The ongoing US government shutdown creates significant uncertainty across markets, potentially disrupting economic data releases, federal spending patterns, and investor confidence heading into the critical final quarter of 2025. The shutdown impacts everything from federal employee spending to government contract payments, with defense contractors, government services companies, and regional economies dependent on federal operations facing immediate pressure. The timing is particularly problematic as marke ...

Key Points Lyft is teaming up with Waymo on a new ridesharing service in Nashville. A partnership with May Mobility in Atlanta was also reported. The company has several attractive growth opportunities. 10 stocks we like better than Lyft › Shares of Lyft (NASDAQ: LYFT) were moving higher last month after the No. 2 ride-hailing company took some significant steps in offering an autonomous vehicle service with two key partnerships. Additionally, earlier momentum in the stock seemed to carry over t ...

Lucid (LCID) shares are inching up this morning after the automaker confirmed last week that it has officially entered the autonomous vehicle race, delivering its first electric robotaxi. Investors are cheering the robotaxi announcement as they believe it could prove a milestone that could reshape the electric vehicle firm’s growth trajectory. More News from Barchart Lucid stock has been in a sharp uptrend in September, currently up some 50% versus the start of this month. www.barchart.com What the Ro ...

Group 1: Company Overview - BlackBerry Limited (NYSE:BB) is a Canadian cybersecurity and embedded software company, recognized for its QNX operating system used in advanced driver assistance systems and secure solutions for government and enterprise clients [1][2] Group 2: Financial Performance - As of September 2025, BlackBerry is preparing to release its Q2 fiscal 2026 results, with analysts expecting an EPS of $0.01 and revenues around $122 million, reflecting a 13.8% year-over-year decline due to macroeconomic pressures and challenges in the automotive sector [2] Group 3: Growth Drivers - Key growth drivers for BlackBerry include the expanding adoption of the QNX platform and the launch of QNX Hypervisor 8.0, which allows multiple guest operating systems to run alongside safety-critical workloads, essential for autonomous vehicle production [2] - The Secure Communications segment is gaining momentum through products like Secusmart and AtHoc, with AtHoc achieving FedRAMP High authorization for U.S. federal clients, supported by a strong deal pipeline and major government contracts [4] Group 4: Competitive Positioning - BlackBerry has achieved a significant milestone as the first mobile device management vendor certified by Germany's BSI for its BlackBerry Unified Endpoint Management (UEM) with Apple Indigo and Samsung Knox devices, enhancing its competitive edge in government and critical infrastructure markets [3][4] - The company has raised its full-year revenue guidance, further solidifying its position as a notable player in the cybersecurity and secure communications space [4]

Core Insights - Zoox, an Amazon-owned autonomous vehicle company, has requested a federal exemption to commercially deploy its custom-built robotaxis, which do not have traditional controls like pedals and a steering wheel [1][2] - The National Highway Traffic Safety Administration (NHTSA) is currently reviewing Zoox's application for a temporary exemption from eight Federal Motor Vehicle Safety Standards [2][4] - This request follows significant milestones, including the launch of a free robotaxi service in Las Vegas and a previous exemption granted by the NHTSA for public road demonstrations [3][4] Group 1 - Zoox has submitted a petition for a "555 exemption" and is collaborating with the NHTSA during the exemption process [1] - The NHTSA will publish a notice for public comment after its initial review of Zoox's application [2] - The August exemption allowed Zoox to demonstrate its vehicles on public roads, but the current application aims to expand this to commercial operations [4] Group 2 - The August exemption was part of the NHTSA's expanded Automated Vehicle Exemption Program [5]

Amazon-owned autonomous vehicle maker Zoox is reportedly seeking an exemption from the National Highway Traffic Safety Administration that would allow it to operate as many as 2,500 of its vehicles on roads in the United States.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free ...

Core Viewpoint - Lyft is entering the autonomous vehicle market through a partnership with Waymo, aiming for profitable rides from the outset and challenging Uber's market dominance [1][2]. Group 1: Partnership with Waymo - Lyft's partnership with Waymo is seen as a breakthrough in the rideshare and autonomous vehicle sector, ending Uber's perceived monopoly [2]. - The deal is expected to be profitable per ride from day one, with margin improvements due to Flexdrive and fleet management [3]. - Lyft is launching in a market where Waymo already has a leading position, allowing for the testing of a dynamic supply algorithm to enhance utilization rates [3]. Group 2: Financial Projections and Cost Savings - Lyft plans to invest $10–15 million in capital expenditures for the facility, anticipating a quick payback period [4]. - Pending California legislation could potentially save Lyft hundreds of millions in insurance costs, with current spending at about $6 per ride [5]. - Lyft is projected to generate approximately $24 billion in gross bookings and $900 million in EBITDA by 2027, compared to Wall Street expectations of $25 billion and $830 million [6]. Group 3: Market Position and Growth Potential - Lyft Media is expected to contribute significantly beyond the currently modeled $265 million, moving the company closer to its $1 billion EBITDA target [6]. - Despite challenges, Lyft has exceeded expectations and is considered a strong investment idea, with assets like FreeNow seen as potential growth engines internationally [7].

Group 1 - Innoviz Technologies Ltd. has been selected to supply lidar units for SAE Level 4 autonomous class-8 semi-trucks, marking a significant contract win for the company [2][3] - The contract involves supplying InnovizTwo sensors and developing software modifications for vehicle integration, which highlights the company's capabilities in the autonomous vehicle sector [2][3] - Analysts project a 129% revenue growth for Innoviz as a result of this contract, indicating a strong potential impact on the company's expansion plans [3] Group 2 - Innoviz Technologies specializes in high-performance, solid-state lidar sensors and perception software, primarily targeting the automotive and autonomous vehicle industries [4] - The company's products, such as the InnovizTwo sensor, are designed to create detailed 3D maps of the environment, which are essential for safe autonomous driving [4]

Core Insights - Tesla has received a new permit from Nevada's Department of Motor Vehicles to test its autonomous vehicle technology on public streets, expanding its testing beyond Austin [1] - CEO Elon Musk aims to significantly increase Tesla's service area for autonomous ride-hailing, targeting to cover half of the U.S. population by the end of the year, pending regulatory approvals [2] Regulatory Environment - Testing in Nevada is more straightforward than in California, requiring a testing registry permit and a Certificate of Compliance from the DMV [3] - Companies must maintain $5 million insurance coverage and report any traffic incidents to the DMV within 10 days [4] Industry Activity - Nevada is becoming a hub for autonomous vehicle testing, with companies like Motional, Lyft, and Nuro already active in the state [5] - Zoox has launched its robotaxi service in Las Vegas, offering free rides until it receives regulatory approval to charge fees [7] Future Steps for Tesla - To operate a commercial robotaxi service in Nevada, Tesla will need additional approval from the Nevada Transportation Authority [8]

Core Insights - Beamr Imaging Ltd. has launched its video compression solution targeting the autonomous vehicle (AV) market, engaging in multiple successful Proof of Concepts (PoCs) with over 80 AV companies [1][2][4] - The company aims to address the challenges of managing massive video data, which is growing rapidly, by offering GPU-accelerated compression solutions [2][4] - Beamr's technology is expected to deliver significant cost savings in storage, network, and model training, enhancing operational scalability and competitive advantage in the AV sector [4][5] Financial Performance - Revenue for the first half of 2025 increased by 7% to $1.07 million compared to $1.0 million in the same period of 2024, driven by new customer acquisitions [14] - Gross margin decreased to 86% from 91.5% year-over-year, primarily due to amortization of capitalized software costs [14] - Research and development expenses rose by 104% to $2.04 million, attributed to increased personnel and professional fees [14] - Selling and marketing expenses surged by 242% to $1.06 million, reflecting higher salaries and increased investment in AV market initiatives [14] - Net loss for the first half of 2025 was $3.18 million, compared to a net loss of $1.96 million in the same period of 2024, mainly due to rising operating expenses [19] Market Engagement - Beamr has strengthened its presence in key verticals where video is essential, participating in six major industry events and over 180 meetings with customers and partners [5][6] - The company has expanded partnerships in media, entertainment, and user-generated content, enhancing its value proposition with large-scale GPU-accelerated video encoding [6][12] - Beamr's participation in industry events, including NVIDIA GTC and NAB Show, has led to increased interest and engagement from AV companies [11][12][13] Strategic Initiatives - The company is focused on advancing its activities in the second half of 2025, with expectations of converting prospects into significant revenue growth [15][19] - Beamr's innovative technology, backed by 53 patents, is recognized for its ability to reduce video file sizes by up to 50% while maintaining quality [17][18]