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Where investors may find the next 'big wave' for AI trade

The next massive gains in artificial intelligence may come from thousands of miles away. Tim Urbanowicz, chief investment strategist at Innovator from Goldman Sachs Asset Management, is urging investors to look beyond their backyards to the emerging markets. "[It's] where a lot of the big money can be made on the AI trade," he told CNBC's "ETF Edge" this week – calling it "the next big wave."

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How to protect your wealth when rupee is falling

The rupee is falling and your investment portfolio is bleeding red. India may be a fundamentally strong growth story, but for now your investments may be flashing negative returns. As the impact of the US-Iran conflict rips through an economy dependent on fuel imports, the currency has seen a rapid fall requiring RBI's frequent interventions.

Times of India 9h ago

Investors bet humanoid robots will transform industry and homes over the next decade

Softbank CEO Masayoshi Son told CNBC this week that physical AI and robotics were where he saw the next trillion-dollar company emerging from. Humanoid robots, designed to mimic human movement and capabilities, have been hitting headlines in recent years, from their use as baggage handlers at Japanese airports to Tesla's big bet on its Optimus humanoid. Market watchers have predicted that the machines will change the world over the next decade and forecast that the industry will grow...

CNBC 7d ago

Private credit lenders say their big software bet faces an AI reckoning — but not a ‘SaaSpocalypse'

AI is forcing a reckoning for private credit's huge software bet, with prominent investors telling CNBC that the technology will forge winners and losers, rather than wipe it out in the so-called "SaaSpocalypse." Private credit specialists at firms, including Ares and Man Group, told CNBC that AI would force lenders to distinguish between software companies that could adapt and those that would disruption. When concerns around the "SaaSpocalypse," or software apocalypse, emerged earlier this...

CNBC 7h ago