BREAKING: Tesla Robotaxi is listed on the Texas Dept. of Transportation’s Automated Vehicle• Company: Tesla• Description: Ride-share service• Status in Texas: Testing• Active/Non-Active: Active• Safety Driver: No• Service Area: Austin Metro https://t.co/GSX7d2NxCy ...

It’s happeningTesla Yoda (@teslayoda):🚨BREAKING NEWS! Tesla has just been officially added to Texas Department of Transportation's Automated Vehicle Deployment website. Filter by "Tesla" under "Company" to track Robotaxi LIVE!Company = TeslaDescription = Ride-share service 🔥Safety Driver = No 🔥Link: https://t.co/O8ElEgd3iL ...

Teslafornia https://t.co/sZ87I27tpy ...

Core Insights - Rivian has developed its advanced driver assistance system (ADAS) called the Rivian Autonomy Platform (RAP), which features a more powerful computing system tailored for current and future models [1][4] Group 1: Rivian Autonomy Platform (RAP) - RAP provides Level 2+ autonomy, assisting drivers with alerts and interventions without taking full control of the vehicle [2] - The platform includes Driving Assist features like Highway Assist, Adaptive Cruise Control, and Lane-Change Assistance, as well as Active Safety Assist features aimed at accident prevention [3] - The second-generation R1 platform has significantly upgraded RAP, utilizing a revamped perception system with 55-megapixel cameras and onboard processing power exceeding 200 trillion operations per second [4][9] Group 2: Competitive Landscape - Other automakers, including Toyota and Waymo, are also advancing their autonomous vehicle platforms, with Toyota and Waymo exploring a collaboration to develop a new autonomous vehicle platform [5][6] - Tesla continues to lead in autonomous vehicle development with its Full Self-Driving (FSD) system, which builds on existing Autopilot features [6] Group 3: Financial Performance - Rivian has outperformed the Zacks Automotive-Domestic industry year-to-date, with RIVN shares gaining 4.6% compared to the industry's decline of 18.3% [7] - Rivian appears undervalued with a forward price/sales ratio of 2.47, lower than the industry's 2.64 [11] - The Zacks Consensus Estimate for 2025 and 2026 EPS has seen a slight downward revision for 2025 by 3 cents, while an upward revision of 2 cents for 2026 [12]

Tesla just unveiled upgrades to the Model S & X in the U.S. 🇺🇸Highlights:– Sleek new Frost Blue paint– Up to 410 miles of range (Model S Long Range – highest yet)– Quieter cabin with enhanced Active Noise Cancellation– Refreshed wheels + aero boosts for even more range– New front camera for better visibility– Dynamic ambient lighting with entry animations– Smoother ride with updated suspension & bushings– Adaptive driving beams for smarter illumination– Model S Plaid gets a fresh high-speed-optimized look– ...

Core Insights - Ford Motor Company operates three business segments: Ford Pro, Model e, and Ford Blue, with Ford Pro being the only segment showing competitive strength [1][7] - Ford Pro achieved $1.3 billion in EBIT, while Ford Blue's EBIT fell to $96 million from $901 million year-over-year, and Model e continued to incur losses [1][7] Segment Performance - Ford Pro serves commercial customers, including small businesses and government agencies, with popular products like F-150 and Transit Van, and offers fleet management and financing services [2] - The segment holds a 40% market share in North America and aims to maintain EBIT margins in the mid-teens, with 675,000 paid software subscriptions contributing to revenue growth [3] - Ford Pro's sustainable and capital-efficient methods have set a benchmark for the company's other segments, which are now looking to replicate its success [4] Market Comparison - Ford's stock has decreased by approximately 2% over the past year, contrasting with the auto industry's growth of 22.9%, while General Motors and Tesla saw gains of 7.7% and 83.3%, respectively [5] - In terms of valuation, Ford trades at a forward price-to-sales ratio of 0.26, below the industry average, while General Motors and Tesla trade at 0.28 and 9.48, respectively [8]

大家好我是大鱼 今天的资讯 包括下面几个消息 1. Model S/X 2025 升级 2. 特斯拉生产经营 方面的消息 3.其他车企的消息 Waymo NIO 关注这些领域的朋友 不要错过 今天重要的内容 OK let's go 第一部分 Model S/X 2025 升级 Tesla 对它的旗舰车型 Model S 和X 进行了 2025 年的大升级！ 这次更新不只换了新行头 还加了不少 高科技玩意儿 当然价格也跟着 水涨船高 先说大家最关心的价格 这次Model S 和X 全线车型都 涨了$5000 Model S Long Range 现在要$84990 Model S Plaid 涨到$99990 Model X 也不例外 Long Range 变成$89990 Plaid跳到$104990 这次升级的重头戏是啥？ 前保险杆加了颗新相机 还带喷水器 自动驾驶功能将会更稳 车内氛围灯 也玩出新花样 现在可以随你心情 换多种颜色 从仪表板 中央控制台 到前后门板 甚至连脚部灯 和车门内袋的灯 都能变色 开车像在开派对 夜晚的车内氛围 绝对让你帅到没朋友 外观上 Tesla 丢出两款新色 霜 蓝色金属漆F ...

Core Viewpoint - Tesla is facing significant challenges, including a decline in market share and a public feud between its CEO and the President of the United States, which may alienate customers [1][2]. Tesla's Market Position - Tesla has been losing market share in key global markets, particularly in the United States, despite price cuts on its best-selling electric vehicles [1]. - The company is still delivering close to 2 million cars globally each year, although this figure has started to decline [5]. Rivian's Current Situation - Rivian's stock has plummeted over 90% from its all-time highs, trading below $15, despite an initial public offering that raised over $10 billion and a market cap exceeding $100 billion [3][4]. - Rivian's deliveries have flattened out, with guidance for 40,000 to 46,000 deliveries in 2025, down from over 50,000 in 2024 [5]. Challenges for Rivian - High price points for Rivian's trucks and SUVs have limited its market share growth, as customers have shifted to more affordable options from legacy brands [6]. - Rivian is currently experiencing significant financial losses, with a $655 million operating loss reported in the first quarter of 2025 [9]. Future Growth Prospects for Rivian - Rivian plans to launch a more affordable EV, the R2, in 2026, priced around $45,000, which could expand its addressable market [8]. - The company has $8.5 billion in cash, a $3.5 billion commitment from Volkswagen, and a potential $6.6 billion loan from the Department of Energy, providing a runway for scaling manufacturing [11]. Investment Perspective - Rivian should not be viewed as a quick play on Tesla's market share losses; the automotive and EV sectors require time for trends to materialize [13]. - Rivian's current market cap is approximately $16.5 billion, with annual revenue around $5 billion, indicating long-term potential if the company successfully executes its growth plans [14].

Core Viewpoint - Terranet AB has successfully completed a rights issue that was oversubscribed, raising approximately SEK 15 million before issue costs, indicating strong shareholder confidence in the company's future development [2][3][5]. Rights Issue Outcome - The subscription period for the rights issue ended on June 11, 2025, with 10,349,896 units subscribed for with unit rights, representing about 74.6% of the rights issue [3]. - An additional 4,704,934 units were subscribed without unit rights, corresponding to approximately 33.9% of the rights issue, leading to a total subscription of 15,054,830 units, or approximately 108.5% of the rights issue [2][3]. Financial Impact - The rights issue will increase the number of shares by 166,568,568 B-shares, raising the total share capital from SEK 14,715,191.82 to SEK 16,380,877.50 [7]. - If all warrants of series TO9 B are exercised, the number of shares will further increase by 83,729,677 B-shares, raising the share capital to SEK 17,218,174.270 [8]. Warrants and Trading - Each warrant of series TO9 B allows the holder to subscribe for one new B-share at a price of SEK 0.18, with the subscription period set from December 1, 2025, to December 15, 2025 [9]. - Trading in paid subscribed units (BTU) will occur on Nasdaq First North Premier Growth Market until June 30, 2025, or until conversion into B shares and warrants [10]. Company Development - The proceeds from the rights issue will enable the company to advance its product and business development, particularly in the commercialization of its anti-collision system, BlincVision [6]. - Terranet aims to enhance urban traffic safety through innovative solutions for Advanced Driver Assistance Systems (ADAS) and Autonomous Vehicles (AV) [14].

Stoneridge (SRI) 2025 Conference Summary Company Overview - Stoneridge is a leading global supplier of electronic systems and technologies focused on safety, efficiency, and vehicle intelligence in the automotive and commercial vehicle sectors [1][2][4] Core Industry Trends - The company aligns its product strategy with megatrends in the industry, emphasizing driveline agnostic technologies that can be applied across various vehicle types, including internal combustion, hybrid, and electric vehicles [4][5][6] Product Segments 1. **Control Devices** - Represents approximately 1% of total revenue, focusing on passenger vehicle applications, particularly SUVs and pickup trucks [7][8] - Transitioned to agnostic products over the past five years, ensuring readiness for regulatory changes [8][9] - Key products include electromechanical actuators, temperature sensors, and control valves, with 90% of products being driveline agnostic [15][16] 2. **Electronics** - Comprises about 60% of total revenue, targeting commercial vehicles, off-highway, and bus markets [9][10] - Products include driver information systems, driver assistance systems, and control modules [11][12] - Significant growth in digital driver information systems and vision systems, particularly with partnerships in the industrial sector [27][28] 3. **Stoneridge Brazil** - Transitioning from an aftermarket focus to an OEM business model, with a 60% increase in OE business quarter-over-quarter [13][14][25] Key Innovations - **MirrorEye System** - A camera mirror system that replaces traditional mirrors, improving fuel economy by 2-3% and enhancing safety by eliminating blind spots [34][35] - Expected revenue of $120 million in 2025, with projections to grow to $300 million by 2029 [42][43] - Strong market adoption, with a 40% take rate in existing programs and significant interest from major truck manufacturers [44][45][46] - **Connected Trailer Technology** - Allows for retrofitting existing trailers with advanced camera and sensor systems without additional wiring, enhancing operational efficiency [51][52] Financial Performance - The company has seen strong revenue growth and margin improvement, outperforming underlying end markets [55][56] - A reduction in inventory by $28 million year-over-year has contributed to improved cash performance [57] Future Outlook - Stoneridge is well-positioned to capitalize on the rise of autonomous vehicles, viewing it as an opportunity rather than a threat [60] - The company is focused on expanding its technology offerings and maintaining strong relationships with customers to navigate potential tariff impacts [58][59] Conclusion - Stoneridge's strategic focus on innovation, diversification, and alignment with industry megatrends positions it for continued growth and profitability in the evolving automotive landscape [58][59]