The Rundown Nvidia Pushes Into Robotaxis, Meta Can’t Make Enough Glasses
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Jan 6, 2026 Energy and defense stocks are surging following pivotal changes in Venezuela's oil production. Nvidia makes a bold move with new AI chips aimed at revolutionizing robotaxis, while Meta faces challenges in launching its Ray-Ban smart glasses due to production delays. Zeta Global sees a stock boost from a partnership with OpenAI to enhance marketing with AI. Meanwhile, natural gas prices drop as warm weather dampens demand, and condo prices experience their largest decline in a decade.
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Monitor Jobs And Earnings Next Week
- Watch upcoming macro events: the December jobs report and the start of earnings season.
- Use those releases to reassess exposure if labor market slowdown risks accelerate.
NVIDIA's Leap With Vera Rubin
- NVIDIA revealed Vera Rubin chips that cut training chip needs to ~25% of Blackwell and inference costs to ~10% of Blackwell.
- Jensen Huang expects shipping in H2 2026, accelerating NVIDIA's AI dominance and cost leadership.
Quiet Push Into Robo-Taxis
- NVIDIA is offering a full-stack robo-taxi solution: chips, driving software, and simulators for level-four autonomy.
- Automotive is only ~1% of revenue now, but NVIDIA aims to scale it into a major growth engine with partners like Mercedes-Benz.