Autonomous taxis are taking over San Francisco. You might think that the city’s drivers are doomed. Not so far https://t.co/wVkzBFo9gW ...

The second player in ride-hailing is mounting a comeback. But is the stock a buy today?The market counted out Lyft (LYFT -2.20%) for years, with investors favoring ridesharing leader Uber Technologies instead. Now, Lyft is beginning to mount a comeback, with its stock actually beating the returns of Uber year to date. Why? Lyft has begun to claw back some market share in the United States while at the same time it has flipped to generating positive free cash flow.On Sept. 17th, Lyft announced a new partners ...

Key Points Lyft is partnering with Waymo to bring ride-sharing vehicles to Nashville. The company has actually gained some ground on Uber in the United States. Lyft stock is not dirt cheap at this point, but it could still be a good buy today. 10 stocks we like better than Lyft › The market counted out Lyft (NASDAQ: LYFT) for years, with investors favoring ridesharing leader Uber Technologies instead. Now, Lyft is beginning to mount a comeback, with its stock actually beating the returns of Uber ...

Autonomous vehicles have been said to be just around the corner for years. But we're closer than ever to that becoming a reality, and Waymo Co-CEO @TechTekedra is joining us at Disrupt to explore what still needs to be done, and what comes after.Get a preview of what's to come at Disrupt right here: https://t.co/BNWF7oOWIZ ...

Core Insights - Lyft Inc. is partnering with Waymo to launch a robotaxi service in Nashville starting next year, enhancing its competitive position against Uber Technologies Inc. [1][2] - Waymo has been testing in Nashville since March and plans to initiate fully autonomous operations soon, with public rides available next year through its app and later on Lyft's platform [2][5] - Lyft's stock surged by 16% following the announcement, reaching its highest level since 2022, while Uber's stock fell by 5.3% [2] Partnership Details - Flexdrive, Lyft's fleet management subsidiary, will manage vehicle maintenance and operations for Waymo's vehicles in Nashville, and will also build a fleet management facility [3][7] - Waymo has not disclosed pricing for rides in Nashville or whether fares will differ between its app and Lyft's platform [4] - This partnership marks Lyft's first collaboration with Waymo, while Waymo has an existing partnership with Uber [5] Strategic Moves - Lyft is actively pursuing partnerships to enhance its autonomous vehicle offerings, including agreements with May Mobility, Mobileye Global Inc., and Baidu Inc. [6] - Lyft's executives emphasize the company's role in the future of autonomous vehicles, leveraging its operational expertise through Flexdrive [7] - To finance new facilities, Lyft plans to reallocate capital from its Flexdrive rental locations to support autonomous vehicle rollouts, maintaining its overall strategy [8] Waymo's Operations - Waymo is currently providing hundreds of thousands of fully autonomous trips weekly across five major U.S. cities, employing a varied approach in each market [9] - Waymo is open to expanding its partnership with Lyft in other markets following the Nashville launch [10]

Partnership & Autonomous Driving - Lyft 与 Whimo 合作，计划于 2026 年在 Nashville 推出完全自动驾驶的 ride-hailing 服务 [1] - Lyft 将建设专门的 AV 车队管理设施，具备充电和车辆服务能力 [3] - 合作旨在将一流的自动驾驶汽车与一流的客户体验相结合 [3] - Nashville 将成为 Lyft 和 Whimo 合作的下一个启动城市 [3] Company Focus - Lyft CEO 将在 10 点的节目中分享重要新闻 [1][6] - 节目讨论了 Lyft 与 Whimo 的合作，该消息推动 Lyft 股票上涨 [1] Industry Trends - 节目提到了化妆品行业因 E L F 等公司的影响而变得热门 [5]

Core Insights - Hesai Group, a Chinese producer of LiDAR systems, debuted on the Hong Kong Stock Exchange on September 16, 2025, with a share price increase of 7% on the first trading day [1] - The company raised approximately HKD 4.2 billion (US$ 533 million) from the new share offering, which will be utilized for future growth initiatives [2] - In the first half of 2025, Hesai delivered 547,900 LiDAR systems, marking a 276% increase year-over-year, driven by demand from Chinese automakers [2] Company Developments - Hesai has secured over 120 series production programs from 24 automakers, with deliveries planned for 2025-2027 [3] - Key customers include major automotive brands such as a top European OEM, Li Auto, Changan, Geely, Great Wall Motor, Chery, Zeekr, Leapmotor, SAIC Audi, SAIC-GM, and a Toyota joint-venture [3] - The company has developed its fourth-generation digital single-photon platform, which integrates seven key components, enhancing performance while reducing costs [3] Technological Advancements - The co-founder and chief scientist of Hesai, Dr. Kai Sun, highlighted the significant reduction in LiDAR costs from USD 100,000 to USD 200, making advanced safety technologies accessible for mass vehicle production [4] - The company is committed to delivering core technologies that align with the emerging AI-driven Fourth Industrial Revolution [4]

Safety Concerns Regarding Tesla's Full Self-Driving (FSD) System - Tesla's FSD system reportedly failed to recognize railroad crossings in multiple instances since 2023 [2] - There are at least 40 online reports of similar incidents involving Tesla's FSD and railroad crossings [3] - Tesla's FSD system sometimes fails to stop before railroad crossings, requiring drivers to manually brake [2] - The National Highway Traffic Safety Administration (NHTSA) is aware of these incidents and is in communication with Tesla [5] - Tesla warns drivers not to rely on the auto driving software and to remain alert [6] Industry Perspective on Autonomous Vehicle Safety - The railroad industry has been warning for years that autonomous vehicles must recognize various elements of railroad crossings, including lights, gates, locomotives, whistles, bells, and horns [3] - Engineers face the challenge of teaching software to recognize the wide variety of train crossings [4] - Humans can decipher differences in railroad crossings that machines have yet to fully learn [5] Specific Incidents - One Tesla vehicle drove onto the tracks and under a train [3] - A Tesla in Texas with FSD mode nearly failed to stop before crossing arms [1] - An NBC News investigation interviewed six Tesla drivers who reported failures of the FSD software to recognize rail crossings [2]

Core Insights - The robotaxi industry is rapidly evolving, with major tech and automotive companies pushing into autonomous vehicles and robotaxis, marking a shift from a distant dream to reality in the U.S. [1] Company Summaries Amazon's Zoox - Amazon's Zoox has begun offering free rides in Las Vegas, with plans to expand service across the city and eventually charge passengers once regulatory approval is obtained [3][5] - Zoox's unique vehicle design, built from the ground up without a steering wheel, features a cabin where passengers sit face-to-face, earning it the nickname "toaster on wheels" [4] - Future expansion plans include services in San Francisco, Austin, and Miami, with testing already underway in Los Angeles, Atlanta, and Seattle [5] Tesla - Tesla launched its robotaxi service in Austin, TX, in June, initially limited to a small group of riders but quickly expanding its fleet and routes [6] - The service currently requires human supervisors, known as "Safety Monitors," to be present in the vehicles, reflecting a cautious rollout strategy [7] - CEO Elon Musk aims for Tesla's robotaxi to reach half of the U.S. population by the end of the year, with ambitious targets tied to his compensation package [8] Alphabet's Waymo - Waymo is the most established player in the robotaxi market, operating fully driverless Level 4 services in multiple cities, including Phoenix and San Francisco [9] - The company has completed over 10 million paid rides and delivers around 250,000 weekly paid rides, showcasing its significant scale compared to competitors [10] - Waymo's partnerships with companies like Hyundai and Uber enhance its deployment flexibility, supported by Alphabet's resources [11] Industry Outlook - The competition among Amazon, Tesla, and Alphabet illustrates the rapid evolution of the robotaxi industry, with each company pursuing different strategies [12] - Regulatory challenges and safety concerns remain, but the momentum towards a robotaxi revolution is increasing [12]

Core Insights - Micron Technology, Inc. has experienced significant stock performance, reaching a 52-week high of $158.28, driven by the AI boom and strong demand for memory chips [1][9] - Year-to-date, Micron shares have surged 86.8%, outperforming the Zacks Computer and Technology sector's 18.8% gain and major chipmakers like Broadcom, NVIDIA, and AMD [2][4] Company Performance - The strong performance reflects growing investor confidence in Micron's long-term prospects amid market volatility [4] - Micron's diversification strategy has shifted focus from consumer electronics to more stable sectors such as automotive and enterprise IT, enhancing revenue stability [6] Market Trends - Micron is positioned at the forefront of transformative tech trends, including AI, high-performance data centers, and industrial IoT, which are driving demand for advanced memory solutions [5] - The company is experiencing a surge in high-bandwidth memory (HBM) demand, with its HBM3E products gaining traction for AI workloads [7] Future Growth Potential - The Zacks Consensus Estimate for fiscal 2026 indicates a revenue increase of 33.9% and EPS growth of 60.7% year-over-year, highlighting strong future growth potential [10] - Micron's new HBM advanced packaging facility in Singapore, set to launch in 2026, demonstrates its commitment to scaling production for AI-driven markets [7][9] Valuation - Despite strong growth, Micron's stock is reasonably priced with a forward 12-month P/E ratio of 11.95, significantly lower than the sector average of 28.69, making it attractive for long-term investors [12][15] - Compared to peers like Broadcom, NVIDIA, and AMD, Micron's lower P/E multiple strengthens the case for investment [15] Investment Recommendation - Given its strong fundamentals, established position in the AI-driven memory market, and attractive valuation, accumulating Micron stock is recommended [17]