今年央视春晚，宇树科技、银河通用、魔法原子、松延动力等多个品牌人形机器人组成的"硅基舞团"轮 番上阵，它们不仅能跳舞，还会武术、能演小品和微电影。人形机器人在春晚舞台上的"集体竞技"，正 是我国前沿产业核心技术快速积累、加速迭代的生动注脚。透过春晚这扇窗口，人形机器人在真实场景 中的落地能力和潜力清晰可感，我们看到了它们在应对复杂环境、解决实际问题时的更多可能性——不 仅"被看见"，也"被需要"。这让更多人意识到，人形机器人"舞"进现实，将远比想象中更快、更强。 ——浙江日报 ...

Core Viewpoint - Rosen Law Firm is reminding investors who purchased securities of Richtech Robotics Inc. during a specified class period of the upcoming lead plaintiff deadline for a securities class action lawsuit [1]. Group 1: Class Action Details - The class period for the securities class action is from January 27, 2026, to January 29, 2026, at 12:00 PM ET [1]. - Investors who purchased Richtech Robotics securities during this period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. Group 2: Legal Process and Participation - To participate in the class action, investors can visit the provided link or contact the law firm directly for more information [3][6]. - A lead plaintiff must file a motion with the court by April 3, 2026, to represent other class members in the litigation [3]. Group 3: Law Firm Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including the largest settlement against a Chinese company at that time [4]. - The firm has been recognized for its success in securities class action settlements, ranking No. 1 in 2017 and consistently in the top 4 since 2013, recovering hundreds of millions of dollars for investors [4]. Group 4: Case Allegations - The lawsuit alleges that Richtech Robotics made false and misleading statements regarding its relationship with Microsoft, which were not disclosed, leading to materially false representations about the company's business and prospects [5]. - The lawsuit claims that when the true information was revealed, investors suffered damages as a result [5].

As filed with the U.S. Securities and Exchange Commission on February 20, 2026. Registration No: 333-293134 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ––––––––––––––––––––––––––––––––––––––––– AMENDMENT NO. 2 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 ––––––––––––––––––––––––––––––––––––––––– MOZAYYX Acquisition Corp. (Exact name of registrant as specified in its charter) ––––––––––––––––––––––––––––––––––––––––– Cayman Islands 6770 N/A (State or Other J ...

Group 1: Core Insights - Tesla is pivoting from its electric vehicle business to humanoid robots, targeting a market that could reach $3 trillion by 2050 [1] - The company is working on the third generation of its Optimus humanoid robot, which is designed for mass production, potentially giving Tesla an early lead in the robotics market [4] - Tesla is integrating its AI capabilities from xAI to enhance the functionality of Optimus robots, leveraging its experience in software and hardware integration [5] Group 2: Manufacturing and Financial Strategy - Tesla is converting its Model S and Model X production facilities to manufacture Optimus robots, which could provide a significant advantage in scaling production [6] - The company plans to double its capital expenditures to $20 billion to support the transition to robotics, with a goal of producing 1 million Optimus robots annually at a cost of $20,000 to $30,000 each [7] - Significant production volume of Optimus robots is not expected to begin until the end of this year [7] Group 3: Current Challenges - Despite the push into robotics, Tesla's revenue is still heavily reliant on electric vehicles, which saw a 10% decline in automotive revenue and a 3% drop in total sales in 2025 [8] - The company's earnings per share based on GAAP fell 47% to $1.08 for the year, marking its first-ever annual sales decline [8]

RR ALERT: Richtech Robotics (RR) Facing Securities Class Action Amid Questions About Possible Pump and Dump - Hagens Berman [Accessibility Statement] Skip NavigationSAN FRANCISCO, Feb. 20, 2026 /PRNewswire/ -- Richtech Robotics (NASDAQ: RR) has been hit with a securities class action lawsuit after Hunterbrook Media reported on January 29, 2026 that Microsoft denied a commercial partnership with Richtech, sending the price of Richtech shares down over 20% that day. The lawsuit seeks to represent investors wh ...

Regal Rexnord Corp (NYSE:RRX) has emerged as one of the biggest winners in the automation rally. RRX stock has surged roughly 67% over the past three months as investors increasingly bet on robotics as the next major industrial growth engine. • Regal Rexnord stock is moving in positive territory. Why is RRX stock advancing?Humanoid Robots Drive New Growth NarrativeAccording to JPMorgan analyst Tomohiko Sano, the company is now directly exposed to one of the most compelling frontiers in automation: humanoid ...

马年春晚舞台上，来自松延动力、宇树、魔法原子、银河通用 等企业的人形机器人惊艳亮相，通过武 术、舞蹈等节目集中展示前沿技术实力，将科技感与节日氛围完美交融。这一幕不仅让亿万观众直观感 受到机器人技术的成熟，也成为观察中国 AI 硬件产业发展的生动窗口。 鲜为人知的是，这些舞台上的"科技明星"，都与华强北有着千丝万缕的紧密关联，其背后更是依托着华 强北早已高效运转的完整产业体系。 从春晚舞台到产业母体：一台机器人背后的一条链 据悉，春晚登台的机器人中，有的整机产品可在华强北商圈实现展示、销售与租赁，有的核心零部件和 工程配套则直接源自华强北高度密集的产业集群。舞台上短短几分钟的精彩表演，背后连接的，是华强 北深耕多年、协同高效的产业网络，也悄然揭开了这条"中国电子第一街"的产业魅力面纱。 在这一生态加持下，华强北的产业创新节奏持续提速：以Deepseek开源模型二次开发为例，一年可构建 相对完整的细分产业链，半年能完成从核心元器件到产品形态的系统整合，一个月内即可切入某一技术 方向的前沿领域。这种速度，并非短期冲刺，而是长期产业积累形成的整体优势。 与此同时，华强北的产业能力并不止于市场端，更体现在与科研体系的 ...

Core Insights - Two overlooked robotics stocks, Cognex and Teradyne, reported strong earnings, drawing renewed analyst attention as they capitalize on the growing robotics and AI market [1][2] Group 1: Cognex - Cognex is a leader in industrial machine vision, enabling robots to perform tasks such as quality inspection and warehouse picking, with Q4 revenue of $252.34 million exceeding estimates of $238.9 million [1] - The company achieved an adjusted EBITDA margin of 22.7%, marking a 420 basis point increase year-over-year and the sixth consecutive quarter of margin expansion [1] - Cognex's full-year free cash flow surged 77% year-over-year to $236.77 million, allowing for $206 million in shareholder returns through buybacks and dividends, with a new $500 million share repurchase program authorized [1] Group 2: Teradyne - Teradyne, known for semiconductor test equipment, also has a growing robotics division, reporting Q4 revenue of $1.083 billion, surpassing estimates of $987.8 million by 10% [1] - The company’s Q4 EPS of $1.80 exceeded the consensus estimate of $1.38 by 30%, with revenue driven by AI-related demand in various sectors [1] - For Q1 2026, Teradyne guided revenue of $1.15 billion to $1.25 billion, representing 75% year-over-year growth at the midpoint, with non-GAAP EPS expected between $1.89 and $2.25 [1]

Core Viewpoint - The Hong Kong stock market experienced a decline on the first trading day of the Year of the Horse, with major indices falling, while domestic AI models and robotics stocks surged significantly [1][2]. Market Performance - As of February 20, the Hang Seng Index closed at 26,413.35 points, down 1.1%; the Hang Seng Tech Index closed at 5,211.5 points, down 2.91%; and the Hang Seng China Enterprises Index closed at 8,959.56 points, down 1.22% [2][3]. - The AI model sector saw strong performance, with Zhizhu and MiniMax both surpassing a market capitalization of 300 billion HKD. Zhizhu surged by 42.72% to 725 HKD per share, marking a cumulative increase of 206% in February [3][5]. Robotics Sector - The robotics sector also experienced a collective rise, with companies like Yujian up 21.4% to 48.44 HKD per share, and Suton Ju Chuang rising 9.24% to 37.58 HKD per share [5]. Oil Sector - Oil-related stocks also saw gains, with Yanchang Petroleum International up 3.75%, China Petroleum International up 3.70%, and CNOOC Services up 3.20% [6]. Sector Outlook - Huatai Securities suggests focusing on three key areas in the Hong Kong market: semiconductor hardware represented by storage, improving specialty consumption, and electrical equipment [6]. - Galaxy Securities recommends attention to precious metals and energy sectors due to geopolitical uncertainties, as well as the technology sector as a long-term investment focus, particularly in the context of accelerating AI applications [6].

Market Overview - The Hong Kong stock market experienced a significant divergence on the first trading day of the Lunar New Year, with the Hang Seng Index declining by 1.1% and the Hang Seng Tech Index dropping by 2.91%, reaching a new low of nearly 5200 points [1][3] - Internet technology stocks, once highly sought after, became the main contributors to the market decline, with notable drops including Baidu down over 6%, Bilibili down over 5%, Alibaba down nearly 5%, and Tencent down over 2% [3] AI and Robotics Sector - In stark contrast to the decline in internet giants, the domestic AI model sector saw a significant surge, particularly with the "domestic AI dual champions" Zhiyuan and MiniMax, with Zhiyuan's stock price soaring by 42.72% to 725 HKD per share, marking a cumulative increase of over 220% since February [3][5] - The recent launch of Zhiyuan's flagship model GLM-5, which boasts over a 20% performance improvement in programming development scenarios, has garnered strong market interest [5] - The robotics sector also experienced a notable rise, with leading collaborative robot company Yujian increasing by 21.40% and other companies like Sutonju and Ubtech showing impressive gains [7] Market Trends and Insights - The market is witnessing a shift in investment focus from internet platforms, which primarily relied on model innovation, to hard technology sectors driven by technological innovation [7][9] - Analysts from Dongwu Securities highlighted that advancements in core robotic capabilities have been crucial for the sector's recent popularity, with expectations for significant growth as major companies like Tesla and domestic leaders begin large-scale production [7] - According to招商证券, the AI application field is experiencing simultaneous deepening of technological breakthroughs and commercialization competition, supported by the national strategy for artificial intelligence, indicating promising upward potential despite slightly high valuations [9]