Core Viewpoint - Tesla's stock has experienced a significant decline, dropping 7% following a negative report from Wedbush analyst Dan Ives regarding CEO Elon Musk's political ambitions, which are seen as detrimental to the company's performance [1][2][12] Company Performance - Tesla's stock price is down 25% year-to-date, with faltering deliveries impacting the company's financial health [8][9] - Deliveries of Tesla vehicles have sharply decreased compared to the previous year, with Q1 2025 Model 3/Y deliveries at 323,800, down from 439,975 in Q3 2024 [10] - In Q1 2025, Tesla reported revenue of $19.33 billion, a decline from $21.3 billion in Q1 2024, and profits fell to $3.15 billion from $3.69 billion [10] Political Involvement - Musk's involvement in politics, including backing Trump and plans to start a new political party, has raised concerns among investors about the potential negative impact on Tesla [5][11][12] - Ives expressed that Musk's political focus is contrary to what Tesla investors desire during a critical time for the company [12][13] Analyst Recommendations - Ives suggested that Tesla's board should limit Musk's political engagements, establish oversight for his political activities, and provide him with a greater stake in the company to refocus on profits [13] - The current situation presents a dilemma for investors: whether to sell due to concerns over Musk's influence or to buy at a discounted price, anticipating a recovery [15]

Core Viewpoint - Technology is significantly transforming the transportation sector, with Uber and Tesla leading the charge in autonomous vehicles [1][2]. Uber's Approach to Automated Automobiles - Uber has evolved from a taxi-service alternative to a company exploring autonomous vehicles (AVs) while maintaining its core ride-sharing business [4]. - The company has shifted from developing its own self-driving technology to forming partnerships, which helps reduce costs and leverage expertise from market leaders like Waymo and Wayve [5]. - Uber's partnership with Waymo is currently testing self-driving services in Austin and Atlanta, with Waymo vehicles reportedly busier than 99% of human drivers in Austin [6]. - In Q1, Uber's sales increased by 14% year over year to $11.5 billion, with free cash flow rising 66% to $2.3 billion and net income of $1.8 billion compared to a net loss in the previous year [6]. Tesla's Strategy for Autonomous Vehicles - Tesla is transitioning from a consumer car company to a player in the autonomous vehicle market, with CEO Elon Musk emphasizing the importance of large-scale autonomous cars and robots [7][8]. - The company is managing the entire process from vehicle manufacturing to service delivery, which is feasible due to its existing infrastructure and software capabilities [9]. - Tesla launched a pilot robotaxi service in Austin using modified Model Y vehicles and plans to develop a dedicated autonomous vehicle called Cybercab [9]. - Despite facing challenges from macroeconomic factors and a 9% year-over-year decline in Q1 revenue to $19.3 billion, Tesla's free cash flow increased by 126% to $664 million due to reduced capital expenditures [10][11]. Market Outlook and Investment Considerations - The global AV market is projected to grow from $2 billion in 2024 to $44 billion by 2030, while the ride-hailing industry, where Uber operates, is expected to reach $105 billion by 2030 [12][13]. - Uber's reliance on partnerships offers a flexible and cost-effective approach to entering the AV market, while the long-term winners in the autonomous sector remain uncertain [13]. - Uber's stock has risen over 55% in 2025, yet its price-to-earnings (P/E) ratio remains low compared to the previous year and significantly lower than Tesla's [16]. - Given Uber's favorable valuation and efficient strategy in the autonomous vehicle space, it is considered a more attractive investment compared to Tesla at this time [17].

Let's just talk about what then. I've said to us yesterday that he believes Elon Musk is crossing a line and that the board needs to step in. Do you share that view.Well, I have to tell you, we've been dealing with controversy around Elon Musk in one form or another since we first bought the stock when the company was founded in 2014. And we own Tesla and it's one of the top holdings in three of our ETFs. So R, K, k, W, and Q.So we are watching this like a hawk, no question about it. But with the experience ...

Core Viewpoint - Innoviz Technologies Ltd. has regained compliance with Nasdaq's minimum bid price requirement, confirming its closing bid price was at least $1.00 for 10 consecutive business days prior to the September 22, 2025 deadline [1][2][3] Company Summary - Innoviz is a leading Tier-1 supplier of high-performance, automotive-grade LiDAR sensors and perception software, aiming to enhance safety in autonomous vehicles [1][4] - The company operates globally, serving major automotive manufacturers and has been selected by premium car brands for consumer vehicles and various commercial applications [4]

Core Viewpoint - Tesla's timeline for launching an affordable electric vehicle (EV) continues to slip, with production now expected to start in late 2025, despite earlier promises for the first half of 2025 [1][9][14]. Group 1: Production Timeline and Challenges - Tesla initially announced plans to produce a $25,000 EV in 2020, but concrete details have been lacking since then [3]. - In January 2022, CEO Elon Musk stated that the affordable EV project was deprioritized due to other ongoing projects [4]. - Following a drop in stock price due to reports of the project being canceled, Tesla indicated it would accelerate plans for affordable models, aiming for production in late 2024 or early 2025 [12][15]. Group 2: Market Competition and Demand - Tesla faces increasing pressure from cheaper competitors, particularly in China, such as BYD, and from Western manufacturers expanding their EV offerings [2]. - The need for a more affordable model is underscored by a general slowdown in EV adoption, making it crucial for Tesla to remain competitive [2][3]. Group 3: Internal Communications and Investor Sentiment - Reports from Reuters suggested that internal communications indicated the affordable EV project was scrapped, which Musk denied, asserting that a great product at a great price would lead to excellent sales [10][11]. - Despite Musk's optimistic timelines, there is skepticism among investors regarding the feasibility of the proposed production schedules for affordable models [9][14].

Core Insights - The launch of Tesla's Robotaxi in Austin marks a significant step in the autonomous vehicle (AV) sector, joining Waymo in offering driverless rides to consumers, indicating a competitive landscape that may benefit consumers through cost and efficiency improvements [1][2] - Waymo has established a lead in the driverless taxi race, leveraging advanced LiDAR technology, which has contributed to its impressive safety record and successful commercial operations in multiple cities [3][4][8] Technology Comparison - Waymo has logged over 56 million driverless miles across various cities, with plans for international expansion in 2025, showcasing its operational scale and ambition [3] - The primary technological difference between Waymo and Tesla lies in the use of LiDAR by Waymo, which provides high-resolution 3D mapping and precise object detection, while Tesla relies on a camera and AI-based system [4][6][7] Company Performance - Aeva Technologies has seen a remarkable 1,400% stock increase over the past year, attributed to its innovative 4D LiDAR system that measures both distance and velocity, distinguishing it from competitors [9][10] - Aeva anticipates revenue growth of 70% to 100% in 2025, projecting revenues between $15 million and $18 million, with a Q1 2025 revenue of $3.4 million, up from $2.1 million year-over-year [11] - Mobileye Global has faced a 35% decline in stock value over the past year, but its advanced driver-assistance systems and partnerships in autonomous technology may provide a path for recovery [12][14] Market Dynamics - Analysts express skepticism regarding Mobileye's stock despite its profitability, as it reported a Q1 2025 EPS of $0.08, indicating a stable financial position [14][15] - The competition in the AV sector is intensifying, with companies like Aeva Technologies and Mobileye Global positioned to capitalize on the growing demand for autonomous vehicle technology [8][12]

Benchmark analyst Mickey Legg maintained a Buy rating on Tesla TSLA and raised the price target from $350 to $475 on Thursday.Tesla remained a Benchmark Top Pick for 2025, Legg said.While limited, Legg noted the controlled rollout demonstrates a controlled and safety-first approach.Also Read: Tesla Robotaxi Scaling Growth Will Be Slow In Near Term: Goldman SachsThe analyst prioritized winning over regulators and public opinion to enable a rapid scale-up.New regulations for autonomous vehicles will take effe ...

Boom!I’m here in Austin Texas ready to experience the future of transportation and autonomous vehicles.Huge shoutout to the Tesla team for this huge milestone. https://t.co/S7422P5VMM ...

🚨 BREAKING: Seven Texas Democratic lawmakers are urging Tesla to pause its Robotaxi launch in Austin until September 1, when new autonomous vehicle regulations take effect .They’re pushing for state-level AV safety approvals, comprehensive documentation, and emergency protocols before rolling out Tesla’s driverless Model Ys ...

RT Tesla Owners Silicon Valley (@teslaownersSV)We're standing at the threshold of a new era.Autonomous vehicles are right around the corner, and it will come with the flip of a switch.Huge shoutout to everyone at Tesla, especially Elon, who’ve poured their blood, sweat, and tears into Autopilot and FSD over the years! https://t.co/fjwArnnx0S ...