Symbotic stock's rapid rise requires rapid growth -- but one analyst says it's not going to happen.Robotics stock Symbotic (SYM 21.25%) is on the fritz today, falling 21% through 1:40 p.m. ET, and you can blame Goldman Sachs for that.Because Goldman just downgraded Symbotic. Goldman downgrades SymboticIn a note out late last night, Goldman Sachs analyst Mark Delaney downgraded Symbotic stock to sell with a $47 price target."Market interest in automation and robotics related assets in general" has made Symbo ...

Market Overview - Major U.S. equities indexes experienced gains, with the Dow Jones Industrial Average rising by 0.3%, the S&P 500 increasing by 0.2%, and the Nasdaq climbing by 0.4% [1] Company Highlights - Boeing (BA) shares surged by 8% after the new CFO announced at a UBS conference that the company's production ramp-up plan is on schedule, following previous safety issues that had significantly slowed production last year. Boeing also expects to generate positive free cash flow next year after incurring substantial losses over the past two years [2] - Intel (INTC) stock rose by 7% as the company revealed plans to invest approximately $200 million to expand its manufacturing operations in Malaysia. This increase follows a rally initiated by reports suggesting that Apple (AAPL) could become a significant customer for Intel [3] - MongoDB (MDB) shares jumped nearly 25% after the company reported quarterly results that exceeded estimates and raised its full-year forecasts, following the appointment of a new CEO [3] - XPeng (XPEV), a Chinese electric vehicle manufacturer, saw its U.S.-listed shares decline by 6% after reporting November sales data. The company delivered just under 37,000 EVs, marking a 19% increase year-over-year, but falling short of October's sales figures amid intense competition in the Chinese EV market [4] - Symbotic (SYM) shares fell by 16% after a significant rally of nearly 40% following last week's earnings report. The company had exceeded sales estimates and announced its first partnership with a medical supply company [5] - Sandisk (SNDK), a recent addition to the S&P 500, led the decliners on the index with a 5% drop [5] Commodity and Currency Update - Crude oil futures decreased by 0.5% to approximately $59.00 per barrel, while gold futures fell by 1.4% to around $4,212 per ounce. The yield on the 10-year Treasury note remained stable at about 4.09% [6]

Core Insights - Realbotix Corp. is a leader in AI-powered humanoid robots and will present at the Emerging Growth Conference on December 10th, 2025 [1] Company Presentation - The presentation will take place at 1:45 pm ET and will last for 30 minutes [1] - Realbotix invites both individual and institutional investors, as well as advisors and analysts, to attend the interactive presentation [1]

Core Insights - Kraken Robotics Inc. has received purchase orders totaling approximately $12 million for synthetic aperture sonar (SAS) and battery products from various organizations, including NATO member navies and Teledyne Marine [1][2]. Group 1: Orders and Clients - The orders include Kraken SAS, KATFISH™ towed SAS spares, and SeaPower™ batteries, indicating strong demand from both defense and commercial sectors [1][2]. - New clients for SeaPower batteries have been identified, showcasing the company's expanding customer base [2]. Group 2: Technology Integration - Kraken SAS will be integrated into Terradepth's Absolute Ocean operating system, enhancing autonomous survey capabilities for U.S. military and commercial operators [3]. - Teledyne Marine will utilize Kraken SAS and SeaPower batteries in their Gavia and SeaRaptor autonomous underwater vehicles (AUVs) [2]. Group 3: Product Versatility - Kraken's SAS and SeaPower batteries are designed to be platform agnostic, allowing integration across various AUVs, from small systems to larger unmanned underwater vehicles (XLUUVs) [4]. - The company supports clients in over 30 countries, emphasizing its global reach in defense, offshore energy, and marine research applications [4][9]. Group 4: Company Overview - Kraken Robotics is focused on transforming subsea intelligence through advanced imaging sensors, power solutions, and robotic systems [7][8]. - The company is headquartered in Canada and operates in North America, South America, and Europe [9].

Core Insights - Kraken Robotics Inc. has received purchase orders totaling approximately $12 million for its synthetic aperture sonar (SAS) and battery products from various organizations, including NATO member navies and companies like Teledyne Marine and Terradepth [1][2] Group 1: Orders and Clients - The orders include Kraken SAS, KATFISH™ towed SAS spares, and SeaPower™ batteries, indicating strong demand from both defense and commercial sectors [1][2] - New customers for SeaPower batteries have been identified, showcasing the company's expanding client base [2] Group 2: Product Integration and Applications - Kraken SAS will be integrated into Terradepth's Absolute Ocean operating system, enhancing autonomous survey capabilities for U.S. military and commercial operators [3] - Teledyne Marine will utilize Kraken SAS and SeaPower batteries in their Gavia and SeaRaptor autonomous underwater vehicles (AUVs) [2] Group 3: Technology and Market Reach - Kraken's products are designed to be platform agnostic, allowing integration on various AUVs, from small systems to larger unmanned underwater vehicles (XLUUVs) [4] - The company supports clients in over 30 countries, focusing on applications in defense, offshore energy, and marine research [4][9] Group 4: Product Features - Kraken's synthetic aperture sonar and other imaging systems provide high-resolution insights into ocean safety, infrastructure, and geology [8] - The company's pressure-tolerant batteries offer high energy density for underwater vehicles and subsea energy storage [8]

Mark Delaney from Goldman Sachs set a price target of $47 for SYM, which is approximately -44.9% from its current price.Symbotic's stock has risen by 4.04%, indicating investor optimism despite the significant price difference from the target.The company's market capitalization is approximately $51.51 billion, reflecting a strong market presence and active investor interest in the robotics technology sector.Symbotic Inc., trading on NASDAQ:SYM, is a company that focuses on automating warehouse operations th ...

Core Viewpoint - Tesla is launching a cheaper version of the Model Y to compete in the lower market segment, while focusing on the development of autonomous vehicles like the Cybercab, which is set for mass production in 2026 [1][5]. Market Competition - Tesla faces significant competition from low-cost manufacturers such as BYD, which has seen sales triple year-over-year in Europe and the UK, while Tesla's sales dropped by 48% in October [2]. - Despite a 7% growth in deliveries during Q3 2024, driven by consumers purchasing before the expiration of the $7,500 EV tax credit, Tesla may experience weaker deliveries in Q4 2024 [3]. Revenue and Deliveries - Approximately 75% of Tesla's total revenue is derived from EV sales, with deliveries reaching 1.79 million cars in 2024, marking a 1% decline from the previous year, the first annual drop since 2011 [4][6]. - Deliveries further declined by 13% in the first half of 2025, indicating ongoing challenges in maintaining growth [4]. Future Products and Valuation - The Cybercab and Optimus humanoid robot are expected to generate significantly more revenue than current EV sales, with projections suggesting the Cybercab could bring in $756 billion annually by 2029 [9]. - Musk anticipates that Optimus could generate $10 trillion in revenue long-term, with mass production of Optimus 3 expected by the end of 2026 [10][11]. Stock Valuation - Tesla's stock is currently trading at a high valuation, with a price-to-earnings ratio of 285, making it nine times more expensive than the Nasdaq-100 index [13]. - Analysts predict only 15% top-line growth for Tesla in 2026, as EV sales will remain the primary revenue source until new products are launched [12]. Market Capitalization Potential - If Tesla achieves its goal of becoming the world's most valuable company, its market capitalization would need to rise to at least $4.4 trillion, implying a potential upside of 240% for its stock [14].

编辑丨 量子位 点击下方 卡片 ，关注" 具身智能之心 "公众号 >> 点击进入→ 具身 智能之心 技术交流群 更多干货，欢迎加入国内首个具身智能全栈学习社区： 具身智能之心知识星球（戳我） ，这里包含所有你想要的! 具身智能，火得有些过分， 就在昨天，清华大学宣布成立 具身智能与机器人 研究院。 这是今年3月底，清华开设 具身智能系统北京市重点实验室 以来，围绕具身智能的又一次大动作。 这并非孤例——清华的布局，恰好踩中了国内高校整体加快具身智能布局的节点上。 这一年，国内高校几乎清一色地围着 "具身智能" 出牌： 从研究院、实验室、研究中心到本科专业；从密集的demo演示，到一场场揭牌仪式、行业对谈、学术论坛与专题会议…… 毫不夸张地说，具身智能硬是用一年时间，走完了大模型三年的发展路程。 清华成立具身智能与机器人研究院 11月30日，清华大学 具身智能与机器人研究院 正式揭牌成立。 清华大学校长 李路明 院士等校领导出席揭牌仪式，新晋中国科学院院士、清华大学 刘云浩 教授也在现场发表致辞。 据悉，新研究院由清华大学自动化系主任、信息科学技术学院副院长 张涛 教授出任院长。 智能技术与系统国家重点实验室副 ...

rman promotive and province of the world with a see of the same of DM-Flu 今年4月，戴盟机器人发布视触觉传感器旗舰系列产品，该产品目前已出货逾万片，跻身同品类全球销量前列；上月高交会上，戴盟机器人推出全新一代视 触觉产品矩阵，为具身智能行业提供更丰富、更稳定、更精细、更智能的视触觉解决方案。目前，其产品已应用在智能制造、智慧服务、智慧物流、智慧家 庭等场景。据悉，戴盟机器人还将于年内发布新一代"以人为中心"的穿戴式遥操作数据采集设备。 资料显示，戴盟机器人孵化于香港科技大学，由国际机器人权威王煜教授和段江哗博士联合创立，团队成员来自全球顶尖高校和研究机构。值得注意的是， 自戴盟机器人2023年正式运营至今，已完成了累计数亿元的多轮融资，创下全球视触觉领域新高，投资方包括联想创投、招商局创投、金鼎资本等知名机 构。（受访企业供图） 深圳商报·读创客户端记者 范宏韬 近日，戴盟机器人宣布完成新一轮亿元级战略融资，由中国移动链长基金投资。本轮资金将用于企业在视触觉技术突破、新品研发量产、VTLA模型建设、 团队扩建及全球市场开拓方面的布局。 ...

北京的风已经开始刺骨了。站在2025年的尾巴上回头看，这一年的机器人圈子，给人一种强烈的割裂 感。 上海不仅装脑子，更是最残酷的"练兵场" 在很多人印象里，上海是精致的、体面的，甚至是喝着咖啡谈生意的。但在机器人版图里，上海的角色 要糙得多，也硬得多：上海是动作控制的高地，更是汽车链的修罗场。 上一篇聊珠三角，我们看到了深圳速度：仿佛一夜之间，造机器人变得比造手机还容易，是个厂子都能 攒出来一台。随之而来的，是一场令人眼花缭乱的视频军备竞赛——打开朋友圈，你每天都能刷到新的 演示视频，画面里的机器人个个生龙活虎，能跑能跳，甚至把后空翻当成了标配。 但建议大家把倍速关掉，把那些激昂的BGM关掉，凑近了，盯着机器人的手看三秒钟。你会发现一个 让从业者脸红的现象：抖。 静态摆拍时，它们是充满未来感的艺术品；一旦伸手拿杯子，或者做个穿针引线的细活，那种肉眼可见 的高频颤抖，立马让它从"终结者"变成了"帕金森患者"。 这就是我们今天要聊的第二场战争——精度战。如果说珠三角决定了机器人能不能生出来，那么"上海 —苏州—杭州"这条长三角智造走廊，则决定了机器人能不能干细活。 所以不能光盯着热闹的深圳湾，咱们得往长三角看看。 ...