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robotics: Archive

Kevin Cook

Bear of the Day: Baidu (BIDU)

The "Google of China" continues its slow transformation from advertising losses to AI profits

BIDUPositive Net Change NVDAPositive Net Change BABANegative Net Change

Nilanjan Choudhury

Is AEVA's Record Q2 Revenues the Spark for Lasting Growth?

AEVA posts record Q2 revenues on stronger shipments and early-stage programs, raising its full-year growth forecast to 100-110%.

LAZRNegative Net Change OUSTPositive Net Change AEVAPositive Net Change

Kevin Cook

Robots From The Matrix: The NVIDIA Simulation is Real

NVIDIA is advancing "physical AI" with platforms to make the builders as happy as Elroy Jetson

NVDAPositive Net Change

Rimmi Singhi

Tesla's Optimus and AI Ambitions: Can Musk's Vision Deliver?

Tesla pushes ahead with Optimus robots and custom AI chips, but 2025 progress looks more like small steps than breakthroughs.

AMDPositive Net Change NVDAPositive Net Change TSLAPositive Net Change