I fail to understand this, despite being a savvy technology expert, an experienced public company CEO/Chairman, and a successful investor. How can Elon Musk repeatedly make unrealistic promises that Tesla, Inc. ( TSLA ) investors believe, breakAuthor of Autonomous Vehicles: Opportunities, Strategies, and Disruptions. Michael E. McGrath is a proven expert on the strategies of technology-based companies. He has researched autonomous vehicles for the last 3 years, leading to the original publication of this bo ...

(Reuters) -Grab Holdings will invest $60 million in remote driving firm ​Vay Technology, the Singaporean firm said ‌on Monday, sending its shares up more than 6% ‌in premarket trading. The company is trying to leverage its ride-hailing platform to tap into autonomous vehicles, which are largely seen as the future ⁠of mobility and a ‌potential disruptive force for companies such as Grab and Uber. "The future of ‍mobility in Southeast Asia will be a hybrid model that relies on the expertise of our driver-p ...

Core Insights - Alphabet has demonstrated impressive growth with a 20.84% annual compound growth rate over the past 15 years, significantly outperforming the S&P 500 index [1] - The company currently has a market capitalization of $3.4 trillion, raising questions about its ability to sustain high performance for new investors [1] Growth Avenues - Alphabet's primary business is its search engine, Google, which generates substantial advertising revenue and maintains a strong market position due to deep network effects and brand strength [1][2] - The company is adapting to challenges from AI chatbots, ensuring that its search business remains a key long-term growth area [2] - Alphabet is also making significant strides in AI and cloud computing, holding the third-largest share in the rapidly growing cloud market, benefiting from high switching costs [2] - The company's streaming services, particularly through YouTube, contribute to its growth via subscription revenue and ad sales, representing another long-term opportunity [4] - Additionally, Alphabet is involved in autonomous vehicle technology, which is gradually gaining traction in major U.S. cities, further diversifying its growth potential [4] Financial Metrics - Alphabet's current stock price is $279.04, with a market cap of $3,365 billion [3][4] - The stock has a gross margin of 59.18% and does not offer a dividend yield [4]

Core Viewpoint - Tesla shareholders have shown significant confidence in CEO Elon Musk by approving a controversial pay package worth approximately $1 trillion, which is entirely performance-based and tied to ambitious market cap and operational goals [2][3][4] Group 1: Pay Package and Performance Goals - Musk's pay package is one of the largest ever conceived, structured across 12 tranches linked to aggressive targets [3] - To unlock the full payout, Tesla's adjusted EBITDA must increase 25 times to $400 billion by 2035, and the market value must reach $8.5 trillion, up from over $1.5 trillion currently [4] - Additional targets include selling 20 million vehicles, achieving 10 million active Full Self-Driving subscriptions, operating 1 million robotaxis, and delivering 1 million humanoid robots by 2035 [4][5] Group 2: Current Business Challenges - Tesla's core electric vehicle (EV) business is facing challenges, with a 13% year-over-year sales decline in both Q1 and Q2 of 2025, following its first-ever annual delivery decline in 2024 [7] - The sales downturn is particularly pronounced in Europe, and Tesla's automotive margins are under pressure due to price cuts, high costs, and tariffs [7][10] - The brand's appeal has diminished, and the EV market is not as robust as it once was, prompting Musk to focus on future technologies like robotaxis and humanoid robots [8][10] Group 3: Future Prospects and Competition - Tesla's future growth is heavily reliant on advancements in artificial intelligence, autonomous vehicles, and robotics, with a vision of creating an ecosystem of self-driving cars and AI-powered robots [5][8] - Current projects, such as robotaxi prototypes and humanoid robots, are still in early stages, with prototypes requiring safety drivers and no orders being taken for humanoid robots yet [9] - Competitors like Waymo are leading in the driverless technology race, and other robotics companies are advancing in automation, presenting significant challenges for Tesla [9] Group 4: Stock Performance and Valuation - Tesla shares have increased approximately 10% year-to-date, underperforming compared to General Motors and Ford, which have seen increases of 32% and 29%, respectively [11] - Tesla's forward price-to-sales ratio stands at 13.93, significantly higher than the industry average, while General Motors and Ford have ratios of 0.35 and 0.32, respectively [11]

Core Insights - Robotics and autonomous vehicles are advancing rapidly due to breakthroughs in AI and semiconductor technology [1] - China is emerging as a significant center for innovation, driven by self-reliance needs stemming from US technology embargos [1] Industry Analysis - The integration of AI and semiconductor advancements is accelerating the development of robotics and autonomous vehicles [1] - China's focus on self-reliance is fostering innovation in various sectors, particularly in technology [1] Experience and Expertise - The analysis reflects over 30 years of experience across diverse industries including airlines, oil, retail, mining, fintech, and ecommerce [1] - The analyst's background includes navigating multiple crises, which enhances the ability to understand and apply new ideas and technologies [1]

Core Insights - Tesla shareholders have shown strong support for CEO Elon Musk, with approximately 75% voting in favor of his performance-based pay package valued at around $1 trillion [1][9] - The pay package is tied to ambitious goals, including a market value of $8.5 trillion and the sale of 20 million vehicles by 2035 [2][9] - Tesla's future growth is expected to rely heavily on advancements in artificial intelligence, autonomous vehicles, and robotics [3][6] Financial Goals - To unlock the full payout of Musk's compensation, Tesla's adjusted EBITDA must increase 25 times to reach $400 billion by 2035 [2] - The company currently has a market value of just over $1.5 trillion, indicating a significant growth challenge ahead [2] Current Business Challenges - Tesla's core electric vehicle (EV) business is facing difficulties, with a 13% year-over-year sales decline in both Q1 and Q2 of 2025 [5] - The company experienced its first annual delivery decline in 2024, and the loss of U.S. EV tax credits may lead to further sales drops [5][10] - Automotive margins are under pressure due to price cuts, high costs, and tariffs, contributing to a cooling demand for EVs [5][10] Future Vision - Musk envisions a future where Tesla's ecosystem includes autonomous vehicles and AI-powered robots, such as robotaxis and humanoid robots [6][10] - However, current projects like robotaxis still require safety drivers, and humanoid robots have not yet begun taking orders, indicating that these innovations are still in early stages [7] Market Position - Tesla shares have risen approximately 10% year-to-date, underperforming compared to competitors like General Motors and Ford, which have seen increases of 32% and 29%, respectively [11] - Tesla's forward price-to-sales ratio stands at 13.93, significantly higher than the industry average, with General Motors and Ford at 0.35 and 0.32, respectively [12]

Core Insights - The demand for AI hardware is expected to drive significant infrastructure spending, with estimates ranging from $3 trillion to $4 trillion by 2030 [2][14] - The iShares Semiconductor ETF focuses on companies that are poised to benefit from this AI infrastructure spending, holding a concentrated portfolio of 30 semiconductor stocks [3][4] - Nvidia, AMD, and Broadcom are the top three holdings in the ETF, collectively accounting for 25% of its value and have shown substantial returns since the AI boom began in early 2023 [4][5] Industry Trends - AI models require increasingly more computing power, with the latest models using up to 1,000 times more tokens than previous generations, leading to higher demand for data center capacity [1] - Nvidia leads the AI data center GPU market, with its latest chips offering up to 50 times the performance of earlier models, indicating strong revenue growth potential [7] - AMD has secured a significant deal with OpenAI, potentially worth $90 billion by 2030, which will enhance its position in the AI hardware market [8] ETF Performance - The iShares Semiconductor ETF has delivered a compound annual return of 11.9% since its inception, with an accelerated return of 27.2% over the past decade due to increased demand for advanced chips [11][12] - Consistent investments in the ETF could yield substantial returns, with projections showing that investing $500 monthly could grow to $1 million in under 30 years, even at a conservative return rate [12][16] - The ETF's top three holdings have achieved a median return of 529% since the start of the AI boom, significantly outperforming the S&P 500 index [4][12] Company Insights - Broadcom provides essential networking equipment that enhances data processing speeds, crucial for AI workloads [9] - Micron Technology supplies high-bandwidth memory solutions used in GPUs from Nvidia and AMD, indicating its importance in the AI hardware ecosystem [10] - Qualcomm is entering the AI data center market, expanding competition among major players like Nvidia and AMD [10]

Wrapping up Q3 earnings, we look at the numbers and key takeaways for the electronic components & manufacturing stocks, including Rogers (NYSE:ROG) and its peers. The sector could see higher demand as the prevalence of advanced electronics increases in industries such as automotive, healthcare, aerospace, and computing. The high-performance components and contract manufacturing expertise required for autonomous vehicles and cloud computing datacenters, for instance, will benefit companies in the space. Ho ...

Lyft reporting better than expected earnings in its latest quarter and the company's now giving upbeat guidance saying that gross bookings should accelerate into the end of the year. Joining us right now is Lyft's CFO Aaron Brewer. Good morning to you.It's nice to see you looking at the stock uh on a nice little move this morning up about 6 and a half close to 7%. You're now at $2142. We were saying if you move that chart back just a little bit.The last time I talked to your CEO I was out in San Fran sittin ...

I can’t wait for Tesla Robotaxis to come to New York City.Faster, cheaper, and safer.$TSLA ...