著名投資家のポール・チューダー・ジョーンズ氏は、現在AI主導で進む世界市場の強気相場について、あと1年から2年は続く可能性があると述べた。同氏はマイクロソフトの初期の台頭やインターネットの商用化を引き合いに出しつつも、ドットコムバブル崩壊後のような急激な景気後退の可能性についても警告した。
世界市場はここ数ヶ月、人工知能（AI）への期待を背景にテクノロジー株が主導し、過去最高値を更新している。ジョーンズ氏は現在の局面を、AIの導入と生産性向上のサイクルにおけるまだ初期段階であると形容した。
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Tesla's shares fell about 2% on Friday, with options traders paying up to protect against further declines. Wall Street analysts remain cautious on the electric vehicle maker's pivot toward artificial intelligence and robotics, citing recent revenue drops and production changes. Despite the concerns, some see potential in Tesla's energy business, particularly Megapack batteries for AI data centers.
Investor jitters are growing in the US as AI reshapes expectations, but China's markets have so far reacted with caution rather than panic. Artificial intelligence is already reshaping industries and markets, even though artificial general intelligence (AGI) has yet to be achieved. China's tech stocks have largely held steady amid recent domestic AI advancements.
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Analysts at Barclays forecast that the physical AI sector, encompassing robots and robotaxis, could reach a $1 trillion market value by 2035. This projection highlights advances in AI-enabled robotics and may support Tesla CEO Elon Musk's ambitions for substantial wealth growth. The report attributes this potential to improvements in computational power, mechanical capabilities, and battery technology.
A recent surge in Tesla's stock price has prompted questions about whether it's too late for investors to buy in. One analyst reflects on incorrectly predicting the company's unprofitability sooner than expected, crediting Elon Musk for the surprise. Tesla's long-term prospects remain tied to its AI and robotics initiatives delivering profits.
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Institutional Class shares of the Columbia Global Technology Growth Fund returned 1.97% in the fourth quarter of 2025, trailing the S&P Global 1200 Information Technology Index benchmark at 3.21%. Gains from AI leaders like Alphabet and Micron were offset by declines in Oracle and Netflix. The fund's commentary highlights key contributors and detractors.
An article from The Motley Fool suggests that crypto mining companies are shifting focus to AI infrastructure amid falling Bitcoin prices. Published on February 15, 2026, the piece positions a specific crypto miner as a key investment opportunity for the year. This pivot highlights the evolving role of mining firms in emerging technologies.
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Japan's Nikkei share average rose 0.76% to 57,256.55 on Tuesday as trading resumed after a holiday, lifted by gains in AI-related stocks on speculation of a Nvidia-OpenAI deal. Bank shares fell amid concerns over a U.S. firm's asset sales. The broader Topix index edged up 0.1%.