| Unsubscribe |
Dear Reader,
It pays you roughly 0.40% on your savings...
Then turns around and quietly parks its own money in a little-known investment that has reportedly averaged 29% a year over the past 25 years.
BlackRock has around $2 billion tied up in it.
Wells Fargo, Bank of America, JPMorgan, State Street and Vanguard have all used it too.
But they'll never tell you the name.
Why would they?
The longer you accept pennies from a savings account, the more money they can keep for themselves.
I spent countless hours digging through financial documents to uncover the exact stock behind this setup.
It has quietly generated wealth since the 1800s.
And despite what Wall Street would have you believe, you don't need millions of dollars or special connections to get started.
A few hundred dollars may be enough.
See the stock Wall Street doesn't advertise
Good investing,
Marc Lichtenfeld
Chief Income Strategist, The Oxford Club
3 Humanoid Robot ETFs to Ride a Speculative Trend
By Chris Markoch. Published: 8/3/2026.
Key Points
- Humanoid robots could drive AI's next growth phase, with the market projected to grow from $5.41 billion in 2026 to $50.27 billion by 2035.
- Because individual robotics stocks carry high valuation risk with little earnings, ETFs offer a diversified way to gain exposure to the sector.
- The article highlights three ETFs, BOTZ, CHAT, and AIPO, each targeting different aspects of robotics, generative AI, and AI infrastructure.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
Much of the debate around artificial intelligence (AI) stocks in 2026 is focused on data centers. That makes sense because AI requires significant infrastructure. However, to accurately forecast AI demand, it’s important to consider where the technology is headed.
Consider the smartphone, which seemingly changed the Internet’s use cases overnight. A similar shift could occur in robotics as humanoid robots enter the conversation. Markets and Markets estimates the humanoid robot market at $5.41 billion in 2026. The firm projects the market to reach $50.27 billion by 2035, representing a compound annual growth rate (CAGR) of 28.1%.
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad)
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor.
This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely.
Click here to learn this company's name for free todayHowever, picking individual stocks carries outsized risk at a time when many robotics companies have high valuations with little to no earnings behind them. For many investors, a better option for gaining exposure to this sector is through exchange-traded funds (ETFs). Not surprisingly, investors have several options that address different parts of the robotics market.
Why Humanoid Robots Could Be AI's Next Major Growth Story
Investing is always easy when looking through the rearview mirror. Today, the growth opportunity in NVIDIA (NASDAQ: NVDA) is obvious. But in 2019 and 2020, when analysts were recommending NVDA because of the coming artificial intelligence (AI) revolution, many investors dismissed it.
One reason is that the future can be difficult to envision, let alone invest in. The second is that, even when that future seems inevitable, the timing is never certain.
With regard to humanoid robots, the launch of Optimus may make that future easier to envision. But the timing remains unclear. Elon Musk is exceptional at selling a vision. However, the goalposts for producing electric cars at scale have moved many times.
Shifting goalposts are a good reason to own sector ETFs. These funds hold a basket of stocks, which reduces single-stock risk. Plus, at any given moment, at least a handful of those stocks could be performing well.
The list of companies actively producing humanoid robots would be too small to support an ETF. However, investing in robotics-themed ETFs provides exposure to many adjacent areas, including AI stocks. Here are three options for investors to consider.
A Diversified Bet on Robotics and Automation
As its name suggests, the Global X Robotics & Artificial Intelligence ETF (NASDAQ: BOTZ) provides exposure to a group of U.S. and non-U.S. stocks. In fact, over two-thirds of the fund’s holdings are in companies outside the United States, including its largest holding, Swiss company ABB Ltd (OTCMKTS: ABBNY), with NVIDIA in second place.
The fund has a mandate to invest in companies that benefit from industrial and non-industrial robotics applications, including autonomous vehicles. The fund’s fact sheet highlights humanoid robots as an innovation-led catalyst that could help address growing labor shortages as aging demographics collide with reshoring efforts.
In the 30 days ending July 28, BOTZ is down about 10%, pushing the ETF into negative territory in 2026. Still, for investors seeking diversification across AI technology and geographies, the fund is a solid choice.
CHAT ETF Focuses on the AI Behind Humanoid Robotics
Humanoid robots require training, which is a long-term growth driver for generative AI. That’s the focus of the Roundhill Generative AI & Technology ETF (NYSEARCA: CHAT). The fund launched in 2023, and its holdings focus on companies involved in generative AI and related technologies.
This is an actively managed fund and, as such, comes with a higher-than-average net expense ratio of 0.75%. However, the CHAT fund has delivered a gain of over 50% in the last 12 months, which makes the higher expense ratio easier to justify.
The fund’s top three holdings are NVIDIA, SK hynix (NASDAQ: SKHY), and Alphabet (NASDAQ: GOOGL). In contrast to the BOTZ ETF, approximately 57% of the CHAT ETF’s holdings are in U.S.-based companies.
AIPO ETF Invests in the AI Infrastructure Powering Humanoid Robots
If large language models are the how of training humanoid robots, data centers are the where. In fact, humanoid robots are part of the answer to the question, “Why do we need so many data centers?” That’s why many investors have invested money in AI infrastructure stocks.
That's the focus of the Defiance AI and Power Infrastructure ETF (NASDAQ: AIPO). The fund debuted in July 2025. It has over $865 million in assets under management and an expense ratio of 0.69%.
In June 2026, the fund was trading over 70% above its initial opening price, though it pulled back slightly in July. GE Vernova (NYSE: GEV) is the fund’s largest holding, accounting for more than 9% of its assets.
Circle’s IBM Patent Deal Could Redraw the Stablecoin Infrastructure Race
By Jeffrey Neal Johnson. Published: 7/30/2026.
Key Points
- Circle acquired a large IBM blockchain patent portfolio that strengthens its intellectual property position around USDC, Arc and the Circle Payments Network.
- The deal comes as stablecoin regulation and institutional adoption push digital assets toward more legally defensible infrastructure.
- Circle’s long-term moat may be stronger after the acquisition, but valuation pressure, insider selling and competition remain important risks.
- Special Report: Forget SpaceX. Buy the company Musk can't replace.
Digital assets spent a decade championing open-source code and decentralized ideals. Developers originally built protocols to bypass traditional structures, relying on community consensus rather than legal ownership.
That ideological foundation worked well for early adopters, but integrating with the global legacy financial system requires a drastically different approach. Wall Street institutions will not deploy billions of dollars into unpatented, legally ambiguous software environments. Traditional capital demands structural integrity, regulatory clarity, and a legally defensible perimeter.
Laying the Foundation With Legacy Tech Patents
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid (Ad)
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from collapsing — and billionaire Sam Altman is now an investor.
This under-the-radar firm is drawing serious attention from those watching the energy infrastructure space closely.
Click here to learn this company's name for free todayCircle Internet Group (NYSE: CRCL) just drew a hard line in the sand, signaling the beginning of an aggressive corporate intellectual property battle. By acquiring a large blockchain patent portfolio from International Business Machines (NYSE: IBM), Circle is fundamentally changing its competitive positioning. The transaction includes more than 680 patent families and nearly 1,000 globally issued patents covering foundational blockchain architecture, institutional banking infrastructure, and secure cloud operations.
This is not a routine technology upgrade. The asset transfer instantly establishes Circle as the top blockchain patent holder in the United States. While retail traders often focus on volatile token prices and offshore liquidity, structural shifts in enterprise architecture offer a much clearer view of where digital finance is heading.
Fortifying USDC Against Unpatented Competitors
To understand the significance of this acquisition, investors need to examine the divergence in market share between Circle's USDC and Tether's USDT. Tether currently commands the bulk of offshore retail trading volume, but retail volume is entirely different from institutional capital. Major banks, asset managers, and sovereign wealth funds operate under strict risk-management and compliance mandates.
By absorbing foundational enterprise intellectual property, Circle is shifting its competitive advantage from raw stablecoin liquidity to hard technology ownership. Proprietary, patented infrastructure provides a critical compliance layer that open-source protocols cannot guarantee.
When a legacy bank integrates a stablecoin payment rail, it needs legal certainty that the underlying architecture is protected and defended against patent trolls and regulatory challenges. Under strict global banking frameworks, deploying capital into legally ambiguous open-source software increases operational risk, potentially requiring banks to hold more capital in reserve against those assets. Proprietary patents help address this risk-weighting problem.
This transition aligns with the advancement of global stablecoin legislation. Frameworks such as the Markets in Crypto-Assets regulation in Europe and impending stablecoin bills in the United States demand rigorous operational security. The newly acquired patents strengthen the intellectual property framework supporting USDC, the Circle Payments Network, and the Arc layer-1 blockchain. Legally sound infrastructure directly addresses strict institutional risk-management standards, positioning USDC as a baseline settlement layer for regulated enterprise capital.
Financing the Great Intellectual Property Land Grab
Executing a corporate buyout of this scale requires substantial capital, underscoring Circle's unique macroeconomic funding mechanism. High short-term Treasury yields currently provide robust reserve income, allowing the company to allocate capital toward proprietary intellectual property.
Trailing-12-month revenue shows strong top-line generation of about $2.86 billion, representing approximate year-over-year growth of 51.5%. This revenue is largely driven by the reserve income generated by the U.S. government securities backing USDC in circulation. Unlike the high-risk crypto-lending yields that led to sector-wide failures in previous market cycles, Circle uses government yields to fund its corporate expansion.
By channeling this yield into hard IP assets, management effectively shifts future operating expenses. Instead of relying on continuous, expensive in-house research and development or paying third-party licensing fees, Circle can now amortize these IP assets over time. This strategic capital allocation could improve long-term operating margins and build a balance sheet that resembles that of a mature financial technology firm rather than a speculative crypto startup.
The counterparty rationale also highlights a deep strategic alignment. IBM's decision to offload its noncore blockchain assets aligns with its aggressive reallocation of capital expenditures toward enterprise artificial intelligence (AI) and quantum computing. IBM shares recently stabilized near $227 following volatility after a sharp single-session drawdown on July 14, 2026, triggered by a preliminary Q2 revenue miss of $17.2 billion. Despite near-term weakness surrounding AI capital expenditures, IBM maintains trailing-12-month net income of about $10.73 billion.
Selling this portfolio allows IBM to clean up its balance sheet and maintain its attractive 19.2x price-to-earnings (P/E) multiple while supporting an approximate 2.98% dividend yield for value-focused portfolios. The agreement outlines future commercial collaborations, allowing IBM to leverage scalable payment rails without the burden of maintaining the underlying patents.
Short-Term Structural Headwinds Meet Long-Term Moats
While the long-term enterprise value being created is substantial, current equity pricing presents a complex narrative. Trading near $63, Circle has experienced significant multiple compression, declining from a 52-week high of around $193. Its market capitalization currently ranges from $15.5 billion to $16.3 billion.
This downward pressure correlates directly with the normalization of post-IPO pricing and continued insider equity distribution. In recent months, Circle insiders have sold more than $150 million in stock, with several reported transactions made under prearranged Rule 10b5-1 trading plans.
Despite top-line momentum, net income remains marginally negative at around -$69.51 million, pushing the forward P/E ratio to approximately 73x. The 30-day technical trend displays a pattern of lower highs as the broader market continues to reprice early growth expectations. The market is transitioning Circle from a high-growth crypto software valuation model, typically based on price-to-sales ratios, toward a mature financial services valuation model based on earnings multiples.
Yet institutional options-market flows highlight speculative positioning for a potential reversal. Call-option volume recently spiked about 30% above the daily average, with institutional buyers accumulating more than 152,000 contracts in a single session. Equity analysts have lowered price targets to reflect ongoing multiple compression, but median consensus targets remain well above spot prices. This suggests that structural upside remains intact despite near-term technical selling pressure.
Own the Patents, Dictate the Next Financial Era
The transition from speculative digital asset valuations to standard financial infrastructure multiples is suppressing share prices in the near term. Short-term equity repricing can obscure the foundational business development taking place beneath the surface.
Acquiring 1,000 enterprise-grade patents establishes a legally defensible moat that competitors will struggle to cross. Traditional financial institutions require secure, patented software environments before committing major capital to on-chain ecosystems, making this intellectual property a primary requirement for penetrating legacy markets.
Capital deployment in this sector requires navigating executive distribution flows and broader multiple compression. Investors looking beyond the immediate technical weakness might consider the long-term fundamental expansion driven by aggressive IP acquisition. As digital assets fully integrate into the global economy, the companies that own the foundational patents will likely dictate the terms of the next financial era.
This email is a paid sponsorship for The Oxford Club, a third-party advertiser of Earnings360 and MarketBeat.
This ad is sent on behalf of The Oxford Club. 105 W Monument St, Baltimore, Maryland 21201. If you would like to optout from receiving offers from The Oxford Club please click here
If you need help with your account, please feel free to contact MarketBeat's U.S. based support team at contact@marketbeat.com.
If you no longer wish to receive email from Earnings360, you can unsubscribe.
© 2006-2026 MarketBeat Media, LLC. All rights reserved.
345 N Reid Place, Suite 620, Sioux Falls, SD 57103. United States of America..
No comments:
Post a Comment