Presented by Miso Robotics: SoftBank CEO Masayoshi Son predicts AI robotics could generate at least 10% of global GDP. Here’s one way to get exposure to this growing trend.

This morning, the action is firmly concentrated in AI infrastructure.

Optical players are effectively sold out for years, foundries continue to post record revenue, and memory stocks are catching a fresh wave of analyst upgrades. The market is clearly rewarding the names closest to the physical build-out, reinforcing the view that the AI infrastructure cycle still has meaningful runway.

On the other side, software is losing momentum.

A pair of cloud and design names are trading lower following analyst downgrades, while a legacy athletic brand is slipping again as conviction around its turnaround weakens.

Today’s session is shaping up as a clean referendum on where the market thinks value actually lives right now.

That’s what the world’s richest person said about AI and robotics. There’s just one question: How do you take advantage of a wealth creation opportunity like this?

Over 39,000 people are doing it by investing in a private company: Miso Robotics. And Miso has already landed customers like White Castle, Jersey Mike’s, Jamba, Auntie Ann’s Pretzels, and many more.

Miso’s not a newcomer to AI and robots. They’re a first-mover and current leader in bringing AI-powered robots to one of the biggest markets in the world, the $1T fast food industry. Miso’s spent years honing their technology, with their AI-powered Flippy Fry Station robot already logging over 200,000 hours in real kitchens.

Flippy can boost restaurant profits by 4X, making it an easy choice as brands turn to robots and AI to solve a desperate labor shortage.

Now Miso’s scaling commercial production of Flippy toward 100,000+ potential U.S. locations. That’s a $4B/year revenue opportunity.

And you still have the chance to tap into this growth as a Miso shareholder. Invest in Miso Robotics and get up to 7% in bonus stock.

This is a paid advertisement for Miso Robotics’ Regulation A offering. Please read the offering circular at invest.misorobotics.com.

Lumentum Holdings (LITE): +5%

The optical and photonic producer just told Bloomberg its products are completely booked through 2027, and investors are taking that as a signal of how deep the AI infrastructure cycle still runs. Lumentum has Nvidia in its corner as a shareholder, and with data center build-out showing no sign of slowing, the visibility here is unusually strong.

Sandisk (SNDK): +2.5%

Mizuho hiked its price target on the memory and storage name to $1,000, and the street is listening. Sandisk was already the best-performing stock on the S&P 500 in 2026, and this call suggests analysts think there's still room to run.

Taiwan Semiconductor Manufacturing Co. (TSM): +2%

Another record quarter from the world's most important chip foundry. Revenue climbed 35% year over year in Q1, and at this scale, that kind of growth rate signals that AI chip demand is not just holding, it's still accelerating.

CrowdStrike (CRWD): +2%

Cybersecurity took a hard hit Thursday after enthusiasm around a new AI partnership with Anthropic faded fast. CrowdStrike is bouncing back more than 2% this morning, a sign that traders saw yesterday's selloff as overdone rather than a fundamental shift.

ServiceNow (NOW): -1.5%

UBS just downgraded the software company from buy to neutral. The firm had previously called ServiceNow one of the best-positioned names to adapt to the AI era, but it said today that confidence has slipped. In a market where AI positioning is everything, a downgrade on those specific grounds stings.

Autodesk (ADSK): -1.3%

Citigroup swept through the software sector with a round of downgrades this morning, and Autodesk is taking the biggest hit.

Nike (NKE): -0.5%

Piper Sandler cut Nike to neutral, and the shares are slipping. The athletic apparel giant has been navigating a stretch of softer demand and brand repositioning, and an analyst pulling back their conviction today is a vote against a near-term rebound.

SoftBank CEO Masayoshi Son predicts AI robotics could generate at least 10% of global GDP. That’s $20 trillion per year. With that kind of prediction, it’s no surprise that SoftBank just acquired ABB Robotics for $5.4B.

But that’s not the only AI acquisition making headlines.

Miso Robotics, the leading fast-food AI and robots company, just announced the acquisition of Zignyl, a restaurant operations tool serving brands like Cinnabon, Jersey Mike’s, and Jamba.

Combined with its famous Flippy Fry Station robot, Miso is building game-changing AI products that could modernize the entire $1T fast-food restaurant industry. Now, Miso can scale across 100,000+ US restaurant locations, a $4B/year revenue opportunity.

And unlike SoftBank’s robotics acquisition, you have the chance to be part of Miso’s growth as an investor. Become a Miso shareholder today and unlock up to 7% bonus stock.

This is a paid advertisement for Miso Robotics’ Regulation A offering. Please read the offering circular at invest.misorobotics.com.

JPMorgan Chase (JPM)

Bank earnings season kicks off next week, and JPMorgan is the name everyone is watching first.

Chatter across r/wallstreetbets and r/stocks has been picking up this week, with retail traders debating whether Jamie Dimon's commentary on tariffs and the consumer will set the tone for the broader market, not just the financials.

JPMorgan reports Q1 2026 results before the open on April 14. The bank has beaten earnings expectations in each of its last four quarters, but the macro backdrop has gotten more complicated since January, with tariff uncertainty and rising recession concerns creating real noise.

What Dimon says about credit conditions and the economic outlook could matter as much as the numbers themselves.

✌️That’s it for today.