch machbar ist, erhöht die Chance auf Durchbrüche und verringert hoffentlich die Zahl der Sackgassen, die Forscher durchlaufen. Solange Unternehmen nicht im Labor zusammenarbeiten, sagte Dickerson, „wissen sie nicht, was sie nicht wissen“.

Das EPIC-Zentrum ist ausschließlich für Forschung bestimmt, nicht für die kommerzielle Chipproduktion – es dürfte daher für sich genommen die Chipfertigung nicht in die USA zurückbringen. Es ist jedoch ein wichtiger Schritt, damit das Silicon Valley und Applied Materials bei Spitzentechnologien für Chips führend bleiben, einer entscheidenden Ressource im Wettlauf um die Entwicklung immer leistungsfähigerer KI-Modelle.

Am Montag wurde deutlich, wie viel auf dem Spiel steht: CXMT, ein Speicherchiphersteller in China, gab einen Durchbruch bei der Speicherdichte von Chips bekannt. Sollte sich der Durchbruch bestätigen, könnte CXMT dadurch energieeffizientere Speicherchips herstellen und Samsung und SK Hynix bei diesem Meilenstein überholen. Die Nachricht ließ die Aktien beider Unternehmen in Südkorea laut Bloomberg um rund 7 beziehungsweise 10 Prozent fallen.

Die US-Regierung hat den Verkauf fortgeschrittener GPU-Chips und fortgeschrittener Anlagen zur Chipfertigung nach China untersagt, um dem Land die Rechenleistung vorzuenthalten, die für die Entwicklung von KI-Modellen nötig ist, welche Modelle US-amerikanischer Unternehmen wie OpenAI, Anthropic und Google übertreffen könnten. Dickerson sprach bei der Veranstaltung am Montag wiederholt davon, „das KI-Rennen zu gewinnen“, wollte sich jedoch nicht konkret zu seiner Haltung zu den US-Vorschriften für Verkäufe nach China äußern. (Im Februar zahlte Applied Materials 252 Millionen Dollar, um einen Fall mit dem US-Handelsministerium beizulegen. Das Ministerium hatte dem Unternehmen vorgeworfen, Anlagen nach China geliefert zu haben, die nicht den US-Ausfuhrbeschränkungen entsprachen.)

Applied Materials wurde 1967 als Chemikalienlieferant für die damals noch junge Halbleiterindustrie gegründet und hat sich zum weltweit größten Anbieter von Anlagen zur Chipfertigung entwickelt. Das Unternehmen hat stark vom KI-Boom und dem daraus entstandenen Speicherchipmangel profitiert; seine Aktien sind in den vergangenen zwölf Monaten um mehr als 110 Prozent gestiegen. Im August meldete das Unternehmen Quartalsumsätze von 9,12 Milliarden Dollar, ein Plus von 25 Prozent gegenüber dem Vorjahreszeitraum. Das Unternehmen erklärte, die Kundennachfrage bis ins Jahr 2030 absehen zu können.

Angesichts der Boom-und-Bust-Zyklen in der Speicherchipindustrie befürchten einige Branchenbeobachter, dass übermäßige Investitionen sowohl der Chip- als auch der Anlagenhersteller zum Risiko werden könnten, falls die Nachfrage zurückgeht. Die Sicht auf die künftige Nachfrage der Kunden sei nicht dasselbe wie unterzeichnete Verträge, sagen sie.

Dickerson sagte, die neuen Produkte und Dienstleistungen, die Unternehmen zur Nutzung von KI entwickeln, gäben ihm die Zuversicht, dass die Nachfrage nach Chips sowie nach einer besseren Leistung und Energieeffizienz von Chips weiter zunehmen werde.

„Das geht so schnell“, sagte er. „Wir haben in unserem Leben noch nie einen solchen Wendepunkt erlebt.“

Diese Geschichte erschien ursprünglich auf Fortune.com.

Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Apples neuer Smart-Home-Hub bietet Nachrichten, Kalender, FaceTime und Smart-Home-Steuerung auf einem Bildschirm, der das iPhone zu Hause weniger unverzichtbar machen soll. Nicole Nguyen vom WSJ schildert ihre ersten Eindrücke.

Videotranskript

00:00 Sprecher A

Apple hat gerade sein allererstes Smart-Display namens HomeView vorgestellt.

00:05 Sprecher A

Und es ist irgendwie wie CarPlay für das Zuhause.

00:09 Sprecher A

Ich habe einen ersten Blick darauf bekommen. Sehen wir es uns an.

00:12 Sprecher A

Es ist ein quadratischer Bildschirm, der teils Assistent und teils Smart-Home-Hub ist.

00:17 Sprecher A

Apple hatte Anfang der 2000er einen Computer namens iMac G4, und HomeView ist irgendwie so, als hätten dieser Computer und eine Apple Watch ein Baby bekommen.

00:26 Sprecher A

Er kostet 299 US-Dollar, und es gibt eine Version, die auf einer Arbeitsfläche steht, sowie eine, die an der Wand angebracht wird.

00:34 Sprecher A

Er ähnelt Geräten von Amazon und Google.

00:38 Sprecher A

Eine Frage ist also: Brauchen wir wirklich noch ein weiteres Gerät von Apple?

00:43 Sprecher A

HomeView ist ein Hub zur Steuerung von Smart-Home-Geräten.

00:46 Sprecher A

Aber eigentlich ist er ein Vehikel für Siri AI, den überarbeiteten und verbesserten persönlichen Assistenten, der letzten Monat eingeführt wurde.

00:54 Sprecher A

Diese Siri kann auf persönliche Daten von deinem iPhone zugreifen, etwa auf Nachrichten und Kalendertermine, was andere wie Amazon und Google nicht können.

01:02 Sprecher A

Die Idee ist: Vielleicht kochst du gerade in der Küche und möchtest einem Rezept folgen.

01:07 Sprecher A

Dann bringst du dein iPhone in die Nähe und übergibst es an HomeView, wo es eine spezielle Rezeptansicht mit integrierten Timern gibt.

01:13 Sprecher A

Oder vielleicht fragst du dich, wann dein Freund noch einmal mit seinem Flug ankommt.

01:19 Siri

Andrew Dean hat eine Nachricht gesendet, in der steht, dass sein Flug am 16. Oktober um 6:30 Uhr am JFK-Flughafen landet.

01:26 Sprecher A

Damit HomeView dir diese Daten anzeigen kann, musst du aber dein Gesicht scannen.

01:31 Sprecher A

Du kannst bis zu sechs Profile haben. Jedes Mal, wenn ein registrierter Nutzer vor den Bildschirm tritt, ändern sich Apps und Widgets entsprechend den Inhalten auf seinem iPhone, genau wie CarPlay im Auto.

01:42 Sprecher A

Und um Nutzer zu sein, brauchst du natürlich ein iPhone oder ein iPad. Typisch Apple.

01:48 Sprecher A

Es gibt auch das übliche Angebot an Apple-Apps, etwa FaceTime-Anrufe und Musik-Apps, in denen du die Liedtexte auf dem Bildschirm sehen und das Gerät in eine kleine Karaoke-Maschine verwandeln kannst.

01:57 Sprecher A

Eine Sache, die mich enttäuscht, ist, dass es keine physischen Tasten gibt.

02:00 Sprecher A

Die Lautstärke musst du mit Siri oder durch Tippen auf den Bildschirm einstellen.

02:04 Sprecher A

Als iPhone-Nutzer, der einen Amazon Echo Show hat und ihn jeden Tag benutzt, bin ich aber neugierig, ob HomeView nützlicher sein kann, weil Apple so viel mehr über mich weiß.

02:11 Sprecher A

Und ob es endlich dafür sorgen kann, dass ich mein iPhone zu Hause weglege.

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

In einem großen Coup für Mind Robotics gab das aus Rivian (RIVN) ausgegründete Industrie-Robotik-Startup bekannt, dass es den ehemaligen Ford-EV-Chef Doug Field als Präsidenten eingestellt hat.

Ford gab Fields Ausscheiden vor sechs Monaten bekannt. Nun gewinnt Mind Robotics einen der erfahrensten Hardware-Ingenieure der Autoindustrie, der auch bei Tesla seine ersten Erfahrungen sammelte.

Die Einstellung erfolgt, während Mind versucht, auf Rivians Fabrikboden trainierte KI in Roboter umzusetzen, die das Unternehmen an die breitere Fertigungsindustrie verkaufen kann.

Field wird Produktentwicklung, Engineering und Betrieb verantworten und laut einer Pressemitteilung am Dienstag mit Rivian-CEO RJ Scaringe zusammenarbeiten, der Mind gegründet hat und den Vorsitz im Verwaltungsrat führt. Mind machte weder sein Gehalt noch seinen Eintrittstermin bekannt.

(RIVN)

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„Doug ist eine bemerkenswerte Führungskraft mit einer Erfolgsbilanz bei der Umsetzung neuer Technologien in erfolgreiche Produkte“, sagte Scaringe in einer Erklärung. „Er hat eine außergewöhnliche Fähigkeit, großartige Teams aufzubauen, die sich komplexen, großen Ideen widmen.“

Fields Lebenslauf liest sich wie ein Who’s who der größten Technologieunternehmen. Er leitete die Hardwareentwicklung für Mac bei Apple (AAPL), wechselte dann als Senior Vice President zur Leitung des Engineerings bei Tesla (TSLA) und beaufsichtigte die Entwicklung des Model 3. Später kehrte er zu Apple zurück, um die Special Projects Group zu leiten, die weithin als Sitz des geheimen Autoprojekts des Unternehmens galt, bevor er 2021 wieder zu Ford wechselte.

Bei Ford stieg Field zum Leiter für Elektrofahrzeuge, Digitales und Design auf und berichtete an CEO Jim Farley. Er war für das Skunkworks-Team verantwortlich, das Fords kostengünstige Universal-EV-Plattform entwickelte. Sein Ausscheiden erfolgte im Rahmen eines umfassenderen Führungswechsels, bei dem sein Team in eine neue Organisation für Produktentwicklung und Industrialisierung unter COO Kumar Galhotra eingegliedert wurde. Doug Field, Fords Leiter für Elektrofahrzeuge, Digitales und Design, spricht am Montag, dem 11. August 2025, im Montagewerk Louisville in Louisville, Kentucky. (AP Photo/Darron Cummings) · ASSOCIATED PRESS

„KI und Robotik zu integrieren, ist eine der wichtigsten und schwierigsten technischen Herausforderungen unserer Zeit“, sagte Field in der Erklärung. „Ich freue mich sehr darauf, RJ beim Aufbau eines Teams, einer Kultur und einer Technologie zu unterstützen, die neu definieren werden, was wir in Amerika herstellen können.“

Mind Robotics wurde im vergangenen Jahr gegründet und im November erstmals bei Rivian offengelegt. Das Startup entwickelt grundlegende KI-Modelle, Roboter und Infrastruktur für den Einsatz in der industriellen Automatisierung.

Rivian ist sein erster Kunde und Startpartner und stellt Mind eine Fabrik mit hohem Produktionsvolumen zur Verfügung, in der das Unternehmen seine Roboter trainieren und einsetzen kann. Rivian behielt außerdem eine Minderheitsbeteiligung an dem Unternehmen.

Mind hat mehr als 1 Milliarde US-Dollar aufgenommen, darunter eine im März von Accel und Andreessen Horowitz gemeinsam angeführte Serie-A-Finanzierungsrunde über 500 Millionen US-Dollar sowie eine im Mai von Kleiner Perkins angeführte Runde über 400 Millionen US-Dollar. Diese bewertete das Unternehmen laut Wall Street Journal mit mehr als 3 Milliarden US-Dollar.

Die Geschichte geht weiter

Scaringe hat argumentiert, dass humanoide Roboter für die meisten Fabrikarbeiten unnötig komplex seien. Anleger werden beobachten, ob der neue Mitarbeiter Doug Field, der Ingenieur, der dazu beitrug, das Model 3 auf den Markt zu bringen, dasselbe für Roboter auf dem Fabrikboden leisten kann.

Pras Subramanian ist leitender Autoreporter bei Yahoo Finance. Sie können ihm auf X und Instagram folgen.

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