ROMAINE: DON'T WORRY, BLOOMBERG "OPEN INTEREST" STARTS RIGHT NOW. SONALI: COMING UP, RETAIL SALES SIZZLE AS AMERICANS KEEP SPENDING. AND NETFLIX IS GOING TO TAKE THE EARNINGS SPOTLIGHT AFTER THE BELL. A LOT RIDING ON THE COMPANY'S OUTLOOK FOR THE MONTHS AHEAD. AND A MULTIBILLION-DOLLAR DEAL. RUBBER IS TEAMING UP WITH LUCID TO LAUNCH A ROBOTAXI FLEET. FIRST WE HAVE SOME STOCKS TO WATCH BEFORE THE MARKET OPENS. ROMAINE: KEEP AN EYE ON THE CHIP STOCKS. TSMC RAISING ITS OUTLOOK AND THAT IS BOOSTING TECH STOCKS ...

Partnerships & Innovation - Uber is partnering with Lucid and Nuro to launch robotaxis in 2026 [1] Industry Focus - The report highlights Uber's strategic moves in the robotaxi sector [1]

Core Viewpoint - Lucid Motors' stock surged over 40% following the announcement of a partnership with Uber to launch a new autonomous taxi service, positioning itself as a competitor to Tesla [2][5][11]. Group 1: Partnership and Investment - Uber will invest $300 million in Lucid as part of their collaboration to develop autonomous taxi services [10]. - The partnership aims to deploy over 20,000 Lucid vehicles equipped with Nuro Driver's Level 4 autonomous driving system within six years [9]. - The first prototype of the Lucid Nuro autonomous taxi has already been tested in Las Vegas [9]. Group 2: Market Context - The announcement coincided with a general rise in U.S. stock indices, indicating a positive market sentiment [3]. - The Nasdaq China Golden Dragon Index saw significant gains, reflecting a broader interest in electric vehicle companies [4]. Group 3: Competitive Landscape - The collaboration between Uber, Lucid, and Nuro is part of a growing trend in the Robotaxi sector, where Waymo currently leads the market [11]. - Uber previously partnered with Waymo for Robotaxi deployments in Austin and Atlanta, showcasing its ongoing commitment to autonomous vehicle technology [12]. Group 4: Regulatory Environment - Tesla is facing regulatory challenges in California regarding its autonomous taxi service expansion, highlighting the competitive pressures in the autonomous vehicle market [16].

美国电动汽车制造商Lucid盘前股价 拉升，一度涨超60%，现回落至30%。 优步将投资3亿美元于美国电 动汽车制造商Lucid，作为其Robotaxi合作伙伴关系的一部分。 ...

智通财经7月17日电，美国电动汽车制造商Lucid盘前股价拉升，一度涨超60%，现回落至30%。优步将 投资3亿美元于美国电动汽车制造商Lucid，作为其Robotaxi合作伙伴关系的一部分。 ...

Uber(UBER.N)计划在六年内部署20000辆或更多配备Nuro司机的Lucid车辆。 ...

Partnerships & Investments - Uber 与 Nuro 合作，可能涉及自动驾驶送货领域的拓展 [1] - Uber 向 Lucid 投资 3 亿美元，旨在推出高端 robotaxi 服务 [1] Robotaxi Service - Uber 计划推出高端 robotaxi 服务 [1]

Tariffs Impact - Lucid CEO warns that tariffs imposed by President Trump will increase automobile manufacturing costs, even within the US [1]

Core Viewpoint - The study by Geotab indicates that driving speed significantly impacts the range of electric vehicles (EVs) more than high temperatures, especially during long-distance travel [3][4][12]. Group 1: Impact of Speed on EV Range - Geotab's research shows that in the speed range of 50-80 mph (80-128 km/h), the reduction in range can be as high as 39% due to increased air resistance compared to the impact of air conditioning [8][10]. - For a vehicle with a 65 kWh battery, driving at 50 mph (80 km/h) in 86°F (30°C) conditions results in a range of 143 miles (approximately 230 km), which decreases to 88 miles (141 km) at 80 mph (128 km/h) [8][10]. - Aerodynamically efficient electric sedans experience a 28% reduction in range within the same speed range under similar temperature conditions [10]. Group 2: Physics Behind Energy Consumption - The increase in energy consumption at higher speeds is attributed to the square relationship of air resistance to speed, meaning that doubling the speed requires four times the energy to overcome wind resistance [11]. - Geotab's sustainability manager emphasizes that reducing speed by 10-15 mph (16-24 km/h) can extend the range by 20% to 30%, depending on the vehicle type [11]. Group 3: Temperature Effects on EV Range - High temperatures have a more pronounced effect on range at lower speeds, where air resistance is less significant, making the energy consumption of air conditioning more impactful [12]. - At 95°F (35°C), the average range of EVs can decrease by 17% compared to 75°F (24°C) [12]. Group 4: Practical Tips for Extending Range - Geotab suggests several methods to extend range without sacrificing comfort, such as reducing speed, pre-conditioning the vehicle while plugged in, and using air conditioning efficiently [15][16][17]. - Avoiding rapid acceleration and deceleration, parking in shaded areas, and refraining from fast charging in extreme heat can also help maintain battery performance [19][20]. Group 5: Addressing Range Anxiety - The findings aim to alleviate range anxiety among EV users by providing insights into factors affecting range and practical strategies to manage them [22].

Market Trends - BNP Paribas predicts Rivian and Lucid shares will rise due to potential benefits from President Trump's tax and spending bill ending electric vehicle tax credits [1] Policy Impact - The potential elimination of electric vehicle tax credits under President Trump's bill is expected to positively impact Rivian and Lucid [1]