Core Viewpoint - Pony AI Inc. is set to hold an extraordinary general meeting (EGM) on April 2, 2026, to consider and potentially pass proposed resolutions supported by the board of directors [1]. Group 1: Extraordinary General Meeting (EGM) - The EGM will take place at 11:00 a.m. Beijing time on April 2, 2026, at Datang Industrial Park, Guangzhou, China [1]. - The EGM will follow class meetings for holders of Class A and Class B ordinary shares, which will also occur on the same date and location [2]. - Shareholders and holders of American depositary shares (ADSs) are encouraged to vote in favor of the proposed resolutions [1]. Group 2: Voting Eligibility - Holders of record of the Company's ordinary shares as of February 27, 2026, are entitled to attend and vote at the EGM and the class meetings [3]. - ADS holders must provide voting instructions to Deutsche Bank Trust Company Americas to exercise their voting rights for Class A ordinary shares [3]. Group 3: Company Overview - Pony AI Inc., founded in 2016, is a leader in the mass production and commercialization of autonomous driving technology [4]. - The company focuses on delivering safe and reliable autonomous driving solutions, powered by its proprietary technologies [4]. - Pony AI operates globally, with a vision of "Autonomous Mobility Everywhere," and has established extensive partnerships across the autonomous driving value chain [4].

This story was originally published on WardsAuto. To receive daily news and insights, subscribe to our free daily WardsAuto newsletter. Dive Brief: Robotaxi operator Waymo has closed on a $16 billion funding round, bringing its post-money valuation to $126 billion, the company announced in a blog post Monday. The funding round was led by Dragoneer Investment Group, DST Global and Sequoia Capital, but also included significant funding from existing investors Andreessen Horowitz, Mubadala Capital, Besseme ...

​Aurora Innovation, Inc. (NASDAQ:AUR) is one of the Best Autonomous Vehicle Stocks to Buy Now. Aurora Innovation, Inc. (NASDAQ:AUR) is set to release its fiscal Q4 2025 results on February 11. Wall Street expects the company to post around $1.47 million in revenue along with a GAAP EPS of negative $0.12. Wall Street has a bullish sentiment on the stock, with analysts’ 12-month price target reflecting more than 171% upside from the current levels. ​That said, on January 15, Aurora Innovation, Inc. (NASDAQ ...

Core Insights - VinFast has partnered with AI firm Autobrains to develop advanced autonomous driving technology, which includes a low-cost "Robo-car" system, potentially enhancing the Vietnamese automotive market [1] Company Developments - The collaboration aims to leverage Autobrains' expertise in AI to create innovative solutions for autonomous driving [1] - The introduction of a low-cost "Robo-car" system could make autonomous vehicles more accessible to a broader audience [1] Industry Impact - This partnership signifies a strategic move for VinFast to position itself in the competitive autonomous vehicle sector [1] - The development of advanced autonomous driving technology may contribute to the growth of the Vietnamese automotive industry, aligning with global trends towards automation and smart mobility [1]

PlusAI, the autonomous trucking technology company, is poised to become a publicly traded company in February 2026 following completion of its merger with Churchill Capital Corp IX, according to chief executive officer David Liu in an interview with FreightWaves. The Silicon Valley-based autonomous trucking software provider has spent the past six months navigating the Securities and Exchange Commission (SEC) review process for its S-4 filing, which was declared effective in late January, clearing the pat ...

Core Viewpoint - Tesla Inc. continues to innovate in the electric vehicle market and autonomous driving technology, with recent developments such as the launch of its driverless Robotaxi service in Austin [1][5]. Group 1: Stock Performance and Analyst Insights - Barclays set a price target of $360 for Tesla, indicating a potential decrease of approximately -19.89% from its trading price of $449.36 [2][5]. - Following the announcement of the Robotaxi service, Tesla's stock increased by approximately 4.15%, or $17.92, with a trading range between $432.63 and $449.46 [4]. Group 2: Autonomous Driving Technology - The introduction of the driverless Robotaxi service is a significant milestone in Tesla's pursuit of autonomous driving technology, with Elon Musk claiming that unsupervised autonomous driving is "essentially a solved problem" [3][5]. - The presence of humans in Tesla cars trailing the Robotaxis during the launch has raised questions about the current state of the technology [3]. Group 3: Market Position - Tesla maintains a market capitalization of around $1.49 trillion, reflecting its dominant position in the electric vehicle sector and strong investor interest, as evidenced by a trading volume of 68.35 million shares [4].

Core Insights - Tesla's stock gained 11% in 2025, underperforming the overall market, but has seen a remarkable increase of 3,130% over the past decade, contributing to a market cap of $1.4 trillion [1] - The company's price-to-earnings ratio stands at 292, indicating high market expectations for future performance [2] Group 1: Autonomous Driving and Robotaxis - Progress in robotaxi development is crucial for Tesla, with expectations that the company will achieve full self-driving technology and expand its robotaxi service [3] - In 2025, Tesla launched its robotaxi service in Austin, Texas, but needs to expand to new cities and increase Cybercab production in 2026 [4] - Competition from Nvidia's AI tools for autonomous driving could impact Tesla's growth potential, emphasizing the need for Tesla to focus on its own software development [5] Group 2: Core Business and Market Conditions - Tesla's valuation is heavily influenced by its autonomous-driving ambitions, but it remains primarily an EV manufacturer, with automotive deliveries declining by 9% year-over-year in 2025 [7] - Higher interest rates and the expiration of the EV tax credit are making new cars more expensive, while increased competition presents challenges for Tesla [8] - Shareholders are looking for improvements in top-line growth and margins from Tesla's core business in 2026 [8]

Core Insights - WeRide has launched its Robotaxi service Mini Program "WeRide Go" on WeChat, enhancing accessibility for users in China [1][3] - The integration with WeChat allows users to book Robotaxi rides without needing a separate app, streamlining the user experience [2][3] - WeRide aims to expand its Robotaxi fleet to tens of thousands by 2030, leveraging WeChat's extensive user base to boost ride volume and user retention [4] Company Overview - WeRide is a leader in the autonomous driving sector, operating over 1,000 Robotaxis globally, with fully driverless operations in major cities like Guangzhou and Beijing [4][5] - The company has received autonomous driving permits in eight markets, including China, the UAE, and the US, showcasing its regulatory compliance and market reach [5] - WeRide's technology platform, WeRide One, supports a range of autonomous driving products and services, addressing various transportation needs [5]

Core Insights - WeRide has launched its Robotaxi service Mini Program "WeRide Go" on WeChat, enhancing accessibility for users in China [1][3] - The integration with WeChat allows users to book Robotaxi rides without needing a separate app, streamlining the user experience [2][3] - WeRide aims to expand its Robotaxi fleet to tens of thousands by 2030, leveraging WeChat's extensive user base to boost ride volume and user retention [4] Company Overview - WeRide is a leader in the autonomous driving sector, operating over 1,000 Robotaxis globally, with fully driverless operations in major cities like Guangzhou and Beijing [4][5] - The company has received autonomous driving permits in eight markets, including China, the UAE, and the US, showcasing its regulatory compliance and market reach [5] - WeRide's technology platform, WeRide One, supports a range of autonomous driving products and services, addressing various transportation needs [5]

Group 1 - Peter Thiel's hedge fund Thiel Macro made significant trades in Q3, including a new position in Microsoft, which now represents 34% of the fund's invested assets and has returned approximately 483,000% since its IPO in March 1986 [1] - Thiel Macro sold 100% of its stake in Nvidia and 76% of its stake in Tesla, indicating a strategic shift in investment focus [7] - Nvidia maintains over 80% market share in the AI accelerator market, despite competition from companies like Broadcom and Marvell Technology [5][7] Group 2 - Nvidia is recognized for its leading graphics processing units (GPUs) and a comprehensive strategy that includes adjacent hardware and software development tools [4] - Concerns regarding export restrictions affecting Nvidia's ability to sell chips in China may have influenced Thiel's decision to exit the position, although recent comments from President Trump suggest potential for Nvidia to sell its H200 GPUs in China [6] - Tesla is viewed as having a significant long-term opportunity in autonomous driving technology, which could enhance its market position [7] Group 3 - Microsoft is effectively monetizing artificial intelligence through its software and cloud services, positioning itself for continued growth [7] - Wall Street anticipates Nvidia's adjusted earnings to grow at 67% annually through fiscal 2027, suggesting that its current valuation may be attractive for long-term investors [7][8]