Mercer: Robotics to Lead "Next" Mag 7, AI Spending to Stay Robust
Description
While data centers have taken investor focus over recent months, Zeno Mercer believes many are missing the next leg of markets in robotics. He sees companies that "separate the physical and digital world" while using the best of both will become the "next" Mag 7. As for fears of an AI bubble, Zeno believes they should be cast aside with spending projected to increase in 2026.
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