Key Takeaways Cadence Q3 revenues grew 10.2% y/y to $1.339B, generating $277M in free cash flow from expanding demand.CDNS used its strong balance sheet to pursue M&A and continue an active share buyback plan.Cadence expects $5.26-$5.29B in revenues in 2025 and plans to use at least 50% of free cash flow for buybacks.Cadence Design Systems Inc. ((CDNS) is well-positioned to gain from the rising demand for its solutions, especially the AI-driven portfolio, amid robust design activity and strong customer spen ...

Welcome to Morning Brief presented by Robin Hood, the home to commission free trading. I'm Yahoo Finance executive editor Brian Sazy. Let's fire up three things you need to know on this day after Christmas trading session.First up, I remain on Santa Claus rally watch as the Grinch may not rip this from the mouths of the bulls. Stocks flirting with fresh records as the Santa rally period is now underway. A little news you can use here.Stocks have enjoyed a Santa Claus rally in nearly 80% of the last 50 years ...

Core Insights - Investor Ross Gerber has shared his experiences with Tesla's Full Self-Driving (FSD) system, particularly highlighting its limitations in adverse weather conditions [1][2][3][4]. Group 1: FSD System Performance - Gerber reported that the FSD system version 14.2.1.25 on his Cybertruck did not function properly in the rain, displaying a prompt indicating "Autopilot Visibility Limited" [2][3]. - He emphasized that the issue was not due to dirt on the camera but rather the rain itself, questioning Tesla's plans if the FSD system struggles in such conditions [3][4]. Group 2: Tesla Leadership and Developments - Tesla CEO Elon Musk claimed to have experienced autonomous driving in a Robotaxi without a safety monitor, which aligns with the company's goal of deploying driverless operations by the end of the year [5]. - A Tesla Robotaxi was recently observed testing autonomously in Austin, indicating progress towards achieving full autonomy [5]. Group 3: Market Performance - Tesla's stock (TSLA) experienced a slight decline of 0.11%, closing at $485.03 during after-hours trading [6]. - The company is noted to perform well on Momentum and Quality metrics, although it is rated poorly on Value [6].

Waymo is rolling out a fleet-wide software update after a massive San Francisco power outage exposed a critical bottleneck in its autonomous system — forcing the Alphabet-owned company to halt robotaxi service as driverless cars stalled at darkened intersections across the city.The update is designed to help Waymo’s self-driving software better recognize and respond to large-scale power outages, allowing vehicles to move through dark intersections more decisively without overwhelming the company’s remote hu ...

Dan loves tech. Dan, good to see you. Don't know where to start, so I'm going to start on Nvidia.Uh I mentioned at the top we're seeing uh the bulls return to Nvidia. Uh not in a big way, but I would say in a nice way. What's the play there.>> Look, I think the reality is China is going to reopen, you know, for Nvidia. And I think that's something that wasn't necessarily factored in fully. I think investors are realizing it's a big change in the bellway.And look s the reality is the there's one chip in the ...

Electric vehicle (EV) giant Tesla (TSLA) is heading toward the end of 2025 on a surprisingly strong footing, despite a year filled with speed bumps. Political noise tied to CEO Elon Musk, a cooling EV market in key regions, and intensifying global competition have all weighed on sentiment at various points. And yet, investor confidence has remained resilient. In fact, TSLA shares are currently trading near record highs as investors continue to look past near-term headwinds and focus squarely on what’s comi ...

Core Viewpoint - Tesla is shifting its focus from electric vehicles (EVs) to AI technologies, creating an opportunity for Rivian Automotive to emerge as a leading EV stock [1] Group 1: Rivian's Market Position - Rivian is gaining brand recognition and is consistently ranked among the top EVs available [2] - The company is preparing to launch its R2 vehicle lineup in early 2026, targeting a starting price around $45,000 [5] Group 2: Financial Performance - Rivian reported a revenue growth of 78% in its latest quarterly release, despite being down nearly 79% from its market debut in 2021 [5] - Rivian's stock has increased nearly 69% year to date, indicating positive market sentiment [7] Group 3: Competitive Analysis - Rivian's stock is currently trading at a more reasonable price compared to Tesla, which has a price-to-earnings ratio over 300 and is near its 52-week high of $495 [4] - Analysts are becoming more confident in Rivian's direction, suggesting it may be a better investment choice than Tesla at this time [6]

Group 1: Nvidia and the Chinese Market - Nvidia's access to the Chinese market is crucial, with potential annual sales estimated at $20 billion, which could impact competition with Huawei and other Chinese firms [2][4] - The demand for Nvidia's video chips in China is significant, as they are seen as superior compared to alternatives [3][6] - Nvidia is currently viewed as a leader in the chip market, with expectations of continued growth and dominance in the coming years [6][7] Group 2: Data Center and Energy Challenges - The construction of data centers is rapidly increasing, but there are concerns about capacity constraints related to energy and water usage [9][11] - The energy sector is identified as a major constraint for the ongoing technological revolution, with a focus on clean energy solutions [14][15] - The U.S. is facing challenges in technology competition with China, particularly in energy governance and innovation [13][14] Group 3: Tesla and Autonomous Vehicles - Tesla is projected to have 10 million vehicles on the road by next year, indicating strong market presence despite ongoing challenges [18] - The company is focusing on autonomous driving technology, with expectations for mainstream adoption of robotaxis by 2026 [20][21] - Tesla's future success is tied to advancements in robotics and autonomous technology, which are seen as critical battlegrounds for investors [19][21]

A very serious situation here. A number of complaints to the National Highway Traffic Safety Administration. How big of a deal is this for Tesla.It seems to have a cult following as a, you know, for vehicles and for owners. The idea of this risk, how big of a deal is it. >> Well, look, you know, every accident is regrettable and tragic.But I will say that number one, what you pointed to, there are emergency backup systems and there are ways to manually open the vehicles, both the front and back door. from w ...

Core Viewpoint - A power outage in San Francisco caused Waymo's robotaxis to stall, prompting an investigation by the California Public Utilities Commission [1][2] Group 1: Incident Details - During the power outage, approximately 130,000 Pacific Gas & Electric customers were affected, leading to Waymo halting its ride-hailing services [2] - Footage showed multiple Waymo robotaxis stopped in intersections, causing traffic congestion [2] - Waymo stated that the power outage resulted in significant gridlock, with non-functioning traffic signals and transit disruptions [6] Group 2: Company Response and Operations - Waymo resumed its robotaxi service in the area following the incident [5] - The company emphasized its commitment to ensuring technology adapts to traffic flow during such events [6] - Waymo has been operating driverless vehicles in San Francisco since 2022 and opened rides to the public via its app last year [7] Group 3: Historical Context and Challenges - Waymo launched its autonomous ride-hailing service in Phoenix in 2018 and has expanded to other cities, including Austin and Atlanta [7] - The company faced setbacks, including a software recall affecting over 1,200 vehicles and a previous incident involving a Waymo car that killed a cat, which drew public backlash [8]