8 hours ago
Serve Robotics (SERV) shares have tumbled roughly 20% since the autonomous delivery company lowered its 2026 revenue guidance on Aug. 6. The cut came despite quarterly revenue surging 404% year-over-year (YOY). Serve Robotics also said it may not renew its foundational partnership with Uber (UBER) after it expires in early 2027. The development follows Serve's first decline in Uber Eats delivery volume in 17 consecutive quarters. However, Serve has $240 million in cash and is intentionally expanding into DoorDash (DASH), healthcare robotics, and advertising. The debate now is whether the reset reflects deeper trouble or a strategic effort to diversify beyond a weakening partnership.
Investors should also look closely at the short interest number when it comes to SERV stock. Serve Robotics has a short percentage of float of 31.3%. That's an extremely high number for any company but also brings with it an opportunity — namely, a potential short squeeze. For that to happen, though, there needs to be some retail interest in SERV stock.
Dear ***** eX Stock Fans, Mark Your Calendars for September 21
How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.
#company
Investors should also look closely at the short interest number when it comes to SERV stock. Serve Robotics has a short percentage of float of 31.3%. That's an extremely high number for any company but also brings with it an opportunity — namely, a potential short squeeze. For that to happen, though, there needs to be some retail interest in SERV stock.
Dear ***** eX Stock Fans, Mark Your Calendars for September 21
How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
GF Securities Says NAND Prices May Stabilize Later This Year. What This Means for Sandisk Stock.
#company
20 hours ago
Interested in Johnson & Johnson? Here are five stocks we like better.
Johnson & Johnson raised its growth ambitions, forecasting 6.5% adjusted operational sales growth and 7.3% adjusted EPS growth in 2026, with revenue expected to surpass $100 billion. Executives see 2027 improving further and aim for double-digit growth by the end of the decade despite STELARA biosimilar competition.
The company plans to detail its long-term growth strategy at an enterprise review in December, highlighting new product launches, a pipeline that includes 12 proof-of-concept molecules in Phase III, and the durability of growth beyond 2030.
Capital spending is focused on Innovative Medicine and MedTech launches, including ICOTYDE, cancer treatments, and the OTTAVA robotic surgical system. J&J also expects continued momentum from its myeloma therapies, ICOTYDE's expanding coverage, and MedTech products, while using acquisitions mainly to support growth beyond the current decade.
5 Defensive Stocks to Watch as CPI and the Fed Put the Rally to the Test
#adjusted #interested
Johnson & Johnson raised its growth ambitions, forecasting 6.5% adjusted operational sales growth and 7.3% adjusted EPS growth in 2026, with revenue expected to surpass $100 billion. Executives see 2027 improving further and aim for double-digit growth by the end of the decade despite STELARA biosimilar competition.
The company plans to detail its long-term growth strategy at an enterprise review in December, highlighting new product launches, a pipeline that includes 12 proof-of-concept molecules in Phase III, and the durability of growth beyond 2030.
Capital spending is focused on Innovative Medicine and MedTech launches, including ICOTYDE, cancer treatments, and the OTTAVA robotic surgical system. J&J also expects continued momentum from its myeloma therapies, ICOTYDE's expanding coverage, and MedTech products, while using acquisitions mainly to support growth beyond the current decade.
5 Defensive Stocks to Watch as CPI and the Fed Put the Rally to the Test
#adjusted #interested
3 days ago
Zhihu Inc. (NYSE:ZH) disclosed on September 6 that a wholly owned subsidiary had signed a conditional RMB1.5 billion cash commitment to Tianjin Lisi Xingshen Equity Investment Partnership. The agreement, dated September 4, requires shareholder approval, with payments funded internally through capital calls.
Zhihu Inc. (NYSE:ZH) expects to hold no more than 30% of the fund and will have no role in daily management or individual investment decisions. The blind-pool structure asks shareholders to approve a manager and strategy before specific investments are identified. The fund targets early-to-mid-stage private AI and technology companies with significant mainland China connections.
The strategic rationale fits the company's existing capabilities. Zhihu Inc. (NYSE:ZH) is developing AI search, expert-data solutions and AI-enabled content businesses. Exposure to foundation models, infrastructure, robotics and applications could create technology partnerships and help identify emerging customer needs.
A specialist fund also supplies investment research, deal sourcing and portfolio oversight that would require substantial internal resources to replicate. For shareholders, the potential benefit combines investment returns with commercial opportunities for the core content platform. Any cooperation would still require separate **** sment and agreement.
There is an operating business to build around. Second-quarter paid content and intellectual-property operations revenue increased to RMB425.9 million from RMB408.2 million. Zhihu Inc. (NYSE:ZH) also reduced total operating expenses by 13% to RMB469.4 million. These results support a focused approach in which outside technology complements established content and expert relationships.
#content #technology #million
Zhihu Inc. (NYSE:ZH) expects to hold no more than 30% of the fund and will have no role in daily management or individual investment decisions. The blind-pool structure asks shareholders to approve a manager and strategy before specific investments are identified. The fund targets early-to-mid-stage private AI and technology companies with significant mainland China connections.
The strategic rationale fits the company's existing capabilities. Zhihu Inc. (NYSE:ZH) is developing AI search, expert-data solutions and AI-enabled content businesses. Exposure to foundation models, infrastructure, robotics and applications could create technology partnerships and help identify emerging customer needs.
A specialist fund also supplies investment research, deal sourcing and portfolio oversight that would require substantial internal resources to replicate. For shareholders, the potential benefit combines investment returns with commercial opportunities for the core content platform. Any cooperation would still require separate **** sment and agreement.
There is an operating business to build around. Second-quarter paid content and intellectual-property operations revenue increased to RMB425.9 million from RMB408.2 million. Zhihu Inc. (NYSE:ZH) also reduced total operating expenses by 13% to RMB469.4 million. These results support a focused approach in which outside technology complements established content and expert relationships.
#content #technology #million
4 days ago
Vivian Wilson's newest co-star is a humanoid robot, and she spends much of their time together finding increasingly strange jobs for it to do.
The 22-year-old model fronts Desigual's Fall 2026 "Born to Disobey" campaign alongside DESI84, a robotic **** istant that struggles once Wilson pushes it beyond its programming. She walks it on a leash, uses it as a golf tee and repeatedly tries to teach it how to **** ounce Desigual before ending the film with the line, "Some things aren't meant to be fixed."
Wilson's criticism of artificial intelligence goes beyond the joke. She told PEOPLE that AI is taking work from creative professionals while creating environmental costs, and she argued that AI generated art lacks the human emotion and intention behind creative work.
Her casting has also prompted comparisons with her estranged father, Elon Musk, whose companies include artificial intelligence venture xAI and Tesla, which is developing the Optimus humanoid robot. TMZ interpreted the campaign as a shot at Musk, but Wilson and Desigual have not said DESI84 represents him or Optimus.
Wilson said concerns about employment were among the reasons she wanted to speak about artificial intelligence through the campaign.
#campaign #artificial #desigual #musk
The 22-year-old model fronts Desigual's Fall 2026 "Born to Disobey" campaign alongside DESI84, a robotic **** istant that struggles once Wilson pushes it beyond its programming. She walks it on a leash, uses it as a golf tee and repeatedly tries to teach it how to **** ounce Desigual before ending the film with the line, "Some things aren't meant to be fixed."
Wilson's criticism of artificial intelligence goes beyond the joke. She told PEOPLE that AI is taking work from creative professionals while creating environmental costs, and she argued that AI generated art lacks the human emotion and intention behind creative work.
Her casting has also prompted comparisons with her estranged father, Elon Musk, whose companies include artificial intelligence venture xAI and Tesla, which is developing the Optimus humanoid robot. TMZ interpreted the campaign as a shot at Musk, but Wilson and Desigual have not said DESI84 represents him or Optimus.
Wilson said concerns about employment were among the reasons she wanted to speak about artificial intelligence through the campaign.
#campaign #artificial #desigual #musk
4 days ago
It started with yelling about toilets. Steve Ballmer was so serious about turning the Los Angeles Clippers into a serious franchise for the first time in their existence that he wanted to make sure no fan ever waited in a long line to use the bathroom when the team opened its new arena. Ballmer's drive to win eventually led the Clippers to courting Kawhi Leonard in free agency, fresh off leading the Toronto Raptors to a 2019 NBA championship. Leonard wanted to live in Los Angeles, yes, but he also wanted Paul George as his running mate, so the Clippers shipped out a boatload of draft picks and future two-time MVP Shai Gilgeous-Alexander to get him.
Leonard's people also made it known that their client wanted the type of big endorsement deals his off-putting, robotic personality couldn't land legitimately. Leonard's now infamous Uncle Dennis Robertson never tried to be subtle about his desire to secure similar off-court bags to the ones Kawhi's contemporaries like LeBron James, Steph Curry, and Kevin Durant were landing on their own accord, and leaks of his demands circulated as soon as Leonard hit free agency.
The Clippers became so entangled in pleasing Leonard that it led to blatant salary cap circumvention, first reported by investigative journalist Pablo Torre. The NBA found enough evidence supporting Torre's claims that it hammered the Clippers with the most severe penalty in league history, stripping five future first-round draft picks, suspending executives including Ballmer, and more. That figured to be the end of the story, with the Clippers spending the next decade trying to climb out of the abyss. Torre continued to hint that there was another shoe to drop, and now that it's here, the Clippers might be in much bigger trouble than anyone first believed.
The Department of Justice has opened a criminal investigation into the Clippers, according to the New York Times, and it's already issued one subpoena. While the scope of the investigation is unclear for now, the fact that the feds are watching the Clippers for under-the-table dealings potentially makes this a much bigger deal than simply breaking NBA rules.
How does breaking NBA rules amount to a federal crime by the Clippers? While there's a lot left to come out, the main idea is that the Clippers committed some level of fraud. Daktronics was a publicly traded company, the only one of the four tied up in the Leonard scandal to fit that description, while Aspiration, Lockton Insurance, and Boingo Wireless were not. Publicly traded companies have a fiduciary duty to their shareholders to disclose big investments, and it sure feels like that never happened when dealing with Leonard.
#ballmer
Leonard's people also made it known that their client wanted the type of big endorsement deals his off-putting, robotic personality couldn't land legitimately. Leonard's now infamous Uncle Dennis Robertson never tried to be subtle about his desire to secure similar off-court bags to the ones Kawhi's contemporaries like LeBron James, Steph Curry, and Kevin Durant were landing on their own accord, and leaks of his demands circulated as soon as Leonard hit free agency.
The Clippers became so entangled in pleasing Leonard that it led to blatant salary cap circumvention, first reported by investigative journalist Pablo Torre. The NBA found enough evidence supporting Torre's claims that it hammered the Clippers with the most severe penalty in league history, stripping five future first-round draft picks, suspending executives including Ballmer, and more. That figured to be the end of the story, with the Clippers spending the next decade trying to climb out of the abyss. Torre continued to hint that there was another shoe to drop, and now that it's here, the Clippers might be in much bigger trouble than anyone first believed.
The Department of Justice has opened a criminal investigation into the Clippers, according to the New York Times, and it's already issued one subpoena. While the scope of the investigation is unclear for now, the fact that the feds are watching the Clippers for under-the-table dealings potentially makes this a much bigger deal than simply breaking NBA rules.
How does breaking NBA rules amount to a federal crime by the Clippers? While there's a lot left to come out, the main idea is that the Clippers committed some level of fraud. Daktronics was a publicly traded company, the only one of the four tied up in the Leonard scandal to fit that description, while Aspiration, Lockton Insurance, and Boingo Wireless were not. Publicly traded companies have a fiduciary duty to their shareholders to disclose big investments, and it sure feels like that never happened when dealing with Leonard.
#ballmer
4 days ago
Caterpillar Inc. (NYSE:CAT) is stepping up its push into AI-powered autonomy as the company looks to help customers build, move and power progress more safely and efficiently. On September 2, it announced a collaboration with FieldAI to advance the development of physical AI, autonomy and robotics.
The partnership could help accelerate Caterpillar's transition beyond the traditional sale of heavy equipment toward AI-enabled autonomous industrial systems. FieldAI is a potentially valuable partner because its AI models are designed to help robots perceive, understand, and navigate complex, unpredictable environments.
Caterpillar could combine FieldAI's technology with its equipment-engineering expertise and operational data to improve autonomous operations in challenging environments. Over time, the collaboration could complement Caterpillar's broader push toward increasingly autonomous equipment and workflows.
The FieldAI partnership could also strengthen Caterpillar Inc. (NYSE:CAT)'s autonomous opportunity in construction. Caterpillar already has extensive experience with autonomous mining equipment, but construction presents a potentially much larger and more complex opportunity.
The biggest opportunity could come from deploying autonomous equipment at smaller, dynamic construction sites, where unpredictable environments and changing workflows make automation more difficult.
#autonomous #fieldai #Opportunity #push
The partnership could help accelerate Caterpillar's transition beyond the traditional sale of heavy equipment toward AI-enabled autonomous industrial systems. FieldAI is a potentially valuable partner because its AI models are designed to help robots perceive, understand, and navigate complex, unpredictable environments.
Caterpillar could combine FieldAI's technology with its equipment-engineering expertise and operational data to improve autonomous operations in challenging environments. Over time, the collaboration could complement Caterpillar's broader push toward increasingly autonomous equipment and workflows.
The FieldAI partnership could also strengthen Caterpillar Inc. (NYSE:CAT)'s autonomous opportunity in construction. Caterpillar already has extensive experience with autonomous mining equipment, but construction presents a potentially much larger and more complex opportunity.
The biggest opportunity could come from deploying autonomous equipment at smaller, dynamic construction sites, where unpredictable environments and changing workflows make automation more difficult.
#autonomous #fieldai #Opportunity #push
4 days ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
The phrase 'AI weapons' often conjures images of machines making life-and-death decisions without human oversight. Xtend AI Robotics, Inc. Common Stock CEO Aviv Shapira believes that narrative has outpaced reality. While autonomy is advancing rapidly across modern defense systems, he argues the industry's trajectory is not about removing humans from the battlefield, but enabling them to make better decisions by letting AI handle speed, complexity and dangerous tasks.
Shapira rejected the idea that autonomous weapons are headed toward fully independent lethal decision-making. "That is a misconception, at least in terms of where the industry is today," he told Benzinga in an exclusive email interview.
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#benzinga #shapira #weapons #decisions
The phrase 'AI weapons' often conjures images of machines making life-and-death decisions without human oversight. Xtend AI Robotics, Inc. Common Stock CEO Aviv Shapira believes that narrative has outpaced reality. While autonomy is advancing rapidly across modern defense systems, he argues the industry's trajectory is not about removing humans from the battlefield, but enabling them to make better decisions by letting AI handle speed, complexity and dangerous tasks.
Shapira rejected the idea that autonomous weapons are headed toward fully independent lethal decision-making. "That is a misconception, at least in terms of where the industry is today," he told Benzinga in an exclusive email interview.
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A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why
#benzinga #shapira #weapons #decisions
10 days ago
Kraken Robotics (OTC: KRKNF) stock has been struggling lately. The company's share price hit a lifetime high of $8.13 per share in March, soon after it was announced that the marine technologies company was acquiring Covelya for 615 million Canadian dollars, but its stock has now lost more than half of its value since hitting that valuation peak.
Valuation multiples for next-generation defense tech companies have generally come down in subsequent trading. Investors are concerned about the potential integration risks with the Covelya acquisition, and the company's recent second-quarter report showed relatively modest growth. As a result, Kraken stock is now trading down roughly 21% year-to-date and 55% from its 2026 high.
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Should investors be buying the stock in September?
Kraken Robotic is a leading provider of subsea batteries for uncrewed underwater vehicles (UUVs), synthetic aperture sonar (SAS) for ocean-floor mapping, and other subsea intelligence and navigation solutions. Through its acquisition of Covelya, the company has also significantly broadened its product portfolio and expanded its capabilities in positioning, scanning, and overall subsea robotics.
#kraken #subsea
Valuation multiples for next-generation defense tech companies have generally come down in subsequent trading. Investors are concerned about the potential integration risks with the Covelya acquisition, and the company's recent second-quarter report showed relatively modest growth. As a result, Kraken stock is now trading down roughly 21% year-to-date and 55% from its 2026 high.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Should investors be buying the stock in September?
Kraken Robotic is a leading provider of subsea batteries for uncrewed underwater vehicles (UUVs), synthetic aperture sonar (SAS) for ocean-floor mapping, and other subsea intelligence and navigation solutions. Through its acquisition of Covelya, the company has also significantly broadened its product portfolio and expanded its capabilities in positioning, scanning, and overall subsea robotics.
#kraken #subsea
10 days ago
CAPE CANAVERAL, Fla. (AP) — A private **** ecraft that was supposed to provide a lifeline to NASA's Swift Observatory managed to get close to the sinking telescope and even snap photos two weeks after the rescue was abandoned.
But the three-armed robotic salvager had to turn away because it was low on fuel, according to Katalyst **** e Technologies, which attempted the daring operation.
"We got so close, but so far," Katalyst CEO Ghonhee Lee told The **** ociated Press this week.
Katalyst's Link **** ecraft got within 15 kilometers (9 miles) of Swift on Tuesday, using its sensors to gather data on the doomed telescope for NASA. The rescue effort had already been called off in August because of Link's own troubles in orbit, but the company wanted the practice for future satellite-servicing missions.
Link went into an uncontrollable spin soon after rocketing to Swift's rescue in July. Flight controllers managed to slow the tumble and stabilize the **** ecraft, using up precious fuel. In the end, there was not enough fuel remaining to boost the aging Swift into a higher, longer-lasting orbit so it could continue observing the cosmos.
#rescue #link #close #telescope
But the three-armed robotic salvager had to turn away because it was low on fuel, according to Katalyst **** e Technologies, which attempted the daring operation.
"We got so close, but so far," Katalyst CEO Ghonhee Lee told The **** ociated Press this week.
Katalyst's Link **** ecraft got within 15 kilometers (9 miles) of Swift on Tuesday, using its sensors to gather data on the doomed telescope for NASA. The rescue effort had already been called off in August because of Link's own troubles in orbit, but the company wanted the practice for future satellite-servicing missions.
Link went into an uncontrollable spin soon after rocketing to Swift's rescue in July. Flight controllers managed to slow the tumble and stabilize the **** ecraft, using up precious fuel. In the end, there was not enough fuel remaining to boost the aging Swift into a higher, longer-lasting orbit so it could continue observing the cosmos.
#rescue #link #close #telescope
10 days ago
Interested in Ambarella, Inc.? Here are five stocks we like better.
Ambarella's fiscal Q2 revenue rose 13.2% year over year to $108.1 million, driven by record AI revenue and strong automotive and IoT demand. Automotive revenue reached a new high, while non-GAAP EPS was $0.18.
The company forecast fiscal Q3 revenue of $115 million to $124 million and authorized a new $50 million stock-repurchase program. Ambarella also expects to maintain its 59%–62% long-term gross-margin target despite rising supply-chain costs.
Ambarella raised its fiscal 2032 serviceable market forecast to $22.9 billion, citing expansion into edge infrastructure and AI accelerators such as the sampling X7. Partnerships with Capgemini and Macnica are intended to broaden enterprise and midsize-customer reach, though meaningful revenue is expected in two to three years.
3 Picks-and-Shovels Stocks Powering the Humanoid Robotics Buildout
#revenue #automotive
Ambarella's fiscal Q2 revenue rose 13.2% year over year to $108.1 million, driven by record AI revenue and strong automotive and IoT demand. Automotive revenue reached a new high, while non-GAAP EPS was $0.18.
The company forecast fiscal Q3 revenue of $115 million to $124 million and authorized a new $50 million stock-repurchase program. Ambarella also expects to maintain its 59%–62% long-term gross-margin target despite rising supply-chain costs.
Ambarella raised its fiscal 2032 serviceable market forecast to $22.9 billion, citing expansion into edge infrastructure and AI accelerators such as the sampling X7. Partnerships with Capgemini and Macnica are intended to broaden enterprise and midsize-customer reach, though meaningful revenue is expected in two to three years.
3 Picks-and-Shovels Stocks Powering the Humanoid Robotics Buildout
#revenue #automotive
11 days ago
San Jose, California-based Cadence Design Systems, Inc. (CDNS) is a technology company that provides AI-driven design and computational software for semiconductor and system innovation. With a market capitalization of approximately $86.2 billion, its solutions help leading companies design and develop next-generation chips and electronic systems across industries, including AI, automotive, aerospace, and robotics.
Companies worth $10 billion to $200 billion are generally described as "large-cap stocks," and Cadence Design Systems definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance within the software application industry. Cadence Design Systems stands out for its innovative AI-driven software, hardware, and semiconductor IP solutions. Its strong financial position, significant revenue growth, and expanding product portfolio support steady future revenue and strengthen its competitive position in the EDA market.
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Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential **** eX Deal Could Meaningfully Accelerate Growth for Technip Stock
#systems #cadence #market #Stock
Companies worth $10 billion to $200 billion are generally described as "large-cap stocks," and Cadence Design Systems definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance within the software application industry. Cadence Design Systems stands out for its innovative AI-driven software, hardware, and semiconductor IP solutions. Its strong financial position, significant revenue growth, and expanding product portfolio support steady future revenue and strengthen its competitive position in the EDA market.
Nvidia CEO Jensen Huang Says His $3.5 Billion MediaTek Deal Is 'Not Circular' Because 'They Do Their Own Business'
Strategy's Strategy Appears to Have Failed, and the Outlook of MSTR Stock Is Unfavorable
A Potential **** eX Deal Could Meaningfully Accelerate Growth for Technip Stock
#systems #cadence #market #Stock
11 days ago
In the world of robotic surgery, one company is both the undisputed leader and the most expensive option, forcing investors to ask if operational excellence is worth the premium.
Intuitive Surgical (ISRG), the pioneer of robotic-assisted surgery, trades around $370, a share after a tough year. The stock has delivered a -21% return over the last twelve months, badly trailing the S&P 500's +19.2% gain. Yet, within its peer group, it commands the highest valuation. Why does the market charge a top-tier price for the company with the group's worst-performing stock?
By the numbers, Intuitive Surgical's operational lead is real, even if Globus Medical sits close behind at 19.7%. The company's revenue grew 21% over the last twelve months, well ahead of diversified rivals like Medtronic, which grew at 8.4%.. Its 31% operating margin also leads the pack, again comfortably ahead of Medtronic's 18.8%. This is a business that executes at a higher level than its competition. The market sees this performance and charges accordingly. Intuitive Surgical trades at 42.5 times earnings, the highest multiple in its group. For comparison, Medtronic trades at a much lower 24.2 times earnings. The mismatch is stark: investors are paying a premium for leading fundamentals, but so far, that premium has not translated into positive returns.
ISRG
MDT
#robotic
Intuitive Surgical (ISRG), the pioneer of robotic-assisted surgery, trades around $370, a share after a tough year. The stock has delivered a -21% return over the last twelve months, badly trailing the S&P 500's +19.2% gain. Yet, within its peer group, it commands the highest valuation. Why does the market charge a top-tier price for the company with the group's worst-performing stock?
By the numbers, Intuitive Surgical's operational lead is real, even if Globus Medical sits close behind at 19.7%. The company's revenue grew 21% over the last twelve months, well ahead of diversified rivals like Medtronic, which grew at 8.4%.. Its 31% operating margin also leads the pack, again comfortably ahead of Medtronic's 18.8%. This is a business that executes at a higher level than its competition. The market sees this performance and charges accordingly. Intuitive Surgical trades at 42.5 times earnings, the highest multiple in its group. For comparison, Medtronic trades at a much lower 24.2 times earnings. The mismatch is stark: investors are paying a premium for leading fundamentals, but so far, that premium has not translated into positive returns.
ISRG
MDT
#robotic
11 days ago
Musk's $30 trillion AI forecast props up Tesla's 371 trailing P/E, but NVIDIA warns its entire supply chain is already running flat out.
Electricity and the internet took decades to diffuse through the economy, making Musk's 18-month productivity timeline roughly a decade optimistic by historical base rates.
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Elon Musk told the G20 this week that artificial intelligence will "probably increase the global economy by 20 to 30%. That's my rough estimate, meaning on the order of 20 to 30 trillion per year."
This matters because Tesla (NASDAQ:TSLA) is no longer valued as a car company. It trades at a $356.09 price with a trailing P/E near 371x, which only makes sense if you believe autonomy and humanoid robotics are close. A CEO telling world leaders that robotics is about to reshape productivity is talking his book, in the most literal sense of the phrase.
#productivity
Electricity and the internet took decades to diffuse through the economy, making Musk's 18-month productivity timeline roughly a decade optimistic by historical base rates.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now. The report is free. Enter your email and see if any of your stocks made the cut.
Elon Musk told the G20 this week that artificial intelligence will "probably increase the global economy by 20 to 30%. That's my rough estimate, meaning on the order of 20 to 30 trillion per year."
This matters because Tesla (NASDAQ:TSLA) is no longer valued as a car company. It trades at a $356.09 price with a trailing P/E near 371x, which only makes sense if you believe autonomy and humanoid robotics are close. A CEO telling world leaders that robotics is about to reshape productivity is talking his book, in the most literal sense of the phrase.
#productivity
11 days ago
With a market cap of $117.8 billion, Medtronic plc (MDT) is a leading global healthcare technology company focused on addressing complex health challenges through innovative medical solutions. With a global workforce serving patients across more than 150 countries, its technologies span cardiac devices, surgical robotics, insulin pumps, surgical tools, and patient monitoring systems.
Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Medtronic fits this criterion perfectly. Guided by its mission to alleviate pain, restore health, and extend life, Medtronic's innovations aim to improve outcomes and transform lives worldwide.
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Why ****** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
#surgical #guided
Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Medtronic fits this criterion perfectly. Guided by its mission to alleviate pain, restore health, and extend life, Medtronic's innovations aim to improve outcomes and transform lives worldwide.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why ****** ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
#surgical #guided
12 days ago
With a market cap of $117.8 billion, Medtronic plc (MDT) is a leading global healthcare technology company focused on addressing complex health challenges through innovative medical solutions. With a global workforce serving patients across more than 150 countries, its technologies span cardiac devices, surgical robotics, insulin pumps, surgical tools, and patient monitoring systems.
Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Medtronic fits this criterion perfectly. Guided by its mission to alleviate pain, restore health, and extend life, Medtronic's innovations aim to improve outcomes and transform lives worldwide.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why ******* ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
#Health #surgical #Companies
Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Medtronic fits this criterion perfectly. Guided by its mission to alleviate pain, restore health, and extend life, Medtronic's innovations aim to improve outcomes and transform lives worldwide.
Dear GameStop Stock Fans, Mark Your Calendars for September 8
SMCI vs. CoreWeave: 1 AI Infrastructure Model Has the Bigger Opportunity
Why ******* ysts Think Sellas Life Sciences Stock Can Gain 150% From Here
#Health #surgical #Companies
12 days ago
Our **** ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Organic revenue growth of 13.7% was driven by strong underlying market demand and execution across the 'Big 3' businesses: CRM, CST, and Surgical.
Cardiac Ablation Solutions (CAS) delivered 88% growth, fueled by Sphere-9 share gains and the Affera mapping platform reaching a $2 billion trailing 12-month revenue milestone.
The AiBLE ecosystem in Cranial & Spinal Technologies is driving growth by connecting AI-driven planning, robotics, and navigation, which traditionally operated in silos.
Management attributes the broad-based performance to the compounding impact of multi-year strategic, operational, and cultural changes aimed at commercial consistency.
#Growth #driven #solutions
Organic revenue growth of 13.7% was driven by strong underlying market demand and execution across the 'Big 3' businesses: CRM, CST, and Surgical.
Cardiac Ablation Solutions (CAS) delivered 88% growth, fueled by Sphere-9 share gains and the Affera mapping platform reaching a $2 billion trailing 12-month revenue milestone.
The AiBLE ecosystem in Cranial & Spinal Technologies is driving growth by connecting AI-driven planning, robotics, and navigation, which traditionally operated in silos.
Management attributes the broad-based performance to the compounding impact of multi-year strategic, operational, and cultural changes aimed at commercial consistency.
#Growth #driven #solutions
12 days ago
Symbotic (NASDAQ: SYM), a developer of autonomous warehouse robots, went public through a merger with a special purpose acquisition company (SPAC) on June 8, 2022. It started trading at $10.51 per share, closed at a record high of $87.30 on Nov. 26, 2025, but now trades at $38.
Symbotic is still a divisive stock. The bulls are impressed by its robust revenue growth, its expanding margins, and its growing backlog -- which reached $22.5 billion in its latest quarter. But the bears will warn you that it's overly dependent on Walmart (NASDAQ: WMT) and that many investors overlook that customer concentration risk.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Walmart is Symbotic's largest customer and one of its top investors. The world's largest retailer accounted for 85% of its revenue in fiscal 2025 (which ended last September), driven by a long-term contract to automate all of its U.S. regional distribution centers through 2037.
Symbotic also acquired Walmart's own robotics division in early 2025, and the two companies have been co-developing automated micro-fulfillment systems for its brick-and-mortar stores. In other words, Symbotic wouldn't exist in its current form without Walmart's support.
#NVIDIA #walmart #flashing #revenue
Symbotic is still a divisive stock. The bulls are impressed by its robust revenue growth, its expanding margins, and its growing backlog -- which reached $22.5 billion in its latest quarter. But the bears will warn you that it's overly dependent on Walmart (NASDAQ: WMT) and that many investors overlook that customer concentration risk.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Walmart is Symbotic's largest customer and one of its top investors. The world's largest retailer accounted for 85% of its revenue in fiscal 2025 (which ended last September), driven by a long-term contract to automate all of its U.S. regional distribution centers through 2037.
Symbotic also acquired Walmart's own robotics division in early 2025, and the two companies have been co-developing automated micro-fulfillment systems for its brick-and-mortar stores. In other words, Symbotic wouldn't exist in its current form without Walmart's support.
#NVIDIA #walmart #flashing #revenue
13 days ago
Sunnyvale, California-based Intuitive Surgical, Inc. (ISRG) develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care. Valued at $133.1 billion by market cap, the company offers endoscopes, endoscopic retractors and disectors, scissors, scalpels, forceps, needle holders, electrocautery, ultrasonic cutters, and accessories during surgical procedures.
Companies worth $10 billion or more are generally described as "large-cap stocks," and ISRG definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the medical instruments & supplies industry. Intuitive Surgical excels in robotic-assisted surgery with its gold-standard da Vinci system, backed by strong brand reputation, continuous R&D investment, and comprehensive surgeon training, driving user proficiency and patient outcomes.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
#intuitive #dear
Companies worth $10 billion or more are generally described as "large-cap stocks," and ISRG definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the medical instruments & supplies industry. Intuitive Surgical excels in robotic-assisted surgery with its gold-standard da Vinci system, backed by strong brand reputation, continuous R&D investment, and comprehensive surgeon training, driving user proficiency and patient outcomes.
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Bill Gates Says 'We Need Time to Prepare' for an Economic Upheaval — Especially the $20-an-Hour Workers Being Replaced by $10-an-Hour Robots
Dear Palantir Stock Fans, Here's What Maven's Billion-Dollar ARR Means for PLTR
#intuitive #dear
13 days ago
Riverwater Partners, an investment management company, released its 'Small Cap Strategy' Q2 2026 investor letter. The letter can be downloaded here. The Small Cap Strategy underperformed the Russell 2000 in the second quarter as the benchmark experienced one of its strongest risk-on rallies in recent memory, although the strategy remained ahead year-to-date. The quarter was defined by accelerating AI investment, energy market disruptions, and renewed investor appetite for higher-beta stocks, creating headwinds for the firm's quality-focused approach and healthcare positioning. Despite this, stock selection contributed positively in energy, materials, and financials, while healthcare and consumer discretionary detracted due to the fund's disciplined avoidance of speculative businesses. Looking ahead, the firm remains cautiously optimistic, focusing on opportunities created by market dislocations, including AI infrastructure enablers, select consumer companies, healthcare innovators, and energy businesses trading below intrinsic value. The strategy continues to emphasize high-quality companies with strong management teams and attractive valuations, positioning the portfolio for a potential rotation away from speculative market leadership. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted Oceaneering International, Inc. (NYSE:OII). Oceaneering International, Inc. (NYSE:OII), a subsea engineering and offshore services company that serves the offshore energy, defense, aerospace, and manufacturing industries, was added to the portfolio in the quarter. On August 31, 2026, Oceaneering International, Inc. (NYSE:OII) closed at $51.76 per share. The one-month return of Oceaneering International, Inc. (NYSE:OII) was 2.64% and its shares gained 112.92% over the past 52 weeks. Oceaneering International, Inc. (NYSE:OII) has a market capitalization of $5.15 billion.
Riverwater Partners Small Cap Strategy stated the following regarding Oceaneering International, Inc. (NYSE:OII) in its Q2 2026 investor letter:
"Within energy, we repositioned toward services. We initiated Oceaneering International (OII), a leader in subsea robotics and offshore services, as offshore and subsea capital spending emerges from a seven-year drought and the U.S. rig count climbs; the position was funded in part by our exit of natural gas producer CNX Resources (CNX)."
#small #riverwater #investor #letter
In its second-quarter 2026 investor letter, Riverwater Partners Small Cap Strategy highlighted Oceaneering International, Inc. (NYSE:OII). Oceaneering International, Inc. (NYSE:OII), a subsea engineering and offshore services company that serves the offshore energy, defense, aerospace, and manufacturing industries, was added to the portfolio in the quarter. On August 31, 2026, Oceaneering International, Inc. (NYSE:OII) closed at $51.76 per share. The one-month return of Oceaneering International, Inc. (NYSE:OII) was 2.64% and its shares gained 112.92% over the past 52 weeks. Oceaneering International, Inc. (NYSE:OII) has a market capitalization of $5.15 billion.
Riverwater Partners Small Cap Strategy stated the following regarding Oceaneering International, Inc. (NYSE:OII) in its Q2 2026 investor letter:
"Within energy, we repositioned toward services. We initiated Oceaneering International (OII), a leader in subsea robotics and offshore services, as offshore and subsea capital spending emerges from a seven-year drought and the U.S. rig count climbs; the position was funded in part by our exit of natural gas producer CNX Resources (CNX)."
#small #riverwater #investor #letter
14 days ago
Shein stock tumbled more than 10% in gray-market trading on Monday, the day before it was set to begin trading on the Hong Kong Stock Exchange, a sign of tepid investor enthusiasm heading into the listing. Futu Securities, Bright Smart, and Phillip Securities — three of Hong Kong's major brokerages — each quoted the stock down more than 10% shortly after gray-market trading got underway, according to Reuters.
At Futu, which leads Hong Kong's retail brokerage market by trading volume, the shares were last quoted near HK$42. Brokerages quote gray-market prices for a stock before it begins official trading on an exchange.
According to Reuters, citing unnamed sources, Shein priced its shares at HK$48.56 apiece, raising $1.7 billion and pegging its valuation at roughly $26.5 billion. The official pricing announcement is due later on Monday, with trading set to begin Tuesday under stock code 00625.
Bevis Ho, a senior ****** yst at Futu Securities, said the move signals "caution among both retail and institutional investors," explaining that right now "investors see greater potential in AI and robotics themes than in fast fashion."
Shein's current market value amounts to just over one-quarter of the roughly $100 billion it commanded at its private-market high in 2022, with the steep decline tied to tariff and duty changes across the U.S. and Europe that have eroded the core economics of its business.
#futu #securities #gray
At Futu, which leads Hong Kong's retail brokerage market by trading volume, the shares were last quoted near HK$42. Brokerages quote gray-market prices for a stock before it begins official trading on an exchange.
According to Reuters, citing unnamed sources, Shein priced its shares at HK$48.56 apiece, raising $1.7 billion and pegging its valuation at roughly $26.5 billion. The official pricing announcement is due later on Monday, with trading set to begin Tuesday under stock code 00625.
Bevis Ho, a senior ****** yst at Futu Securities, said the move signals "caution among both retail and institutional investors," explaining that right now "investors see greater potential in AI and robotics themes than in fast fashion."
Shein's current market value amounts to just over one-quarter of the roughly $100 billion it commanded at its private-market high in 2022, with the steep decline tied to tariff and duty changes across the U.S. and Europe that have eroded the core economics of its business.
#futu #securities #gray
14 days ago
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below.
Elon Musk has been basking on his throne as the world's richest person, and largely based on the success of his U.S. companies. But when it comes to America's fiscal health, his warnings have been apocalyptic, not complimentary.
"In the absence of AI and robotics, we're actually totally screwed because the national debt is piling up like crazy," the Tesla CEO told podcaster Dwarkesh Patel earlier this year. "We are 1,000% going to go bankrupt as a country, and fail as a country, without AI and robots."
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#Gold #actually #without #moneywise
Elon Musk has been basking on his throne as the world's richest person, and largely based on the success of his U.S. companies. But when it comes to America's fiscal health, his warnings have been apocalyptic, not complimentary.
"In the absence of AI and robotics, we're actually totally screwed because the national debt is piling up like crazy," the Tesla CEO told podcaster Dwarkesh Patel earlier this year. "We are 1,000% going to go bankrupt as a country, and fail as a country, without AI and robots."
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
JPMorgan sees gold hitting $5,000/oz by Q4 — and savvy investors are protecting their wealth with a tax-advantaged Gold IRA. Get your free guide from Priority Gold
#Gold #actually #without #moneywise
14 days ago
Nvidia Corp. (NASDAQ:NVDA) just posted a quarter that would make any other chipmaker blush. On its August 26 earnings call, the company reported $96.2 billion in revenue, more than double what it made a year earlier, and said AI demand has crossed into something it calls an inflection point. But buried inside the good news sat two admissions that matter just as much: memory costs are rising faster than expected, and Nvidia is now underwriting some of its own customers' growth. Both cut against the simple growth story.
Data center revenue reached $89 billion, up 117% year over year, and the ACIE segment, which covers AI labs, cloud providers, industrial and enterprise customers outside the big hyperscalers, grew 138% year over year to $40.0 billion. Management said that segment now represents roughly half of Nvidia's data center business, a sign that governments and specialized cloud operators are becoming nearly as important as Amazon or Microsoft. Sovereign AI revenue, sold mostly through regional NeoCloud partners, grew 35% sequentially and more than tripled from a year ago, and those partners are expected to exit the year with 8 gigawatts of installed capacity, up from roughly 3 gigawatts at the end of 2025.
The bigger shift is how much of each data center dollar Nvidia now keeps for itself. Management said the revenue potential per gigawatt of capacity has climbed from $18 billion in the Hopper generation to $40 billion with the upcoming Vera Rubin platform, as Nvidia sells the CPUs, networking gear and software around its chips rather than just the chips themselves. Networking revenue hit a record, up 18% sequentially, with Spectrum-X Ethernet sales growing 2.6 times year over year. Amazon deepened its own commitment too, agreeing to deploy an additional 2 million Nvidia GPUs through the second quarter of fiscal 2029 alongside new Vera CPUs, while adopting Nvidia's Omniverse and robotics software for its warehouse fleet.
None of this looks like a company running out of runway. Nvidia returned $26 billion to shareholders in the quarter, split between $20 billion in buybacks and $6 billion in dividends, with about $99 billion still left on its repurchase authorization. Global venture funding into AI topped $400 billion in the first half of 2026 alone, with roughly 70% of that money earmarked for compute, which happens to be exactly what Nvidia sells.
Growth this fast is not free. Gross margin held at 75% this quarter, but CFO Colette Kress told investors it will bottom out at 71% to 72% in the fourth quarter as memory component costs spike, and that the size of those price increases has already exceeded the company's own expectations and is set to climb further into next year. Operating expenses are rising too, up 11% sequentially to $8.2 billion, with guidance near $9 billion for the next quarter, and inventory swelled to $31.6 billion as Nvidia stocks up ahead of the Vera Rubin launch.
#vera
Data center revenue reached $89 billion, up 117% year over year, and the ACIE segment, which covers AI labs, cloud providers, industrial and enterprise customers outside the big hyperscalers, grew 138% year over year to $40.0 billion. Management said that segment now represents roughly half of Nvidia's data center business, a sign that governments and specialized cloud operators are becoming nearly as important as Amazon or Microsoft. Sovereign AI revenue, sold mostly through regional NeoCloud partners, grew 35% sequentially and more than tripled from a year ago, and those partners are expected to exit the year with 8 gigawatts of installed capacity, up from roughly 3 gigawatts at the end of 2025.
The bigger shift is how much of each data center dollar Nvidia now keeps for itself. Management said the revenue potential per gigawatt of capacity has climbed from $18 billion in the Hopper generation to $40 billion with the upcoming Vera Rubin platform, as Nvidia sells the CPUs, networking gear and software around its chips rather than just the chips themselves. Networking revenue hit a record, up 18% sequentially, with Spectrum-X Ethernet sales growing 2.6 times year over year. Amazon deepened its own commitment too, agreeing to deploy an additional 2 million Nvidia GPUs through the second quarter of fiscal 2029 alongside new Vera CPUs, while adopting Nvidia's Omniverse and robotics software for its warehouse fleet.
None of this looks like a company running out of runway. Nvidia returned $26 billion to shareholders in the quarter, split between $20 billion in buybacks and $6 billion in dividends, with about $99 billion still left on its repurchase authorization. Global venture funding into AI topped $400 billion in the first half of 2026 alone, with roughly 70% of that money earmarked for compute, which happens to be exactly what Nvidia sells.
Growth this fast is not free. Gross margin held at 75% this quarter, but CFO Colette Kress told investors it will bottom out at 71% to 72% in the fourth quarter as memory component costs spike, and that the size of those price increases has already exceeded the company's own expectations and is set to climb further into next year. Operating expenses are rising too, up 11% sequentially to $8.2 billion, with guidance near $9 billion for the next quarter, and inventory swelled to $31.6 billion as Nvidia stocks up ahead of the Vera Rubin launch.
#vera
15 days ago
After Ollie Robinson's England debut five years ago I said he was the most natural bowler I have seen.
A lot has gone under the bridge since – he was dropped, recalled, dropped again and is now back - but nothing has changed my mind on that.
Using the word robotic to describe him may give the wrong impression. It is a compliment.
Australia's great bowler Glenn McGrath was like that. Everything was utterly rhythmical, repetitive and perfectly grooved.
Robinson is the same.
#bowler #glenn #mcgrath #debut
A lot has gone under the bridge since – he was dropped, recalled, dropped again and is now back - but nothing has changed my mind on that.
Using the word robotic to describe him may give the wrong impression. It is a compliment.
Australia's great bowler Glenn McGrath was like that. Everything was utterly rhythmical, repetitive and perfectly grooved.
Robinson is the same.
#bowler #glenn #mcgrath #debut
16 days ago
With its latest $1.1 billion fund, Andreessen Horowitz is getting physical (with AI).
The firm announced that the Machine Age Fund will invest "into all of the computer infrastructure on which AI runs, including chips, memory, networking, and storage," and that this includes "full systems for running AI: from data centers to robotics to home AI appliances."
General partners Martin Casado and Raghu Raghuram will lead the new strategy, which will target both early- and growth-stage companies. Partners from a16z's Infrastructure, American Dynamism and Growth funds will also invest from the new vehicle.
The fund represents a doubling down on its expansion into hardware investments, especially the AI infrastructure bets it has made in defense.
"Dedicated hardware and robotics funds have existed for years, but when one of the largest firms in venture stands up a fund specifically for that, you pay attention," said PitchBook fund strategies ****** yst Nick Rescigno. "Advances in physical AI are making hardware capable of things that weren't achievable a few years ago."
#years
The firm announced that the Machine Age Fund will invest "into all of the computer infrastructure on which AI runs, including chips, memory, networking, and storage," and that this includes "full systems for running AI: from data centers to robotics to home AI appliances."
General partners Martin Casado and Raghu Raghuram will lead the new strategy, which will target both early- and growth-stage companies. Partners from a16z's Infrastructure, American Dynamism and Growth funds will also invest from the new vehicle.
The fund represents a doubling down on its expansion into hardware investments, especially the AI infrastructure bets it has made in defense.
"Dedicated hardware and robotics funds have existed for years, but when one of the largest firms in venture stands up a fund specifically for that, you pay attention," said PitchBook fund strategies ****** yst Nick Rescigno. "Advances in physical AI are making hardware capable of things that weren't achievable a few years ago."
#years
18 days ago
Tesla (NASDAQ: TSLA) CEO Elon Musk has repeatedly said that investors should think of his company as a robotics and automation company. And, to its credit, Tesla is making some progress in this direction with its Optimus humanoid robot and tests of its Robotaxi self-driving vehicle service in a handful of U.S. cities.
But betting on Tesla's transition to robotics is pretty risky. The company has been an EV company for years, and it's spending heavily as it remakes itself.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Investors looking for two better robotics stocks that could successfully tap into the $2.5 trillion robotics market (by 2035) should consider owning Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT) for the long haul. Here's why.
Nvidia's management believes physical AI -- including robotics -- will be one of the next big tech waves, and the company is preparing for the transition now.
#flashing
But betting on Tesla's transition to robotics is pretty risky. The company has been an EV company for years, and it's spending heavily as it remakes itself.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Investors looking for two better robotics stocks that could successfully tap into the $2.5 trillion robotics market (by 2035) should consider owning Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT) for the long haul. Here's why.
Nvidia's management believes physical AI -- including robotics -- will be one of the next big tech waves, and the company is preparing for the transition now.
#flashing
18 days ago
"Big Short" famed investor Michael Burry has moved his investment from Chinese e-commerce giant Alibaba Group Holding (BABA) to its prime rival JD.com (JD). However, rather than buying JD.com on a trigger, Burry did so mostly because Alibaba has become too expensive. He argued that Alibaba would need to "fall by half" for him to be interested again. Moreover, the famous investor disliked Alibaba's capital raise for AI capabilities and infrastructure investment.
On the other hand, JD.com has emerged as his preference in this paradigm. The company is showing signs of improvement, especially in its bottom line. Moreover, it is trying to expand its operations. For instance, it recently won a newly awarded pilot development area in Hong Kong's Northern Metropolis (a mega-project bordering Mainland China), in a JV with six companies. JD.com also plans to invest RMB 10 billion in resources to the robotics sector by 2028.
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#alibaba
On the other hand, JD.com has emerged as his preference in this paradigm. The company is showing signs of improvement, especially in its bottom line. Moreover, it is trying to expand its operations. For instance, it recently won a newly awarded pilot development area in Hong Kong's Northern Metropolis (a mega-project bordering Mainland China), in a JV with six companies. JD.com also plans to invest RMB 10 billion in resources to the robotics sector by 2028.
Walmart Stock Is More Expensive Than Nvidia Amid Earnings Miss
SpaceX Stock Just Crashed Below Its IPO Price: Here's the Bull Case **** ody Can Ignore
A Major Bitcoin Short Squeeze Is Taking MicroStrategy Stock Higher. What Comes Next.
#alibaba
20 days ago
Interested in XPENG Inc. Sponsored ADR? Here are five stocks we like better.
XPeng shares fell toward 52-week support near $11 after an automotive top-line miss, but a robotics spin-off may be overlooked value.
XPeng's robotics unit, Dogotix, raised over $900 million in Series A funding backed by Tencent and Alibaba, valuing it at about $6.3 billion.
A sum-of-the-parts ******* ysis suggests XPeng's core EV business is valued at roughly $4.7 billion, seemingly ignoring the robotics division's worth.
When earnings miss the mark, the market often reacts with ruthless efficiency—selling first and parsing the details later. That is seemingly the setup currently unfolding with XPeng Inc. (NYSE: XPEV).
#xpeng #robotics #sponsored #series
XPeng shares fell toward 52-week support near $11 after an automotive top-line miss, but a robotics spin-off may be overlooked value.
XPeng's robotics unit, Dogotix, raised over $900 million in Series A funding backed by Tencent and Alibaba, valuing it at about $6.3 billion.
A sum-of-the-parts ******* ysis suggests XPeng's core EV business is valued at roughly $4.7 billion, seemingly ignoring the robotics division's worth.
When earnings miss the mark, the market often reacts with ruthless efficiency—selling first and parsing the details later. That is seemingly the setup currently unfolding with XPeng Inc. (NYSE: XPEV).
#xpeng #robotics #sponsored #series
20 days ago
Bitwise has launched a new product that lets eligible investors outside the U.S. automatically follow professionally designed portfolios of tokenized U.S. stocks while keeping the ****** ets in their own wallets.
The crypto ****** et manager's Automated Token Portfolios, or ATPs, are rules-based portfolios created by Bitwise Investment Manager, the company said in a Tuesday announcement. The portfolios use Coinbase's tokenized stocks and are implemented through Glider, an onchain portfolio automation platform.
The initial offerings will focus on themes including the Magnificent 7 technology companies plus ****** eX (NASDAQ: $SPCX), robotics, and artificial intelligence leaders. Bitwise will charge a 0.15% methodology access fee, excluding trading and platform costs.
More From Cryptoprowl:
Canadian Defense Tech Firm Jumps 92% as Government Revenue Boosts Margins
#portfolios #bitwise #automated #atps
The crypto ****** et manager's Automated Token Portfolios, or ATPs, are rules-based portfolios created by Bitwise Investment Manager, the company said in a Tuesday announcement. The portfolios use Coinbase's tokenized stocks and are implemented through Glider, an onchain portfolio automation platform.
The initial offerings will focus on themes including the Magnificent 7 technology companies plus ****** eX (NASDAQ: $SPCX), robotics, and artificial intelligence leaders. Bitwise will charge a 0.15% methodology access fee, excluding trading and platform costs.
More From Cryptoprowl:
Canadian Defense Tech Firm Jumps 92% as Government Revenue Boosts Margins
#portfolios #bitwise #automated #atps
20 days ago
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below.
Investors trying to value humanoid robotics startups may need to rethink traditional metrics. In an exclusive email interview with Benzinga, RoboStrategy, Inc. (NASDAQ:BOT) CEO Andrew Kang said current revenue tells only a small part of the story for companies targeting massive future markets.
To illustrate the point, he noted Anthropic's rapid rise as an example of how quickly frontier AI companies can scale.
Kang noted that "Anthropic went from $10m in revenue in 2022 to expected $65B ARR in 2026," arguing that robotics investors should also focus on long-term growth potential rather than near-term sales alone.
While discounted future cash flows and production forecasts remain important, he said qualitative factors—including the quality of a company's hardware, its ability to scale manufacturing and the performance of its robot foundation models—will increasingly shape valuations.
#robotics #future
Investors trying to value humanoid robotics startups may need to rethink traditional metrics. In an exclusive email interview with Benzinga, RoboStrategy, Inc. (NASDAQ:BOT) CEO Andrew Kang said current revenue tells only a small part of the story for companies targeting massive future markets.
To illustrate the point, he noted Anthropic's rapid rise as an example of how quickly frontier AI companies can scale.
Kang noted that "Anthropic went from $10m in revenue in 2022 to expected $65B ARR in 2026," arguing that robotics investors should also focus on long-term growth potential rather than near-term sales alone.
While discounted future cash flows and production forecasts remain important, he said qualitative factors—including the quality of a company's hardware, its ability to scale manufacturing and the performance of its robot foundation models—will increasingly shape valuations.
#robotics #future
20 days ago
SU Group Holdings Limited (NASDAQ:SUGP) has secured exclusive Macao distribution rights for the Inspec Spider robotic infrastructure inspection system, adding a new potential revenue stream to its recently established operation in the region.
The agreement gives subsidiary Shine Union (Macao) Limited sole rights to market, distribute and sell the high-mast inspection technology in Macao, while extending SU Group's portfolio into technology-enabled infrastructure inspection.
SU Group (NASDAQ:SUGP) gains exclusive Macao distribution rights for Inspec Spider during the term of the agreement, creating a new revenue opportunity.
The deal gives the company's new Macao subsidiary an early commercial offering as SU Group works to expand beyond its established Hong Kong operations.
Inspec Spider combines robotics, cameras and AI-assisted ******* ysis to inspect high masts and poles up to 35 metres from ground level.
#macao #NASDAQ
The agreement gives subsidiary Shine Union (Macao) Limited sole rights to market, distribute and sell the high-mast inspection technology in Macao, while extending SU Group's portfolio into technology-enabled infrastructure inspection.
SU Group (NASDAQ:SUGP) gains exclusive Macao distribution rights for Inspec Spider during the term of the agreement, creating a new revenue opportunity.
The deal gives the company's new Macao subsidiary an early commercial offering as SU Group works to expand beyond its established Hong Kong operations.
Inspec Spider combines robotics, cameras and AI-assisted ******* ysis to inspect high masts and poles up to 35 metres from ground level.
#macao #NASDAQ
