Tech sliding? These stocks are crushing December with 16%+ gains in just 3 days

Investing.com -- RBC Capital Markets sees humanoid robots emerging as one of the most transformative technologies of the coming decades, outlining a combined hardware and software opportunity that could reach roughly $12 trillion by 2050.

The brokerage estimates a $9 trillion total addressable market (TAM) for humanoid hardware, with an additional $3 trillion potential from software and services layered on top

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Household use is viewed as the largest long-term segment, though full-featured domestic robots may take more than 20 years to mature.

Narayan highlights China as the dominant geography, accounting for about 61% of the projected hardware TAM due to faster adoption, manufacturing scale, and supportive policymaking.

Unit costs could fall to around $25,000 as production scales, enabling broad deployment across households, factories, and retail environments.

Household demand alone is estimated to reach roughly $2.9 trillion, reflecting both high penetration potential and the likelihood that families may eventually own multiple units.

Narayan believes the economics of humanoids could mirror a hybrid of cars and smartphones. Robots would be sold as one-time capital goods, but ongoing software revenue—via app-store ecosystems and skill downloads—could become a major profit driver.

In an upside case, “software subscriptions and app sales could add ~$3T to the estimated ~$9T TAM,” creating a recurring, high-margin layer similar to Apple’s services model.

Competition remains wide open. The analyst stresses that “the humanoid robotics market is highly fragmented, with no clear leaders yet emerging.”

Tesla, Boston Dynamics, Unitree, UBTECH, Figure AI and Apptronik are identified as prominent players, though each is still developing core capabilities.

Chinese firms lead on hardware scale and cost efficiency, while the U.S. and Europe have an edge in software, autonomy and advanced AI.

RBC also outlines broad investment implications across the value chain, from sensors, actuators and cameras to operating systems, interoperability frameworks and design-focused consumer robotics.

While industrial and commercial applications are expected to scale first, Narayan sees long-term potential for humanoids to surpass the global auto fleet, given their ability to operate frequently and across a far wider set of tasks.

Investing.com -- Bill Holdings Inc. (NYSE:BILL) stock rose 2.2% Thursday after Bloomberg reported that activist investor Barington Capital Group has taken a stake in the business payments firm and is urging its board to explore a sale.

Barington has built a roughly $25 million position in Bill Holdings and joins other activist investors Elliott Investment Management and Starboard Value LP who already have stakes in the company. The hedge fund is now engaging with the company, according to people familiar with the matter.

"Based on our research, it is our belief that the company would be an extremely attractive acquisition candidate for both strategic and financial buyers," Barington Chief Executive Officer James Mitarotonda wrote in a letter to Bill’s board that was reviewed by Bloomberg News.

In the letter, Mitarotonda called on the board to "engage a financial adviser and form a special committee of independent directors to explore strategic alternatives for the company, including a potential sale, merger or other business combination."

The news comes as Bill Holdings faces increasing pressure from activist investors to consider strategic options that could potentially unlock shareholder value.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com -- Hims & Hers Health (NYSE:HIMS) stock rose 3.6% Thursday after the company announced its official expansion into the Canadian market, marking a significant step in its international growth strategy.

The health and wellness platform’s entry into Canada follows its recent acquisition of Livewell, a Canadian digital health platform specializing in weight loss treatments. This strategic move positions the company to launch its comprehensive weight loss program in Canada next year, coinciding with the anticipated availability of generic semaglutide.

The expansion addresses a critical need in Canada, where nearly two-thirds of adults are overweight or living with obesity, yet face limited access to effective treatments due to high costs and other barriers. To support this new market, Hims & Hers has appointed Austin Kouri as General Manager of Canada and Dr. Sandy Van as Chief Medical Officer in Canada.

"Our expansion into Canada is a direct response to critical public health needs, particularly around the obesity crisis," said Andrew Dudum, co-founder and CEO of Hims & Hers. The company completed the all-cash acquisition using funds from its existing balance sheet.

The company, which already operates in the United States and Europe, views this expansion as part of its broader mission to democratize access to personalized healthcare globally. Hims & Hers plans to continue expanding into additional specialties in Canada and other international markets as demand for personalized healthcare access grows.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Investing.com -- uniQure N.V. (NASDAQ:QURE) stock fell 14% after the gene therapy company received feedback from the U.S. Food and Drug Administration (FDA) indicating that current data for its Huntington’s disease treatment is unlikely to support approval.

The FDA conveyed in final meeting minutes from an October 29 pre-Biologics License Application meeting that data from Phase I/II studies of AMT-130 would probably not provide sufficient primary evidence to support a BLA submission. This feedback confirms what uniQure had previously disclosed in a November 3 press release.

uniQure is currently evaluating the FDA’s feedback and plans to request a follow-up meeting with the regulator in the first quarter of 2026 to discuss next steps for the investigational gene therapy.

"We are committed to collaborating with the FDA to advance AMT-130 to patients and their families as rapidly as possible," said Matt Kapusta, chief executive officer at uniQure. "The support we have seen these last weeks from the Huntington’s disease community, including patients, families, caregivers, clinicians and advocates reinforces the urgency of the unmet need in Huntington’s disease."

AMT-130 is being developed as a potential treatment for Huntington’s disease, a rare genetic disorder that causes the progressive breakdown of nerve cells in the brain, leading to movement, cognitive, and psychiatric disorders.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.