Free · No account

Create your own personal news briefing

A daily PDF of the news that moves your tickers — summaries and market impact, delivered an hour before the open.

Back to The Tape

CNBC Television

26 Jun 2026, 12:29 UTC · 2h ago

Physical AI will be one of the fastest areas of AI over the next 4-5 years: Oppenheimer's Tim Horan

NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.

ShareX LinkedIn

Physical AI will be one of the fastest areas of AI over the next 4-5 years: Oppenheimer's Tim Horan

What the story claims

1 claim · each scored for market impact

What matters in this story

1
Tim Horan of Oppenheimer predicts that 'Physical AI' will be one of the fastest-growing areas of AI over the next 4-5 years. — Positive outlook on a specific AI sub-sector suggests future capital inflows into robotics and industrial automation stocks.
+0.60

Which stocks this story touches

How each ticker is affected

GOOGL+0.00
The company is mentioned only as the copyright holder of the platform hosting the video.

Read original · https://www.youtube.com/watch?v=CZknuanuzmw

Free · No account

Track these names every morning.

Get a free daily PDF briefing — the last 24 hours of news, with summaries and the market-impact score for each story, delivered an hour before the open.

We’ll watch

$GOOGL#ai#automation#forecast#physical_ai

Pre-filled from this story — remove any you don’t want. Add more tickers & tags or fine-tune your watchlist anytime — every email has an edit link, no account needed.

Free forever · one email a day, max · unsubscribe in one click.How it works

6 related stories

NYTimes
3h ago
‘The Daily' and ‘The Opinions': How A.I. Is Changing Loneliness and Taste
- ai
- robotics
Read

Physical AI will be one… — GOOGL +0.00 | NewsImpactScreener

Physical AI will be one of the fastest areas of AI over the next 4-5 years: Oppenheimer's Tim Horan

What matters in this story

How each ticker is affected

Track these names every morning.

‘The Daily' and ‘The Opinions': How A.I. Is Changing Loneliness and Taste

Physical AI will be one of the fastest areas of AI over the next 4-5 years: Oppenheimer's Tim Horan

What matters in this story

How each ticker is affected

Track these names every morning.

‘The Daily' and ‘The Opinions': How A.I. Is Changing Loneliness and Taste

Impact by category

Biggest drivers

Most positively impacted

Most negatively impacted

Stock Price Prediction: Super Micro Computer Set for 10% Climb After Repricing

Micron's Robust Q3 Results Raise Investor Attention on These 3 Stocks

Micron shares fall after AI-fuelled rally despite blowout earnings

The Market Still Misunderstands Qualcomm

OpenAI's Dave Dugan explains how ChatGPT is building a new ad category

Physical AI will be one of the fastest areas of AI over the next 4-5 years: Oppenheimer's Tim Horan

What matters in this story

How each ticker is affected

Track these names every morning.

Next reads from the same story arc

‘The Daily' and ‘The Opinions': How A.I. Is Changing Loneliness and Taste

Physical AI will be one of the fastest areas of AI over the next 4-5 years: Oppenheimer's Tim Horan

What matters in this story

How each ticker is affected

Track these names every morning.

Next reads from the same story arc

‘The Daily' and ‘The Opinions': How A.I. Is Changing Loneliness and Taste

Impact by category

Biggest drivers

Most positively impacted

Most negatively impacted

Stock Price Prediction: Super Micro Computer Set for 10% Climb After Repricing

Micron's Robust Q3 Results Raise Investor Attention on These 3 Stocks

Micron shares fall after AI-fuelled rally despite blowout earnings

The Market Still Misunderstands Qualcomm

OpenAI's Dave Dugan explains how ChatGPT is building a new ad category