Core Insights - Draganfly Inc. has appointed Lieutenant-General (Ret'd) Michel Gauthier to its Military Advisory Board, enhancing its strategic position within Canada's Defence Industrial Strategy [1][5]. Group 1: Appointment and Strategic Importance - The appointment of Lt-Gen (Ret'd) Gauthier aligns with Canada's renewed Defence Industrial Strategy, which aims to strengthen domestic defence production and reduce reliance on foreign supply chains [2]. - Gauthier has over 36 years of service in the Canadian Armed Forces, including leadership roles in international operations, which will provide valuable insights into military needs and strategic planning [3][4]. - His expertise in defence policy and public-private collaboration is crucial for Draganfly as it seeks to contribute to Canada's evolving defence priorities [4][5]. Group 2: Company Positioning and Market Engagement - Draganfly is positioned to play a significant role in Canada's Defence Industrial Strategy, focusing on domestic production capacity, R&D investment, and advanced technologies such as AI and robotics [5]. - The company is expanding its engagement in defence and government markets through innovative product development and advisory leadership tailored to modern military requirements [6]. - Draganfly has a history of delivering award-winning drone solutions and software, serving various sectors including public safety and industrial inspection, which supports its strategic objectives in the defence sector [7].

Asking for a Trend Host Josh Lipton covers everything robotics in Yahoo Finance's Bot & Sold: Investing in Robotics special on February 13, 2026. Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber shares his perspective on Elon Musk's vision for humanoid robots. RobCo co-founder and CEO Roman Hölzl also joins the program to discuss the use cases and advantages of deploying industrial manufacturing robots. About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfo ...

Core Insights - The company reported a revenue of $5.3 billion for Q1, reflecting a 0.4% increase, with New Becton, Dickinson and Company growing by 2.5% due to broad-based growth across key markets [2][16] - The adjusted gross margin was 53.4%, and adjusted EPS was $2.91, both exceeding expectations due to strong revenue performance and operational execution [1][20] - The company is closing a significant transaction with Waters, which is expected to unlock substantial value for shareholders, including a $4 billion cash distribution [5][21] Financial Performance - The adjusted operating margin was 21.2%, down 240 basis points year-over-year, primarily due to tariffs and increased commercial investments [20] - Free cash flow for the quarter was $548 million, with a conversion rate improving to 66% from 59% in the prior year [20] - The company returned approximately $550 million to shareholders, including dividends and share buybacks [20] Business Segments and Growth - The new segment structure includes Medical Essentials, Connected Care, Biopharma Systems, Interventional, and Life Sciences, with financials recast to reflect this reorganization [3] - The Connected Care segment, particularly APM, saw high single-digit growth, while Pharmacy Automation experienced double-digit growth [17][18] - Biopharma Systems reported low single-digit growth, with double-digit growth in biologics, offset by lower demand for vaccine products [18] Strategic Initiatives - The company is focused on enhancing its capital allocation strategy, prioritizing share repurchases, dividends, and targeted tuck-in M&A to increase return on invested capital [6] - The company has identified three key trends shaping healthcare: the rise of smart connected devices, the shift towards lower-cost care settings, and the growth in technologies addressing chronic diseases [7] - The company aims to improve operational excellence through a simplified manufacturing network, reducing global sites by nearly half [15][42] Innovation and Market Position - The company has built multiple growth platforms, each with billion-dollar potential, positioning itself at the center of key healthcare trends [8] - The innovation pipeline has been strengthened with a reallocation of $50 million towards high-growth platforms, aiming to reduce development times and accelerate product launches [12][55] - The company has a strong competitive position, with over 90% of revenues driven by recurring consumables and leading positions in more than 90% of the markets served [9][10] Guidance and Future Outlook - For fiscal 2026, the company expects low single-digit revenue growth, with a positive currency impact estimated at about 120 basis points [21][22] - Adjusted EPS guidance for fiscal 2026 is set between $12.35 and $12.65, reflecting approximately 6% growth at the midpoint [22] - The company anticipates Q2 revenue growth of approximately 2%, consistent with full-year guidance assumptions [23]

Core Viewpoint - Elon Musk emphasizes the critical role of AI and robotics in addressing the U.S. national debt crisis, warning that without these technologies, the country faces inevitable financial doom [1][4]. Group 1: U.S. National Debt Concerns - The current U.S. national debt stands at $38.5 trillion, with annual interest payments reaching approximately $1 trillion, surpassing the military budget [2]. - Debt-servicing costs exceed spending on social programs like Medicare, highlighting the financial strain on the government [3]. - Musk predicts that without the transformative impact of AI and robotics, the U.S. is on a path to bankruptcy, stating that these technologies are the only viable solution to the debt crisis [4]. Group 2: Economic Implications of AI and Robotics - Musk argues that the deployment of AI and robotics at a large scale is essential for economic growth and to alleviate the debt burden [4]. - He warns that while increased output from these technologies may lead to deflation, it could worsen the real terms of the debt burden, contrasting with the initial easing effect of inflation [5]. - The U.S. benefits from the dollar being the world's reserve currency, allowing for lower borrowing costs, which provides some financial flexibility [6].

Elon Musk on AI and robotics impact on medical care“Everyone will have access to medical care that is better than what the president receives right now. So don't go to medical school? Yes, pointless.”https://t.co/Iow9tS6Gba ...

It was incredibly symbolic for them to end SNX production. I mean, these are the two vehicles that anchored the initial was sent to the company. And they've talked about obviously getting into robots and and focusing on autonomy.But the two things that really stood out to us were this stop of production, but also the 20 billion the company plans to spend this year on improving production lines for robots, for autonomous vehicles, for batteries. And not included in that number is the potential for them to bu ...

Welcome to Market Catalyst. I'm Julie Hyman and we are 30 minutes into US trading day. So, let's get to the three market catalyst we're watching this hour.First up, full earnings coverage on Meta and Microsoft as the tech giants spend big on AI. And speaking of spending, we're going to break down Tesla's results and where the company is looking to unleash $20 billion in capex. Plus, President Trump lashes out at the Fed after keeping rates on pause.We'll have more on the decision, the future of rates, and b ...

🚨 NEWS: Piper Sandler Reaffirms Overweight on $TSLA, Sets $500 Price TargetPiper Sandler reiterated an Overweight rating and a $500 price target on $TSLA after Tesla’s Q4 call, calling it “fascinating.”The firm says Tesla has clearly pivoted to autonomy and robotics, with plans to end Model S/X, ramp humanoid robots, double capex to ~$20B, and scale robotaxis fast.Short-term reaction may be muted, but Piper Sandler believes the stock rises by year-end if Tesla hits even half its goals. ...

Financial Data and Key Metrics Changes - Net sales for Q3 2026 were $229 million, representing a 7% sequential increase and a 29% year-over-year increase [12][13] - Non-GAAP earnings per share (EPS) were $0.15, up 15% sequentially and 114% year-over-year [15] - Gross margin was 49.9%, an increase of 30 basis points sequentially, and operating margin was 15.4%, up 150 basis points compared to Q2 [12][15] - Adjusted EBITDA was 20.1% of sales, indicating strong operating leverage [12] Business Line Data and Key Metrics Changes - Automotive sales increased by 6% sequentially and 28% year-over-year, with e-mobility sales up 46% year-over-year [12][13] - Industrial and other sales grew by 11% sequentially and 31% year-over-year, driven by data center sales, which established a new quarterly record at 10% of total sales, up 31% sequentially [12][13][14] - Distribution sales increased by 11% sequentially and 39% year-over-year [13] Market Data and Key Metrics Changes - Sales by geography: 30% in China, 27% in the rest of Asia, 17% in Japan, 15% in the Americas, and 11% in Europe [14] - The data center segment accounted for 10% of total sales in Q3, up from 8% in the previous quarter [72] Company Strategy and Development Direction - The company is focusing on growth in ADAS, xEV, and data center markets, with significant design wins in these areas [6][11] - A new isolated gate driver IC for silicon carbide transistors has been released, targeting the data center power supply market [8][10] - The company is actively engaging in robotics, confirming high content opportunities in advanced humanoid robots [9][97] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in automotive growth, citing strong bookings and backlog, particularly in e-mobility and ADAS [31][42] - The company anticipates Q4 2026 sales to be in the range of $230 million to $240 million, representing a 22% year-over-year increase [16] - Management noted that inventory levels in automotive remain lean, with no significant increases observed [32][43] Other Important Information - The effective tax rate for Q3 was 7%, and interest expense was $4.7 million [15] - Cash flow from operations was $45 million, with free cash flow at $41 million, or 18% of Q3 sales [16] Q&A Session Summary Question: Gross margin and revenue guidance - Management explained that gross margin was impacted by geographic and product mix, with expectations for improvement in the next quarter [21][22] Question: Sell-in versus sell-through dynamics - Management confirmed that sell-in and sell-through were close to equal this quarter, with expectations for them to remain balanced going forward [23][25] Question: Automotive growth outlook - Management indicated that automotive growth would be flat to marginally down in the next quarter due to Chinese New Year, but expressed confidence in long-term growth [29][31] Question: Data center business growth - Management highlighted that fan drivers are currently the largest segment in data center sales, with current sensors and gate drivers expected to contribute significantly in the future [35][36] Question: E-mobility growth rates - Management projected a 16% growth rate for the e-mobility segment, driven by strong demand in ADAS and xEV applications [94] Question: Operating expenses and future guidance - Management indicated that operating expenses would see inflationary increases, but overall discipline would be maintained [46][47] Question: Current sensing technology - Management discussed the growth potential of current sensing technologies, emphasizing the transition from Hall-effect to TMR sensors [83][84] Question: Capital allocation and debt management - Management expressed comfort with the current debt levels and indicated a balanced approach to liquidity and debt repayment [87][89]

Group 1: Vehicle Deliveries - In the fourth quarter, Tesla's total vehicle deliveries were 418,227, representing a 15% decline from 495,570 vehicles delivered in the same period last year [1] - For the full year, Tesla delivered 1.64 million vehicles, which is an 8% decrease compared to the previous year, marking the second consecutive year of annual sales declines [2] - Tesla's fourth quarter delivery total fell short of Wall Street forecasts, which were just under 423,000 vehicles [1][2] Group 2: Market Reactions and Analyst Insights - Following the delivery report, Tesla's stock rose about 1% early Friday, and it increased by 2% before the bell on the same day [1][2] - Some analysts speculated that Tesla's release of estimates was a strategy to mitigate the impact of a poor delivery report [3] - Despite the smaller-than-expected fleet size, the narrative around Tesla's robotaxi remains strong, according to Deutsche Bank analyst Edison Yu [5] Group 3: Sales Performance and Future Outlook - Cox Automotive's Kelley Blue Book estimated that Tesla's US sales fell to 125,900 units in the fourth quarter, a decline of 22.4% [4] - Analysts are optimistic about Tesla's future, with Wedbush analyst Dan Ives naming Tesla as one of his top AI plays for 2026, highlighting the potential of full self-driving and autonomous penetration [6][7] - The upcoming year is viewed as significant for Tesla, with expectations of an AI-driven valuation increase over the next 6-9 months [7]