Core Viewpoint - WeRide and Uber are expanding their strategic partnership to deploy at least 1,200 Robotaxis across the Middle East, with completion expected by 2027 [1][2]. Group 1: Partnership Expansion - The deployment will cover Abu Dhabi, Dubai, and Riyadh, with all Robotaxis available through the Uber app [2][5]. - The fleet will be progressively scaled up as regulatory approvals and performance milestones are achieved [2][5]. Group 2: Market Impact - This announcement represents the largest Robotaxi commercial commitment in the MENA region, aiming for tens of thousands of Robotaxis globally in the next five years [3]. - The existing fleet in Abu Dhabi is averaging dozens of daily trips per Robotaxi and is on track to achieve breakeven unit economics [6]. Group 3: Operational Model - WeRide follows an asset-light operating model, with Uber or local third-party partners responsible for fleet operations [5]. - Currently, WeRide has more than 200 Robotaxis operating in the region, with plans to expand to 15 cities by 2030 [5]. Group 4: Company Background - WeRide is a leader in the autonomous driving industry, having tested or operated vehicles in over 40 cities across 11 countries [8]. - Uber has facilitated over 72 billion trips since its inception in 2010, focusing on creating opportunities through movement [9].

Core Insights - Waymo, a self-driving vehicle startup owned by Google, is nearing the completion of a $16 billion funding round, which will value the company at $110 billion, more than double its current valuation [2] - Google is expected to contribute over 75% of the funding amount, indicating strong backing from its parent company [2] - Waymo's annual recurring revenue has surpassed $350 million, and the funding round was three times oversubscribed, reflecting high investor interest [2] Company Performance - Waymo has completed over 20 million trips and has established itself as a leader in the robotaxi sector, logging more than 125 million fully autonomous miles on U.S. roads with minimal safety incidents [3][4] - The company anticipates hosting 1 million rides per week in cities like San Francisco, Los Angeles, Phoenix, and Miami this year [4] - Waymo is also collaborating with Uber in secondary markets such as Austin and Atlanta for ride bookings [4] Competitive Landscape - The funding plans come as Waymo faces competition from Tesla and its CEO Elon Musk [5] - Waymo's capital expenditures are projected to exceed $20 billion this year, more than double previous guidance, as the company increases investments in autonomous vehicles, humanoid robotics, and artificial intelligence [5] Expansion Plans - Waymo is currently operating unsupervised autonomous driving in Austin, Texas, with intentions to expand to numerous major U.S. cities by the end of the year, pending regulatory approval [6] - The company plans to allow vehicle owners to add their cars to its autonomous fleet, enabling them to earn income when their vehicles are not in personal use [7]

Waymo, Alphabet Inc.’s autonomous driving unit, is aiming to raise about $16 billion in a financing round that would value the unit at nearly $110 billion, according to people familiar with the matter.The parent company would provide about $13 billion to the robotaxi firm, while the rest would come from others, including new investors Sequoia Capital, DST Global and Dragoneer Investment Group, said the people, who asked not to be identified because the discussions are private. Mubadala Capital is also inves ...

Funding and Valuation - Waymo is nearing the completion of a $16 billion funding round, which will value the company at $110 billion [1] - Over 75% of the funding is expected to come from Alphabet, Waymo's parent company, with participation from new investors such as Dragoneer, Sequoia Capital, and DST Global, alongside existing investors like Andreessen Horowitz and Mubadala [1] Operational Performance - Waymo has completed over 20 million trips, emphasizing its focus on safety-led operational excellence and technological leadership to meet the demand for autonomous mobility [2] - The company is experiencing rapid expansion, including a recent launch in Miami, although it has faced challenges such as robotaxis stalling at traffic lights during a blackout in San Francisco [2] Financial Metrics - Waymo has an annual recurring revenue exceeding $350 million [3] - The company previously raised $5.6 billion in a Series C funding round in 2024, which valued it at $45 billion [3]

Funding and Valuation - Waymo is nearing the completion of a $16 billion funding round, which will value the company at $110 billion [1] - Over 75% of the funding is expected to come from Alphabet, Waymo's parent company, with participation from new investors Dragoneer, Sequoia Capital, and DST Global, as well as existing investors Andreessen Horowitz and Mubadala [1] Operational Performance - Waymo has completed over 20 million trips, emphasizing its focus on safety-led operational excellence and technological leadership to meet the demand for autonomous mobility [2] - The company is experiencing rapid expansion, including a recent launch in Miami, although it has faced challenges such as robotaxis stalling at traffic lights during a blackout in San Francisco [2] Financial Metrics - Waymo has an annual recurring revenue exceeding $350 million [3] - The company previously raised $5.6 billion in a Series C funding round in 2024, which valued it at $45 billion [3]

Tesla’s (TSLA) bold claims about driverless robotaxis in Austin have come under scrutiny. Reports suggest the vehicles still rely on support crews, raising doubts about Tesla’s autonomy claims and keeping the stock down. Meanwhile, Alphabet’s (GOOG) (GOOGL) Waymo and Amazon’s (AMZN) Zoox are widely seen as front-runners in the self-driving taxi race. Waymo, backed by Google, has launched a paid robotaxi service in Miami, its sixth U.S. market, extending its lead over rivals. More News from Barchart Ana ...

January 21, 2026 06:55 AM GMT Tesla Inc | North America 4Q25 Preview: Bring on the Bots We see a particularly wide dispersion in financial KPIs into the 4Q print and for 2026. We believe the stock reaction will depend on the incrementality of updates around scaling robotaxi/Cybercab, launching Unsupervised FSD, Optimus Gen 3, and AI5 on the earnings call. Important financial KPIs and where we stand vs. consensus ( Exhibit 1 ). Outside of the numbers, here's what we're tracking through earnings. | M January ...

Core Insights - GIBO Holdings Ltd. is advancing its AI mobility roadmap with the GIBO.ai Calculation Engine, aiming for a unified intelligence stack for autonomous air and ground mobility systems [1][9] - The company is extending its AI-powered aerial intelligence services to integrate deeper with electric vehicles (EVs), logistics networks, and future autonomous applications [2] Group 1: AI Mobility Development - GIBO.ai aims to unify perception, decision-making, and execution layers into a single AI stack, supporting progressive autonomy across various mobility domains [3] - The platform allows for a staged evolution of autonomy, transitioning from assisted operation to higher levels of autonomy through continuous learning and real-world feedback [4] Group 2: Unified AI Stack - The GIBO.ai Calculation Engine integrates core AI functions such as perception, navigation, and mission planning, standardizing capabilities across aerial and ground platforms [5] - This unified approach enables mobility assets to share intelligence and adapt to environmental conditions, creating a cohesive intelligent mobility network [6] Group 3: Safety and Sustainability - The initiative focuses on enhancing safety, efficiency, and sustainability in autonomous systems, evaluating performance and environmental conditions for intelligent decision-making [7] - By embedding sustainability metrics into AI decision loops, GIBO aims to optimize for carbon reduction and resource stewardship, aligning with green-economy objectives [8] Group 4: Future of Smart Mobility - GIBO.ai is positioned as a horizontal AI platform for smart mobility, logistics, and urban infrastructure, supporting applications like intelligent fleet coordination and automated logistics [10] - The company is building foundational infrastructure for seamless and responsible mobility systems that harmonize with the global green economy [11]

Core Viewpoint - Tesla will transition its Full Self-Driving (FSD) software from a one-time purchase to a monthly subscription model starting February 14, 2024, which is a strategic move to enhance recurring revenue streams [1][2] Group 1: Subscription Model Change - Tesla will cease selling FSD for a flat rate and will only offer it as a monthly subscription, starting at $99 per month [1][2] - This change is aimed at establishing Tesla as a leader in autonomous mobility, which is crucial for the company's future [2] Group 2: Impact on Stock and Services - Following the announcement, Tesla's shares fell more than 2% [1] - Tesla has previously launched a limited robotaxi service in Austin, Texas, and offers ride-hailing services in San Francisco, although these services currently require a driver [2]

Core Insights - The U.S. auto industry experienced a strong performance in 2025, with total sales rising about 2% to approximately 16.2 million units, marking the best year since 2019 [1][9] - Despite high vehicle prices and rising financing costs, demand for trucks and SUVs drove early-year growth, although the market slowed in the fourth quarter due to cooling electric vehicle (EV) demand following the expiration of federal tax credits [1][6] U.S. Auto Industry Performance - Car buyers faced record prices, with an average new vehicle price of $50,326 in December 2025, a 0.8% increase from November [2] - General Motors (GM) remained the top-selling automaker in the U.S., delivering 2.85 million vehicles in 2025, a 5.5% increase from 2024, and extended its leadership in full-size pickups for the sixth consecutive year with sales of 940,000 units [3][9] - Toyota Motor (TM) was the second largest seller, delivering 2,518,071 vehicles, an 8% rise from 2024, with electrified models accounting for 47% of sales [4] - Ford (F) ranked third with total annual sales of 2.2 million vehicles, achieving a 13.2% market share, and its F-Series remained the best-selling truck in America with sales of 828,832 units, up 8.3% [5] Electric Vehicle Trends - U.S. EV sales fluctuated significantly in 2025, with early demand spiking before the expiration of federal tax credits, leading to a record third quarter, but a sharp slowdown occurred in the fourth quarter due to reduced incentives and affordability concerns [6][7] - Tesla (TSLA) faced its second consecutive annual delivery decline, with total deliveries of approximately 1.64 million vehicles, down from nearly 1.8 million in 2024, attributed to falling incentives and increased competition from Chinese EV makers [7][9] - Legacy automakers like Ford, GM, and Stellantis (STLA) adjusted their EV strategies in response to cooling demand, shifting resources towards higher-margin vehicles and proven revenue drivers [8][10] Future Outlook - The U.S. auto industry enters 2026 with caution, as easing inflation and expected interest rate cuts may support buying power, but a slower labor market could affect consumer confidence [12] - Government policy, including tariffs and fuel economy rules, will continue to impact the industry, with the renegotiation of the USMCA trade deal in 2026 being particularly significant [13] - New-vehicle sales are projected to decline to about 15.8 million units in 2026, a decrease of 2.4% from 2025, as the industry prepares for a new phase of transformation [14][15]