Core Insights - Tesla has achieved its first-ever driverless car delivery, marking a significant milestone for the company amid a sales slump [1][4] - The delivery involved a Model Y SUV that autonomously drove approximately 30 minutes to reach its new owner without any human intervention [1][3] - The vehicle reached a maximum speed of 72 miles per hour and is identical to other Model Y units produced at Tesla's factory [3] Company Performance - Tesla's stock has declined over 15% since the beginning of the year, with shares down about 1% in early trading following the driverless delivery announcement [4] - The company is facing increased competition from Chinese electric vehicle manufacturers like BYD in key markets such as Europe and China [4] Technological Developments - The driverless delivery occurred shortly after the launch of Tesla's Robotaxi service in Austin, which has received mixed reviews regarding its adherence to local traffic laws [7][8] - Tesla's AI chief stated that the company randomly selected a customer for the delivery, emphasizing the vehicle's standard production quality [3] Market Potential - Elon Musk has projected that autonomous driving technology could potentially add $5 trillion to $10 trillion to Tesla's market capitalization by transforming its vehicles into a productive fleet [9] - Tesla is in direct competition with companies like Waymo in the self-driving car sector [9]

近日，纳斯达克中国金龙指数对其成分股进行新一轮调整，中国Robotaxi公司小马智行正式纳入其中。 金龙指数是中概股投资标的风向标，纳入该指数意味着以小马智行代表的中国自动驾驶科技进入主流投 资视野，吸引ETF基金、对冲基金、长线投资者的投资，公司股票流动性和资本市场地位将进一步提 升。 ...

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, ...

Shares of Elon Musk’s Tesla popped 10% on Monday following the debut of its self-driving “Robotaxi” fleet — the first major test of technology that the billionaire has promised will transform the company’s business.Tesla shares were trading at about $354 per share as a handpicked group of influencers who participated in the trial run in Austin, Texas, on Sunday uploaded positive reviews on X and other social media platforms.Wedbush analyst Dan Ives, a Tesla bull, said he participated in a test drive that “e ...

Core Viewpoint - Tesla shares have increased by 10.3% this week, despite a decline in the S&P 500 and Nasdaq Composite, following a de-escalation of tensions between CEO Elon Musk and President Trump [1][2] Group 1: Stock Performance - Tesla stock rose this week, climbing 10.3% as of market close on Friday [1] - The increase occurred while major indices like the S&P 500 and Nasdaq Composite experienced modest declines [1] Group 2: Leadership Dynamics - A public dispute between Musk and Trump escalated but was resolved, leading to a positive impact on Tesla's stock [2] - Musk acknowledged that some of his comments had gone "too far" and issued an apology, contributing to the stock's recovery [2] Group 3: Product Launch Delays - Anticipation for Tesla's robotaxi launch contributed to the stock's rise, although the launch date has been delayed from June 12 to June 22 [3] - Despite the delay, Tesla shares continued to increase on Friday [3] Group 4: Historical Context - Tesla has a history of failing to meet target launch dates for its autonomous driving technology, raising skepticism about its future promises [5] - Musk had previously predicted that there would be 1 million robotaxis on the roads by 2020, which did not materialize [5]

Key Takeaways PONY shares fell 29.5% in 30 days after surging more than 245% from mid-April to mid-May 2025. The company plans to grow its robotaxi fleet to over 1,000 vehicles by the end of 2025. PONY's local sourcing and key partnerships help shield it from tariff risks and supply shocks.Pony AI (PONY) , an autonomous-driving company based in Guangzhou, China, has seen its shares tumble 29.5% over the past 30 days, faring worse than the Zacks  Transportation - Equipment and Leasing industry’s 1.4% decli ...

Core Viewpoint - Tesla's stock has rebounded significantly after a sharp decline due to a public feud between CEO Elon Musk and President Donald Trump, with shares rising 5.7% to close at $326.09, just $6 short of pre-feud levels [2][11]. Group 1: Stock Performance - Tesla's market cap dropped by 14% in a single session following the Musk-Trump conflict, but the stock has since rallied almost back to its previous levels [1][2]. - The stock closed at $326.09 after a 5.7% increase, indicating a recovery trend [2]. Group 2: Autonomous Vehicle Testing - Tesla is testing driverless vehicles in Austin, Texas, with a video shared by Musk showing a Model Y operating without a human safety supervisor [3][4]. - The company plans to launch a pilot for a driverless ride-hailing service in Austin, expected to start on June 12, with a limited rollout of 10 to 20 robotaxis [4][5]. - The Model Y will be used for these tests, and the service will be geofenced to limit operational areas, with remote monitoring by employees [5]. Group 3: Competitive Landscape - Tesla's entry into the robotaxi market comes after years of delays, positioning it behind competitors like Waymo, which has a commercial fleet operating in Austin [4][7]. - Waymo is currently the only autonomous vehicle maker in Austin with a "deployment" designation, while Tesla is listed as "testing" [6][7]. Group 4: Investor Sentiment - Analysts at Piper Sandler noted that the sighting of driverless cars in Austin aligns with their investment thesis for Tesla, maintaining a buy rating on the stock [15]. - Despite the positive developments, concerns remain regarding the safety and operational details of Tesla's driverless vehicles, as highlighted by auto safety researchers [15][16].

Financial Data and Key Metrics Changes - The company is focusing on cost and quality as top priorities, which are essential for strategic positioning and success in the upcoming years [7][12] - The margins in the Pro business are targeted to be in the mid-teens, with software and services growing at a rate of 20% [14][16] Business Line Data and Key Metrics Changes - Ford Pro has a 40% market share in North America, and the software services associated with it have margins exceeding 50% [12][14] - The company has over 675,000 paid subscriptions for software services, indicating a growing revenue stream [14][54] Market Data and Key Metrics Changes - The company is adjusting its investment priorities based on market changes and consumer feedback, focusing on areas with the highest return potential [23][24] - The competitive landscape is evolving, with the company recognizing the need to compete against fast-developing Chinese manufacturers [43][44] Company Strategy and Development Direction - The company is committed to electrification but is adjusting its approach to focus on smaller, more affordable EVs to attract a broader customer base [19][33] - Partnerships and alliances are seen as a way to enhance capital efficiency and speed to market, rather than pure consolidation [81][82] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the flattening of the EV adoption curve and is adjusting investment levels accordingly, while still maintaining a commitment to EV development [31][32] - The company aims to achieve best-in-class cost and quality, with a focus on higher growth and margins in the next three to five years [105] Other Important Information - The company is leveraging its competitive advantage as a domestic manufacturer, employing more workers and building more vehicles in the U.S. [26][27] - The company is exploring opportunities to minimize tariff impacts by onshoring parts and ensuring compliance with USMCA [28][29] Q&A Session Summary Question: What are the key elements of the original Ford Plus plan that remain in place? - The focus on cost and quality remains unchanged, while the approach to segmentation has been adjusted based on market conditions [11] Question: How does the company view the current tariff environment? - The company sees opportunities to leverage its U.S. footprint to mitigate tariff impacts and is actively working on strategies to reduce exposure [26][27] Question: How has the company adjusted its investment priorities? - The company is now taking a top-down approach to capital allocation, focusing on areas with the best return potential [23][24] Question: What is the outlook for electrification? - The company believes electrification is inevitable but acknowledges that the pace of adoption may take longer than initially expected [31][34] Question: How does the company plan to compete with Chinese manufacturers? - The company recognizes the competitive threat from Chinese manufacturers and is focusing on speed of development and cost structure to maintain competitiveness [43][44] Question: What does success look like for Ford in three to five years? - Success is defined as achieving best-in-class cost and quality, with significant growth in software services and a more durable business model [105]

Tesla (TSLA 5.09%) shares are quickly rebounding from a drop last week. The stock fell 3% last week, ending a four-week winning streak. It's starting the week off strong, though. Shares jumped over 5% early Tuesday morning, even as data from Europe shows its electric vehicle (EV) sales continue to slump. As of 10:40 a.m. ET, Tesla stock is still trading up by 4.9%. Elon Musk plans to refocus on TeslaAccording to the European Automobile Manufacturers' Association, registrations for new Tesla EVs in Europe pl ...

U.S. auto biggie Ford (F) is scaling back its electric vehicle (EV) ambitions once again—this time by opening the doors of its battery plant to a rival. In a move that highlights the growing pressure facing automakers, Ford will allow Japan’s Nissan (NSANY) to use part of its underutilized Kentucky battery facility. This factory was originally part of Ford’s $7 billion EV investment push in 2021, built in partnership with South Korea’s SK On. Today, one plant sits idle, and only a portion of the other is pr ...