Electric trucks are on the brink of taking over and, once again, China is on the cutting edge, says @davidfickling (via @opinion) https://t.co/lrerRkP3BD ...

Company Overview - Kodiak AI went public through a merger with Ares Acquisition Corporation II, valuing the startup at approximately $2.5 billion [3] - The company raised $275 million in financing, with $212.5 million from institutional investors, including $145 million in PIPE funding and $62.9 million in trust cash from Ares [2] Business Operations - Kodiak AI is developing autonomous vehicles for various applications, including highway, industrial, and defense uses [3] - The company is focused on unstructured autonomy, particularly in defense logistics and reconnaissance operations [7] Partnerships and Contracts - Gatik, another autonomous vehicle startup, has formed a multi-year partnership with Loblaw, deploying 20 autonomous trucks by the end of 2025 for driverless deliveries in the greater Toronto area [5] - The trucks will operate autonomously across a regional network, picking up products from two distribution centers and delivering to over 300 retail stores [4] Industry Trends - The autonomous vehicle industry is still in its early stages, with significant capital requirements and ongoing developments [6] - Companies are exploring various routes to access public markets, with SPACs being a popular choice for funding [7] Recent Developments - Hyundai's electric air taxi startup Supernal is undergoing a reorganization of its leadership team amid challenges in its air taxi program [9][10] - Battery materials startup Sila has commenced operations at its facility in Moses Lake, Washington, which is the first large-scale silicon anode factory in the West [20]

Is Tesla on pace to soar to new highs in the year ahead. Well, joining me now right here on set is Steve Wesley, the founder of Wesley Group and a former Tesla board member. It's so great to have you here in person. >> Great to be here.>> All right, so what do you think is is is this the beginning of the next chapter for Tesla. >> Well, I think it's a tale of two cities. Look, I think they're going to post a solid Q3, 465,000 vehicles, about 25 billion for the year. They're going to be a little up in China, ...

Group 1 - General Motors Company (NYSE:GM) is recognized as one of the 11 Cheap Quarterly Dividend Stocks to consider for investment [1] - The company is a global automaker that produces vehicles under various brands, including Chevrolet, GMC, Cadillac, and Buick, while also investing in electric vehicles and driver-assistance technologies [2] - GM has been actively engaging in share repurchases, trading at eight times earnings, and utilizing strong free cash flow to buy back shares, which has reduced its share count and increased earnings per share [3] Group 2 - GM has maintained a consistent dividend payment to shareholders since 2014, currently offering a quarterly dividend of $0.15 per share, resulting in a dividend yield of 1.02% as of September 23 [4]

Group 1 - Analysts are optimistic about Aptiv PLC (NYSE:APTV) due to its expansion mode and upcoming spin-off of its software business, which is expected to enhance growth potential [1] - The total addressable market for Aptiv's software segment is estimated at $90 billion, with growth projected in the mid-single digits [1] - ClearBridge Large Cap Growth Strategy sold its position in Aptiv, citing weak global auto demand and slower-than-expected market share capture as reasons for their decision [1] Group 2 - The company has executed well on profitability and is currently trading at a cheap valuation, but growth relative to the market remains weak, limiting potential for multiple expansion [1]

European car sales edged up again in August, as consumers continue to warm to electric and hybrid models produced by the region’s manufacturers in their fightback against Chinese rivals. https://t.co/25KnXQKHrV ...

Core Insights - Tesla Inc. is experiencing a rebound in demand in Europe after a period of decline in early 2025, attributed to factors such as pricing, public perception of CEO Elon Musk, and increased competition [1][4]. Group 1: Sales Performance - Vehicle registrations for Tesla in Europe increased by 25.3% week-over-week during the week of September 15-21, totaling 5,500 units, marking the best week of the third quarter [2]. - Tesla's sales in tracked European countries are up 6.3% quarter-over-quarter, although year-to-date sales are down approximately 20% [2][4]. - The countries monitored account for around 60% of the European EV market, including the UK, Norway, Netherlands, Sweden, Denmark, Italy, Spain, Switzerland, Czech Republic, and Iceland [3]. Group 2: Global Context - Tesla's global second-quarter deliveries totaled 384,000, reflecting a 14% year-over-year decline, marking the second consecutive quarterly decline [4]. - Deutsche Bank forecasts that Tesla will sell 72,000 units in China in September, representing a 27% increase from the previous month, which could indicate a stronger-than-expected third quarter [5]. Group 3: Stock Performance - Tesla's stock (TSLA) rose by 3.1% to $438.96, with a year-to-date increase of 15.7% in 2025 [6].

[Music] I'm here at IAA 2025, aka the Munich Auto Show, taking a look at what's next in transportation technology from around the globe. Now, there's a lot to see here at this show, from micromobility to mega mobility, a lot of which isn't necessarily relevant to the United States. So, with that in mind, I've sifted through the noise to find all of the coolest concept cars, debuts, and new technologies here at the Munich Auto Show that are relevant to you.Let's check it out. Okay, so the show's in Munich, s ...

Technological Advancement - Elon Musk is the only person who can successfully launch rockets into orbit and land boosters [1] - China and the US, including Boeing, have not yet achieved this feat [1]

Core Viewpoint - Stellantis' Ram brand is canceling the development of a full-size electric Ram 1500 pickup truck due to declining demand for electric vehicles in North America [2][4]. Group 1: Product Strategy Changes - The company has reassessed its product strategy and will discontinue the full-size battery electric vehicle (BEV) pickup, which was initially expected to launch by the end of 2024 [2]. - Ram will still introduce an extended-range electric truck, now renamed from "Ramcharger" to "Ram 1500 REV," which will feature an electric generator and a gas engine, expected to launch next year [3]. Group 2: Leadership and Market Context - New Stellantis CEO Antonio Filosa is reversing some initiatives from former CEO Carlos Tavares and is committed to making tough decisions to restore profitable growth [4]. - The overall auto industry is facing slower-than-expected adoption of electric vehicles, compounded by changes in government policies affecting EV incentives [4].