Physical AI and Serve's data flywheel

Episode 141: Today, Ann dives into the world of e-waste recycling and how rising demand for critical minerals - along with the price of precious metals - is turning old electronics into a new business opportunity. Then, we break down earnings from Serve Robotics, the company behind the cutesy delivery robots appearing on sidewalks across the U.S., and how it’s expanding through data collection and partnerships. We also look at market reactions to the International Energy Agency historic announcement as the Middle East conflict continues. Finally, Campbell’s disappointing earnings and a potential international acquisition of Papa John’s.

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Stocks mentioned:

$SERV

$CPB

$PZZA

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