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Humanoid robots are showing meaningful progress beyond controlled demonstrations, with advances in autonomy, dexterity, and the ability to perform repetitive real-world tasks. But widespread commercial deployment still remains a work in progress.
After spending a week meeting with leading robotics labs, engineers and investors across the San Francisco Bay Area, researchers found that most humanoid robots remain in development, training, and tele-operated demonstrations. Where real-world deployments exist, they are generally closer to pilots than clear return-on-investment opportunities, according to a report published Wednesday by Citrini Research.
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#robots

Tesla's (NASDAQ: TSLA) business is in an interesting spot. The company saw a significant sales rebound in the second quarter, with revenue rising 26% year over year to reach $22.5 billion. Recent reports also suggest that the company's share of the U.S. electric vehicle (EV) market has risen sharply amid a substantial sales contraction for the overall industry. And while the company's net income fell 5% annually in the second quarter, the business still recorded net income of $1.11 billion in the period.
On the other hand, positive net income doesn't tell the whole story because the metric doesn't include capital expenditures (capex) that are recorded as ****** ets on the balance sheet. With Tesla betting big on its robotaxi project, Optimus humanoid robots, and other potential growth drivers, the company recorded $5.79 billion in capex in Q2. As a result, the business posted -$1.1 billion in free cash flow (FCF) in the period. With FCF coming up negative lately, the company's $43.5 billion cash position provides a valuable cushion.
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 »
Tesla posted substantial sales growth in the second quarter as some of the pressures facing the brand eased, higher gas prices encouraged EV purchases, and price cuts helped spur demand. On the other hand, it remains to be seen whether this sales growth momentum is sustainable -- and banking on the core EV business to be an earnings driver that can support the company's highly growth-dependent valuation seems unwise.
While Tesla has seen competitors based in the U.S., ****** an, and South Korea reduce their focus on the EV market, BYD and other China-based rivals are making inroads in the market and continue to bet heavily on long-term growth in the category. CEO Elon Musk appears to have a good grasp on the challenging competitive landscape and has been positioning robotaxis, humanoid robots, and semiconductor projects as the core elements of his company's growth strategy.

#NVIDIA

Intuitive Surgical (ISRG), maker of the da Vinci surgical robots, trades at about $382, some 36% below its 52-week high. Even so, you pay about 35.9 times trailing adjusted earnings. That is normalized net income with stock-based compensation added back, a basis meant to sit closer to the one ****** ysts forecast on, though the two are not defined identically. ****** ysts' forecasts run to 2027, the year Intuitive plans to start lowering what customers pay per use on some instruments.
The shares were trading about 11% lower the day after second-quarter results in July showed slower US procedure growth. US da Vinci procedures grew 12% in the second quarter, against 14% in the first. Management pointed to two likely causes, with the CFO noting that some customers say coverage changes are delaying deferrable procedures, alongside a little of the law of large numbers.
What the price still pays for is revenue growing faster than procedures. On the first-quarter call, the CFO credited that largely to da Vinci 5 and its higher pricing. More than half of the da Vinci systems Intuitive placed in the second quarter were da Vinci 5.
On ****** ysts' 2026 estimates, today's price is about 35.1 times earnings. On their 2027 estimates, it is about 31.4 times. The revenue forecast behind that looks modest: about 13.1% growth a year through 2027, against 20.7% growth over the past twelve months.
Consensus has earnings and revenue growing at a similar pace between 2026 and 2027, so margins hold roughly steady. Intuitive enters that stretch with an operating margin of 31.3% over the past twelve months, above its three-year average of 27.7%.

#intuitive #analysts #year #procedures

On August 25, Aptiv (NYSE:APTV) said it will support NVIDIA's newly announced Jetson Orin Nano 2 processor, extending a partnership that already covers the more powerful Jetson Thor platform. The move puts Aptiv squarely inside the buildout of "physical AI," the term for machines like drones, robots, and industrial systems that need to sense and react to the real world in real time. For a company still just months removed from spinning off its electrical distribution business, betting on edge robotics is a statement about where it thinks the next decade of growth actually lives.
NVIDIA's Jetson Orin Nano 2 packs 78 TOPS of processing power into an 8GB, 8-core Arm chip that doubles the inference speed of its predecessor while cutting power draw by 40% at equivalent performance. That kind of efficiency gain matters for battery-powered devices like delivery drones and mobile robots, where every watt saved extends run time. Aptiv isn't just supplying compute support; it is layering in its PULSE surround-view camera and radar system for 360-degree sensing, its Gen 8 radar for object detection in tough conditions, and Wind River software to handle the unglamorous but essential work of long-term maintenance and security updates. That full-stack approach is the pitch: instead of stitching together sensors, chips, and software from separate vendors, customers get one partner who can carry a device from prototype to a fleet running in the field.
The timing lines up with what Aptiv reported in its second-quarter results on August 4, 2026. Revenue reached $3.3 billion, up 2%, while adjusted EBITDA climbed to $613 million from $547 million a year earlier, pushing margins to 18.7% from 17.1%. CEO Kevin Clark pointed to double-digit growth in non-automotive revenue, progress moving robotics from partnership talks to actual commercial deployments, and a major drone industry win secured in early July. North America sales rose 10% and Asia Pacific grew 6%, including 5% growth in China, giving the company some geographic momentum to lean on as it chases this new business line.
The quarter wasn't clean underneath the headline numbers. Free cash flow came in at just $12 million in the second quarter, down from $219 million a year earlier, and the first half of 2026 actually posted negative free cash flow of $196 million versus a positive $264 million a year ago. Operating cash flow from continuing operations fell to $82 million for the first half, down sharply from $531 million. Management also flagged automotive demand and customer mix as an incremental headwind, a reminder that Aptiv's legacy business still carries real weight even as it chases robotics and drones. EMEA revenue dropped 8%, and South America fell 4% in the quarter, both drags even as North America and Asia Pacific grew.

#jetson #robotics

Teradyne, Inc. (TER) is a technology company that designs and manufactures automated test equipment and advanced robotics systems, with a market capitalization of approximately $51.5 billion. Based in North Reading, Massachusetts, the company's semiconductor and electronics testing solutions help customers maintain quality standards, while its collaborative and mobile robots support manufacturing and warehouse operations across businesses of various sizes.
Companies valued between $10 billion and $200 billion are generally classified as "large-cap stocks," and Teradyne comfortably fits this category. Its edge comes from its leading role in automated testing and robotics, serving several industries, from semiconductors to automotive and aerospace. Its diversified product portfolio, strong brand, stable revenue, healthy profit margins, and consistent cash generation support continued investment in technology and long-term growth.
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#robotics #support

A company that specializes in autonomous power deployment said it has raised $31.8 million to scale its operations, with investments from major groups including Google and Bill Gates-founded Breakthrough Energy Ventures (BEV). California-based Planted said the new capital expands its robotic fleet. The company said the funding also supports the launch of Sage, its next-generation robot, as demand outpaces the company's current capacity.Planted on September 15 said the funding round was led by Piva Capital and RA Capital Management Planetary Health, with participation from Gigascale Capital and Open AI-backer Khosla Ventures, along with Google and BEV. Gigascale Capital was founded by former Meta executive Mike Schroepfer."Globally, solar needs to be deployed about five times faster than it is today to hit the scale experts project we'll need by 2050, and the gap is growing as the industry confronts constraints involving supply chains, land, interconnection, and skilled labor," said Eric Brown, CEO of Planted. "The way to close that gap is to turn the construction of a power plant into a manufacturing problem: building robots and deployment systems, not just projects. We have robots in the field proving the model works today. This round is how we scale it."
Brown's group on Tuesday said a record 664 GW of solar photovoltaic power was installed worldwide last year, but noted terawatts of new generation capacity are needed to meet projected demand. The company said it combines planning software, high-density terrain-following solar arrays, storage, and field robotics into one system, which enables Planted to build on parcels of land that legacy trackers cannot use. The company said its system also delivers twice the energy per acre, resulting in smaller project footprints and a lower profile on the landscape.Planted said its array "is simplified, designed for automation, and defined in software," and thus can deliver new power generation capacity in months rather than years. Planted's most recent build, a 28-MW behind-the-meter project serving a neocloud data center, went from first call to power in 10 months, with field construction completed in under three months.Planted on Tuesday said the company's development model "is proven and bankable," and noted its projects carry independent engineering validation and project financing. The company completed Bowes Solar, an 11-MW project in Illinois for Cultivate Power, and will next build Aligned Climate Capital's Armoracia project on 16 acres, 10 fewer than the original design required. The denser redesign moved the project through local review after the initial layout was rejected, according to the company. Planted, which deployed more than 10 MW in 2025, is on track for 100 MW in 2026, a 10x jump in a single year, with a project pipeline of more than 20 GW.The company said Sage, the next-generation robot, will be deployed later this year.

#Solar

A company that specializes in autonomous power deployment said it has raised $31.8 million to scale its operations, with investments from major groups including Google and Bill Gates-founded Breakthrough Energy Ventures (BEV). California-based Planted said the new capital expands its robotic fleet. The company said the funding also supports the launch of Sage, its next-generation robot, as demand outpaces the company's current capacity.Planted on September 15 said the funding round was led by Piva Capital and RA Capital Management Planetary Health, with participation from Gigascale Capital and Open AI-backer Khosla Ventures, along with Google and BEV. Gigascale Capital was founded by former Meta executive Mike Schroepfer."Globally, solar needs to be deployed about five times faster than it is today to hit the scale experts project we'll need by 2050, and the gap is growing as the industry confronts constraints involving supply chains, land, interconnection, and skilled labor," said Eric Brown, CEO of Planted. "The way to close that gap is to turn the construction of a power plant into a manufacturing problem: building robots and deployment systems, not just projects. We have robots in the field proving the model works today. This round is how we scale it."
Brown's group on Tuesday said a record 664 GW of solar photovoltaic power was installed worldwide last year, but noted terawatts of new generation capacity are needed to meet projected demand. The company said it combines planning software, high-density terrain-following solar arrays, storage, and field robotics into one system, which enables Planted to build on parcels of land that legacy trackers cannot use. The company said its system also delivers twice the energy per acre, resulting in smaller project footprints and a lower profile on the landscape.Planted said its array "is simplified, designed for automation, and defined in software," and thus can deliver new power generation capacity in months rather than years. Planted's most recent build, a 28-MW behind-the-meter project serving a neocloud data center, went from first call to power in 10 months, with field construction completed in under three months.Planted on Tuesday said the company's development model "is proven and bankable," and noted its projects carry independent engineering validation and project financing. The company completed Bowes Solar, an 11-MW project in Illinois for Cultivate Power, and will next build Aligned Climate Capital's Armoracia project on 16 acres, 10 fewer than the original design required. The denser redesign moved the project through local review after the initial layout was rejected, according to the company. Planted, which deployed more than 10 MW in 2025, is on track for 100 MW in 2026, a 10x jump in a single year, with a project pipeline of more than 20 GW.The company said Sage, the next-generation robot, will be deployed later this year.

#project #next

On August 25, Aptiv (NYSE:APTV) said it will support NVIDIA's newly announced Jetson Orin Nano 2 processor, extending a partnership that already covers the more powerful Jetson Thor platform. The move puts Aptiv squarely inside the buildout of "physical AI," the term for machines like drones, robots, and industrial systems that need to sense and react to the real world in real time. For a company still just months removed from spinning off its electrical distribution business, betting on edge robotics is a statement about where it thinks the next decade of growth actually lives.
NVIDIA's Jetson Orin Nano 2 packs 78 TOPS of processing power into an 8GB, 8-core Arm chip that doubles the inference speed of its predecessor while cutting power draw by 40% at equivalent performance. That kind of efficiency gain matters for battery-powered devices like delivery drones and mobile robots, where every watt saved extends run time. Aptiv isn't just supplying compute support; it is layering in its PULSE surround-view camera and radar system for 360-degree sensing, its Gen 8 radar for object detection in tough conditions, and Wind River software to handle the unglamorous but essential work of long-term maintenance and security updates. That full-stack approach is the pitch: instead of stitching together sensors, chips, and software from separate vendors, customers get one partner who can carry a device from prototype to a fleet running in the field.
The timing lines up with what Aptiv reported in its second-quarter results on August 4, 2026. Revenue reached $3.3 billion, up 2%, while adjusted EBITDA climbed to $613 million from $547 million a year earlier, pushing margins to 18.7% from 17.1%. CEO Kevin Clark pointed to double-digit growth in non-automotive revenue, progress moving robotics from partnership talks to actual commercial deployments, and a major drone industry win secured in early July. North America sales rose 10% and Asia Pacific grew 6%, including 5% growth in China, giving the company some geographic momentum to lean on as it chases this new business line.
The quarter wasn't clean underneath the headline numbers. Free cash flow came in at just $12 million in the second quarter, down from $219 million a year earlier, and the first half of 2026 actually posted negative free cash flow of $196 million versus a positive $264 million a year ago. Operating cash flow from continuing operations fell to $82 million for the first half, down sharply from $531 million. Management also flagged automotive demand and customer mix as an incremental headwind, a reminder that Aptiv's legacy business still carries real weight even as it chases robotics and drones. EMEA revenue dropped 8%, and South America fell 4% in the quarter, both drags even as North America and Asia Pacific grew.

#America #real

Goldman Sachs raised its 2035 humanoid robot forecast nearly 5x to 6.5 million units, now valuing the market at $138 billion.
Each humanoid robot carries between $3,000 and $6,000 in semiconductor content, potentially generating up to $39 billion in annual chip demand at full scale.
Picks-and-shovels suppliers like semiconductor and automation companies offer a smarter entry than betting on which humanoid robot manufacturer wins.
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Artificial intelligence is moving out of the data center and into the physical world. Autonomous vehicles, warehouse robots, and increasingly capable machines are giving AI a body, creating what Goldman Sachs calls "physical AI." The investment opportunity could be much larger than the market for humanoid robots themselves. Every machine needs processors, memory, sensors, motors, and software, creating a new demand stream for companies already supplying the AI economy.

#robot #sachs

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

NASA Administrator Jared Isaacman's support for Elon Musk's idea to put AI data centers in **** e and power them with solar panels did not occur in a vacuum. It comes not just against a background of rising, bipartisan opposition to ground-based data centers but also the recent announcement of an immense, **** eX Starbase to be built in Louisiana.
Many people oppose data centers out of the same kind of "NIMBY" emotion that fueled opposition to nuclear power plants and hydraulic fracking. They view them as big, noisy eyesores that will consume a lot of electricity and water to the detriment of local communities.
Opposition to ground-based AI data centers is not universal. Trade unions, which foresee lots of jobs being created in their construction and operation, are warmly supporting them. On the other hand, if Meta's experiments with using robots at data centers pans out, those jobs may be fewer than many expect.
The reason that many people are opposed to AI data centers in their communities may have less to do with objective facts than a Chinese disinformation campaign to turn them against such facilities. Engadget reports that X uncovered a Chinese bot farm with 200,000 accounts, 200 of which were used to manipulate the debate about data centers.
It should be noted that the Chinese are going pedal to the metal to create their own data centers. As a totalitarian country, China is not concerned with public opinion one way or the other. Beijing is determined to dominate AI according to its ideology and interests.

#centers #opposition #people #communities

It's always good to look for new investment ideas. While investors can look at various sectors, I like to focus on artificial intelligence (AI) stocks. This technology is still in its early stages and can fundamentally change societies. Autonomous vehicles, humanoid robots, drones, and AI chatbots are some of the products and services that can scale rapidly as AI evolves.
That's why the two stocks I am buying in 2027 revolve around that theme. I already have positions in each of these companies and intend to build on them in 2027.
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 »
Iren (NASDAQ: IREN) is my favorite neocloud stock. Nebius (NASDAQ: NBIS) is also a strong contender and slightly ahead of Iren in revenue recognition, but I do not believe Nebius should have a market cap almost four times Iren's.
The neocloud thesis is straightforward. Hyperscalers need access to compute, and companies like Iren create the data centers that supply hyperscalers with the necessary chips, power, software, and facilities.

#flashing #hyperscalers

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

The artificial intelligence (AI) infrastructure boom is running into a physical limit that money alone can't solve: electricity. Hyperscalers can spend hundreds of billions of dollars on servers, but those servers still need power, and new data-center capacity can take years to connect to the grid. That is changing the economics of AI computing. The scarce resource is increasingly not just chips or capital, but energized megawatts.
That creates an opening for Nvidia (NVDA), whose next-generation Vera Rubin platform is designed to squeeze more computing — and more revenue — from every watt. Let's take a closer look.
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#computing

I have a chart that will knock your socks off. It's none other than the very popular iShares Semiconductor ETF (SOXX), and I've marked in purple a very important point in the long up cycle. That's a triangle, or wedge. And if SOXX breaks down through it without an instant recovery, it could open the stock market floodgates.
For now, it is simply a marker. And it won't take long to resolve, one way or the other. That's the usual nature of this type of pattern, once it hits that most narrow section at the far right of the chart.
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

#fans #semiconductor #i 've

The last 52 weeks have been characterized by significant volatility for CrowdStrike (CRWD) stock. CRWD stock touched lows of $85.68 in February 2026, with disruption risk from AI-native start-ups even as artificial intelligence boosted the outlook for the cybersecurity industry.
It, however, didn't take time for the narrative to change with the company's Falcon platform positioning itself as a one-stop shop for an array of security solutions (including cybersecurity for the cloud and artificial intelligence).
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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

#fans #hour #intelligence

GameStop (GME) has more than a meme-stock reputation riding on its upcoming earnings report. The video game and collectibles retailer has been battling a shrinking core business, with sales declining in each of the past four fiscal years. At the same time, concerns about share dilution and the company's ability to drive sustainable retail growth have continued to weigh on investor sentiment. Still, GameStop's preliminary fiscal 2026 second-quarter results, released on Aug. 31, may have given investors something to watch.
The company expects quarterly net income of $290 million to $310 million, almost double the $168.6 million reported a year earlier. But there's a catch. The stronger bottom line isn't being driven by a rebound in game sales. Instead, investment gains, particularly from GameStop's stake in eBay (EBAY), are doing much of the heavy lifting, while quarterly sales are expected to decline to $780 million-$800 million from $972.2 million a year ago.
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

#million #dear #time #game

With a market cap of $153 billion, ServiceNow, Inc. (NOW) is a leading provider of cloud-based digital workflow solutions that help organizations automate and streamline business operations across industries worldwide. The company offers a comprehensive portfolio of products spanning IT services, customer service, security, risk management, human resources, and workflow automation, enabling enterprises to improve efficiency and enhance user experiences.
Companies valued at $10 billion or more are generally classified as "large-cap" stocks, and Salesforce fits this criterion perfectly. Headquartered in Santa Clara, California, ServiceNow serves customers globally and continues to expand its capabilities through innovation, strategic partnerships, and AI-driven solutions.
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

#billion

Chinese variety store chain Miniso (MNSO) had the 14th-highest bearish price surprise on Monday, with a standard deviation of -2.99; its shares fell nearly 10%, their lowest point since November 2022.
It's been a while since I've looked at this volatile retail stock, but given how far MNSO has fallen, I can't help but wonder whether it is oversold or simply trading where it ought to.
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

#fans

Nvidia (NVDA) CEO Jensen Huang has a message for investors worried about hyperscaler AI spending: The boom is nowhere near over.
Microsoft (MSFT), Amazon (AMZN), and Alphabet (GOOG) (GOOGL) continue to pour billions into data centers, but some investors fear those enormous capital expenditures could eventually peak and pressure Nvidia's growth.
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

#nvda

Nvidia (NVDA) reported blockbuster second-quarter fiscal 2027 results on Aug. 26, led by a solid surge in data-center revenue, which climbed by a whopping 117% year-over-year (YOY) to $89 billion. With the data-center business making up more than 90% of its top line, Nvidia has capitalized on the fact that more companies need large GPU clusters.
While the semiconductor industry leader faces "threats" that its near-monopoly on advanced artificial intelligence (AI) chips may be coming to an end, Nvidia remains the primary beneficiary of the AI boom. The company is also reportedly set to buy open-source AI platform Hugging Face for $12.9 billion, aligning with CEO Jensen Huang's strategy of building the AI world on the American stack.
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
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#fans #hour #data #year

Baird's senior ******* yst Mircea Dobre believes an upcoming recovery cycle in agricultural equipment will drive Deere (DE) shares higher from current levels. In a research note yesterday, Dobre upgraded the NYSE-listed giant to "Outperform" and raised his price target to $800, indicating potential upside of about 23% from here.
His bullish call is particularly significant given Deere stock has been a major outperformer in 2026, currently up more than 40% year-to-date.
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

#deere #hour #mircea #outperform

With a market cap of $154.5 billion, Uber Technologies, Inc. (UBER) is a global technology company that provides a platform for transportation, delivery, and logistics services. The company's offerings span Mobility, Delivery, and Freight, providing transportation, food and retail ordering, and logistics solutions through its digital marketplace.
Companies valued at $10 billion or more are generally considered "large-cap" stocks, and Uber Technologies fits this criterion perfectly, exceeding the mark. Uber continues to expand its ecosystem by integrating financial partnerships, advertising services, and white-label delivery solutions.
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

#uber #technologies

Omaha, Nebraska-based Union Pacific Corporation (UNP) operates in the railroad business. Valued at $178.6 billion by market cap, it connects 23 states in the western two-thirds of the U.S. by rail, providing a critical link in the global supply chain, hauling a variety of goods, including agricultural, automotive, and chemical products.
Companies worth $10 billion or more are generally described as "large-cap stocks," and UNP definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the railroads industry. UNP's expansive North American network, including its stake in Mexico's Ferromex and strong cross-border freight business, gives it a distinct competitive advantage and supports a diverse customer base. Its long-standing reputation for reliability has built strong brand loyalty and long-term contracts, driving stable revenues and long-term growth.
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
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#strong

Dell Technologies (DELL) and Hewlett Packard Enterprise (HPE) report within a day of each other this week. Dell goes first on Sept. 1, followed by HPE on Sept. 2. J.P. Morgan expects both to lift guidance again, helped by strong AI server demand and steady demand for ordinary, non-AI gear. ****** ysts estimate revenue of $44.5 billion and adjusted EPS of $4.92 for Dell and revenue of $11.94 billion and adjusted EPS of $0.93 for HPE. Both stocks rose sharply after their last reports, and the market is expecting more good news again. That is why I think the headline beat matters less this time around.
Dell has already set the bar high. During its last quarterly release, it lifted the full-year revenue outlook from $140 billion to $167 billion and nearly doubled its GAAP EPS guidance to a $17.31 midpoint. Its AI backlog sits at $51 billion, with AI revenue guided to $60 billion for the year. Another raise is widely expected, and the stock is priced for it. HPE is coming off with similar momentum. In June, it posted record revenue and margins, raised its full-year outlook, and pulled its fiscal 2028 profit target forward by two full years. A lot of that comes from Juniper. HPE's networking carries far richer margins than servers do. So Dell is the bigger growth story, while HPE is quietly building the better-quality one.
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

#dear #fans

RTX Corporation (RTX), headquartered in Arlington, Virginia, provides systems and services for commercial, military, and government customers in the aerospace and defense industries. Valued at $280 billion by market cap, the company offers avionics systems, aviation systems, communications and navigation equipment, interior and exterior aircraft lighting, aircraft seating, environmental control systems, flight control systems, and engine components.
Companies worth $200 billion or more are generally described as "mega-cap stocks," and RTX definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the aerospace & defense industry. RTX's strength lies in its diversified portfolio, enabling it to leverage growth across sectors and invest in R&D. Its scale and brand equity in aerospace and defense drive innovation and secure government contracts.
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

#defense

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

Beaverton, Oregon-based NIKE, Inc. (NKE) designs, produces, markets, and sells athletic footwear, apparel, equipment, accessories, and services. Valued at $57.9 billion by market cap, the company offers products under the trademarks NIKE, Jumpman, Converse, All Star, Star Chevron, and Jack Purcell, along with operating digital platforms with fitness apps, wellness content, and retail services.
Companies worth $10 billion or more are generally described as "large-cap stocks," and NKE perfectly fits that description, with its market cap exceeding this mark, underscoring its size, influence, and dominance within the footwear & accessories industry. NKE's strong brand and innovation drive its success. The iconic "Just Do It" logo and slogan resonate globally, fostering loyalty. The company invests heavily in demand creation and digital platforms to engage consumers and set trends.
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

#fans #mark

New York-based The Goldman Sachs Group, Inc. (GS) is a financial institution that provides a range of financial services for corporations, financial institutions, governments, and high-net worth individuals. With a market cap of $301.1 billion, the company specializes in investment banking, trading and principal investments, ****** et management and securities services.
Companies worth $200 billion or more are generally described as "mega-cap stocks," and GS definitely fits that description, with its market cap exceeding this threshold, reflecting its substantial size, influence, and dominance in the capital markets industry. Goldman Sachs' diversified revenue streams, driven by trading and investment banking, help mitigate economic risks. Its strategic advisory, underwriting, and market-making expertise, showcase its strength in client transactions and risk management, giving it a competitive edge.
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

#financial #Stock #economic

The S&P 500 Index ($SPX) (SPY) is down by -0.44% today, the Dow Jones Industrial Average ($DOWI) (DIA) is down by -0.34%, and the Nasdaq 100 Index ($IUXX) (QQQ) is down by -0.96%. E-mini S&P futures (ESU26) are down -0.46%, and September E-mini Nasdaq futures (NQU26) are down -0.98%.
Stock indices are trading lower today, with the S&P 500 falling to a 4-week low and the Dow Jones Industrials and the Nasdaq 100 posting 1-week lows. Stocks are sliding as rising oil prices boost inflation expectations and ramp up expectations that global central banks will keep raising interest rates. Investors are demanding higher yields to hold bonds as concerns intensify about persistent inflation, government spending, and surging corporate borrowing to finance the AI buildout. The higher bond yields have sparked a retreat in chipmakers and AI-infrastructure stocks today.
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

#NASDAQ