JLL also took a hit, reflecting the negative impact of AI disruption fears on commercial real estate stocks.
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MARKET BUZZ: AI Wars, Robots on Factory Floors & Luke Langos’ Top 3 Space Stocks to Watch
Mar 15, 2026
The discussion covers the ongoing AI race, focusing on robotics (Boston Dynamics vs. Tesla Optimus), the potential for AI compute in space, and the demand for metals driven by AI infrastructure. Key companies like Nvidia, Super Micro, Vertiv, and Taiwan Semi are highlighted for their strong performance in the AI supply chain. The conversation also touches on the future of quantum computing and the emergence of smaller, more efficient AI models (SLMs).
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Tickers discussed in this post
CBRE experienced its worst drop since COVID due to fears of AI disruption impacting commercial real estate.
Coherent is mentioned as a company that benefited from a bottleneck in networking equipment within the AI infrastructure buildout.
Lumentum is mentioned as a company that benefited from a bottleneck in networking equipment within the AI infrastructure buildout.
Synopsys is reporting fantastic numbers, indicating strong performance within the AI supply chain.
Arista Networks is reporting fantastic numbers, indicating strong performance within the AI supply chain.
Applied Materials is reporting fantastic numbers, indicating strong performance within the AI supply chain.
NXP is highlighted as a company strong in developing edge chips, potentially benefiting from the growth in edge AI and SLMs.
Ambrella is identified as a company strong in developing edge chips for efficient AI processing, potentially benefiting from the shift to Small Language Models (SLMs).
Rigetti is noted for its expertise in encryption within the quantum computing field.
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