RBC Capital
What changed, and what is the evidence.
ComputeSensing
🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-09-06 · ✍️ RoboterminalThe Biped Is the Endpoint: Figure Is Financing Humanoid Intelligence Like a Frontier Model
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-21 · ✍️ RoboterminalSchaeffler Will Buy Thousands of Humanoids From Its Actuator Customers. Its €400 Million Order Book Doesn't Count Those Deals.
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Timeline
What changed, and what is the evidence.
Oct 21, 2026 · Post · posted
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MERGER UPDATE 🚨 The race against the clock is officially on 🔥 People familiar with the matter say that the special committees from Tesla and SpaceX are pushing to announce a deal in the first half of 2027, aiming to close the transaction… |
RBC Capital on Micron: "our Asia supply chain conversations point to 80-100% HBM price increases for 2027, which should remain a tailwind to blended DRAM ASPs." $MU $SKHY $EWY $DRAM |
RBC Capital: New memory manufacturing capacity is not expected to provide meaningful relief until 2027 at the earliest, with some industry analysts extending that timeline into 2028. $MU $DISK $DRAM $EWY |
Breaking: Dell is spiking today after RBC Capital initiated coverage with a $640 price target, citing surging AI server demand Trump told Americans to "go out and buy a Dell" in May, and since $DELL is up +115% $DELL has added… |