The robotaxi fight just stopped being polite. The debate is no longer about whether autonomy works — the question now is who owns the economics of the future ride-hailing market. And as Tesla Inc (NASDAQ:TSLA) , Alphabet Inc‘s (NASDAQ:GOOG) (NASDAQ:GOOG) Waymo, and Uber Technologies Inc (NYSE:UBER) collide, the battlefield is shifting from engineering milestones to business models that can scale profitably.Track TSLA stock here.Tesla: Narrative As A WeaponTesla is back, shaking the table. The company says i ...

Core Viewpoint - Chinese autonomous driving developer Momenta has confidentially filed for an initial public offering (IPO) in Hong Kong, shifting from its previous plans to list in New York due to rising U.S.-China tensions [1][2]. Company Summary - Momenta is a leading Chinese supplier of advanced driving assistance system features, comparable to Tesla's self-driving technology, which operates under human supervision in urban traffic [4]. - The company is backed by notable investors, including Japan's Toyota Motor and German auto parts supplier Bosch [3]. Industry Summary - The Hong Kong stock exchange has experienced its best year for new listings since 2021, raising a total of $32 billion by mid-November, which represents an increase of over 200% compared to the previous year [4]. - The shift of companies like Momenta to Hong Kong reflects a broader trend among Chinese firms opting for listings in Asia amid regulatory challenges in the U.S. [2].

Michael Bur, the investor known for predicting the housing meltdown, is taking aim at Tesla. In his new Substack, Bur details his critique of the EV makaker valuation. Yahoo Finances Pro Romanian joins us now with the details.So, Pros, Michael Bur saying Tesla is overvalued. He slammed Musk's pay package. Yeah.What is the overarching theme to this thesis here from Bur. >> Well, I think it's just attacking another richly valued stock like you said, right. He said that, you know, in a in a post about the trag ...

Core Viewpoint - BofA Securities initiated coverage on WeRide Inc. with a Buy rating and a price target of $12 per ADR [1] Group 1: Company Overview - WeRide is described as an emerging global provider of Level 4 autonomous-driving solutions [2] - The company is projected to significantly expand its fleet and achieve profitability by 2029 [2] Group 2: Growth Catalysts - Key catalysts for growth include a broader international rollout of robotaxi operations supported by strategic partnerships and first-mover advantages [2] - Improved profitability in China is expected as the company scales its operations [2] - Accelerated adoption of WeRide's robobus, robovan, and robosweeper offerings is anticipated, all integrated within the WeRide One platform [2] Group 3: Valuation Methodology - BofA's price target of $12 per ADR is based on an average of price-to-sales (P/S) and discounted cash flow (DCF) valuation methodologies [3] - The equivalent target for Hong Kong-listed shares is HKD 31 [3]

RT Captain Hype 🦊 🇺🇦 ❤️ (@Captn_Hype)Tesla FSD supervised arrived in Germany…. 😍And it is super cautious! It was realizing the woman on the right making a move in the direction of the road. She was not aware of the situation as she looked into her mobile phone. Model 3 stopped and let her pass the road…Quite defensive and safe behavior. ...

Valued at a market cap of $2.8 billion, WeRide (WRD) provides autonomous driving products and solutions for mobility, logistics, and sanitation industries. Its product categories include robotaxis, robobuses, robovans, and robosweepers. The China-based company also offers advanced driver-assistance system solutions, and the WeRide Go app, an online ride-hailing platform. WeRide stock rose nearly 15% last week after the autonomous vehicle company delivered explosive third-quarter results, demonstrating its ...

RT Tesla Owners Silicon Valley (@teslaownersSV)Just took another Tesla Robotaxi in San Jose – straight to Just Tires on Blossom Hill Rd.No human input, only supervision, perfect drop-off.And yeah… still 10–20% cheaper than Uber or Lyft for the exact same trip. No tip, no surge, or BS.South Bay people, your wallet is about to love Robotaxi 🤖🚕 ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on three transformative technology trends: humanoid robots, autonomous driving, and quantum computing, which are expected to significantly impact the global economy [3][6][12]. Core Insights and Arguments - **Quantum Computing**: - Transitioning from research to commercial trials, with potential to outperform classical supercomputers [15][18]. - HSBC's trial with IBM demonstrated a 34% increase in prediction accuracy for client requests in the European corporate bond market [17]. - Venture capital investments in quantum computing exceeded USD 3 billion in 2025, indicating growing interest [18]. - **Artificial Intelligence (AI)**: - Companies adopting AI are outperforming, with a US adoption rate of 48%, nearly double that of Europe at 25% [21][22]. - Positive sentiment in US corporate guidance, particularly in sectors like Healthcare, Real Estate, and Tech [21]. - European companies are more cautious in AI adoption, which may delay productivity gains compared to the US [26][27][28]. - **Autonomous Driving**: - In China, the autopilot penetration rate increased from 14% in Q4 2024 to 24% in the first eight months of 2025, driven by policy support and car adoption [33]. - Robotaxis are nearing commercialization, with fleet expansion expected from thousands to tens of thousands by 2026, although current penetration remains below 1% [34]. - **Humanoid Robotics**: - Progress is slower, with significant advancements required in model training and supply chain validation [35]. Additional Important Insights - The combination of these technologies could add over 1.5 percentage points to annual productivity growth in the US by the mid-2030s [9]. - The potential for job displacement is significant, particularly in sectors like driving and delivery, raising concerns about the broader economic impact [10][11]. - The report highlights the disparity in AI adoption and its effects on stock market performance, suggesting that while larger firms may benefit, smaller firms and certain workers could be left behind [11]. Trade and Economic Context - Ongoing tariff uncertainties and trade negotiations, particularly between the US and China, continue to shape the economic landscape [46][47]. - China's exports remain competitive despite tariffs, with a strategic shift towards balancing imports and exports [50][51]. This summary encapsulates the key themes and insights from the conference call, providing a comprehensive overview of the current state and future potential of transformative technologies and their economic implications.

RT Dirty Tesla (@DirtyTesLa)I am blown away by my first FSD snow drive with 14.2.1FSD now goes slower in snow, even in Mad Max. FSD seems to keep tires in the tire tracks 😳 never happened before. FSD can obviously see the snow and drive appropriatelyMore proof the car is actually "smart" now. Just wow https://t.co/uTpopASmaf ...

Robotaxi Performance & Cost - Tesla Robotaxi 在圣何塞的运营无需人工干预，仅需监督，且能完美完成投放 [1] - Robotaxi 的价格比 Uber 或 Lyft 便宜 10-20% [1] User Experience - Robotaxi 服务没有小费和溢价 [1] - 南湾地区的居民将因 Robotaxi 服务而节省开支 [1]