Innovation and Technology - Domino's partnered with Boston Dynamics to create Dama Dog, a robot pizza delivery dog [1] - Dama Dog uses cameras and sensors to navigate and avoid obstacles like seagulls [2] - The robot is designed to communicate with customers using audio and visual cues [3] Pilot Program and Future Prospects - Dama Dog is currently in a pilot program in the UK [1][3] - Domino's views Dama Dog as a glimpse into the future of pizza delivery innovation [3]

It's been a V shape recovery since the FOMC; time to resume upwards trajectory?"The path to solving hunger, disease and poverty is AI and robotics" - @elonmuskHere's a roundup of the latest crypto AI news over the past few days(1/x) https://t.co/TUVWKMyQCS ...

Robotics Technology - UBtech's Walker S2 is claimed to be the first autonomous humanoid robot capable of changing its own battery [1] - Walker S2's hot-swap capabilities potentially allow for 24/7 operation without powering down [1] Company Focus - UBtech is a Chinese robotics manufacturer [1] Media & Engagement - CNET promotes its YouTube channel, browser extension, Amazon storefront, and various social media platforms [1]

Ubitech just unveiled their new Walker S2 robot and it's got a special ability I've never seen before in a humanoid. It can swap its own battery autonomously. The company says this will help the robots be able to work 24/7 or close to it.The demo begins with the S2 walking and showcasing its five finger end defectors, which is just robotics industry lingo for robot hands that don't necessarily need to look like human hands. When the Walker S2 arrives at the battery swap station, the robot suddenly has a dif ...

Summary of Tesla Inc Earnings Call Company Overview - **Company**: Tesla Inc - **Industry**: Automotive, specifically Electric Vehicles (EVs) - **Market Cap**: $1,170,279 million as of July 23, 2025 - **Stock Rating**: Overweight - **Price Target**: $410.00 Key Financial Highlights - **2Q Results**: Slight beat with Free Cash Flow (FCF) near break-even [1][2] - **Deliveries**: FY25 deliveries forecast lowered to 1.53 million, down 14.2% year-over-year [8] - **Revenue**: FY25 revenue forecast largely unchanged at $63.4 billion [8] - **Auto Gross Margin**: FY25 Auto Gross Margin (ex-ZEV credits) increased to 13.4% [8] - **Operating Margin**: FY25 GAAP Operating Margin decreased to 2.9% [8] - **EPS**: FY25 Non-GAAP diluted EPS decreased to $1.37 from $1.58 previously [8] - **Free Cash Flow**: FY25 forecasted at ~$1 billion, up from a previous burn of ~$250 million [8] Core Insights and Concerns - **Outlook Transparency**: Tesla's outlook lacks specific targets on revenues or margins, raising concerns about future performance [6] - **Robotaxi Progress**: Limited information on the current fleet size or performance, despite ambitious expansion targets [6] - **Optimus Production**: Production ramp for Optimus pushed slightly, with a target of 1 million units annually within 5 years [6] - **Market Headwinds**: Elon Musk indicated that the next few quarters may be 'rough' due to demand changes and regulatory environment [6] - **Consensus Direction**: Likely modestly lower, especially for FY26, with updated FY25 EPS 14% lower than prior forecasts [6] Changes to Estimates - **Deliveries**: FY26 deliveries forecast lowered to 1.85 million from 1.89 million [8] - **Revenue Adjustments**: FY26 revenues slightly lower due to lower deliveries [8] - **Operating Expenses**: Increased R&D and SG&A expenses impacting margins [8] - **Free Cash Flow**: FY26 forecast lowered to $2.4 billion from $5.3 billion [8] Valuation and Price Target Methodology - **Price Target Components**: - Core Tesla Auto business valued at $76/share - Network Services at $159/share - Tesla Mobility at $90/share - Energy at $68/share - Third-party supplier at $17/share [19][24] Investment Thesis - **Growth Potential**: Tesla's capabilities in physical AI, robotics, and energy storage present significant growth opportunities beyond traditional EV business [12][13] - **Market Position**: Tesla is well-positioned in data, robotics, and manufacturing, with a strong competitive edge [12][13] - **Risk Factors**: Potential risks include competition from traditional OEMs and execution risks related to factory ramps and market recognition of service opportunities [36] Additional Insights - **Analyst Sentiment**: The consensus rating distribution shows 44% Overweight, 37% Equal-weight, and 19% Underweight [27] - **Long-term Projections**: Forecasts suggest Tesla could sell 4.6 million units by 2030 with a 25% revenue CAGR [26] This summary encapsulates the key points from Tesla Inc's earnings call, highlighting financial performance, strategic insights, and market outlook.

Company Overview - ARC's director of research is Sam Cororus, leading the autonomous technology and robotics team [1] - Sam Cororus joined ARC in 2015 after graduating from Penn [1] - ARC was a relatively new company, only one year old, when Sam joined [1] Employee Perspective - The individual sought a small company with a steep learning curve and significant impact [2] - The individual wanted to avoid being a "cog in the machine" [2] - ARC aligned with the individual's career aspirations, leading to long-term employment and job satisfaction [2]

After sell-offs in yesterday's trading, Tesla (TSLA 4.88%) stock is rising Wednesday. The company's share price was up 4.6% as of 2 p.m. ET amid the backdrop of a 0.3% gain for the S&P 500 and a 0.7% gain for the Nasdaq Composite. The stock had been up as much as 5.4% earlier in the session.Tesla published its second-quarter vehicle delivery figures yesterday, and the company's valuation is climbing despite a big performance drop-off. News that the U.S. has reached a trade agreement with Vietnam is supporti ...

Core Viewpoint - Xiaomi's recent product launch of the YU7 SUV has generated nearly 300,000 orders within one hour, significantly surpassing market expectations, which is expected to enhance earnings consensus and support valuation multiple expansion for the company [1] Group 1: YU7 SUV - The YU7 SUV received over 289,000 confirmed orders in the first hour of its launch, exceeding market expectations against the in-line MSRP [1] - The initial order backlog may face challenges from scalping, and production capacity constraints are anticipated to limit sales growth over the next year, with a maximum delivery estimate of 1 million units by 2026 [1] - The order frenzy for the YU7 is expected to benefit Li Auto with its upcoming i-series BEV models and Xiaomi's supply chain, including its exclusive LIDAR supplier [1] Group 2: AI Glasses - Xiaomi's AI glasses, comparable to Meta-Rayban products but with superior specifications, are expected to succeed in the Chinese market due to limited competition within Xiaomi's ecosystem [1] - The single-color electrochromic version of the AI glasses sold out within half an hour of launch [1] Group 3: MIX Flip2 Smartphone - The MIX Flip2, Xiaomi's latest compact foldable flagship smartphone, features significant upgrades in design, performance, battery life, and imaging systems, with a starting price of RMB 5,999 [2] - The MIX Flip2 is anticipated to become a key player in the 2025 compact foldable smartphone market [2] Group 4: Valuation - Xiaomi is reiterated as a top BUY due to its strong EV growth, progress in smartphone and IoT products, and exposure to AI, AR glasses, and robotics [3] - The target price of HK$75.25 is based on a sum-of-the-parts (SOTP) valuation, combining a 21x 2026E P/E for traditional business and a 4x 2026E P/S for the EV business [3]

Tesla’s (NASDAQ: TSLA) stock has been downgraded by Baird analyst Ben Kallo just days before the company’s anticipated robotaxi service launch in Austin on June 12.In an investor note on June 9, Kallo lowered Tesla’s rating from ‘Outperform’ to ‘Neutral’ and set a price target of $320, an 8% upside from Friday’s closing price of $295. Following the downgrade, TSLA shares dropped nearly 3% in pre-market trading on Monday, falling to $286.TSLA one-day stock price chart. Source: FinboldRobotaxi aggressive time ...

The latest video from Boston Dynamics shares new insights about how its Atlas humanoid robot perceives the world around it. We dig into the details and explain why Boston Dynamics and many others in the robotics industry are aiming to move away from training robots one task at a time and towards training that makes robots more generally useful and versatile. In the latest demo video, Atlas is shown picking and placing car parts into their designated slots.An activity we've seen the robot do in previous vide ...