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BTIG Spots "Real-World Evidence" Humanoid Robots Are Entering The Workforce
BTIG Spots "Real-World Evidence" Humanoid Robots Are Entering The Workforce
Goldman Sachs' recent upward revisions to global humanoid robot delivery forecasts through the end of the decade, along with rising estimates across Wall Street desks, point to broader expected adoption in factories, restaurants, and other workplaces. Military applications and household use could follow soon.
BTIG strategic opportunities analyst Jesse Sobelson told clients Friday that the physical AI boom is moving onto factory floors, into warehouses, and behind restaurant counters.
Sobelson and his team attended RoboStrategy's Robotics Founders Forum in New York this week and reported...
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May 12, 2026 / Tyler Durden
SpaceX, Google Eye Orbital Data Centers As Small-Town Resistance Grows
SpaceX, Google Eye Orbital Data Centers As Small-Town Resistance Grows
With roughly half of planned U.S. data center buildouts this year expected to be delayed or canceled amid mounting power constraints and local opposition, tech bros are increasingly looking beyond Earth and toward space for the next phase of compute expansion.
This dovetails with one of our most investable themes, "Data Centers In Space Are Coming: Here's How To Profit," in which we outlined how SpaceX, leveraging Starship's affordable launch costs and the Starlink network, could make it commercially viable...
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May 4, 2026 / Tyler Durden
Duffy Claims Gas Prices Will Fall Immediately After Hormuz Reopens
Duffy Claims Gas Prices Will Fall Immediately After Hormuz Reopens
Authored by Tom Ozimek via The Epoch Times,
U.S. Transportation Secretary Sean Duffy said on Sunday that gasoline prices should begin to decline “immediately” once shipping resumes through the Strait of Hormuz, pushing back against analyst warnings that relief for consumers could take months.
Duffy, speaking on ABC’s “This Week” program on May 3, acknowledged that prices may take time to return to pre-war levels but said reopening the critical oil transit chokepoint would quickly ease pressure at the pump.
“Once the Strait...
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Apr 26, 2026 / Jason Ditz
Israeli Bulldozers Smash Solar Panels, Olive Trees in Southern Lebanon ‘Infrastructure’ Demolition
During the Israeli invasion of Lebanon, the Christian village of Debel has spent an undue amount of time in the spotlight. In the lead-up to the ceasefire, an image emerged of an Israeli soldier smashing a statue of Jesus in the village with a sledgehammer, sparking international outcry and leading to Israel jailing a pair […]
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