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Automakers Race Into Humanoid Robots As Timeline For Blue-Collar Job Disruption Emerges
Automakers Race Into Humanoid Robots As Timeline For Blue-Collar Job Disruption Emerges
Bernstein analyst Eunice Lee is out with a fascinating note explaining why automakers are making a mad dash into the world of humanoid robotics, arguing that their manufacturing scale, supply-chain depth, and years of investment in autonomous driving give them a structural lead in the emerging physical-AI market.
Lee writes that automakers are also seeking new revenue streams beyond the core vehicle business, with humanoids poised to move from factory floors into the physical world across retail, security, public...
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Oct 4, 2026 / Dave DeCamp
Riyadh-Based Yemeni Leader Announces Offensive Against Ansar Allah as Saudi Arabia Escalates Airstrikes
Rashad al-Alimi, the head of the Riyadh-based Yemeni Presidential Leadership Council, announced on Sunday that Saudi-backed forces were launching a major offensive aimed at capturing all areas of Yemen under the control of Ansar Allah, also known as the Houthis. Al-Alimi has been based largely in Saudi Arabia for more than a decade, having left […]
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Jun 2, 2026 / Tyler Durden
Shake Shack Gets Smoked After Cutting Guidance
Shake Shack Gets Smoked After Cutting Guidance
Shake Shack plunged on Tuesday, hitting its lowest levels since November 2023, after the burger chain slashed second-quarter guidance only about a month after issuing it.
Baird analyst David Tarantino said the new outlook is viewed as "incrementally negative" for Shake Shack.
Tarantino noted that management had set an "unusually high bar" for 2Q comparable performance with its previous outlook, implying mid- to high-single-digit comps in May and June after -.6%.
He added that the updated guidance ranges may be attributed to new CFO...
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Aug 3, 2026 / Tyler Durden
Texas Approves AI Data Center Co-Location Next To Wind Farm, With Curtailment Caveats
Texas Approves AI Data Center Co-Location Next To Wind Farm, With Curtailment Caveats
By Marlene Wilden of UtilityDive
The Public Utility Commission of Texas last week approved a net metering arrangement for a 260-MW AI data center co-located with a wind farm of approximately the same capacity in a case that could serve as a template for other co-located loads in the Lone Star State.
The data center is the second one planned for the site, and the developer had argued it should not be subject to the same curtailment requirements as...
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