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Next-Gen Trucking Gains Speed: Analysts Hit the Gas on These 2 Autonomous Trucking Stocks
Yahoo Finance· 2025-11-08 11:00
Aurora has also released specifications for the next generation of its hardware package, designed to improve the performance and durability of the autonomous trucks while significantly reducing costs. The improvements include increased reliability of the system, aimed at a 1 million-mile lifespan; an extended range for the FirstLight LiDAR sensing system to 1,000 meters; and improvements in sensor cleaning for better all-weather operations. Aurora aims to deploy the new hardware by 2027.The autonomous truck ...
Musk: You can text and drive with FSD. 📱
Yahoo Finance· 2025-11-07 20:30
I'm confident that in the next month or two, we we're going to look closely at the safety statistics, but we will allow you to text and drive. Essentially, we need to get it approved in in Europe. So, we certainly appreciate the support of our customers in Europe, uh pushing the regulators to approve FSD.Just normal supervised FSD is not allowed in Europe currently. And then we have partial approval in China. Hopefully, we'll have full approval in China around February or March or so.The Cyber Cap, it doesn ...
Elon Musk Predicts Tesla Will Receive This Major Boost In China Next Year - Alphabet (NASDAQ:GOOG), Baidu (NASDAQ:BIDU)
Benzinga· 2025-11-07 11:48
Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk says that the automaker will receive a regulatory boost from Chinese authorities next year amid the EV giant's autonomous push.Check out the current price of TSLA here.FSD Could Receive Full Approval Next YearMusk, during Tesla's annual shareholder meeting on Thursday, shared that he expects Chinese regulators to grant full approval to Tesla's Full Self-Driving (FSD) "around February or March or so," in 2026. The billionaire shared that the company already has partial ...
Tesla shareholders approve Musk's $1 trillion pay package
TechXplore· 2025-11-07 09:50
Core Viewpoint - Tesla shareholders have overwhelmingly approved a substantial pay package for CEO Elon Musk, potentially reaching $1 trillion, to ensure his continued leadership as the company advances in artificial intelligence and robotics [2][3]. Shareholder Support - The pay package received more than 75% support from shareholders during the annual meeting, indicating strong backing for Musk's leadership [2]. - Musk expressed gratitude for the support, highlighting the positive reception from shareholders at the meeting held in Austin [2]. Musk's Ownership and Influence - The package is designed to increase Musk's ownership stake in Tesla from approximately 12% to potentially over 25% over the next seven-and-a-half years [3]. - Musk has indicated that he may consider stepping back from Tesla if his ownership stake does not provide him with sufficient influence over the company's future [4]. Future Growth Potential - Musk has articulated a vision for Tesla's growth, suggesting it could become "the most valuable company in the world" if it successfully implements advancements in autonomous driving and AI [4]. - Tesla Chair Robin Denholm emphasized the importance of retaining Musk for the company's future, warning that his departure could negatively impact stock performance [5]. Compensation Structure - The pay package is contingent upon Musk achieving 12 milestones related to market capitalization, with the first milestone set at a $2 trillion market value, up from the current $1.5 trillion [11]. - The plan includes operational profit and product delivery goals, such as delivering 20 million Tesla vehicles [11]. Criticism and Support - Activist group Tesla Takedown criticized the approval of Musk's pay package, citing declining auto sales and safety concerns [10]. - Analyst Dan Ives from Wedbush expressed that the shareholder vote reinforces Musk's position as Tesla navigates the AI revolution, enhancing confidence in the company's future [10]. Historical Context - Tesla investors have previously supported Musk's pay packages, including a 2018 deal worth approximately $55.8 billion, which faced legal challenges [8]. - Following a recent ruling from Delaware, Tesla's board revised Musk's compensation, first approving an interim award of about $29 billion before introducing the larger plan [9].
Cathie Wood Sees 483% Upside For Tesla, Says 90% Of $2,600 Target Rides On Robotaxis: Target 'Goes Up' If Humanoids Evolve Faster - Tesla (NASDAQ:TSLA)
Benzinga· 2025-11-07 07:44
Ark Invest CEO and CIO Cathie Wood reaffirmed her firm's 2030 price target for Tesla Inc. (NASDAQ:TSLA) at $2,600, which represents a 483% upside from its current stock price of $445.91 apiece, stating that 90% of that valuation is based on the company’s robotaxi business.Check out TSLA’s stock price here.Robotaxis + Humanoid Robots = $2,600 Target ‘Goes Up’Speaking on CNBC as Tesla held its annual shareholder meeting, Wood broke down the math behind her bullish case, emphasizing that the market still misun ...
中金:乘用车内需面临一定挑战 关注全球格局再重构下的中国机遇
智通财经网· 2025-11-07 01:28
机器人及自动驾驶赛道持续兑现 人形机器人逐步进入量产阶段,龙头及核心资产逐步浮出水面。另外,软件的迭代是后续发展重点。同 时伴随着智能驾驶行业法规更趋完善,2026年或为L3量产启动元年,有望带动智驾产业链渗透率持续 提升。 风险提示:政策补贴不及预期,海外市场拓展不及预期,新型产业发展不及预期。 该行认为2026年重卡报废更新政策或有一定延续、内需仍有支撑,亚非拉地区需求旺盛带动出口持续增 长,行业总量有望同比+5%至105-110万辆。该行判断新能源重卡2026年内销渗透率将达到约30%;L2+级 辅助驾驶重卡实现从0到1的突破,2026年渗透率或将达到个位数。 零部件:海外市场提供盈利及估值支撑 伴随国内乘用车需求面临挑战,我国零部件产业链的增长潜能或由内驱转向外拓。2026年,该行建议重 点关注来自欧洲车企新能源车型配套订单获取趋势。 智通财经APP获悉,中金发布研报称,当前国内销量已经逐步突破2017年的前期高点,展望2026年,该 行认为持续增长的韧性需要观察,如果仍有一定力度的央地补贴政策,该行预计国内需求将保持平稳。 其中新能源方面,一方面供给端技术创新、车型迭代带动渗透率提升,另一方面面临2 ...
Tesla to begin Cybercab production in April, Musk claims
TechCrunch· 2025-11-06 23:11
Tesla will begin producing the Cybercab, an autonomous electric vehicle with no pedals or steering wheel, this April at its factory in Austin, Texas, CEO Elon Musk said during the company’s shareholder meeting Thursday.His comments on Cybercab came just moments after shareholders overwhelmingly approved a compensation package for Musk that could be worth as much as $1 trillion in company shares — the largest in corporate history. “We’ve got the first car that is specifically built for unsupervised, full s ...
WeRide 港交所上市,成为全球首家在港股和美股双重上市的 Robotaxi 公司
Globenewswire· 2025-11-06 21:39
中国香港, Nov. 07, 2025 (GLOBE NEWSWIRE) -- 全球领先的自动驾驶科技公司 WeRide (HKEX: 0800.HK, NASDAQ: WRD) 今日宣布正式在香港联合交易所 (HKEX) 挂牌上市,股票代码 0800.HK,成为全球首家在香港和美国交易所公开交易的 Robotaxi 企业。 同时,WeRide也成为全球首家实现香港联交所与纳斯达克双重主要上市的 Robotaxi 及自动驾驶科技公司。 本次港股上市,WeRide 共发售 8,825 万股(绿鞋前),其中公开发售股份 1,765 万股,国际配售股份 7,060 万股。每股定价 27.1 港元,募资总额(绿鞋前)约 23.9 亿港元。 WeRide 创始人兼首席执行官 Tony Han 博士已于 2025 年 10 月 28 日自愿签署三年锁定协议,承诺未来三年内不减持其持有的公司股份。此举充分体现了创始人及管理团队对 WeRide 基本面和增长前景的信心,以及对公司长期愿景和全球扩张的坚定承诺。 Tony Han 博士在上市仪式上表示:“衷心感谢各位合作伙伴、投资者、客户以及 WeRide 每一位员工, 是你 ...
Tesla Faces Another Sales Hit in Europe. Should You Ditch TSLA Stock Now?
Yahoo Finance· 2025-11-06 21:08
Currently valued at a market capitalization of roughly $1.5 trillion, the company ranks among the elite “Magnificent Seven” group. While the company is obviously best known for electric cars, much of Tesla’s 2025 momentum comes from growing excitement around its AI and robotics projects. With advances in self-driving technology and the ambitious Optimus humanoid robot, Tesla is proving it’s more than just an automaker.Founded in 2003 by a team of engineers determined to prove that EVs could outperform tradi ...
Waymo: The future of autonomous driving with Vincent Vanhoucke
Google DeepMind· 2025-11-06 18:57
How do you train an AI to drive safer than a human? Professor Hannah Fry sits down with Waymo Distinguished Engineer Vincent Vanhoucke to break down the complexities of autonomous driving—from the "closed loop" problem of real-world traffic to using generative AI for simulation. Plus, Hannah moves from theory to practice, taking a Waymo for a spin in California to experience it firsthand. Timecodes 00:00 Intro 01:02 Ride around town 03:48 The driverless car problem 08:43 Sensors 13:00 3D model of the world ...