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automation: Archive

Anirudha Bhagat

NVIDIA's Robotics Push: Will AI Robotics Drive a New Growth Phase?

NVDA is pushing beyond data centers into robotics, building full-stack AI platforms as adoption grows and its Automotive segment posts strong growth.

INTCNegative Net Change AMDNegative Net Change NVDAPositive Net Change

Andrew Rocco

End of an Era: Tesla Ends Model S and X Production

Elon Muk's decision to sunset the Model S and X marks a definitive turning point for Tesla away from its legacy EV business and toward the future.

TSLANegative Net Change

Kevin Cook

Bull of the Day: Lam Research (LRCX)

Analysts have been behind the growth and valuation curves as TSM and MU signal WFE expansion into 2029

LRCXPositive Net Change INTCNegative Net Change AMDNegative Net Change MUPositive Net Change NVDAPositive Net Change SNDKPositive Net Change ASMLPositive Net Change TSMNegative Net Change

Zacks Equity Research

Sanmina Q1 Earnings Beat Estimates on Healthy Top-Line Growth

SANM posts strong Q1 FY26 as revenues jump 59%, earnings beat the consensus mark, cash flow improves, and outlook calls for $3.1-$3.4B in Q2 sales.

APHPositive Net Change AKAMNegative Net Change SANMPositive Net Change ANETNegative Net Change

Rimmi Singhi

How is MBLY Stock Positioned for 2026 After a Strong 2025?

Mobileye enters 2026 with strong ADAS momentum, EyeQ6 wins and robotaxi commercialization shaping a robust growth outlook.

MBLYNegative Net Change VWAGYPositive Net Change