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Zacks Investment Ideas highlights stocks such as Tesla, Honeywell International, Teradyne, UiPath, Ondas Holdings, and Unusual Machines as AI-driven robotics productivity push accelerates. US inflation is in line with historical readings despite tariff fears. The Trump Administration's tariff policy has not triggered inflation as expected, with CPI inflation hovering around 3%. The US Treasury Secretary Scott Bessent plans to combat inflation and spur economic growth by taking a page from the 1990s productivity boom. The next wave of AI growth is expected to be driven by robotics, with stocks in key verticals to monitor.

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