11 Jul, 2019 image
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At PTC, augmented reality is creating a whole new world

Augmented reality. The highly hyped phrase itself conjures up images of a fantastical future. And yet, in the case of ROBO Global Index member PTC, those images actually live up to the hype. A leader in CAD (computer-aided design) and PLM (product lifecycle management), PTC has successfully pivoted its focus toward the Internet of Things, or IoT. The company now boasts a growing ecosystem of customers that are using its comprehensive IoT software development stack to create the future of augment...

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3 Jul, 2019 image
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China’s rise to AI dominance: from threat to opportunity

If you tuned in to the first round of the Democratic primary candidate debates, you know that one of the hottest topics in Miami was China. It came as no surprise. Trump’s tariff wars have put the spotlight on China—a country that is now viewed by many as the biggest external threat to the US today. Not only does China pose economic and military threats to the US, but its aggressive initiative to become the world leader in AI is working. For investors with their eyes on robotics and AI, t...

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27 Jun, 2019 image
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Robotics competitions showcase the collaborative power of ROS—the Robot Operating System

By Prof. Wyatt Newman, Ph.D., P.E. It’s been said that there’s nothing like a little healthy competition to motivate a winner. However, in the world of robotics, recent competitions are making it quite clear that winners are everywhere—in every industry and every part of the globe—thanks to the collaborative power of ROS, otherwise known as the Robot Operating System. In fact, if there’s one thing other than sheer inventive genius that can be credited with spurring the massive robot...

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21 Jun, 2019 image
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As AI shapes the future of shopping, retailers, employees, and investors stand to benefit

At the local Neighborhood Market in Levittown, New York, customers are getting a first-hand look at the future of shopping. It is here that Walmart is putting artificial intelligence (AI) to the test, applying advanced technologies to increase operational efficiencies and improve customer service in its stores nationwide. Cameras and real-time analytics work together to send automatic alerts when an item is out-of-stock, and then prompt store associates to re-stock the shelves. Using sophisticat...

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13 Jun, 2019 image
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Fiction vs. Reality: A real-world look at the technologies in Westworld Season 3

If you have yet to jump on the Westworld bandwagon, you’re missing out. That’s particularly true for anyone who is awestruck by the future of robotics and AI. Known for its lifelike representations of tomorrow’s technologies, the HBO series drew accolades and a passionate following after it first aired in 2016. With season three officially in the works, newcomers have plenty of time to get caught up before new episodes air sometime in 2020 (the exact date remains TBD). HBO released the sea...

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5 Jun, 2019 image
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Turnkey Tech Investing: May 2019 Market Brief

Between trade conflicts, tweets, earnings reports, tweets, weak data, and more tweets, investors seem both exhausted and confused. And for good reason. As if the US/China trade situation wasn’t enough to ratchet up investor angst in recent weeks, next came the Mexico tariffs right out of left field. Then the market tumbled, then Powell hinted at a possible cut in interest rates to help steady the rocky ship. The current geopolitical environment is adding fuel to the fire, begging the question ...

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30 May, 2019 image
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AI is hitting the road—and not only in self-driving cars

By Henrik Christensen, PhD, Qualcomm Chancellor's Chair in Robot Systems, Director Contextual Robotics, UC San Diego; ROBO Global Strategic Advisor When most people think about AI and transportation, their minds go immediately to self-driving cars. But while the delivery of truly autonomous vehicles that are safe and reliable in all environments, all of the time, remains in the relatively distant future, AI is already being applied in a variety of applications that are poised to transfo...

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24 May, 2019 image
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AI: Shaping the Future of Healthcare

Healthcare stands out as one of the least digitized economic sectors and a bona fide latecomer to the opportunity of automation. While other industries have made great strides leveraging the power of automation everywhere from the factory floor to the living room floor, healthcare had seemed content to remain in a state of complacency, with extremely low productivity gains in the past decade. Even as robot-assisted surgery was making headlines, the rest of the healthcare supply chain seemed stuc...

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9 May, 2019 image
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Investing in the promise of a longer life

At long last, the healthcare industry is undergoing a massive transformation. It’s a past-due shift in an area that seemed to remain stagnant for decades, even as the world around it evolved at a rapid pace. But new technologies are finally making change possible, moving from a healthcare model focused on caring for the sick to one that is focused on prediction, prevention, and the eradication of disease. The expected result: a longer lifespan—as well as a plethora of new investment opportun...

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7 May, 2019 image
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New tariff threat offers robotics & AI exposure at a discount

The markets are jittering again as US-China trade negotiations enter the final stretch. Just days ahead of a scheduled visit of China’s trade team to Washington, President Trump renewed his threat to ramp up tariffs on $200B of Chinese imports from 10% to 25%. The news hit stocks hard on Monday and Tuesday—especially robotics and automation companies. At ROBO Global, we believe that such a pullback presents investors with a rare opportunity to increase exposure to robotics, automation and AI...

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