$AEVA

Wolfpack Research reported Flotek Industries (FTK) lost a $400M contract, potentially halving its backlog. Fugazi Research criticized Aeva Technologies (AEVA) as a struggling startup. Bristlemoon Research argued Macy's (M) is overvalued. L3Harris (LHX) CEO departed over conduct violations. Ameresco (AMRC) CFO and GC resigned. Viking Therapeutics (VKTX) COO and Merit Medical (MMSI) COO departed. Boston Beer (SAM) CFO is stepping down. Edwin Dorsey predicts long-term trouble for DraftKings (DKNG)

Sinha Saurabh (Chief Financial Officer) sold 70,000 shares of Aeva Technologies, Inc. (AEVA) at $21.21 ($1.48M total) on 2026-08-18 under a Rule 10b5-1 trading plan.

Ouster (OUST) fell 10%, Aeva (AEVA) dropped 12%, and Symbotic (SYM) declined 4% due to broader AI sector rotation. OUST and AEVA, up 122% and 79% YTD respectively, were hit hardest. SYM's milder decline reflects its $22.5B backlog and real revenue. No company-specific news drove the moves. AI capex concerns and rising Treasury yields impacted hardware stocks.

Aeva Technologies (AEVA) reported Q2 2026 revenue of $6.1M, up from $5.5M, with product revenue $2.5M and professional services $3.6M. Non-GAAP operating loss was $26.0M and GAAP net loss was $79.6M. Liquidity totaled $302.9M after a $115M June equity offering. The call cited automotive, industrial, and defense customer progress.

Dardashti Soroush Salehian (Chief Executive Officer) sold 250,000 indirectly-held shares of Aeva Technologies, Inc. (AEVA) at an average of $24.07 ($23.87–$25.56, $6.02M total) across 5 trades over 2026-08-10 to 2026-08-11 under a Rule 10b5-1 trading plan.

Dardashti Soroush Salehian (Chief Executive Officer) sold 55,099 shares of Aeva Technologies, Inc. (AEVA) at an average of $24.02 ($23.86–$25.69, $1.32M total) across 3 trades on 2026-08-10 under a Rule 10b5-1 trading plan.

Rezk Mina (Chief Technology Officer) sold 100,000 indirectly-held shares of Aeva Technologies, Inc. (AEVA) at an average of $24.01 ($23.81–$25.55, $2.40M total) across 3 trades on 2026-08-10 under a Rule 10b5-1 trading plan.

Robotics and physical AI stocks rose after China’s Unitree Robotics Shanghai IPO reportedly drew 8,000x retail oversubscription. In U.S. trading, Ouster gained 7% near $45, Symbotic rose 3% to about $41, and Teradyne added 3% to about $376. Ouster reported Q2 revenue of $54.63M (+55.9% YoY) and 17,000+ sensors; Symbotic has a ~$22.5B backlog. Analysts’ consensus targets cited $58 for OUST and $450 for TER.

The article says Unitree’s $900 million Shanghai IPO was about 8,000 times oversubscribed by retail investors, with a low winning rate, according to Reuters. It also highlights financial updates for NVIDIA (Q1 FY2027 revenue $81.61B, up 85.2%), Tesla (Q2 revenue $28.24B, non-GAAP EPS $0.33), Ouster, Symbotic, and Aeva, linking demand to “physical AI” robotics.

The article covers connected-car and semiconductor updates. Brewer Science said it completed its acquisition of Heraeus Epurio’s semiconductor chemicals business, adding a Dayton, Ohio plant and chemicals for advanced lithography. Aeva launched an optical connectivity unit for AI data centers. Hyundai and Kia expanded a wire-car test bench at their NOVA lab. Mercedes-Benz Trucks plans a parking availability search in its Truck Remote App. MediaTek qualified Infineon’s 512 Mb QSPI NOR Flash for i