Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has confirmed that the automaker's vehicles equipped with the AI4 (HW4) chip will be able to achieve unsupervised autonomous driving without requiring upgrades.AI4 Will Be Capable Of Self-DrivingOn Monday, user @iliketeslas shared a post on the social media platform X, stating that the current AI4 chips are capable of running Unsupervised FSD without "better hardware."Responding to the post, Musk confirmed the claim. "Yup," the CEO said in his response. He had earlier ...

19 January 2026 | 10:44PM HKT Equity Research China Software: WeRide (WRD) Mgmt. visits: Fleet ramp up drives commercialization; China and Global markets both in expansion We hosted WeRide (WRD, not covered) management on Jan 15 at the GS Tech AI Outlook Corp Day in Hong Kong. Management expects fast increase of their fleet size in China and overseas markets in 2026, and expect improving margins ahead with more orders per day. The company's positive tone on robotaxi commercialization echoes our view that ro ...

Accessible version Greater China Auto, EV and EV battery (H/A) 2026 China EV & EV Battery Handbook: From Autonomous Driving to AI Industry Overview Policy less supportive; export growth more resilient We expect 2026 to be a challenging year for China's auto industry. We forecast China auto wholesales to decline 1.6% YoY in 2026 (vs. +10% YoY in 2025E), dragged by front- loaded demand in 2025. We also expect 2026 domestic EV sales to grow only 7% YoY due to higher purchase tax (5%) and reduced trade-in subsi ...

Starlink 专题：航天商业革命先驱深度解析 20260116 摘要 Starlink 旨在解决全球互联网接入难题，尤其关注偏远地区，通过低轨 卫星提升接入速度，目前下载速度达 200Mbps，目标是 1Gbps，以支 持自动驾驶和人工智能等高阶应用。 Starlink 是 SpaceX 的核心业务，2025 年收入占比达 74%，贡献 123 亿美元，SpaceX 计划 2026 年中后期上市，目标估值 1.5 万亿美元， Starlink 项目估值或达 1 万亿美元。 Starlink 工程架构类似地面互联网，由终端、卫星和地面站组成，技术 关键在于卫星端。低轨卫星在通信延迟和频段资源利用上优于高轨卫星， 但低轨频段资源稀缺，受国际电信联盟严格管理。 截至 2025 年底，Starlink 计划部署 4.2 万颗卫星，已累计发射 10,839 颗，在轨 9,395 颗，占全球活跃通讯卫星总数 89.4%。星链经 历六次迭代，V2 Mini 版本引入星间链路，显著降低通信延迟，并实现 手机直连功能。 地面站是卫星信号接入核心网的关键，截至 2025 年底，Starlink 在全 球部署超过 150 个地 ...

Chinese robotaxi company WeRide Inc. (NASDAQ:WRD) has announced an expansion of its global autonomous cab fleet amid expansion. WeRide Now Has Over 1,000 Robotaxis In a post on the social media platform X on Thursday, the company announced the 1,000 Robotaxi feat, sharing that it has "reached 1,023 Robotaxis globally!" WeRide also announced that it had achieved driverless operations in Beijing, Guangzhou & Abu Dhabi. The company also shared that the milestone was an important step in its vision to achie ...

Core Viewpoint - Deere & Company is positioned as a leader in the agricultural sector, leveraging AI and automation to enhance farming efficiency, while FMC faces significant challenges due to declining demand for agricultural chemicals [1][10][11]. Group 1: Deere & Company Overview - Deere & Company, commonly known as John Deere, has been a significant player in agriculture since its founding in 1837, providing a wide range of farming equipment [3]. - The company is innovating with digital tools, AI, and autonomous driving technology to improve farming practices [4][8]. - In 2023, Deere's smart sprayers demonstrated a 50% reduction in water and chemical use, an 87% reduction in airborne drift, and a 93% reduction in chemical runoff during testing on 1 million acres [6][7]. Group 2: Financial Performance of Deere - Despite a challenging year in 2025, where net sales and revenue decreased by 12% and net income fell by 29%, Deere maintains a net income margin of 11% and has increased its dividend by 113% since 2020 [8][9]. - For Q4 2025, Deere reported an 11% increase in net sales and revenue, indicating a recovery trend as it continues to invest in technology [9]. Group 3: FMC Overview - FMC specializes in developing and producing pesticides and other agricultural chemicals, but is currently facing severe financial difficulties [11]. - In Q3 2025, FMC reported a 49% decline in revenue, dropping from over $1 billion to $542 million, and a net income loss of $569 million compared to a profit of $66 million in Q3 2024 [13][14]. Group 4: Financial Performance of FMC - FMC's earnings per share plummeted from $0.52 in Q3 2024 to a loss of $4.52 per share in Q3 2025, reflecting the company's struggles [13]. - The company's free cash flow is projected to decline from $614 million in 2024 to a loss of $100 million in 2025, coinciding with the rise of technologies that reduce pesticide use [14].

Aeva Technologies, Inc. (NASDAQ:AEVA) is a pioneer in the field of advanced sensing and perception systems, primarily for autonomous vehicles. The company's cutting-edge 4D LiDAR technology is setting new standards in the autonomous driving industry. Despite operating in a highly competitive market, Aeva continues to make strides in innovation and technology development.On January 15, 2026, Sinha Saurabh, the Chief Financial Officer of Aeva, made a notable transaction by selling 31,600 shares at an approxim ...

15 Jan 2026 08:40:52 ET │ 13 pages We open 90-day upside catalyst watch on Pony AI, considering 6 events ahead: (1) 4Q25 results likely to be decent with one-off gain (estimated ~100x return on Moore Threads investment), (2) Waymo's potential 1Q26 financing round at an implied valuation of 280x 2025 P/S which may re-rate Pony AI's valuation (87x 2025 P/S), (3) Improving investor sentiment on Pony's potential entry into Southbound stock connect in Jun'26, (4) US- China competition in tech area potentially en ...

2025年8月，成都正式启动自动驾驶公交示范场景打造工作。依托智能网联技术在公交营运场景的 应用，成都公交已梳理出60项自动营运场景，先后完成封闭场内测试、道路测试联调及各类场景 演练，形成一系列管理制度、规程与标准。 目前，4条自动驾驶公交线路已在未来科技城开通运营。成都公交集团相关负责人介绍，1号线为 首条示范线路，重点覆盖科研机构、企业园区与居民社区；2号线与3号线主攻长距离通勤，串联 未来科学城与地铁枢纽，服务企业员工跨区域出行；"此次开通的4号线，聚焦高校短途微循环， 有效解决师生'地铁站到校园'的出行痛点。" 本报讯（四川日报全媒体记者 段玉清）成都再添一条自动驾驶公交线路。1月14日，成都未来科 技城，成都自动驾驶公交4号线正式开通运营。线路连接福田TOD站与中国民航飞行学院（天府 校区），全程1.5公里，每天3班。市民可通过成都公交App或小程序预约乘车。 ...

Elon Musk has a tendency to be “creative” with numbers when it comes to Tesla (TSLA), a stock that arguably has the biggest cult-like following for any company. He just announced a major change in the way people buy Full Self-Driving (FSD). Buyers will soon have to pay a monthly subscription fee of $99 as opposed to the prior one-time $8,000 fee. The change will come into effect on Feb. 14, Valentine’s Day, a cheeky selection for Tesla to turn its relationship with customers on its head! Customers who alre ...