Squawk on the Street, Jim Cramer,…]## Elon Musk Thinks 80% of TSLA's Value Will Be Optimus—Is He Right?[Joey Frenette | Oct 27, 2025 at 8:59 AM EDT Whenever Tesla (NASDAQ:TSLA) CEO Elon Musk talks about his vision for the future, it can be easy to doubt the…]## Top Gaining Stocks[Royal Caribbean Cruises][RCL]• Vol: 766,257+$44.39+15.22%$335.99[Southwest Airlines][LUV]• Vol: 2,139,503+$4.58+11.21%$45.44[Carnival][CCL]• Vol: 4,319,735+$2.25+7.83%$30.97[Norwegian Cruise Line][NCLH]• Vol: 1,859,467+$1.58+7.60%$ ...

Key Takeaways NVIDIA is expanding beyond data centers, combining GPUs, software and simulation to power AI robotics.NVIDIA's full-stack approach lets developers train, simulate and deploy robots faster, improving reliability.NVDA's Automotive segment revenues rose 32% to $592M, with robotics seen driving long-term growth.NVIDIA Corporation (NVDA) is expanding its focus beyond data centers by pushing deeper into robotics and physical artificial intelligence (AI). The company is building platforms that combin ...

Core Insights - Cannibble Food-Tech Ltd. is navigating a challenging environment due to geopolitical conditions in Israel and capital-market constraints, which have impacted its ability to raise capital and advance initiatives [2] - The company has secured additional funding and is now advancing selected strategic initiatives while maintaining its core food-technology business [3] New Division: Robotics and AI - Cannibble has established a Robotics and Artificial Intelligence Division aimed at exploring automation and service robotics opportunities within the food service and hospitality sectors [4] - A collaboration with AIBotics Inc. has been initiated to evaluate the deployment of AI-powered service robots in food service, hospitality, and security applications, starting in Israel and potentially expanding internationally [5] - An initial shipment of service robots from KEENON Robotics has arrived in Israel, awaiting customs clearance to support pilot programs and market assessments [6] Shareholders' Meeting Update - A recent shareholders' meeting resulted in the approval of a resolution to change the company's name, with the new name to be announced soon [8] - Shareholders also approved the continued terms of office for existing directors and reappointed Ziv Haft Chartered Professional Accountants as the auditor for another term [9] Future Outlook - Cannibble plans to continue evaluating strategic initiatives with a focus on disciplined capital allocation, operational execution, and regulatory compliance [10] - The company emphasizes transparent communication with shareholders and aims to advance initiatives that align with its long-term strategy [10]

1月29日，中央广播电视总台与松延动力联合宣布， 松延动力成为总台《2026年春节联欢晚会》人形机器人合作伙伴。 松延动力是第四家官宣将上春晚的人形机器人企业，各家的抬头有所区分。根据此前披露，银河通用为2026春晚指定具身大模型机器人；宇树科技为2026 年春晚机器人合作伙伴；魔法原子为2026春晚智能机器人战略合作伙伴。 小布米同样身形较为"迷你"，其高94厘米、重约12千克，拥有超过21个自由度，能灵活实现行走、奔跑和舞蹈等复杂动作，并集成了流畅的语音交互与零 门槛的图形化编程功能。 A股方面，利亚德通过旗下子公司北京虚拟动点科技有限公司与松延动力达成战略合作；风语筑与松延动力达成战略签约，聚焦新文旅场景机器人解决方 案；松延动力与慧辰股份达成战略合作，双方就松延动力旗下新款小布米人形机器人达成1000台订单签约。 来源：上海证券报 关注" 新华网财经 "视频号 更多财经资讯等你来看 松延动力成立于2023年9月，公司创始人、董事长姜哲源出生于1998年，高考时以北京市第28名的成绩考入清华大学电子工程系。2023年，正值姜哲源在 清华读博的第三年，他选择退学创立机器人公司。 2025年10月，松延动力 ...

(TSX-V: XBOT) (Frankfurt: 76M0.F) (OTC: XBOTF) ("Realbotix†or the "Company†), a leader in AI-powered humanoid robotics, today announced Ericsson is deploying an advanced humanoid robot equipped with Realbotix's proprietary vision technology for workforce and visitor engagement. The robots will power workforce training, stakeholder engagement, and interactive experiences at Ericsson's Imagine Studio experience center in Plano, Texas. Realbotix's visio...## Realbotix Showcases First Public Embedded AI Conve ...

Proprietary beverage automation delivers sodas and beer in an average of 7 seconds, demonstrating readiness for high-volume hospitality environmentsLOS ANGELES, Jan. 29, 2026 (GLOBE NEWSWIRE) -- via IBN -- Nightfood Holdings, Inc. dba TechForce Robotics (OTCQB: NGTF) (the “Company”), an AI-enhanced service-robotics platform focused on hospitality, foodservice, and commercial automation, announces that its newly launched proprietary beverage dispensing robotic system, Beverages in Motion – Everywhere or BIM- ...

编辑：Penny 机器人领域是我们长期关注的赛道，而 Generalist 是当前机器人领域中极少数具备长期竞争潜力的 公司，核心优势集中在数据规模、团队能力与清晰的 scaling 路径上。 1. 高质量真机数据是机器人行业公认的核心稀缺资源，凭借 27 万小时的训练数据，Generalist 可能 是全球首个在数据规模上达到 GPT-1 量级的机器人团队，有领先其他团队 6-12 个月时间窗口。更 引人关注的是，去年 11 月，Generalist 宣称在机器人领域首次验证了类似语言模型的 scaling law。 2. 团队核心成员来自 OpenAI、Boston Dynamics、Google DeepMind 等机构，是 PaLM-E、RT-2 等 具身智能里程碑项目的主要贡献者，技术实力非常强大。 作者：Haozhen 3. 团队已经通过一系列的 demo 展示出了清晰的研究路径和模型出色的灵巧性。 我们认为，虽然目前机器人的数据依然非常匮乏，但如果模型性能可通过人类视频与真机数据的混 合持续提升，竞争焦点或将从数据规模转向数据配比。率先跑通并工程化最优数据配比的团队，可 能不仅能在性能上取得领先 ...

Core Viewpoint - Tesla is transitioning from a traditional automotive company to a technology-oriented firm focused on AI and robotics, as evidenced by its decision to discontinue the Model S and X EVs to prioritize the production of the Optimus humanoid robot and its investment in AI initiatives [1][4][7]. Financial Performance - Tesla reported its first-ever annual revenue decline, with profits falling by 46% last year and car sales revenue decreasing by 11% year-over-year in the last quarter [2]. - Despite these challenges, Tesla exceeded Wall Street expectations, leading to a 3% increase in its stock price after earnings [5]. Strategic Shift - The company is phasing out traditional vehicle sales as its primary revenue source, with a significant focus on robotics and AI services [6][7]. - Tesla's executives believe that the future of transportation will be dominated by autonomous vehicles, predicting that less than 5% of miles driven will involve human drivers [5]. Full Self-Driving (FSD) Strategy - Tesla has transitioned its FSD software to a subscription model, removing the one-time purchase option, which analysts view as a move to monetize its technology and drive adoption [8][9]. - Currently, only 12% of Tesla owners have purchased FSD, with a significant portion of these being upfront purchases rather than subscriptions [11]. Robotaxi and Optimus Initiatives - The company is heavily investing in its robotaxi service and the Optimus humanoid robot, which are seen as critical to its future valuation [13][14]. - Tesla aims to have robotaxis operating in a significant portion of the U.S. by the end of the year, pending regulatory approval, with production of the Cybercab robotaxi set to begin in April [17]. Market Dynamics - Tesla continues to dominate the U.S. electric vehicle market, but faces increasing competition from Chinese manufacturers like BYD, which are gaining market share globally [20][21]. - The end of the $7,500 tax credit has contributed to a slowdown in the EV market, impacting Tesla's sales [20]. Future Outlook - Analysts suggest that Tesla's transition to a tech-oriented business model could lead to higher margins and revenue, transforming it from a capital-intensive automotive company to a high-margin services business [19][24]. - The company is expected to spend over $20 billion this year on new production lines and AI infrastructure to support this transition [19].

Core Insights - Tesla shares increased by over 3.3% in premarket trading despite reporting its first-ever annual revenue decline, as CEO Elon Musk announced a strategic pivot towards AI and robotics [1][2] Group 1: Financial Performance - Tesla's fourth quarter 2025 earnings report narrowly exceeded Wall Street forecasts, but it marked the company's first annual revenue decline [2][3] Group 2: Strategic Shift - The company will cease production of its premium Model S and Model X vehicles to focus on manufacturing humanoid robots named Optimus at its Fremont, California facility [3][4] - Musk expressed optimism about the future, stating that the growth of AI and robotics will usher in an era of abundance [3] Group 3: Long-term Goals - Tesla aims to produce 1 million units of the Optimus robot at its California plant, indicating a significant shift in its production strategy [4] Group 4: Investment in AI - Tesla announced a $2 billion investment in xAI, Musk's artificial intelligence company, as part of its latest funding round, despite previous lukewarm responses from investors [5] - The investment aligns with Tesla's goal of integrating AI into physical products and services, while xAI focuses on developing digital AI solutions [5]

导读： 又有LP回归了。 作者丨FOFWEEKLY 2026年初，一级市场延续了去年的活跃态势，其中上市公司出资节奏愈发活跃。 日前， 歌华有线发布 公告 ，将作为作为LP参与设立机器人产业基金。 歌华有线做LP 歌华有线又做LP了， 这次瞄准了机器人赛道。 今日（1月29日），北京歌华有线电视网络股份有限公司发布公告，宣布作为有限合伙人之一，以 自有资金1亿元人民币认购"顺新具身智能机器人股权投资基金（有限合伙）"（暂定名，以最终登 记核准的名称为准），占基金认缴出资总额的5%，首次出资额为3,000万元。 公告显示，该基金由中兵顺景股权投资管理有限公司发起设立，总规模达20亿元，主要对人形机 器人行业的未上市企业进行投资。基金聚焦人形机器人全链路，包括但不限于执行系统、感知系 统、AI 算法、核心材料，具身智能本体等产业领域以及人形机器人技术通用领域。 从出资人行列来看，这只基金堪称产业与资本的强强联合。 除歌华有线外，凌云工业、上海国投先导、上海浦东引领区投资中心、张江科投、湖北人形机器人 产业投资基金等一众产业巨头与地方国资平台均在其中。 其中凌云工业的出资方式较为独特，公司作为有限合伙人与其他投资方 ...