TESLA WATCH: Elon Musk Pay Deal In Focus Uber Technologies (UBER) is set to report earnings early Tuesday, looking to build on a nearly 65% rally for Uber stock year to date. Investors will be watching for updates on the strength of consumer spending and Uber's efforts to offer autonomous vehicles. It has been a bounce-back year overall for Uber stock, which closed 2024 on a slump and underperformed the S&P 500. The ride-hailing and food-delivery company has shaken off some concerns about the risk from robo ...

In the United States, much of the attention in autonomous cars lands on Alphabet (GOOG) (GOOGL) subsidiary Waymo, Tesla (TSLA), and Zoox, which is owned by Amazon (AMZN). But the total market is much bigger than that. North America only represents 37% of the global market, according to Grand View Research, with the Asia-Pacific region standing out as the fastest-growing market. Chinese company WeRide (WRD) is one of the standout companies looking to take advantage of this opportunity and just received a f ...

Group 1 - Quantum computing represents a significant advancement over traditional computing, utilizing "qubits" that can exist in multiple states, potentially solving complex problems much faster than conventional computers [2][3] - The market for quantum computing is vast, presenting substantial investment opportunities as the technology is still in its early stages of development [3][4] - The Defiance Quantum ETF offers a diversified investment approach, tracking an index of quantum computing stocks and holding 79 companies in its portfolio, including both start-ups and established tech giants [5][6] Group 2 - The top holding in the Defiance Quantum ETF is Rigetti Computing, which constitutes 3.3% of the fund, indicating a diversified asset allocation [6] - Other significant holdings in the ETF include Advanced Micro Devices, Intel, D-Wave Quantum, and Tower Semiconductor, showcasing a mix of companies involved in quantum computing [6][7] - The ETF has a low expense ratio of 0.40%, making it an attractive option for investors looking to gain exposure to the quantum computing sector [7]

Tesla Robotaxi future. https://t.co/Mjmc7lh4kT ...

Core Insights - NVIDIA and Hyundai Motor Group are enhancing their collaboration to innovate in autonomous vehicles, smart factories, and robotics through a new AI factory powered by NVIDIA Blackwell [2][3] - The partnership will focus on co-developing AI capabilities for mobility solutions and semiconductor advancements, aiming to strengthen Hyundai's future capabilities [3][4] Investment and Infrastructure - The collaboration includes a $3 billion investment to develop Korea's physical AI landscape, supporting the government's initiative to build a national AI cluster [4][8] - Key infrastructure developments will include the establishment of an NVIDIA AI Technology Center and Hyundai's Physical AI Application Center, along with regional data centers [5][8] AI Technology and Applications - Hyundai Motor Group plans to utilize 50,000 NVIDIA Blackwell GPUs for integrated AI model training, validation, and deployment [4][9] - The partnership will leverage NVIDIA's Omniverse and Cosmos platforms to create digital twins of car factories and regional driving environments, enhancing production and autonomous driving capabilities [10][13] Future Mobility Solutions - Advanced AI models will be developed for over-the-air updates and innovative in-vehicle features, transforming vehicles into intelligent agents [14][15] - The collaboration aims to create a unified ecosystem for in-vehicle AI, autonomous driving, and factory automation, setting a new standard in the automotive industry [17]

From the Desk of Anthony Pompliano0:00 The Fed Cuts Rates by 25bps2:32 Incredible Advancements In Robotics Are Here8:29 Boston Threatens To Ban Autonomous VehiclesEnjoy! https://t.co/IAyGjQXSa5 ...

Uber Technologies Inc. (NYSE:UBER) is one of the stocks that should double in 3 years. On October 24, Stifel raised the firm’s price target on Uber to $124 from $116 and kept a Buy rating on the shares. This decision came as part of a broader research note that previewed Q3 2025 results in the e-commerce sector. Stifel cited headlines intra-quarter related to autonomous cars pressuring the stock down a bit, but also pointed out that the Q3 results look reasonable. Stifel Raises PT on Uber (UBER) to $124, ...

Group 1: Nvidia's Market Performance - Nvidia has become the first company to reach a $5 trillion market cap, surpassing Microsoft and Apple by nearly a trillion dollars [4][7][17] - The stock opened up approximately 3.5% at the market open, reflecting strong investor sentiment [5][6] - Nvidia accounts for 8% of the S&P 500, a level not seen since the 1970s, indicating significant market influence [12] Group 2: Partnerships and Future Prospects - Nvidia is forming major partnerships, including a collaboration with Uber for autonomous vehicles and a deal with Nokia for 6G technology [8][17] - The company has an order book of $500 billion for its new chips through 2026, suggesting robust future demand [9] - Wall Street is raising EPS estimates for Nvidia, indicating that analysts may still be underestimating its earnings potential [10] Group 3: Broader Market Context - The overall market is experiencing optimism, with major indices like the S&P 500 and NASDAQ showing slight gains [4][6] - The AI infrastructure sector is highlighted as a key area of growth, with demand outpacing supply [12][26] - The Federal Reserve's potential interest rate cuts are being closely monitored, as they could impact market dynamics [2][60] Group 4: Consumer Sentiment and Economic Conditions - There is a divergence in consumer sentiment, with high-income consumers continuing to spend while lower-income consumers are more cautious [36][58] - The impact of tariffs and inflation remains a concern, particularly for middle and lower-income consumers [33][36] - The economic backdrop is described as a "K-shaped economy," where different income groups are experiencing varying levels of economic recovery [36][58]

Uber Technologies Inc. is preparing to offer driverless rides on vehicles developed by Lucid Group Inc. and Nuro Inc. in the San Francisco Bay Area for the first time next year, thrusting the company into direct competition with Waymo’s robotaxi service.Road testing of the vehicles — Lucid Gravity SUVs outfitted with Nuro’s self-driving technology — is currently underway with drivers manually operating them, a Nuro spokesperson said. The first cars in the test fleet were delivered in September, and the numb ...

NVIDIA’s level 4 partners are accelerating the future of autonomous vehicles. Together, we’re building an AI-driven transportation ecosystem powered by NVIDIA — from training and simulation to in-vehicle compute — to safely bring autonomy to the road. Our level 4 ecosystem includes: Uber, Stellantis, Mercedes-Benz, Lucid, Nuro, Wayve, Oxa, Pony.ai, WeRide, Waabi, and Volvo Autonomous Solutions. These innovators are redefining mobility by developing, deploying, and scaling autonomous vehicles on NVIDIA. Read ...