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Robotics & AI

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Issues43Founded9 months agoLast Issue11 days ago
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Latest Issues

The Fed Just Raised the Bar for Robotics

Higher rates will not stop robotics, but they will force the market to separate real automation businesses from capital-hungry story stocks.

This forecast is based on the FOMC’s dot plot—the Federal Reserve.

The Federal Reserve raised th...

11 days ago
8

Today’s AI Selloff Is About Cash Flow, Not AI

AI-linked infrastructure stocks have been under pressure. The concern is not whether people will use AI, or whether companies will continue to build models.

The concern is whether the companies financing data centers, buying GPUs, securing...

12 days ago
9

AI Stocks Fell, but Factory Robots and Drone Systems Kept Moving

AI stocks fell globally. The selloff followed renewed warnings from leaders at major AI labs about the risks of rapid development and calls to slow the pace of frontier AI. Investors reacted because expectations of massive spending on chips...

13 days ago
6

AeroVironment (AVAV) in depth.

As of September 12, 2026. The fiscal year ends on April 30. All financial figures are in U.S. dollars unless stated otherwise.

If you haven’t checked out my recent earnings notes on AVAV, this is for you.


TL;DR

  • AeroVironme...
14 days ago
5

Robots Need Touch Before They Can Work

TODAY’S ROBOTICS & AI BRIEFING

The robotics race isn't just about smarter AI models or more human-looking machines. It is also about the sensors that let a robot interact safely with the physical world.

A robot hand developed by Aidin Rob...

15 days ago
2

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