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When AMD put a US$8.2b all stock offer on the table for Fei-Fei Li’s World Labs, the deal sent a clear signal that AI hardware, robotics and simulation are moving from story to spend. Investors see capital, talent and world-model tech converging, and worry about missing the next wave of winners or holding the wrong exposures. This article unpacks three stocks linked to that news and how this shift could reshape their risk and reward profiles. The stocks covered below are just a small sample,...
RoboSense Technology Co., Ltd. ("RoboSense" or the "Company"; stock code: 2498.HK), a pioneering robotics platform company for Physical AI, has officially released its 2026 interim results.
RoboSense (HKEX: 02498), a pioneering robotics company for the Physical AI era, announced its LiDAR sales volume for the first half of 2026, with total LiDAR sales reaching 719,200 units, up 169.6% year over year, including 282,600 units in the robotics segment, up 510.4% year over year, and 436,600 units in the ADAS segment, up 98.0% year over year. The strong performance was driven by RoboSense's full-stack proprietary chip technologies and continued growth across both its ADAS and robotics se
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