watch nowRobotaxis felt like science fiction just a decade ago, but this year, autonomous vehicles became a commonplace option for paying passengers across big cities in the U.S. and parts of Asia.Alphabet-owned Waymo kept expanding and dominates the robotaxi market in the U.S., though rivals Tesla and Amazon-owned Zoox also launched the first versions of their services in 2025. Meanwhile, Baidu-owned Apollo Go dominated in China. Some parents are now sending teens to schools and activities in Waymos, and w ...

Investors Gene Munster of Deepwater Asset Management and Gary Black, managing director at The Future Fund LLC, have shared their thoughts on Ford Motor Co.'s (NYSE:F) recent EV pullback.Gene Munster Thinks Ford's EV Pullback Is Good News For TeslaThe investor, sharing his thoughts in a post on the social media platform X on Monday, said that the news could be beneficial for Tesla Inc. (NASDAQ:TSLA) . "Ford in full retreat from EVs," Munster said, adding that it could be difficult to build autonomous vehicle ...

Core Viewpoint - Uber Technologies has experienced a 10% decline in stock price over the past month, attributed more to market sentiment than its strong fundamentals, despite reporting robust Q3 results [2][3] Financial Performance - Uber reported high-teens revenue growth and adjusted EBITDA exceeding $1.2 billion in Q3, with double-digit growth in gross bookings and increased monthly active users [3] - The stock price fell post-earnings, indicating investor concerns about future growth rather than the strong quarterly performance [3] Market Context - The broader tech sector has also faced declines, with high-growth companies experiencing drops between 8% and 15% [2] - Regulatory challenges, particularly in Europe, pose significant risks that could impact costs and margins in the upcoming year [3] Growth Opportunities - Uber has substantial long-term growth drivers, particularly in underpenetrated suburban U.S. markets, which could generate billions in additional annual bookings [4] - Delivery operations are expanding, supported by increasing order frequency and new service categories, alongside long-term initiatives in autonomous vehicles and AI-enhanced routing [4] Valuation and Investment Outlook - Currently priced around $84, Uber's stock trades at more reasonable cash-flow and earnings multiples compared to similar growth companies [5] - The stock may experience volatility due to regulatory news and tech sector fluctuations, but for long-term investors, the current decline makes Uber more appealing as fundamentals strengthen [5]

Market Domination host Jared Blikre monitors the day's stock market moves leading up to the closing bell on December 12, 2025. Rivian CEO RJ Scaringe sits down with Yahoo Finance's senior autos reporter Pras Subramanian to expand upon the EV maker's latest plans for full-self driving features and its newly announced AI chips that will be manufactured in-house. Morgan Stanley senior fixed income portfolio manager Vishal Khanduja shares his outlook on fixed-income markets heading into 2026. About Yahoo Financ ...

Market Overview - The global robotaxi market is projected to reach $45.7 billion by 2030, with a CAGR of 91.8% from 2023 to 2030 [1] LYFT's Strategy and Partnerships - Lyft is establishing a strong presence in the robotaxi market through strategic partnerships, allowing it to avoid significant R&D expenses [2] - Lyft has partnered with Alphabet's Waymo to bring fully autonomous ride-hailing services to Nashville by 2026, utilizing Lyft's fleet-management capabilities [3][4] - Additional partnerships with May Mobility, Mobileye Global, and Nexar highlight Lyft's competitive positioning in the AV market [5][6] WRD's Expansion and Operations - WeRide is expanding internationally, with a significant investment from Grab to accelerate the rollout of Level 4 autonomous robotaxis in Southeast Asia [7] - WeRide is launching autonomous vehicles in Singapore through a collaboration with Grab, marking the first autonomous shuttle deployment in a residential area [8] - WeRide has also partnered with Uber in the Middle East, launching commercial robotaxi services in Abu Dhabi and Riyadh [9][11] Comparative Performance - Over the past six months, LYFT shares have gained over 38%, outperforming WRD's shares [13] - LYFT has a Value Score of B, while WRD has a Value Score of F, indicating a more favorable valuation for LYFT [15] Conclusion on Investment Potential - LYFT's partnership-based approach allows for faster scaling of AV services by leveraging advanced technologies, while WRD's vertical integration may limit flexibility [22] - Both LYFT and WRD currently carry a Zacks Rank 2 (Buy), but LYFT appears to be a better investment option based on performance and valuation metrics [23]

Core Insights - HOLON, a subsidiary of the BENTELER Group, is utilizing PTC's Windchill+ PLM software to develop an autonomous Level-4 electric vehicle that meets automotive industry standards [1][5] - The HOLON urban vehicle is designed for inclusive and sustainable public transportation, accommodating up to 15 passengers and supporting various transport modes [3][4] Company Overview - HOLON aims to reshape public transportation with a focus on autonomous and sustainable mobility solutions, collaborating with technology firms and local transport companies [3][7] - PTC is a global software company that aids manufacturers in digitally transforming their product design, manufacturing, and service processes [8] Technology Implementation - The implementation of Windchill+ has created a fully digital product development environment for HOLON, enhancing collaboration and efficiency across development and manufacturing sites [4][9] - Windchill+ enables real-time access to product information, allowing HOLON to accelerate its transition from design to production [4][9] Strategic Goals - HOLON's five-year vision emphasizes sustainable and inclusive mobility at scale, leveraging advanced technology to redefine public transport [4][5] - The partnership with PTC and the use of Windchill+ are seen as critical to managing the complexities of modern vehicle development and achieving regulatory compliance [5][9]

Core Viewpoint - Rivian Automotive is leveraging artificial intelligence to enhance investor confidence in its future profitability, as its electric vehicle (EV) business has not met expectations since its IPO in 2021 [2][3]. Company Performance - Rivian's shares have declined over 80% since its IPO, with ongoing challenges leading to slower sales and production [3]. - The company continues to incur significant annual losses despite efforts to reduce costs and increase software revenue through a $5.8 billion joint venture with Volkswagen [3][4]. - Rivian's sales decreased by 14% through the third quarter, yet its shares have risen over 30% this year due to operational profit gains and investor optimism surrounding new technologies and the upcoming "R2" vehicle launch [26][28]. AI and Autonomy Strategy - Rivian is hosting its first "Autonomy and AI Day" to showcase its AI-centric approach and future vehicle capabilities [2][8]. - CEO RJ Scaringe emphasizes an end-to-end AI-centric approach to differentiate Rivian's autonomous capabilities [5][19]. - The company aims to broaden the use cases for its hands-free systems and is exploring lidar technology for better environmental detection [19][20]. Market Position and Competition - Rivian is compared to Tesla and other EV manufacturers, with analysts noting it lags behind in advanced driver assistance systems (ADAS) [11][12]. - Wall Street analysts express skepticism about Rivian's ability to compete with established players like Tesla and Waymo in the autonomous vehicle space [17][27]. - Rivian's AI Day is expected to focus on vehicle capabilities and software initiatives rather than diversifying into non-core businesses [12]. Analyst Sentiment - Morgan Stanley downgraded Rivian to underweight, citing concerns over the company's scale and financial capacity to support investments in the current AV and AI hype cycle [7][8]. - Analysts expect Rivian to provide updated timelines and resource requirements for its next-generation features during the AI Day [14].

Core Insights - Advantest Corporation has announced the M5241 Memory Handler, designed to meet the demands of high-performance memory devices, particularly for AI applications, with first shipments expected in Q2 2026 [1][3]. Group 1: Product Features - The M5241 integrates with Advantest's T5801 ultra-high-speed DRAM tester and is compatible with existing testers, enhancing customer investment [2]. - It supports advanced memory ICs with a new temperature-control architecture that improves yield and reliability [2][5]. - The handler features up to 512 parallel test sites and a maximum throughput of 46,000 units per hour, accommodating temperature ranges from –40°C to +125°C or –55°C to +150°C [5]. Group 2: Market Position and Demand - The M5241 was developed in response to the growing demand for high-bandwidth and high-capacity memory in AI and data-center applications, reinforcing Advantest's market-leading position [3][4]. - Major memory manufacturers are preparing for the adoption of the M5241, indicating strong market interest [4]. Group 3: Operational Efficiency - The handler includes features for high uptime and stable temperature management, critical for mass-production testing [3]. - Automation-readiness is enhanced through compatibility with standard in-fab transport and robotic systems, supporting advanced automation and predictive maintenance [6].

Core Themes - The long-term investment outlook is driven by demographic changes rather than short-term interest rate cuts [2][3] - The aging population is a significant factor influencing market dynamics and consumer preferences [3][5] Demographic Trends - The peak number of 18-year-olds is expected to decline by a couple of million in the coming years, impacting consumer brands and market preferences [3][4] - The dominance of Generation X over younger cohorts will shift brand culture and consumer behavior [4][6] Healthcare Innovation - Healthcare is identified as a major beneficiary of AI advancements, which can reduce labor costs and improve margins [7] - The aging population is anticipated to drive a resurgence in healthcare innovation, supported by initiatives like the Genesis mission to leverage AI for innovation [8] Autonomous Vehicles - The older population is expected to create a tailwind for autonomous vehicles, as some individuals may lose the ability to drive [9][10] - Autonomous vehicles can enhance logistics and transportation for elder care, addressing the needs of an aging demographic [11] Investment Opportunities - Apollo Global Management is highlighted as a key investment due to its range of income-based products suited for an older population and its role in generational wealth transfer [12][13] - The company is positioned to benefit from broader wealth democratization through private credit and alternative investment solutions [14]

THIS IN HER 2026 INVESTMENT THEMES IS LISA THOMAS, MANAGING DIRECTOR AND DEPUTY HEAD OF GLOBAL RESEARCH AT TD COWEN. LISA, GOOD MORNING. GOOD TO SEE YOU. >> HEY, GOOD TO SEE YOU, FRANK.>> SO YOU CAME OUT WITH SOME SOME OUTLOOKS FOR 2026. HOW MUCH OF THIS IS DEPENDENT ON NOT ONLY GETTING A CUT TODAY, BUT THE FED CONTINUING TO CUT. >> YOU KNOW THEY'RE REALLY NOT.THESE ARE THE LONGER TERM THEMES RIGHT. SO EACH YEAR WE REALLY TRY TO PULL BACK THE APERTURE AT TD COWAN AND LOOK AT THE BROAD INVESTMENT THEMES THAT ...