Physical AI—intelligence embedded in machines that can see, reason, and act in the real world—is emerging as a trillion-dollar transformation. Bank of America's thematic investing team identifies this shift from digital models to physical machines like robots, autonomous vehicles, and drones as a major investment opportunity. Humanoid robots ...

Goldman Sachs upgraded Innoviz Technologies stock from Neutral to Buy, raising its price target and highlighting potential autonomous driving technology design wins with major automakers.

Deutsche Bank upgraded Lam Research from Hold to Buy, raising price target from $100 to $150. Several other companies also received analyst upgrades, including Innoviz Technologies, General Dynamics, and Amer Sports.

Multiple stocks saw significant gains on Monday, driven by factors including potential cannabis policy changes, analyst upgrades, and strategic collaborations.

Innoviz Technologies reported Q2 2025 revenues of $9.7 million, secured a top five OEM contract, expanded into non-automotive markets, and maintained strong financial discipline with reduced cash burn and a new $75 million equity program.