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SERV's Physical AI push spans delivery, healthcare and software, but lower guidance and wider losses raise scaling concerns.

Revenue guidance slashed as Uber partnership faces likely termination in 2027.

Uber Technologies (NYSE:UBER) reported that its Uber Freight unit is investigating a cyber security incident involving unauthorized access to some internal systems and code repositories. The company indicated that Uber Freight operations have not been disrupted and that the incident has been contained, while it continues to assess data security implications. Separately, Uber confirmed it has sold its entire stake in Serve Robotics, the autonomous delivery company it originally spun...

Uber’s quarterly report of institutional equity holdings, covering the period ended June 30, lists seven reportable positions but not Serve Robotics.

The divesture comes as the two once-tight companies have started to diverge on the business side.

(Bloomberg) -- Uber Technologies Inc. has divested from long-time partner Serve Robotics Inc. as the two companies clash over how to deploy delivery robots, the latest setback in Uber’s push to facilitate autonomous services on its platform.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentTrump Makes Sweeping New Demands on Iran as Deal Ho

Investor demand for humanoid robots just shattered records that SpaceX, Snowflake, and Facebook never came close to touching. Here are the five publicly traded robotics stocks best positioned to capture that fever before it cools.

SERV resets its Uber relationship and 2026 outlook in Q2, cutting revenue guidance while prioritizing utilization, recurring revenues and direct access.

Serve Robotics' Q2 loss widens as costs surge and revenues miss estimates, prompting a 14.1% after-hours drop and a cut to 2026 sales guidance.

Earnings shock puts Serve Robotics in focus Serve Robotics (SERV) is in the spotlight after its latest earnings release combined very strong year over year revenue expansion with a much larger net loss and a reduced outlook that weighed on the stock. See our latest analysis for Serve Robotics. At a share price of $5.68, Serve Robotics has seen a 7 day share price return of 18.09%, while the 90 day share price return is down 35.23% and the 1 year total shareholder return is down 46.36%. This...

Accenture faces softer fiscal 2026 revenue growth as weak bookings, cautious AI spending and geopolitical headwinds pressure demand and investor sentiment.

Moby summary of Serve Robotics Inc.'s Q2 2026 earnings call

Serve Robotics (NASDAQ:SERV) reported second-quarter revenue growth but sharply reduced its full-year outlook after delivery volume through Uber declined for the first time in 17 quarters, prompting the company to reassess the future of the partnership and redirect resources toward other channels.

The headline numbers for Serve Robotics Inc. (SERV) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Serve Robotics Inc. (SERV) delivered earnings and revenue surprises of -15.94% and -8.45%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Elon Musk told a crowd at Tesla's Texas Gigafactory that currency itself will become pointless within a decade, and economists are lining up on both sides of whether that claim deserves serious analysis or a spot on his list of famously missed deadlines.

CDW (CDW) delivered earnings and revenue surprises of +3.93% and +5.07%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

A broad risk-on wave is lifting robotics stocks Monday morning, but one battered delivery robot name is stealing the spotlight ahead of a high-stakes earnings call that could make or break its recovery narrative.

SERV's Q2 revenues are likely to have benefited from higher robot utilization, recurring revenue growth and expansion efforts, but heavy AI and fleet investments may pressure profits.

Robotics is moving out of the lab and into the real economy. Speaking at YC Startup School, NVIDIA CEO Jensen Huang made a striking claim about the timing of the next great AI wave. Asked about robotics, he told the audience: “I would say the ChatGPT moment of robots happened a couple of years ago ... NVIDIA CEO Jensen Huang Says the ‘ChatGPT Moment’ Has Already Happened for the Next $50 Trillion Trend

SERV is prioritizing fleet efficiency and recurring revenue growth as it works to strengthen the long-term autonomous delivery business.

Serve Robotics has lost half its value this year, but it's packed with potential.

Can SERV outdeliver DASH as autonomous delivery, AI expansion and fleet growth reshape the race for long-term upside?

SERV is expanding into healthcare automation through Diligent Robotics, aiming to grow recurring AI software revenues beyond food delivery.

ACN's 29.3% drop reflects a weaker revenue outlook, soft bookings and AI disruption fears, making the stock risky despite a discounted valuation.

Serve Robotics (NasdaqCM:SERV) appointed Andreas Lieber to its Board of Directors. The appointment follows the resignation of former board member Sarfraz Maredia. Lieber brings experience from logistics, e-commerce, and mobility companies including Shippo and Postmates. Serve Robotics focuses on autonomous sidewalk delivery, a segment that sits at the intersection of robotics, logistics, and last mile fulfillment. As retailers and delivery platforms keep exploring ways to manage costs and...

Serve Robotics stock has had a difficult start to the year, with the share price down 46.7% year to date, while its valuation checks do not yet paint a clear bargain despite some supportive signals from the business story. The year to date share price decline of 46.7% suggests the market has meaningfully marked down expectations for Serve Robotics. The recent partnership with NoScrubs to extend AI powered delivery into on demand laundry may support revenue potential, but the company still...

Can SERV turn AI, healthcare robotics and recurring revenues into lasting growth as it scales fleet productivity and expands the autonomous platform?

SERV is expanding beyond food delivery with software and healthcare automation to build a broader robotics platform.

With significant hedge fund interest and strong upside, Serve Robotics Inc. (NASDAQ:SERV) is one of the most promising robotics stocks. Serve Robotics Inc. (NASDAQ:SERV)’s sidewalk robots have spent years proving themselves on food delivery runs, and now the company is putting that same fleet to work in an entirely new category. On June 2, 2026, […]