Autonomous Driving Convergence - The industry believes version 14 represents a convergence release, where follow-on point releases will effectively solve autonomous driving [1] - Tesla's success in last mile use cases (e g, parking, gates) indicates a solid core for autonomous driving development [2] Robotaxi and Release Strategy - Robotaxi is expected to scale out on a version 14 release, implying the removal of the safety rider [3] - Version 14 is likely a multi-mode release, featuring unsupervised ("gold mode") for Robotaxi and supervised ("blue mode") for customer use [4] - The industry anticipates a release velocity similar to v13 releases, as the base for development has been established [5]

Core Insights - Rivian Automotive Inc. CEO RJ Scaringe defends the decision to exclude Apple CarPlay from its vehicles, emphasizing the importance of proprietary software and AI features [1][7][8] - Rivian plans to begin deliveries of the R2 midsize electric SUV in the first half of next year, with production ramping up at a new $5 billion manufacturing facility in Georgia [2][3] - The company faces significant competition from Chinese manufacturers like BYD, which benefit from lower costs and abundant labor [4] - Tariffs imposed during the Trump administration are expected to increase production costs by a few thousand dollars per unit, but Rivian maintains a U.S.-centric supply chain [5][6] Delivery and Production - Rivian is currently in the building and testing phase for the R2, with plans to start producing saleable units early next year [2][3] - The Georgia manufacturing plant is crucial for meeting delivery targets, with R2 production expected to commence in 2028 [3] Competitive Landscape - Scaringe highlights the cost advantages of Chinese competitors, noting that BYD has access to low-cost capital and labor, resulting in lower overall production costs [4] - Rivian's U.S.-centric supply chain is designed to mitigate some of the cost impacts from changing trade policies [5][6] Technology and Features - The decision to omit CarPlay is part of Rivian's strategy to control the entire software stack, allowing for enhanced AI-integrated features [7][8] - Rivian aims to offer some level of autonomous driving capabilities by 2027, leveraging LiDAR technology [8]

Core Viewpoint - Taiwan Semiconductor (TSMC) has shown significant growth in 2025, with a nearly 50% increase in stock value, and is expected to continue this upward trend into 2026 Group 1: Increasing Chip Demand - TSMC's major client, Nvidia, anticipates a substantial increase in global data center capital expenditures, projected to rise from $600 billion in 2025 to between $3 trillion and $4 trillion by 2030, which would greatly benefit TSMC [4] - Emerging technologies such as autonomous driving, quantum computing, and humanoid robots require advanced chips, which are likely to be sourced from TSMC, indicating a strong demand for their products [5] Group 2: Investment in U.S. Facilities - TSMC is expanding its operations internationally, including significant investments in U.S. facilities, which is seen as a positive move despite concerns over U.S. tariff policies [6] - The company has invested $165 billion in new chip facilities in the U.S., with existing capacity reportedly sold out through 2027, highlighting the strong demand for U.S.-produced chips [8]

Costfoto / NurPhoto via Getty Images EV maker and tech giant Tesla has teased an announcement coming on Tuesday Key Takeaways Shares of Tesla are rising to start the week. Part of the reason could be anticipation regarding an event, expected tomorrow, at which some watchers believe news of a more affordable EV could arrive. Tesla was the best-performing stock in the Magnificent 7 in the third quarter. Tesla is kicking off the week with a bit of mystery. The company yesterday posted a short video on ...

Core Insights - Tesla is regaining attention ahead of its earnings report on Oct. 22, following a significant sell-off and record quarterly deliveries, raising questions about whether the recent pullback presents a buying opportunity [1] Group 1: Automotive Business Performance - Tesla delivered approximately 497,100 vehicles in Q3, marking a new quarterly record and a year-over-year growth of about 7%, reversing two consecutive quarters of decline [4] - The Q3 deliveries exceeded analysts' consensus forecast of around 448,000 vehicles, indicating strong demand despite the expiration of a key $7,500 U.S. electric vehicle credit [5] Group 2: Energy Business Growth - Tesla's energy storage business achieved a record deployment of 12.5 gigawatt hours (GWh) in Q3, significantly surpassing the 9.6 GWh in Q2 2025 and 6.9 GWh in Q3 2024 [6] - This segment is generating substantial gross profit and is expected to continue growing as a percentage of overall revenue [7] Group 3: Market Dynamics and Future Prospects - The expiration of the $7,500 federal electric vehicle credit on Sept. 30 may impact Q4 demand, but Tesla's post-COVID-19 price cuts have made its vehicles more accessible [8] - The introduction of a lower-priced model and a refreshed Model Y could enhance Tesla's market appeal as incentives diminish, while potential revenue from robotaxi and software services may provide higher margins over time [9]

Core Insights - Tesla's Q3 deliveries reached a record high of 497,099, marking a 7% year-over-year increase, which was better than expected and the first annual rise in deliveries for the year [1] - Despite the record deliveries, Tesla's stock fell over 5% after the announcement, indicating a "sell the news" reaction following a strong rally [1][6] - Analysts had conservative delivery estimates, and the expiration of the EV tax credit may have led to a pull-forward in demand, yet Tesla's growth remains limited compared to competitors like Ford and Rivian [4][5] Delivery Performance - Tesla's Q3 deliveries of 497,099 units represent a 7% increase year-over-year, but the company is still on track for a second consecutive year of negative growth in the first nine months [1][5] - The company faced challenges as deliveries were down on an annual basis for the first nine months, raising concerns about future performance [5] Market Reaction - The stock market closed at record highs on the day of Tesla's delivery report, driven by optimism over a potential Fed rate cut and AI developments, yet Tesla's stock did not follow suit [1][6] - The strong Q3 delivery report was anticipated in the stock price, leading to a typical "sell the news" scenario post-announcement [6] Strategic Outlook - Tesla's automotive business remains central to its revenue and profit generation, which supports investments in emerging sectors like AI and autonomous driving [7] - The company is expected to face challenges in the coming quarters, with Musk indicating potential "rough quarters" ahead, particularly if new models do not perform as expected [5]

TIER IV, a specialist in open-source software for autonomous driving, has secured a credit facility worth US$7 million (¥1 billion) from Sumitomo Mitsui Trust Bank (SMTB), one of Japan's leading trust banks. The facility provides flexible funding to meet working-capital needs arising from TIER IV's domestic and international expansion. It will support the wider rollout of the company's autonomous driving services, paving the way for the next stage of growth, it says. Building on its advanced autonomous d ...

Key Points Elon Musk's massive stock purchase was well received by the market. Tesla's EV sales bounced back strongly in the quarter, and investors likely anticipated this trend through September. Tesla continues to secure approvals as it expands its robotaxi rollout. These 10 stocks could mint the next wave of millionaires › Shares in Tesla (NASDAQ: TSLA) surged by a remarkable 33.2% in September, according to data provided by S&P Global Market Intelligence. The move is primarily a result of an ...

Dan is global head of tech research at Wedbush Securities. And I got to say, we didn't even plan this, but our Tesla chart, let's bring it back up, perfectly matches. I mean, that's your yellow orang-ish jacket.I think that that that's a bullish that we literally had no this was not planned. Look at that. I I think that's a sign.Why do you love Tesla so much. Look, I mean, to me, look, the main thing is my view is on the autonomous robotic side. I mean, I think this now when it comes to it's going to be one ...

Tesla - Q3 deliveries are expected to beat expectations [2] - Tesla's future and stock price are heavily dependent on autonomous driving and robotics advancements [3] - Elon Musk's compensation proposal is giving investors confidence in his focus on Tesla [4] - Tesla's stock has risen 115% from its April lows [3] Nvidia - Nvidia broke out of a two-month consolidation period and hit fresh highs [9] - Demand for Nvidia GPUs is not slowing down due to the early stage of AI development [10] - Nvidia's GPUs are considered the "gold" and "energy" needed to power AI initiatives [10] - Meta is reportedly trying to build its own in-house chips, potentially reducing reliance on Nvidia [8] Market Trends - The momentum for Tesla has returned, with the stock up for seven out of eight weeks [3] - The market is in the early stages of AI demand [10]