A single U.S. company has started producing a “miracle metal” once locked in research labs.
Now? They’re quietly shipping 30 tons per year from a facility outside San Antonio.
And the cases are staggering:
- AI chips? 99% less power use
- EV batteries? 10x faster charging, 400% longer life
- Edge computing? 1000x speed boost
- Paint that lasts forever. Tires that never lose traction
- Even clean hydrogen as a profitable byproduct
It’s stronger than steel. Lighter than plastic. And the market it’s targeting is worth over $27.6 trillion.
Very few know what’s happening behind those factory walls.
But when they find out, this company won’t be trading under $20 for long.
The Uber Eats Partnership Fueling Serve Robotics' Growth
Written by Jeffrey Neal Johnson. Published 8/25/2025.
A notable surge in market activity has put Serve Robotics (NASDAQ: SERV) on multiple investor watchlists. With average trading volume often exceeding 7 million shares, the autonomous delivery company has captured significant attention in a crowded market. This buzz is grounded in a strategic partnership with global logistics leader Uber Technologies (NYSE: UBER)—an alliance already translating into tangible growth and charting the company's path forward.
The agreement to deploy up to 2,000 of Serve's sidewalk delivery robots on the Uber Eats platform is not theoretical; it's already in commercial rollout. This tangible progress differentiates Serve from competitors still in conceptual or pilot stages of development.
Inside Serve's Deep Alliance with Uber
Investors should look beyond a standard client-vendor relationship to fully appreciate the Serve-Uber partnership. This alliance is deeply integrated, built on a shared history and aligned financial interests. Serve Robotics began as the robotics division of Postmates, which Uber later acquired—giving Serve an ingrained understanding of the demands of a major delivery platform.
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Get The Early Bird's Stock of the Day (Free)Key Points
- The company's deep strategic alignment with Uber provides a solid foundation for long-term, collaborative growth in the last-mile delivery sector.
- Serve is rapidly scaling its robot fleet and expanding into major new U.S. markets, showing tangible progress on its large-scale commercial agreement.
- Management has provided a clear revenue outlook directly tied to the successful deployment of its growing autonomous fleet, offering investors a key benchmark.
More importantly, Uber remains a significant institutional shareholder in Serve Robotics, creating powerful strategic alignment: Uber is financially invested in Serve's long-term success, fostering collaboration for mutual growth. The partnership targets the deployment of up to 2,000 robots across multiple U.S. markets, offering Uber a cost-effective, zero-emission solution for dense urban routes and providing Serve with immediate, scaled demand and invaluable operational data.
This plan is in the execution stage, and Serve's financial reports show clear evidence that the partnership is generating substantial operational momentum.
- Rapid Fleet Growth: In the second quarter of 2025, Serve deployed over 120 third-generation robots, bringing its total fleet to more than 400. This acceleration highlights its manufacturing and deployment capabilities.
- Surging Delivery Volume: As more robots hit the streets, delivery volume rose by over 78% compared to the prior quarter, signaling growing consumer adoption and increased utilization on the Uber Eats platform.
- Aggressive Market Expansion: Serve has moved beyond its initial markets, launching in Atlanta and announcing entry into Chicago. Its reach has expanded fivefold since the start of the year, and a new national partnership with Little Caesars further validates the platform.
From Robots to Revenue: An $80 Million Opportunity
Operational success only matters if it produces financial results. Serve Robotics has set a clear target linking the Uber Eats partnership to future revenue: a projected annualized run rate of $60 million to $80 million. This outlook is contingent on full deployment and target utilization of the 2,000-robot fleet, creating a direct connection between partnership execution and a significant revenue stream.
Hitting the top end of this guidance would generate revenue exceeding 13% of the company's current market capitalization (approximately $590 million), suggesting potential for a meaningful stock revaluation. The year-over-year growth in daily active robots—from 48 in Q2 2024 to 160 in Q2 2025—underscores progress toward this goal.
A growth-stage technology company's biggest hurdle is securing capital to scale. Serve Robotics appears well positioned, reporting $183 million in cash and short-term investments as of June 30, 2025. This substantial cash runway—unlike many pre-revenue startups facing constant dilution risk—should fully fund the 2,000-robot deployment and support operations through 2026, allowing the company to focus on executing its strategic plan.
Tangible Bet on an Autonomous Future
Market interest in Serve Robotics is justified by the strength of its foundational partnership. The Uber Eats alliance offers rare advantages in a disruptive sector: technological validation from an industry leader, a clear plan to scale, and a direct path to significant revenue. Serve isn't just building robots; it's building a national logistics network atop one of the world's largest delivery platforms. While execution remains crucial, Serve Robotics presents a compelling, data-backed opportunity to invest in the tangible commercialization of last-mile delivery.
Applied Materials' Knee-Jerk Sell-Off Is Your Signal to Buy
Written by Thomas Hughes. Published 8/15/2025.
Key Points
- Applied Materials' solid Q3 was overshadowed by doubts that left the market in correction, opening an attractive entry point for income investors.
- The outlook for semiconductor equipment is robust and driven by the rapid expansion of fabrication capacity globally.
- Analysts are bullish on this stock for the long term but may weigh on the price action in Q3.
Applied Materials (NASDAQ: AMAT) gave the market a reason to sell off with its Q3 results. However, the 15% pre-market decline appears to be a knee-jerk reaction that presents a solid buying opportunity. The sell-off stems mainly from weak guidance and lingering uncertainties.
Importantly, this company's business is inherently lumpy—quarter-to-quarter results can swing due to timing and market dynamics—and end-market normalization in China is imminent.
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But the kind that could reshape entire industries, add $1.2 trillion per year to the US economy, and affect 65 million American lives — just in the next year.
China's semiconductor market front-loaded equipment orders ahead of looming tariffs but should revert to steady growth soon. In the meantime, Applied Materials' core operations remain healthy, its balance sheet is rock-solid, and its capital return program is dependable.
Capital return matters for investors and the long-term share price outlook because it combines dividends, share repurchases, and consistent distribution growth.
Capital Return and Balance Sheet Make AMAT a Buy
The distribution growth outlook remains strong, supported by a very low payout ratio and aggressive share repurchases. In F2025, the company reduced its share count by 3.7% on average in Q3 and by 2.8% year-to-date.
While the distribution CAGR may moderate from its recent 15% pace, it is likely to stay in double digits for the foreseeable future. Meanwhile, Q3 buybacks were nearly double last year's level, underscoring management's commitment to returning capital to shareholders.
Despite the cautious guidance, the long-term outlook and balance-sheet strength suggest that capital returns will remain robust. The shares also yield just over 1.0% annually, trading near long-term lows.
The balance sheet reflects the impact of aggressive repurchases: cash and current assets are lower, and total assets are roughly flat year-over-year. These declines are offset by reduced current and total liabilities, stable long-term debt, and a 2.6% increase in equity.
As a result, leverage remains minimal—long-term debt is just over one times cash—and total liabilities are less than equity, leaving Applied Materials in a fortress-like financial position.
Analysts' sentiment may weigh on the stock in Q3, but a major rating shift is unlikely. Of the 25 analysts tracked by MarketBeat, 70% rate AMAT as a Buy or higher, giving the shares a "Moderate Buy" consensus and a price target near $205.
Hitting $205 would mark a fresh long-term high and trigger a technical breakout, potentially paving the way to $250. The primary risk is analysts lowering targets in Q3, which could cap near-term upside until a new catalyst emerges.
Applied Materials' Strong Q3 Overshadowed by Guidance Concerns
In Q3, Applied Materials posted revenue of $7.3 billion, up 7.7% year-over-year. The gain was driven by a 10% increase in Semiconductor Systems—led by strength in the flash memory market. Services revenue held steady, and the Display segment grew by 5%.
Margins also impressed: adjusted EPS of $2.48 rose 17%, beating consensus by $0.12. However, management does not expect this momentum to carry into Q4.
The main concern is guidance. Applied Materials forecasted weaker-than-expected revenue and earnings and flagged significant uncertainties with a wide error band. The bull case sees Q4 results roughly in line with early-August estimates; the bear case suggests a double-digit miss, though industry dynamics make a severe downturn unlikely.
Long term, the outlook remains strong. More than 70 new semiconductor fabrication facilities are under construction globally, and about 70% of them are brand new fabs—underscoring sustained demand for Applied Materials' equipment.
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