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AI is everywhere in the product. But revenue growth is decelerating, from 16% to 13% to 12% guided. The productivity benefits are arriving for users and end-consumers of AI, though it's not hitting the income statement (at least yet) for most companies.
VettaFi Director of Research, Cinthia Murphy, appeared on Yahoo! Finance to discuss the ROBO Global Artificial Intelligence ETF (THNQ) and trends in the AI ETF industry.
We take the push of a button for granted. A tap on a smartphone's tempered, touch-sensitive glass can summon a product, start a conversation with AI, or set a global logistics network in motion.
Things are certainly changing over at Wedbush headquarters. On Wednesday, July 1, Wedbush announced that Dan Ives — the firm's Global Head of Technology Research — has left the company to begin a new venture.
In 2000, a “robot” mostly meant a caged arm bolted to a car line, repeating one welded seam. Most could not see, none could leave their cells unsupervised, and a full installation ran into six figures.
Excitement around AI software and large language models (LLMs) remains high in 2026. However, the real bottleneck and emerging focus has shifted toward physical infrastructure.
Index rebalances offer a look at where secular tech trends are solidifying, and the recent shuffles for the ROBO Global Robotics and Automation Index (ROBO) and the ROBO Global Artificial Intelligence Index (THNQ) during the second quarter 2026 rebalance are no exception.
Humanoid robots may grab the headlines, but they represent just one small piece of a much larger opportunity in the physical AI ecosystem. Autonomous robots, drones, collaborative robots (cobots), and electric vertical takeoff and landing (eVTOL) vehicles are rapidly transitioning from conceptual hype to scaled industrial and defense deployments.
Full call transcripts — prepared remarks + analyst Q&A — with speaker-by-speaker formatting and one-click switching across every quarter on file.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.