Core Insights - Tesla's 2025 was characterized by strategic clarification rather than just vehicle sales or earnings surprises, indicating a shift in how the company is perceived by investors [1][4][18] - The focus has shifted from electric vehicles (EVs) as the future to autonomy and robotics as the core of Tesla's long-term vision [2][5][18] Electric Vehicles and Market Dynamics - While EV demand remains strong, growth has slowed due to increased competition and pricing pressures, highlighting the capital-intensive nature of the EV business [5][12] - Tesla's management has increasingly emphasized long-term opportunities in robotaxis and humanoid robots, reframing the company as an AI-driven platform rather than just an automaker [5][6] Autonomy and Robotaxi Developments - In 2025, Tesla launched a limited robotaxi pilot in Austin, marking a significant credibility milestone despite negligible revenue impact [10][11] - The conversation around robotaxis has shifted from feasibility to scalability, with CEO Elon Musk claiming driverless robotaxis could be available by year-end [11][12] - Regulatory hurdles and public trust issues remain significant challenges for the robotaxi initiative, indicating a long-term build-out rather than immediate revenue generation [12][13] Optimus and Long-Term Potential - Tesla's humanoid robot, Optimus, showed improvements but is not close to mass production or revenue contribution, positioning it as a long-term opportunity rather than a near-term catalyst [14][15][16] - The potential market for humanoid robots could extend beyond mobility into various sectors, but investors should manage expectations regarding its timeline for viability [15][16] Investor Implications - The transition from a straightforward EV growth narrative to a complex portfolio of long-term bets increases uncertainty but also broadens potential outcomes for investors [18][19] - For long-term investors, the focus is now on the maturation of autonomy and robotics as scalable, high-margin businesses rather than solely on vehicle sales [18][19]

Labor Market Overview - The U.S. labor market showed signs of cooling in November with nonfarm payrolls rising by 64,000, which is only modestly above expectations and weak by historical standards, while the unemployment rate unexpectedly climbed to 4.6% [1] Stock Market Performance - The Dow Jones Industrial Average fell 0.6% to 48,114.26, while the S&P 500 dropped 0.2% to 6,800.26; the Nasdaq rose 0.2% to 23,111.46 [1] Tilray Brands Inc. - Tilray Brands Inc. saw a significant increase of 27.54%, closing at $13.94, after trading between an intraday low of $10.50 and a high of $14.55; the stock remains below its 52-week peak of $23.20 but above its 52-week low of $3.51 [2][3] - The rally was fueled by speculation regarding potential U.S. cannabis reclassification following comments from President Donald Trump and positive remarks from CEO Irwin Simon [3] Pfizer Inc. - Pfizer's stock fell by 3.48% to finish at $25.53, with intraday trading between a low of $24.92 and a high of $26.51; shares are below their 52-week high of $27.69 but above the 52-week low of $20.92 [4][5] - The decline followed a cautious long-term outlook, with a new 2026 forecast indicating slower growth due to fading COVID-19 revenues and potential losses of exclusivity, despite cost-cutting measures and a focused R&D pipeline [5] Netflix Inc. - Netflix Inc. increased by 0.85% to close at $94.57, trading between an intraday low of $93.32 and a high of $94.93; the stock remains below its 52-week high of $134.12 but above its 52-week low of $82.11 [6] - The rise in stock price was attributed to a new podcast partnership with iHeartMedia, which aims to broaden Netflix's audio and content ecosystem [6] Lennar Corporation - Lennar Corporation's stock slipped by 1.80% to settle at $117.57, with intraday trading between a high of $120.82 and a low of $116.70; shares are below their 52-week high of $153.48 but above the 52-week low of $98.42 [7][8] - The company reported fourth-quarter revenue of $9.37 billion, beating estimates, but adjusted earnings of $2.03 per share missed expectations; home sales revenue fell by 7% to $8.9 billion [8] - New orders rose by 18% year over year to 20,018 homes, and deliveries increased by 4% to 23,034, although affordability pressures and weak consumer confidence impacted results [8] Tesla Inc. - Tesla Inc. climbed by 3.07% to close at $489.88, reaching an intraday high of $491.50 and a low of $465.83; shares are at a new 52-week high of $491.50, significantly above the 52-week low of $214.25 [9][10] - The increase was driven by heightened enthusiasm around autonomy, robotics, and software, with a surge in interest in its robotaxi program and Optimus humanoid robots, alongside bullish commentary from analysts [10]

Group 1 - Tesla Inc.'s stock has increased approximately 25% year-to-date and over 16% in the past month, nearing its 52-week high of $488, indicating a strong momentum phase [1] - The stock is currently priced around $475, reflecting a market capitalization of roughly $1.6 trillion, despite traditional valuation metrics being stretched [2] - Tesla's earnings yield stands at just 0.31%, with an enterprise value to EBITDA ratio of approximately 120x, a trailing P/E above 320x, and a forward P/E still above 200x, suggesting that the rally is not driven by current profits [2][3] Group 2 - Investors are betting on Tesla's future potential in autonomy, robotaxis, and its evolution into an AI and robotics platform, rather than focusing on traditional automotive metrics [4] - The current valuation is more about networks, software, and optionality, rather than the number of cars sold, which explains the high trading levels despite extreme valuation metrics [5] - There is a divide among investors, with bulls viewing current numbers as irrelevant if autonomy scales, while skeptics see the stock as priced for perfection, leaving little room for setbacks [6] Group 3 - Tesla's recent stock surge highlights how markets often prioritize belief and future potential over current financial performance, as the stock is rising despite profits not accelerating [7] - The critical question remains how long the vision can sustain momentum before the gap between earnings and stock price becomes significant [7]

Core Insights - Oshkosh Corporation will participate in CES 2026, showcasing innovations in autonomy, AI, connectivity, and electrification [1][2][3] Technology Focus - The company emphasizes four key technology pillars: autonomy, artificial intelligence, connectivity, and electrification, aimed at transforming industries and enhancing operational efficiency [3][4][6] Product Recognition - Two Oshkosh products received CES 2026 Innovation Awards: the JLG® Boom Lift with Robotic End Effector in the Robotics category and the Oshkosh® Airport Products Striker® Volterra™ Electric Airport Rescue and Fire Fighting Vehicle in the Travel and Tourism category [5] Thought Leadership Panels - Oshkosh executives will participate in various panels discussing the future of robotics, mobility, and AI, including topics on smart operations, data-driven decisions, integrated ecosystems, and sustainable electric platforms [6][7][13] Company Overview - Oshkosh Corporation, headquartered in Wisconsin, employs over 18,000 team members and operates in more than 150 countries, providing purpose-built equipment for various sectors [10]

Industry Trend & Vision - The industry anticipates a renaissance of the American factory in 2026, driven by a "factory first" mindset [1] - The industry aims to reinstate a culture of building in the US by applying assembly line principles to various sectors [3] - The industry is exploring how to bring the factory out into the world, particularly in sectors like data centers [5] Challenges & Opportunities - The industry faces challenges from offshoring, financialization, and accumulated regulations that hinder new developments [2][3] - The industry sees opportunities in modular deployment of AI and autonomy alongside skilled labor to streamline complex processes [1] - The industry is focusing on applying assembly line principles to housing, data centers, mining, and energy infrastructure [4] Technology & Innovation - AI is seen as a key enabler for understanding and mapping complexities in regulations, facilitating modular design [4] - The industry is leveraging the rapid development of data centers to test and deploy autonomy, AI, and robotics [5] - The industry aims to transfer learnings from data center construction to other sectors, such as factories and manufacturing facilities [6] Strategic Focus - The industry emphasizes building things at scale and creating industrial capacity as a competitive advantage [7] - The industry is seeking founders and builders to reinvent the American factory [7]

Riding onboard with Rivian’s race to autonomy https://t.co/cTp0MbbuxZ ...

Tesla’s announcement of unsupervised robotaxis and a new FSD model drew guarded optimism. The market sees it as a milestone. Removing safety drivers would help Tesla catch up to competitors, like Waymo, which already has over 100 million miles without safety drivers under its belt. However, analysts note this is still a small-scale test and not yet revenue-generating.On the valuation end, TSLA presents a challenging landscape. The stock is trading with a price-to-earnings (P/E) ratio of 240, significantly a ...

RT Sawyer Merritt (@SawyerMerritt)This is Rivian's next-generation Autonomy hardware and software platform, which the company says is a "self-improving, end-to-end AI system for our autonomy platform that scales."• 11 cameras (65 total megapixels)• 5 radars• New front-facing LiDAR• Powered by a new in-house designed chip called RAP1 (5nm TSMC)Rivian also detailed its software-first approach to autonomy, powered by the new Rivian Autonomy Platform and an end-to-end data loop used for training. The company in ...

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But I want to start first off with your decision to design your own chip when it came for AV and artificial intelligence. In the past, you've worked with Nvidia, but this time you said, "No, we're going to go it alone." Why go it alone given the expertise that Nvidia has when it comes to AI. >> Yeah, I mean the process of developing a chip is not something you take lightly.It's a it's a long multi-year process. It takes a tremendous amount of capital and importantly a really capable team and and ultimately ...