Tesla Inc (NASDAQ:TSLA) has posted its 13th consecutive month of declining sales in Europe while rival BYD Company (OTC:BYDDY) more than doubled its market share.Tesla’s European CollapseTesla’s new car registrations across the EU, UK and EFTA fell 17% year-on-year in January to just 8,075 units. Market share slipped to 0.8%, down from 1% a year earlier.But registrations only capture one month’s snapshot. Actual sales tell a darker story. Across 13 European markets, Tesla’s sales volume has dropped roughly ...

Tesla and German union IG Metall reached agreement on Thursday to settle a dispute over a meeting of the works council at the carmaker's plant outside Berlin earlier this month, the union said in a st... ...

Tesla Inc.‘s (NASDAQ:TSLA) Robotaxi in Austin is cheaper when compared to its rival,  Alphabet Inc.'s (NASDAQ:GOOGL) (NASDAQ:GOOG) Waymo.2x Cheaper Than RivalIn a new research note released on Thursday, analysts from investment bank Jeffries analyzed ride-hailing services from Tesla and Waymo, taking over 15 rides in a Tesla and over 19 rides in Waymo. Analysts found that Tesla offered just 2 of the 15 rides without a safety driver and that they also failed to book a ride due to unavailability over 25% of t ...

For more than a year, Elon Musk has repeatedly said Tesla is months away from launching a driverless robotaxi service in California – once state regulators give their blessing. ...

Xpeng Inc. (NYSE:XPEV) is set to break ground on its new humanoid robot factory in China as robotics takes center stage in the global tech industry.End Of 2026 Production GoalThe company will begin work on its 1.18 million sq. ft. facility in Guangzhou, China, in the first quarter this year and is targeting large-scale production of its IRON humanoid robot by the end of the year, CnEVPost reported on Wednesday.The move comes as Xpeng plans to address insufficient training data and production headwinds relat ...

Ross Gerber, co-founder of investment firm Gerber Kawasaki, issued a stern warning on Wednesday regarding the safety of Tesla Inc.'s (NASDAQ:TSLA) autonomous driving software.Gerber's comments come on the heels of a legal setback for the EV maker involving its Autopilot system.Mad Max's Safety ConcernsIn a post on Wednesday on X (formerly Twitter), Gerber addressed backlash from Tesla supporters while doubling down on his safety concerns."Tesla people seem triggered that I think it's a bad idea to have a se ...

Core Insights - Legacy automakers are transitioning from reliance on vehicle sales to developing software and subscription ecosystems, which provide higher-margin, recurring revenue streams [1] General Motors - General Motors is building a software and subscription ecosystem centered around OnStar, which reached a record 12 million subscribers, including over 120,000 Super Cruise subscribers, reflecting approximately 80% year-over-year growth [2][3] - OnStar generates subscription-based revenues, creating more stable cash flow, with management expecting software and services revenues to increase by about $400 million this year and deferred revenues projected to reach $7.5 billion, up roughly 40% year-over-year [3] - GM plans to expand its Super Cruise system and introduce a second-generation software-defined vehicle architecture in 2028, which will enhance over-the-air capabilities and support advanced driving features [4][5] Ford - Ford is focusing on commercial customers through its Ford Pro unit, offering tools and services that enhance fleet operations [6] - Paid software subscriptions grew by 30% in 2025, with total paid subscriptions surpassing 1.3 million, up 53% year-over-year [7] - Software and physical services now account for 19% of Ford Pro's EBIT, with high-margin software gross margins above 50%, indicating potential for significant growth [8][9] Tesla - Tesla's software strategy emphasizes Full Self-Driving (FSD) with a shift to subscription-based monetization, as monthly subscriptions to FSD more than doubled in 2025 [12][15] - The transition to subscription-only for FSD aligns with Tesla's long-term financial goals, providing steady cash flow compared to one-time purchases [13] - Tesla aims to reach 10 million active FSD subscriptions over the next decade, with significant incentives tied to this metric for CEO Elon Musk [14]

Group 1 - The technology stock trade has faced challenges in 2026, primarily due to fears surrounding artificial intelligence disruptions and a shift in investor interest towards lagging sectors [1] - The S&P 500 technology sector has declined by 3.5% year-to-date, marking its worst start since 2022 [1] - Software companies have been particularly affected, with the S&P 500 software and services index down 23% in 2026, the worst start on record for this group [1] Group 2 - Nvidia's upcoming quarterly report is seen as a critical test for the tech sector, as it is a key player in AI and its results could significantly impact the industry [1] - The semiconductor and hardware sectors have shown resilience, with gains of 7% and over 4% respectively in 2026, contrasting with the struggles of software companies [1] - The "Magnificent Seven" group of megacap stocks, including Nvidia, has had a mixed performance in 2026, with Nvidia being the best performer, up over 3%, while Microsoft has dropped nearly 20% [1] Group 3 - Despite the tech sector's struggles, it remains crucial for major benchmark indexes, holding a 33% weighting in the S&P 500, making it difficult for indexes to rise significantly without tech's support [1] - Other sectors such as materials and energy have performed well, with both climbing over 20% since the tech sector peaked in late October 2025 [1] - The overall market has remained relatively unchanged since late October, indicating that the tech sector's performance is pivotal for broader market movements [1]

Jason Kwon, the Chief Strategy Officer of OpenAI, took to X to express his thoughts on the recent dismissal of a lawsuit filed by xAI against OpenAI. The lawsuit, which alleged that OpenAI orchestrated a scheme to poach eight xAI employees in 2025 to steal its trade secrets and source code, was dismissed by a U.S. district judge.Judge Dismisses Lawsuit, Citing Lack of EvidenceIn a post on Tuesday, Kwon suggested that the lawsuit was a reaction to Musk’s “0% chance of success” comment when he left OpenAI. Th ...

Tesla just made a major decision signaling just how serious Elon Musk is taking the company's artificial intelligence (AI) ambitions.When Apple (AAPL +2.28%) introduced the iPhone in 2007, the company struck a chord. The idea of combining productivity features from its computers with music, photography, and other applications gave birth to a device no one knew they needed: a phone that is also an on-the-go, handheld computer.The iPhone has undoubtedly become a revolutionary product for Apple as the device t ...