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Uber: Market Is Likely Pricing It Wrong By Ignoring Its Platform Moat
Seeking Alpha· 2026-02-20 15:13
The market has truly turned very gloomy on the prospects of Uber Technologies, Inc. ( UBER ) in this autonomous driving race that could define the long term winnersJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 50 ...
Mobileye Global Inc. (MBLY) Strengthens Global ADAS Leadership
Yahoo Finance· 2026-02-19 19:42
Mobileye Global Inc. (NASDAQ:MBLY) is one of the best debt-free mid-cap stocks to buy according to hedge funds. On February 10, analysts at Oppenheimer reiterated an Outperform rating on Mobileye Global Inc. (NASDAQ:MBLY). Mobileye Global Inc. (MBLY) Strengthens Global ADAS Leadership The positive stance comes on Mahindra selecting Mobileye Global as its tier 1 tasked with supplying both Super Vision and Surround ADAS (Advanced Driver Assistance Systems) solutions to the automaker. The system will be pow ...
Tesla: As institutional investors sell stock, retail investors pile in
Yahoo Finance· 2026-02-19 16:54
Call it the latest tug-of-war between Tesla (TSLA) bulls and bears. But this time, it's institutional versus retail investors. Tesla stock is down 9% thus far in January, testing investors' mettle, with the broader market flat for the year but prone to big swings. The recent sell-off in software stocks has market investors, both big and small, recalibrating. The big debate: whether the bet on Tesla's AI and autonomous ambitions for the future trumps short-term pain stemming from its slowing automotive ...
New York hits the brakes on robotaxi expansion plan
TechCrunch· 2026-02-19 16:53
Waymo’s big chance to bring its robotaxis to the state of New York has been thwarted — for now. New York Governor Kathy Hochul withdrew a proposal that would have amended vehicle and traffic laws to effectively legalize robotaxis in the state outside of New York City. Hochul spokesperson Sean Butler confirmed to TechCrunch that the proposal has been pulled. “Based on conversations with stakeholders, including in the legislature, it was clear that the support was not there to advance this proposal,” Butler ...
Tesla takes a swipe at Waymo after it denies its robotaxis are driven by remote workers in the Philippines
Business Insider· 2026-02-19 16:30
Tesla and Waymo's battle to win the robotaxi race is getting catty. In regulatory comments published on Wednesday, Tesla said it only hired US-based human helpers to assist its robotaxis when they get stuck, after Waymo came under fire for using remote workers in the Philippines to guide their autonomous vehicles out of sticky situations.The two robotaxi rivals have been engaged in regulatory sniping as they jockey to shape California's new autonomous vehicle regulations. In comments submitted to the stat ...
Aurora Innovation, Inc. (AUR) Strengthens Self-Driving Truck Network and Safety Record
Yahoo Finance· 2026-02-19 08:42
Aurora Innovation Inc. (NASDAQ:AUR) is one of the best stocks to buy and hold for the next 6 months. On February 12, Cantor Fitzgerald reaffirmed its Overweight rating and $12 price target on Aurora Innovation (NASDAQ:AUR), citing strong progress in autonomous trucking. Aurora Innovation, Inc. (AUR) Strengthens Self-Driving Truck Network and Safety Record The firm noted Aurora’s 4.5 million autonomous miles, including 250,000 driverless miles since April, positioning the company as a leader in self-drivi ...
Mahindra Selects Mobileye’s (MBLY) EyeQ6 ADAS for Future Vehicle Lineup
Yahoo Finance· 2026-02-19 00:43
Mobileye Global Inc. (NASDAQ:MBLY) is one of the best single digit stocks to buy according to analysts. Entering 2026, Mobileye appears well-positioned, supported by new program wins and partnership expansions. The company recently highlighted its new high-volume Surround ADAS program win with a major U.S. OEM alongside progress on its robotaxi services with Volkswagen. More recently, on February 10, Mahindra & Mahindra Ltd. selected Mobileye’s SuperVision and Surround ADAS platforms for at least six fut ...
Polestar Automotive (NasdaqGM:PSNY) Update / briefing Transcript
2026-02-18 13:02
Polestar Automotive (NasdaqGM:PSNY) Update / briefing February 18, 2026 07:00 AM ET Company ParticipantsAnna Gavrilova - Head of Investor RelationsFredrika Klarén - Head of SustainabilityGiacomo Reghelin - Equity Research Senior AssociateMichael Lohscheller - CEOPhilipp Römers - Head of DesignStephanie Johansson - HostNone - Video NarratorConference Call ParticipantsAndres Sheppard - Managing Director and Senior Equity AnalystCamille Obeid - Equity Research AnalystStephanie JohanssonHello, everyone, and wel ...
MCNEX Launches Industry's First Automotive-Grade QHD Front-and-Rear Cameras over Unshielded Cables & Connectors, Based on Valens Semiconductor's VA7000 A-PHY Chipsets
Prnewswire· 2026-02-18 13:00
MCNEX Launches Industry's First Automotive-Grade QHD Front-and-Rear Cameras over Unshielded Cables & Connectors, Based on Valens Semiconductor's VA7000 A-PHY Chipsets [Accessibility Statement] Skip NavigationThe cameras allow OEMs to reduce harness cost by operating over the simplest channels, including UTP and low-cost Coax, while retaining high-resolution imaging; MCNEX also introduces to market a 4K rear camera based on A-PHYSEOUL, South Korea and HOD HASHARON, Israel, Feb. 18, 2026 /PRNewswire/ -- MCNEX ...
Tesla’s Austin Robotaxis Report 14 Crashes in First Eight Months
Insurance Journal· 2026-02-18 05:25
Tesla Inc.’s robotaxis have been involved in over a dozen crashes in Austin since service began, according to reports the carmaker has made to regulators.The electric vehicle maker has said its nascent robotaxi business has been involved in 14 crash incidents in about eight months, according to data sent to the National Highway Traffic Safety Administration. A federal order requires carmakers to report when automated driving systems are involved in certain crashes. Tesla launched its limited robotaxi servic ...