"Though it's too soon to tell if the AI trade is bound for another leg higher, I do think there are reasons to be encouraged after a rather turbulent fourth quarter for big tech. As the bulls and bears debate over where AI and tech stocks are headed next, it might be worthwhile to look at where some of the bigger opportunities in AI lie as we kick off a new year with new catalysts."
"If 2026 really is a year where physical AI and robotics have a "ChatGPT moment" of sorts, Amazon ( NASDAQ:AMZN) stands out as a Magnificent Seven laggard that could quickly evolve into a leader. With Alexa+ looking to go toe-to-toe with other AI models on the consumer market, questions linger as to whether the e-commerce titan can close ground with the likes of ChatGPT and others."
January has started with some tech recoveries after the Santa Claus rally failed to materialize. Tech names are bouncing, but the AI trade remains uncertain after a turbulent fourth quarter for big tech. Industry commentary from Nvidia’s Jensen Huang — calling "the ChatGPT moment for physical AI" — raises prospects for robotics-focused AI innovators. Quarterly earnings will be critical catalysts for investor confidence. Amazon could emerge from laggard status if Alexa+ and robotics or in-home devices differentiate its AI offering. Share movement after the Alexa.com model launch highlights market sensitivity to AI product rollouts.
Read at 24/7 Wall St.
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