Filtered library · Theme
physical-ai-robotics theme · 6 dossiers
Dossiers in the physical-ai-robotics theme cluster — 6 names moving on shared catalysts.
All dossiersAMBA
Ambarella, Inc.
Physical-AI pure-play narrative still accelerating (Rosenblatt top H2-2026 pick, PT $120; Zacks upgrade to #2 Buy 2026-07-21), but the post-Rosenblatt breakout to ~$80 round-tripped to ~$67.61 by 2026-07-24, forfeiting the $72 shelf on a…
BHE
Benchmark Electronics
EMS arms-dealer to two secular ramps at once — AI datacenter liquid-cooling (AC&C +41% YoY, Q1 CY2026) and the 2026-06-15 Ouster Rev8 lidar scale-up (>100k units/yr, 10-yr life). Narrative accelerating, but the tape sits ~18% above the $78…
AUR
Aurora Innovation, Inc.
Aurora shipped its scale-readiness milestone — second-gen International LT trucks with the safety driver removed (2026-07-22) — and the tape sold it, breaking the ~$6.00 base to ~$5.83 into a confirmed 2026-07-29 Q2 print. Good news, no…
CEVA
CEVA, Inc.
Edge-AI IP momentum leg has broken: June's reclaim to within ~3% of the $51.60 high failed, and the mid-July AI-capex scare (Moonshot model) drove shares back through the ~$44 base to the mid-$30s. Sell-side still carries $48–$55 targets,…
OUST
Ouster, Inc.
Squeeze leg broke: +43% in four sessions to a $63.79 high, then management priced 3.62M shares at $55.22 (~8% discount) and closed ~$191.9M net on 2026-07-06. Price round-tripped to $37.04, under the 20- and 50-day and under the $49…
TER
Teradyne, Inc.
Parabolic AI-test leg broke hard: $483.84 closing ATH (2026-06-30) to $322.36 (2026-07-17), −33% in twelve sessions on a memory-glut scare, with the whole $446–$550 analyst band now stranded above spot. Company guided Q2 revenue DOWN…