Company Overview Deutsche Bank Global Auto Industry Conference June 12, 2025 Forward-Looking Statements Statements in this presentation that are not historical facts are forward-looking statements, which involve risks and uncertainties that could cause actual events or results to differ materially from those expressed or implied by the statements. Important factors that may cause actual results to differ materially from those in the forward-looking statements include, among other factors, the ability of our ...

Company Overview - Terranet is focused on developing technology solutions for advanced driver assistance systems (ADAS) and autonomous vehicles, aiming to enhance safety for vulnerable road users [3] - The company utilizes a patented sensor technology called BlincVision, which detects objects with laser precision, claiming to be up to ten times faster and more accurate than existing ADAS solutions [3] Industry Engagement - Terranet will participate in the Auto.AI and Safety.AD USA 2025 conferences, scheduled for June 30–July 1 in San Francisco, California, which are significant forums for discussing advancements in AI and traffic safety [1] - The presence at these conferences is intended to strengthen connections to the North American market and highlight the company's role in developing future safety solutions for ADAS and autonomous vehicles [1] Strategic Objectives - The Chief Commercial Officer of Terranet, Jonas Renander, emphasized the importance of engaging with key stakeholders at the upcoming conference to clarify the company's value proposition and demonstrate contributions to safer traffic [2]

Amazon-owned autonomous vehicle company Zoox has opened its first full-fledged production facility, where it expects to be able to one day build 10,000 robotaxis per year. The facility marks the latest step in Zoox’s evolution out of the development phase. The company is currently testing vehicles in multiple U.S. cities, and offering rides to employees in Las Vegas and San Francisco. Public access is expected to begin with an early-rider program in 2026. The 220,000-square-foot factory is located in Haywa ...

Residents of New York City will soon start seeing Waymo cars cruising the avenues. But at least for now, a human will be in the driver's seat.Alphabet's self-driving car unit announced on Wednesday that it plans to drive vehicles manually in New York, marking the first step toward potentially cracking the largest U.S. city. Waymo said it applied for a permit with the New York City Department of Transportation to operate autonomously with a trained specialist behind the wheel in Manhattan."While we won't be ...

While short videos are all the rage lately, Tencent Music's latest acquisition bolsters its position in the strategically important market for long-form audio contentKey Takeaways:Tencent Music will pay $1.26 billion for Ximalaya, China's leading audio platform that boasts more than 600 million usersXimalaya's products have been included in the onboard audio offerings of more than 80 carmakers, including Tesla and NioBy Lee Shih TaIn today's increasingly video-dominated media world, predictions of the death ...

Core Insights - Aethlon Medical has achieved a significant milestone by treating the second patient with the Hemopurifier in its clinical trial for solid tumors not responding to anti-PD-1 antibodies [1][2] - The trial aims to assess the safety and feasibility of the Hemopurifier, with the first cohort consisting of approximately 18 patients [6] - The Hemopurifier is designed to remove tumor-derived extracellular vesicles (EVs) from the bloodstream, potentially improving responses to anti-PD-1 therapies [5][7] Group 1: Clinical Trial Progress - The second patient was treated on June 11, 2025, at the Royal North Shore Hospital/University of Sydney, following the first patient treated on January 29, 2025 [1][2] - Both patients completed the 4-hour Hemopurifier treatment without device deficiencies or immediate complications, and have finished the 7-day safety follow-up period [2][4] - The Data Safety Monitoring Board (DSMB) will review the safety data after the third patient is enrolled, which is expected to occur soon [3][4] Group 2: Device and Mechanism - The Hemopurifier is an investigational device that utilizes plasma separation and affinity binding to remove enveloped viruses and EVs from circulation [7][8] - Preclinical studies indicate that the Hemopurifier can reduce the number of exosomes in cancer patient plasma, which may enhance the effectiveness of anti-PD-1 therapies [5][6] - The device holds FDA Breakthrough Device designation for treating advanced or metastatic cancer patients who are unresponsive to standard therapies [8] Group 3: Future Directions - The primary endpoint of the trial is to monitor adverse events and significant changes in safety lab tests among treated patients [6] - The study will also explore the number of Hemopurifier treatments required to decrease EV concentrations and whether this improves the immune response against tumor cells [6] - Data on the effects of the Hemopurifier on anti-tumor T cell activity is anticipated approximately three months after the enrollment of the third patient [3]

Core Point - Ram Trucks is set to introduce an industry-leading warranty for its 2026 vehicle lineup as part of an 18-month turnaround plan for the Stellantis-owned brand [1] Warranty Details - The new warranty will cover the engine, transmission, transfer case, driveshafts, differentials, and axles for 10 years or 100,000 miles, whichever comes first, replacing the previous five-year or 60,000-mile warranty [2] - This change comes in response to the rising costs of vehicles, particularly pickup trucks, which often leads to longer financing terms that exceed the duration of existing warranties [3] Financing Trends - A significant 85% of truck buyers are financing their purchases for seven years or more, with many keeping their vehicles for up to 12 years due to increased costs [4] - Data from Edmunds.com indicates that 84-month loans for new-car buyers reached an all-time high of 19.8% in the first quarter, while 67.4% of new-vehicle financing loans were between 60 months and 75 months [4]

Key Takeaways Tesla's Q1 deliveries dropped 13% YoY, with margins sliding and U.S. EV share falling below 50%. Rivian trimmed 2025 delivery targets and burned cash, but aims for efficiency with its lower-cost R2 SUV. TSLA's energy unit shines bright, while RIVN posts gross margin gains for the second time in Q1.Tesla, Inc. (TSLA) and Rivian Automotive (RIVN) are two noted names in the electric vehicle (EV) space — one is an established giant, the other a young and ambitious startup.Tesla changed the game ...

Core Insights - NXP Semiconductors has completed the acquisition of TTTech Auto, a leader in safety-critical systems and middleware for software-defined vehicles (SDVs), as per the agreement announced in January 2025 [1][7] - The acquisition aims to enhance the NXP CoreRide platform and TTTech Auto's MotionWise safety middleware, facilitating automakers in overcoming integration barriers while improving scalability and cost-efficiency for next-generation vehicles [2] Company Strategy - TTTech Auto will maintain a neutral position within the industry ecosystem, supporting various System-on-Chips manufacturers, OEMs, and third-party software partners, which will advance SDV capabilities while ensuring safety and data protection [3] - NXP Semiconductors operates in over 30 countries and reported a revenue of $12.61 billion in 2024, indicating a strong market presence and financial stability [5]

Core Insights - Tesla continues to dominate the 2025 American-Made Index, holding the top four positions with the Model 3, Model Y, Model S, and Model X, marking its second consecutive year at the top since its debut in 2020 [1][3] - The Jeep Gladiator ranks fifth, making it the highest-ranked American-made pickup truck [1] - The index reflects a significant shift in consumer preferences, with 51% of shoppers influenced by tariffs to seek American-made vehicles, and 73% considering American-built vehicles to avoid additional costs [4][5] Automaker Performance - Honda's Alabama facility produces five of the top 20 vehicles, showcasing its consistency and scale in the market [2] - GM remains a dominant player with the most vehicles represented in the index, while Kia and Volkswagen also contribute with their respective models [2] - The index includes vehicles from 36 factories across the U.S., with a notable concentration in the South and Midwest, highlighting the geographic distribution of auto manufacturing [6][7] Economic Impact - The 2025 AMI emphasizes the economic significance of domestic production, with automaker investments creating jobs and generating tax revenue for local economies [8] - The average domestic parts content of the top 10 vehicles has decreased from 83.4% in 2006 to 70.3% today, indicating the increasing complexity and global integration of auto manufacturing [9] Methodology - The American-Made Index ranks vehicles based on assembly location, parts sourcing, U.S. factory employment, engine sourcing, and transmission sourcing, providing a comprehensive view of the automotive landscape [10]