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Dan Niles, founder of Niles Investment Management, offers a measured view of the stock sell-off driven by concerns over AI disruption, saying companies perceived as linked to OpenAI were caught up in an unsustainable wave of speculative buying.
Fears of an AI bubble are sparking tech selloffs. That’s changing the calculus for once-pricy semiconductor stocks, Morningstar analysts say.
Nvidia: Full Steam Ahead With an Impressive Array of Announcements at CES 2026 https://www.morningstar.com/stocks/nv...
Step inside Siemens Electronics Factory in Erlangen, Germany, where AI, robotics, the industrial metaverse, and digital twin technology are transforming advanced manufacturing. This exclusive factory tour showcases how these innovations address real-world challenges in the face of global competition, sustainability, and production efficiency.
The video explores how AI is being deployed across the factory floor, from robotic object recognition and automated picking systems using Simatic robot pick-AI, to quality improvements and process optimization. See how AI enables robots to identify unknown objects using 3D cameras, calculate optimal gripping points, and automate previously manual logistics tasks.
Discover the industrial metaverse and its role in creating precision digital twins of factory processes, machines, and entire production lines. Learn how Siemens uses these virtual models to test and optimize systems before physical implementation, enabling global collaboration, faster innovation, and significant cost savings. The factory demonstrates how digital twins allow engineers to design robotic lines, simulate material flow, and predict production outcomes virtually first.
Established in 1971, the Erlangen factory produces over a thousand product variants made-to-order, including industrial controllers, drives, and frequency converters. As Siemens' customer zero facility, it tests new automation and digitalization solutions in real-world operations before deploying them to customers worldwide. The video features insights from factory experts on how digital transformation, combined with culture and innovation, drives sustainable and competitive manufacturing for the future.
Experts:
• Julian Bräu, Project Manager Logistic Automation, Digital Industries, Motion Control, Siemens AG
• Velia Janetzky, Head of Digital Excellence Electronics Factory Erlangen, Digital Industries, Motion Control, Siemens AG
• Felix Keppner, Factory Lead Data Analytics, Digital Industries, Motion Control, Siemens AG
• Jan Niegsch, Factory Lead Processes, Digital Industries, Motion Control, Siemens AG
