Humanoid Stocks Wobble, Figure's Compute Bet | Sep 11, 2026
This week on The Robot Investor, hosts Elena and Theo break down a rough quarter for Serve Robotics, whose Uber delivery volume fell for the first time in 17 quarters, forcing the company to slash its 2026 revenue guidance from $26 million to as low as $9 million — and send the stock down double digits. AeroVironment lands its first international order for the LOCUST directed-energy counter-drone system, a deal worth more than $50 million. Figure AI, still holding its private $39 billion valuation, commits up to $6 billion to Nvidia's next-generation Vera Rubin chips through a new partnership…
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