Our next guest among those who've said publicly that Fed chair pal should resign as he faces continuing criticism from the president over his policy decisions. Muhammad Alerian is Alon's chief economic adviser. He joins me now.It's nice to see you. Welcome. >> Thank you, Scott.I want to debate this because I'm trying to get my arms around this notion that the Fed share should resign with the markets booming, the economy strong, credit calm, and the only potential issue has nothing to do at all with his own ...

Core Insights - Mobileye Global reported a fiscal second-quarter 2025 revenue of $506 million, a 15% year-on-year increase, surpassing analyst expectations of $463.26 million, with adjusted EPS of 13 cents exceeding the consensus estimate of 9 cents [1][3] - The company raised its fiscal 2025 revenue outlook to a range of $1.765 billion to $1.885 billion, up from the previous range of $1.690 billion to $1.810 billion, aligning closely with the analyst consensus estimate of $1.770 billion [2] Financial Performance - Shipments of approximately 9.7 million EyeQ units exceeded the analyst's estimate of 9 million, driven by strong demand from OEMs, particularly in China [6] - Adjusted gross margin for the quarter was 68.6%, slightly above the analyst's estimate of 68.4% and close to the Street's expectation of 68.8% [6] - Operating expenses were lower than anticipated at $241 million, resulting in adjusted operating income of $106 million, surpassing both expectations and the preliminary guidance [6] Future Outlook - Management emphasized 2027 as a critical year for revenue acceleration, driven by the adoption of SuperVision and initial deployments of Connected and Autonomous Vehicles (CAVs) [7] - Full-scale Drive deployments are planned for late 2026 across multiple U.S. and European cities, with the CAV business expected to contribute $150 million in 2027 revenue [8] - The company anticipates ADAS revenue could reach around $2 billion in 2027, which is considered a conservative estimate [8] Market Position and Partnerships - Mobileye's partnerships with major companies such as Volkswagen, Uber, and Lyft are expected to enhance its market position in the autonomous driving sector [9] - The company is transitioning to full production hardware for the ID. Buzz robotaxi, with teleoperations expected to begin in 2025 and driverless service planned for 2026 [9] Analyst Commentary - Needham analyst Quinn Bolton reiterated a buy rating on Mobileye with a price target of $18, despite the stock's decline following the earnings report [3][11] - Bolton noted that while management's tone was cautious, there is potential upside in fourth-quarter revenue and improving margin visibility, supporting a strong long-term growth trajectory for Mobileye [11]

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Autonomous Driving Initiatives - Lyft 计划在 2026 年增加自动驾驶班车服务 [1] - Uber 签署了更多自动驾驶协议 [1] Industry Trends - 自动驾驶技术在出行领域的应用正在扩展 [1]

Core Insights - Lyft will introduce autonomous shuttles from Benteler Group to its network by late 2026, in collaboration with U.S. cities and airports, with potential for future expansion [1] - The shuttles will be electric, branded under Holon, and designed without steering wheels or pedals, accommodating up to nine seated and six standing passengers [2] - Lyft is still in the process of integrating autonomous vehicles into its fleet, with plans to add AVs from May Mobility in Atlanta later this year and is collaborating with Mobileye for technology [3] Company Developments - The partnership with Benteler allows Lyft to utilize urban electric shuttles, enhancing its service offerings amid competition from Uber, which is expanding its robotaxi fleet [2] - Lyft's ongoing efforts to incorporate autonomous vehicles include testing with various partners, indicating a gradual approach to AV integration [3] - The technology powering the Holon shuttles comes from Mobileye, although Lyft clarified that the current deals are separate from those involving Mobileye [3] Competitive Landscape - Lyft's announcement comes at a time when Uber is aggressively expanding its robotaxi services with multiple partnerships, highlighting the competitive dynamics in the autonomous vehicle market [2] - The introduction of Benteler's shuttles may position Lyft to better compete with Uber's advancements in the autonomous transportation sector [2] - Lyft's strategy to partner with established manufacturers like Benteler reflects a trend in the industry towards collaboration for technological advancement [1][2]

Tesla is launching an even-more-limited version of its early robotaxi service in San Francisco this weekend, according to Business Insider, after an initial rollout began last month in Austin, Texas.The company plans to offer rides with a driver in the driver’s seat, which is necessary because Tesla does not have the proper permits for driverless testing or deployment, according to California DMV records. It is not clear whether the company has obtained a permit from California’s Public Utilities Commissi ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Insights - Tesla is significantly behind its goal of producing at least 5,000 Optimus humanoid robots in 2025, with production numbers only in the hundreds after nearly eight months [1] - The company reported a 12% decline in overall revenue in Q2, attributed to falling EV sales, reduced cash from regulatory credits, and a decrease in solar and energy storage sales [2] - Musk stated that Tesla aims to scale Optimus production to a million units per year within five years, although previous ambitious projections have not been met [3] Group 1 - Tesla's production of Optimus robots is lagging, necessitating either an increase in output or a deadline extension [1] - The decline in revenue is linked to multiple factors, including a drop in electric vehicle sales and other revenue streams [2] - Musk's optimistic production targets for Optimus robots echo past ambitious claims that have not materialized [3] Group 2 - The company plans to start production on the latest Optimus 3 design by early next year [2] - Musk's previous projections regarding robotaxis have not been fulfilled, raising questions about the feasibility of current targets [3] - The goal of reaching a million units per year is seen as a reasonable aspiration, despite past failures to meet similar goals [3]

Key Takeaways CDNS expects Q2 revenues between $1.25B-$1.27B, up from $1.06B in the year-ago quarter.AI trends and chip complexity are driving demand across EDA, IP and System Design divisions.Backlog was $6.4B in Q1, with recurring revenues and strategic partnerships supporting growth.Cadence Design Systems, Inc. (CDNS) will release results for the second quarter of 2025 on July 28.The Zacks Consensus Estimate for second-quarter 2025 earnings has been unchanged in the past 60 days at $1.57 per share. The c ...

Partnerships & Deployment - Lyft is partnering with Benteler to deploy autonomous shuttles in the US [1] - The deployment is planned for late 2026 [1] Competitive Landscape - Lyft is trying to catch up with rival Uber in the autonomous vehicle space [1]