Samsara Introduces 360 Camera for Operated Equipment and Expands AI Multicam and Two-Way Voice Capabilities

Luck Stone announced in mid-September 2026 that it had expanded its collaboration with Caterpillar to roll out autonomous hauling technology to two additional Virginia quarries, building on a site where autonomous Cat trucks have already moved more than 3.50 billion tons without reported injuries. The expansion includes the first-ever deployment of Caterpillar's autonomous haulage on Cat 775 trucks, and the company is pairing the automation with workforce skill development to address quarry safety and productivity challenges. The move reinforces Caterpillar's broader push into autonomy and AI, which analysts tie to higher quality recurring revenue, and follows the company's August update highlighting record backlog and heavy investment in digital and automation. Caterpillar's narrative projects $94.5 billion revenue and $17.4 billion earnings by 2029, with a $970.37 fair value implying 20% upside, while some of the most optimistic analysts already assumed revenues above US$112,200,000,000 and earnings near US$20,700,000,000 by 2029. Investors are still weighing rising tariffs and pricing pressure against the pace at which digital and service income can scale.

CAT ▲

Robotics & Physical AI ▲Smart City / Autonomous Infrastructure ▲

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Samsara Guides Thinner Cash Margin, Higher Operating Margin for Fiscal 2027

Samsara now expects a thinner free cash flow margin and a fatter operating margin for fiscal 2027, as the company pays upfront for the IoT hardware that carries its AI subscriptions. The CFO said Samsara buys the devices upfront while revenue comes back ratably over the customer contract, and the company cited the IoT devices that faster growth needs, inventory it is prebuying as a buffer, and higher supply chain costs in the second half of fiscal 2027. Free cash flow margin is guided about 100 basis points below fiscal 2026, which on the $2.04 billion of revenue guided for fiscal 2027 works out to roughly $20 million, while the non-GAAP operating margin guide rose to 21% from 20%. More than 20% of Samsara's net new contract value came from emerging products in each of the last three quarters, and deals with a top-five U.S. city included more than $2 million of emerging products in fiscal Q2 2027. Samsara crossed $2.1 billion in annual recurring revenue in fiscal Q2 2027, up 30% over the past year, and raised its fiscal 2027 revenue, growth, operating margin and earnings guides at one release.

IOT ▲

Smart City / Autonomous Infrastructure ▲

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Eisman Calls Tesla's 220x Multiple Crazy, Counts Himself a Robotaxi Skeptic

Steve Eisman, the Neuberger Berman senior portfolio manager made famous by The Big Short, said on his weekly wrap podcast that Tesla's valuation only makes sense if investors believe its robotaxi business will conquer the world, adding, "just count me a skeptic." Eisman noted Tesla's 2026 consensus EPS of $1.66 puts its 2026 P/E at 220 times, versus 6.5 times for General Motors, and that the estimate sits 59% below Tesla's 2022 peak EPS of $4.07. Tesla's Q2 2026 8-K, filed July 22, 2026, showed revenue of $28.24 billion, up 25.5% year over year, but non-GAAP EPS of $0.33 that missed the $0.54 estimate by 38.5%, operating income down 56.9% to $398 million, and free cash flow of negative $1.09 billion. On the bull side, Tesla has expanded Robotaxi service to seven U.S. metros with unsupervised rides in Austin, Dallas, Houston, Miami, Orlando, and Tampa, reached 1.48 million active FSD subscriptions, up 56% year over year, and plans 2026 CapEx above $25 billion. GM, meanwhile, posted Q2 2026 adjusted EPS of $3.57, beating the $3.18 estimate by 12.1% for a fifth consecutive beat, and raised full-year guidance to EBIT-adjusted of $14.0B to $16.0B and adjusted EPS of $12.00 to $14.00.

TSLA ▼GM ▲

Electrification & Mobility ▼Smart City / Autonomous Infrastructure

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