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Oppenheimer flags best Physical AI stocks

July 17, 2026 12:00 PM EDT

In a note to clients this week, Oppenheimer analyst Colin Rusch highlighted perception and battery names as the most likely to deliver beat-and-raise results in the Physical AI sector ahead of second-quarter 2026 earnings.

The analyst told investors that the firm continues to see "significant movement in the Physical AI space both from a technology and business model perspective," citing performance improvements... More