The Bear Cave Warns Serve Robotics Faces a Rough 2026
Short-seller The Bear Cave warns that Serve Robotics' sidewalk delivery robots may disappoint investors in 2026 due to poor performance, public backlash, and limited restaurant adoption.
Short-seller The Bear Cave warns that Serve Robotics' sidewalk delivery robots may disappoint investors in 2026 due to poor performance, public backlash, and limited restaurant adoption.
Mobix Labs lands fresh orders for high-tech parts in Gulfstream's advanced business jets, boosting production and reliability in aviation electronics.
AeroVironment invests $30M+ in Albuquerque manufacturing, creating 450+ jobs, while negotiating SCAR program contract amendment with U.S. Space Force for faster satellite comms delivery.
Air taxi pioneer Archer Aviation shares Q4 results with a deeper loss than expected, boosted cash reserves, and key partnerships in defense and tech for future growth.
Raymond James downgrades AeroVironment to Underperform after the U.S. Space Force puts its major SCAR satellite program back out for bidding, risking a huge chunk of the company's backlog and future growth.
Rocket Lab crushed it in Q4 2025: record $180M revenue, $1.85B backlog (+73%), acquired NZ's Precision Components for more manufacturing power, signed 4 more BlackSky launches. Neutron first flight now Q4 2026 due to tank test issue.