Core Insights - The electric vehicle (EV) market is experiencing significant consumer enthusiasm, driven by advancements in autonomous technology and the need for improved charging infrastructure [2][4][10] - Affordability and vehicle form factors are critical factors influencing consumer adoption of EVs, particularly for families seeking practical options [3][4] - Rivian is positioning itself competitively in the EV market with its upcoming R2 vehicles, targeting a price range of $45,000 to $55,000, and plans to enhance autonomy features [6][7][12] Industry Trends - The development of charging infrastructure is a key barrier to wider EV adoption, with many potential consumers waiting for improvements before making the switch [1][4] - The integration of autonomy in EVs is expected to accelerate adoption, as consumers value the convenience and time savings associated with autonomous driving [5][20] - Companies like Tesla and Rivian are leading the charge in autonomous technology, with Rivian's plans for a hands-free driving feature and Tesla's successful robo-taxi launch [8][11] Company Analysis - General Motors is highlighted as a strong player in the EV market, particularly with its full-size pickups and SUVs, despite some criticism regarding its transition strategy from internal combustion engines to EVs [10][12] - Rivian is recognized for its innovative approach, including in-house development of processors and software, which may provide a competitive advantage in the EV space [12] - The potential for personal vehicle autonomy is seen as a transformative opportunity, allowing consumers to utilize their vehicles in new ways, such as self-driving to pick up passengers [18][20]

Core Insights - The Zacks Equity Research team has highlighted key stocks including Alphabet Inc., Tesla, and Sony Group Corp., along with micro-cap stocks Tredegar Corp. and CVD Equipment Corp. [1][2] Alphabet Inc. (GOOGL) - Alphabet's shares have outperformed the Zacks Internet - Services industry over the past year, gaining 63.8% compared to the industry's 59% [4] - The company is experiencing accelerated growth in AI infrastructure, Google Cloud, and Search, with Google Cloud's backlog reaching $155 billion, up 46% sequentially [4] - New Google Cloud Platform customers increased by approximately 34% year-over-year, and 70% of these customers are utilizing Alphabet's AI products [5] - Revenues from products based on Alphabet's generative AI models grew over 200% year-over-year, indicating strong adoption [5] - Search growth is supported by AI features, while YouTube benefits from increased demand for shorts, although competition in cloud computing remains a concern [6] Tesla, Inc. (TSLA) - Tesla's shares have increased by 11.3% over the past year, underperforming the Zacks Automotive - Domestic industry, which gained 13.9% [7] - The company achieved a new delivery record in Q3, largely due to buyers taking advantage of the expiring $7,500 EV tax credit, but Q4 deliveries are expected to decline due to the withdrawal of incentives and increased competition from Chinese EV manufacturers [7] - Automotive margins are under pressure, but the Energy Generation & Storage unit is performing well, and the Supercharger network is expanding [8] - Tesla's robotaxi service is operational in Austin and San Francisco, with driverless tests recently initiated, although significant results from AI and autonomous projects may take years [9] Sony Group Corp. (SONY) - Sony's shares have outperformed the Zacks Audio Video Production industry, rising 26.5% compared to 24.4% for the industry [10] - The company's performance is driven by strong results in Game & Network Services, Music, and Imaging & Sensing Solutions, despite challenges in Pictures and Entertainment, and Technology & Services [10] - Increased engagement in PlayStation and higher streaming in Recorded Music are contributing to growth, while Imaging & Sensing Solutions benefits from higher image sensor sales [11] - The acquisition of STATSports is expected to enhance sports analytics capabilities, although there are concerns about business volatility and a slowdown in the imaging market [12] Tredegar Corp. (TG) - Tredegar's shares have underperformed the Zacks Chemical - Plastic industry, declining 1.6% compared to the industry's 23.8% gain [13] - The company reported a strong Q3 2025 rebound, with Aluminum Extrusions EBITDA surging 172% year-over-year, driven by higher volumes and improved pricing [14] - Net income improved to $7.1 million from a loss of $3.4 million in Q3 2024, supported by stronger operating cash flow [14] - Despite facing challenges such as elevated corporate costs and high customer concentration, Tredegar maintained its market position through pricing flexibility and achieved 34% year-over-year volume growth in specialty products [15] CVD Equipment Corp. (CVV) - CVD Equipment's shares have gained 9.3% over the past six months, slightly underperforming the Zacks Manufacturing - General Industrial industry's gain of 10.5% [16] - The company is positioned for long-term growth in advanced materials for aerospace and EV batteries, supported by differentiated CVD/CVI platforms [16] - Key growth drivers include the adoption of ceramic matrix composites in aerospace and alignment with the shift to 200mm SiC wafers in power electronics [17] - Recent margin improvements and a restructuring plan targeting $2 million in annual cost savings are expected to enhance operating leverage, although risks include order volatility and customer concentration [18]

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 论文作者 | Minghui Hou等 编辑 | 自动驾驶之心 "只看图说话"的自动驾驶视觉模型，在真实路况中够用吗？遮挡、恶劣天气、复杂空间关系……这些挑战让传统模型捉襟见肘。今天要介绍的这项研究，正是要为自 动驾驶系统打造一个更懂"场景"、更会"思考"的视觉语言模型——MMDrive。 一、为什么传统方法不够用了？ 论文标题 ：MMDrive: Interactive Scene Understanding Beyond Vision with Multi-representational Fusion 论文链接 ：https://arxiv.org/abs/2512.13177 作者单位 ：吉林大学，香港科技大学（广州），佐治亚理工学院，密歇根大学安娜堡分校 1. 缺乏三维感知能力 ：二维图像难以表达深度、空间布局等关键信息； 2. 语义融合能力有限 ：不同模态之间往往是"硬拼接"，未能实现语义对齐； 3. 关键信息提取效率低 ：在复杂动态环境中，模型 ...

点击下方 卡片 ，关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近30个 方向 学习 路线 >>自动驾驶前沿信息获取 → 自动驾驶之心知识星球 最近自动驾驶的两大前沿方向：VLA和世界模型，已经有明显的融合趋势 。这一想法是十月份看到中科院的DriveVLA-W0，因此笔者借这个机会分别调研了 VLA 和 World Model 相关的工作，并且思考一下 这二者结合的可能性。 经过几周的调研、分析，有了些成果和自己的心得，所以也想理一理，分享给自动驾驶之心的小伙伴 们，主要分为以下几个部分： 那么，这两个看似不同的技术路线，究竟哪条路线更胜一筹？它们是对手，还是最终会携手并进的伙伴？本文将给大家深度解析。首先，咱们聊一聊二者分别是什 么。因为自动驾驶之心平台有发过这两个路线的详解，这里笔者就 high level 的概括一下，感兴趣地小伙伴可以翻翻之前的文章，讲地更为详细。 关于VLA和世界模 型的更多探讨，后面也会在「自动驾驶之心知识星球」内部和大家展开...... 什么是 VLA？ VLA ，全称 Vision-Language-Action， 即"视觉-语言-行动"模型 。 是一个多模态大脑， ...

Nvidia settled a lawsuit involving a former engineer who had inadvertently revealed autonomous driving trade secrets that he stole from a previous employer. https://t.co/9Ednoy4i3i ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive adopts technology enthusiastically, equipping its content creators with valuable expertise and experience [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Beginning in late 2026, Rivian will add an array of hardware and software enhancements to its midsize model for autonomous driving. Next up: Robotaxis?Read more: https://t.co/77DcOsybpB https://t.co/kuOXPQAnSs ...

Joining me right now for some of the other movers to look at here, Diane King Hall is with us. And we'll start off with General Mills, the earnings there. And good morning to you, Dian. Good morning to you.Uh when I looked at the numbers today from General Mills, I asked the question, are people eating cereal again. And it looks like it based on the numbers. The growth not necessarily in North America, but it did beat expectations on both the top and bottom line.Uh earnings coming in at a buck 10 per share ...

Tesla (NASDAQ: TSLA) reached a new all-time high of $488 on Tuesday, December 16, and artificial intelligence (AI) suggests that the $500 Tesla stock price target could be in reach sooner than you think.Based on Finbold’s inquiries that incorporated relevant market data as of December 17, OpenAI’s flagship large language model (LLM), ChatGPT-5.2, has argued that Tesla stock is ‘very close’ to $500 and could potentially reach the milestone in a matter of weeks, with TSLA shares trading above $490 in pre-mark ...

CES attendees will have the opportunity to meet with Innoviz's top executives and management team and receive insights into Innoviz's vision, upcoming projects, and their role in advancing LiDAR technology across industries. Innoviz will be showcasing its new InnovizThree LiDAR in addition to its InnovizTwo LiDAR Platform and the InnovizSMART at CES 2026 thth TEL AVIV, Israel, Dec. 17, 2025 /PRNewswire/ -- Innoviz Technologies Ltd. (Nasdaq: INVZ) (the "Company" or "Innoviz"), a leading Tier-1 direct supplie ...