$ABBN (-0,86%)
$GE
$RTX (+0,2%)
$HAL (-1,42%)
$MMM (-0,68%)
$NOC (+0,34%)
$MSCI (-0,99%)
$ISRG (+1,83%)
$SPCX (+1,13%)
$NFLX (-0,92%)
$DB1 (-0,49%)
$CME (+0,77%)
$T (-0,12%)
$PM (-1,04%)
$MCO (-0,7%)
$NEE (-1,76%)
$UAL (-0,35%)
$MONC (-1,29%)
$TXN (+0,12%)
$META (-0,51%)
$IBM (+2,92%)
$SAP (+1,32%)
$QS (-2,79%)
$LRCX (+3,09%)
$TSLA (+4,82%)
$RMS (+0,49%)
$NESN (+0,37%)
$BARC (-3,83%)
$ROP (+0,65%)
$DOW (+0,98%)
$SPOT (-2,01%)
$NDAQ (-0,24%)
$AAL (-0,91%)
$LMT (+0,58%)
$PG (-0,38%)
$BX (+0,81%)
$BESI (+3,75%)
$VLO (-2%)
$KER (-0,01%)
$OR (-0,51%)
$VRSN (+1,58%)
$WDC (+5,45%)
$BE (+2,26%)
$NEM (+0,47%)
$TOM (+1,79%)
$AXP (+1,53%)
$FIX (+2,83%)

$DPZ (-0,73%)
$SCHW (-2,37%)
$HAS (+1,79%)
$HAL (-1,42%)
$MMM (-0,68%)
$MSCI (-0,99%)
$IBKR (-1,51%)
$EQNR (-1,08%)
$GEV (-1,28%)
$T (-0,12%)
$PM (-1,04%)
$MCO (-0,7%)
$TXN (+0,12%)
$GOOG (+1,26%)
$NOW (+2,9%)
$IBM (+2,92%)
$QS (-2,79%)
$TSLA (+4,82%)
$IDR (-3,66%)
$NESN (+0,37%)
$UCG (-1,72%)
$RTX (+0,2%)
$NDAQ (-0,24%)
$DOW (+0,98%)
$LMT (+0,58%)
$HON (+0,07%)
$SAP (+1,32%)
$INTC (+3,17%)
$VOW (+0,51%)
$AXP (+1,53%)
$FIX (+2,83%)

$UNH (+1,57%)
$DHI (-2,32%)
$RTX (+0,2%)
$HAL (-1,42%)
$MMM (-0,68%)
$NOC (+0,34%)
$MSCI (-0,99%)
$IBKR (-1,51%)
$ISRG (+1,83%)
$COF (-0,4%)
$BN (-1,21%)
$EQT (+0,76%)
$ABBN (-0,86%)
$GEV (-1,28%)
$T (-0,12%)
$CME (+0,77%)
$PM (-1,04%)
$MCO (-0,7%)
$BA (+1,06%)
$UAL (-0,35%)
$OR (-0,51%)
$TXN (+0,12%)
$LRCX (+3,09%)
$NOW (+2,9%)
$IBM (+2,92%)
$TSLA (+4,82%)
$000660
$018260
$NESN (+0,37%)
$SAAB B (+0,11%)
$DSY (+0,96%)
$NOKIA (+0,12%)
$ASC (+0,18%)
$ROG
$NDAQ (-0,24%)
$DOW (+0,98%)
$KDP (+0,32%)
$AAL (-3,69%)
$LMT (+0,58%)
$AXP (+1,53%)
$BX (+0,81%)
$FCX (+0,57%)
$SAP (+1,32%)
$INTC (+3,17%)
$NEM (+0,47%)
$FIX (+2,83%)

$MMM (-0,68%)
$NFLX (-0,92%)
$JNJ (-0,04%)
$HAL (-1,42%)
$UAL (-0,35%)
$EQT (+0,76%)
$PG (-0,38%)
$ISRG (+1,83%)
$INTC (+3,17%)
$AA (-0,53%)
$COF (-0,4%)
$ERIC A (-2,3%)

Good morning everyone and a green start to the first full trading week of 2026!

The year is barely five days old and there have already been numerous events around the world.

Probably the most eventful event (can you write it like that? 🤔) is the one at the weekend surrounding Maduro's arrest.

While the oil price remains volatile due to the global oversupply, clear winners are emerging today (05.01.2026) from the US intervention.

1. the "top dog": Chevron $CVX (+0,35%)
🏗️

Chevron is the clear favorite today. As the only US company to remain operational in the country, they have the "first mover" advantage.

If the sanctions are lifted, the billions will flow into repairs first.

_________________________

2. the service giants: SLB $SLB (-0,11%)
& $HAL (-1,42%)
🛠️

No matter who is producing: The plants in Venezuela are dilapidated. Schlumberger is currently benefiting massively from speculation on major technology contracts.

Without Western know-how, Venezuela will not be able to significantly increase production.

_________________________

3. the US refineries: Marathon Petroleum $MPC (-0,55%)
& Valero $VLO (-2%)
⛽

The US Gulf Coast specializes in "heavy" crude oil from Venezuela. A return of this oil improves the margins of Marathon Petroleum and Valero massively, as expensive import alternatives are eliminated.

_________________________

4. US defense: Lockheed Martin $LMT (+0,58%)
🛡️

Instead of European second-line stocks, the industry leader Lockheed Martin is moving into focus. The US intervention underlines the military presence in the region. very Such geopolitical tensions secure the group's long-term political backup for defense budgets.

_________________________

5. the "safe haven" effect: gold breaks records 🏆✨

Gold is the absolute rock in the surf today. Due to the uncertainty, the spot price fell by over 2 % upwards this morning and has passed the 4,420 USD per ounce!

- Barrick Gold $ABX (-0,21%)
& Newmont $NEM (+0,47%)
: Mining stocks rally strongly.

- Background: Venezuela is sitting on gold reserves worth around USD 22 billion - the question of who will have access to them is also driving speculation.

_________________________

What's your situation? Have you already invested in one of the stocks? Or are you planning to?

$GLDA (-0,19%)
$4GLD (-0,48%)
$GOLD

Good morning dear Getquin community 👋

Today I would like to introduce you to The Humanoid 66 and what it's all about. The market for humanoid robotics is just taking off and is facing one of the biggest upheavals since the advent of the automobile. Morgan Stanley and Goldman Sachs expect the market to be worth between 38 billion and three trillion US dollars by 2035. By 2050, over 60 million humanoid robots could be in use in the USA alone.

With The Humanoid 66, Morgan Stanley has compiled a list of 66 companies that are likely to benefit directly or indirectly from this development. These include not only the manufacturers themselves, but also suppliers and technology groups that provide the necessary infrastructure, from semiconductor and battery producers to sensor technology and software through to platform operators for artificial intelligence.

The leading players include $TSLA (+4,82%) Tesla with Optimus, Figure AI with Figure 02, Agility Robotics with Digit, Boston Dynamics with Atlas and Unitree with H1 and G1. Tesla is already planning to use more than a thousand Optimus robots in its own factories by 2024. The goal is clear: to make humanoid machines suitable for mass production at prices between 20,000 and 30,000 US dollars. Figure AI works closely with $MSFT (+1,36%) Microsoft, OpenAI and $BMW (+0%) BMW and was able to raise over 675 million US dollars in a financing round.

Technological progress is the key driver of this development. Multimodal generative AI enables humanoid robots to understand speech, communicate with humans and perform tasks autonomously. Advances in actuator technology, LiDAR systems, force sensors and battery technology are making the machines more efficient and more human-like. The energy density of modern lithium-ion cells is increasing by around 20 percent every two years, while the cost per kilowatt hour is expected to fall to 80 US dollars by 2030.

At the same time, wage costs for human labor are rising significantly. In the USA, they currently stand at just under 40 US dollars per hour, while in China they are around 6.50 US dollars and in India 4.45 US dollars. Studies show that automation can reduce labor costs in industrialized countries such as Germany, Japan and the USA by up to a third by 2025. Sectors such as agriculture, construction, care, logistics and manufacturing, where millions of jobs remain unfilled today, will be particularly affected.

The Humanoid 66 shows that this change goes far beyond individual companies. A new industrial ecosystem is emerging that links hardware, software, energy and data. Price reduction, scalability and integration into existing value chains will determine who will be among the winners.

Takeaway: Humanoid robotics is no longer a vision of the future, but the beginning of a structural reorganization of the global economy. Those who invest early in key areas such as AI chips, batteries, sensor technology and automation are positioning themselves in a sector that is likely to have a similarly profound impact as the invention of the car. The crucial question is just how far society is prepared to accept and integrate this new form of workforce.

For those who want to delve deeper: These are the companies featured in the Morgan Stanley report Humanoids @Tenbagger2024
@Multibagger

1. Tesla - USA - $TSLA (+4,82%)

2. Toyota - Japan - $7203 (+0,57%)

3. Xpeng - China - $XPEV (-0,54%)

4. Naver - South Korea - (not listed)

5. CATL - China - $3750 (-0,53%)

6. LG Energy Solution - South Korea - $373220 Subsidiary of LG

7. Samsung / Samsung SDI - South Korea - $SMSN (+4,99%)

8. SK Innovation - South Korea - $096770

9. HD Hyundai Infracore / Doosan (component) - South Korea - $042670

10. Hengli Hydraulic - China - $601100

11. NTN - Japan - $6472 (+2,44%)

12. NSK - Japan - $6471 (+0%)

13. Sanhua - China - $002050

14. Siemens - Germany - $SIE (-0,85%)

15. Top Group ("Topu") - China - $601689

16. Ambarella - USA - $AMBA (+2,12%)

17. Synopsys - USA - $SNPS (+0,99%)

18. NXP - Netherlands / USA - $NXPI (+1,31%)

19. Qualcomm - USA - $QCOM (+1,41%)

20. TSMC - Taiwan - $TSM (+1,83%)

21. Wolfspeed - USA - $WOLF

22. ARM - UK - $ARM (+0,98%)

23. onsemi - USA - $ON (+0,95%)

24. cadence - USA - $CDNS (+1,62%)

25. STMicroelectronics - Netherlands - $STM (+0,25%)

26. NVIDIA - USA - $NVDA (+1,59%)

27. SK hynix - South Korea - $HY9H (+4,73%)

28. sociionext - Japan - $6526 (+0%)

29. SMIC - China - $0981

30. infineon - Germany - $IFX (+0,77%)

31. Renesas - Japan - $6723 (+2,03%)

32. Dassault Systèmes - France - $DSY (+0,96%)

33. Mobileye - Israel / Intel ecosystem - $MBLY

34. Hexagon - Sweden - $HEXA B (-0,8%)

35. Knight Transportation - USA - $KNX (-2,6%)

36. DSV - Denmark - $DSV (-1,33%)

37. Werner Enterprises - USA - $WERN (-7,19%)

38. DHL Group - Germany / international - $DHL (-1,98%)

39. Kuehne + Nagel - Switzerland - $KNIN (-0,84%)

40. Obayashi - Japan - $1802 (+2,82%)

41. China State Construction Engineering Corporation (CSCEC) - China - $601668

42. RBG (presumably an Asian construction company) - (not listed)

43. Shimizu - Japan - $1803 (+2,26%)

44. Taisei - Japan - $1801 (+3,19%)

45. Baker Hughes - USA - $BKR (-0,23%)

46th SLB (Schlumberger) - USA - $SLB

47. Tenaris - Luxembourg / multinational - $TEN (-0,53%)

48. Halliburton - USA - $HAL (-1,42%)

49. amazon - USA - $AMZN (+5,14%)

50th Coupang - South Korea $CPNG (+1,15%)

51. JD.com - China - $JD (-0,73%)

52. BMW - Germany - $BMW (+0%)

53rd Mercedes-Benz - Germany - $MBG (-0,29%)

54th General Motors - USA - $GM (-1,79%)

55. BYD - China - $1211 (-0,35%)

56. Stellantis - NL / multinational - $STLAM (-1,6%)

57. Ford - USA - $F (-2,06%)

58. McDonald's - USA - $MCD (+0,56%)

59th Domino's - USA - $DPZ (-0,73%)

60. BGF Retail - South Korea - $282330

61. GS Retail - South Korea - $007070

62nd Lotte - South Korea - $004990

63. Yum China - China - $YUMC (-0,12%)

Source: Morgan Stanley Research Bluepaper Humanoids Investment Implications of Embodied AI and Stock3 drumbeat of Germany's humanoid robot manufacturers The Humanoid 66, 05.10.2025

https://api.guidants.com/db/e6/4/e134c52068e8c98a.pdf

In the S&P 500, 224 out of 500 shares are in the red this year. "Welt" has analyzed which stocks have the potential to catch up.

The criteria:

The stocks must have lost at least 20 percent in price since the beginning of the year, have at least double-digit price potential according to analysts' estimates and also be recommended as a buy by at least 50 percent of augurs.

The candidates (selection):

$UNH (+1,57%) - United Health

$DECK (+2,16%) - Deckers Outdoor

$UPS (-0,17%) - UPS

$HAL (-1,42%) - Halliburton

$MRK (-0,05%) - Merck

$NCLH (+1,27%) - Norwegian Cruise Line

$IQV (-0,48%) - IQVIA Holdings

Source: Welt, 14.05.25 (excerpt) | Image: ChatGPT