August 11, 2022
ROBO Brief: Amazon Acquiring iRobot, Supply Chain Event Takeaways & More
Let's discuss Amazon’s $1.7B acquisition of iRobot, key takeaways from the largest supply chain industry events, and spotlight an incredible new...
July 28, 2022
ROBO Brief: A New Semiconductor Push in the US & Two Tech Stock Highlights
Let's discuss the long-awaited passing of a $52 billion CHIPS Act to boost semiconductor manufacturing in the US, a new shining star in the THNQ and...
July 13, 2022
Q2 2022 In Review: ROBO Global Innovation Indices
The Robotics & Automation Index (ROBO) declined 23% in Q2, leaving best-in-class robotics and automation stocks 38% below their all-time high...
June 29, 2022
How Twist Industrialized DNA Synthesis
Twist Bioscience is a pioneer and market leader in DNA writing, having developed a disruptive DNA synthesis platform that industrialized the...
May 17, 2022
Disruptive Tech M&A Deals Defy Market Volatility
May 10, 2022
The Hidden Gem Behind Masimo's Sound United Acquisition
Masimo, a market-leading medical technology company focusing on monitoring devices, lost approximately one-third of its market cap on the...
April 28, 2022
ROBO Brief: Record High Robot Orders & A New Blood Test for Colorectal Cancer
This week, we discuss record high robot orders for Fanuc, the critical role of networking infrastructure in keeping data centers running, and the...
April 27, 2022
Genomics is Not Left for Dead, Despite Where it’s Trading
Genomics companies have been all the rage over the last few years as technologies like next gen sequencing and cancer testing have been capturing...
April 13, 2022
Q1 2022 In Review: ROBO Global Innovation Indices
The Robotics & Automation Index (ROBO) declined 16% in Q1, marking the third-worst quarterly performance since inception and leaving...