Key Points Robotaxi growth potential is creating a market frenzy. One "boring" EV stock may be the wisest pick. 10 stocks we like better than Rivian Automotive › Many investors are growing bullish on electric vehicle (EV) stocks, but it may not be for the reason you think. In years past, they have focused on the growth opportunity in EV sales, which still represent less than 15% of total vehicle sales in the U.S. The current hype, however, has to do with robotaxis. Some experts believe these could ...

You're about to start. Please make sure your seatbelt is actually fastened. No driver, no small talk.Just sensors, A. I. and real time data.They're not quite mainstream yet, but Robotaxis are already revving up a global race. And the fierce competition. It's playing out between two tech superpowers, the US and China.In the US, Waymo is leading the charge, borne out of Google's self-driving project back in 2009. It now operates in multiple cities, offering fully autonomous rides with no human driver behind t ...

WE BLOOMBERG TECH ASIA IS LIVE WITH SHERY AHN IN TOKYO AND ANNABELLE DROULERS IN HONG KONG. SHERY: AN EXCITING EPISODE AHEAD WITH A ROBOTAXI THAT COULD BE WORTH $330 BILLION ACCORDING TO BLOOMBERG INTELLIGENCE, NOT SURPRISING GIVING -- GIVEN THE AGING POPULATION AND LACK OF CABDRIVERS AND SOME OF THE LEADERS COULD BE CHINESE NAMES. ANNABELLE: ABSOLUTELY.YOU SEE THE VALUE CHAIN SIDE. YOU MENTIONED CHINESE NAMES, YOU HAVE BAIDU'S APOLLO, IN THE U.S. THERE IS WAYMO. THERE'S ALSO THE PARTNERSHIPS ON TOP.UBER AN ...

Elon Musk has done a remarkable job of transforming Tesla. During his spell in politics some investors questioned whether he was the right boss. Unless robotaxis look like a winner soon, the questions will only return https://t.co/t916NjcDLV ...

Core Insights - Tesla's stock has experienced a five-day winning streak, resulting in an 18% total return during this period, largely driven by CEO Elon Musk's purchase of approximately 2.6 million shares valued at around $1 billion, marking his first open market purchase in nearly five years [1][4] - The company's market capitalization has increased by approximately $243 billion over the past five days, reaching around $1.3 trillion, with the stock currently 1.5% higher than its value at the end of 2024 [4] - Tesla's future growth is anticipated to be driven by advancements in AI, autonomous driving, robotaxis, and humanoid robots [1] Financial Performance - Tesla's stock performance is compared to the S&P 500, with a year-to-date return of 12.5% for the index, highlighting the relative strength of Tesla's recent gains [4][6] - The current momentum in Tesla's stock may indicate increasing investor confidence, which could lead to further buying activity [6] Market Context - Among S&P 500 constituents, 41 are experiencing three or more consecutive days of gains, while 26 are facing three or more days of losses, indicating a mixed market environment [7] - The Trefis High Quality (HQ) Portfolio, which includes 30 stocks, has historically outperformed benchmarks like the S&P 500, suggesting that investing in a diversified portfolio may offer lower risk and superior returns compared to individual stocks like Tesla [8]

Tesla's stock surged more than 8% on 15 September 2025 after CEO Elon Musk disclosed a near $1 billion share purchase, his first significant buy in five years.The move, seen as a decisive vote of confidence, comes amid slowing EV demand, heightened competition, and scrutiny over Musk's proposed new pay package.Musk's $1bn Stock Buy Sparks RallyOn September 15, 2025, Tesla's share price climbed more than 8% in pre-market trading after a regulatory filing disclosed that Elon Musk had purchased about 2.57 mill ...

Core Insights - Elon Musk purchased $1 billion worth of Tesla shares, coinciding with the company's proposed decade-long, trillion-dollar pay package, which boosted the stock price by 7% in early trading [1][2] - The pay package could potentially grant Musk approximately 423 million Tesla shares, valued at about $143 billion, contingent on the company meeting ambitious performance targets [3] Company Performance - Tesla's stock has seen a recovery of 12% year-to-date, rebounding from a 45% decline earlier in April, despite a 13% drop in vehicle sales globally during the first half of the year [1][4] - The company is facing challenges as it prepares for the phase-out of U.S. electric-car purchase incentives, which Musk indicated could lead to "a few rough quarters" [4] Leadership and Governance - Tesla's Chair, Robyn Denholm, defended Musk's leadership and political activities, asserting that they have not negatively impacted the company [5][6] - There are concerns among shareholders regarding Musk's focus on political engagements and side projects, with calls for him to dedicate more time to Tesla [5]

Tesla Chief Executive Elon Musk - jim watson/Agence France-Presse/Getty Images Shares in Tesla jumped in premarket trading Monday after Elon Musk disclosed his first purchase of the stock in the open market since February 2020. Tesla’s chief executive purchased more than 2.5 million shares in the company Friday, totalling around $1 billion, according to a regulatory filing released Monday. Most Read from The Wall Street Journal The move signals Musk’s commitment to the electric-vehicle maker as the com ...

Group 1: Tesla's Market Position - Tesla's sales are projected to shrink by 5% in 2025, with shares down about 9% year to date [1] - In 2022, Tesla sold 1.79 million battery-powered electric vehicles, maintaining its position as the top seller in the pure electric vehicle segment [2] - Tesla's deliveries have decreased by 13% in the first half of the year, indicating struggles in maintaining sales volume [3] Group 2: BYD's Growth and Market Potential - BYD sold 1.71 million battery-powered electric vehicles last year and significantly outperformed Tesla in the plug-in hybrid segment with 2.33 million units sold [2] - BYD is expected to grow its battery-powered and hybrid EV sales by approximately 7% this year, positioning it to potentially surpass Tesla as the leading global seller of battery-powered EVs [3][5] - BYD's stock trades at a price-to-sales ratio of less than 1, contrasting sharply with Tesla's ratio of 14, indicating a significant valuation discount [5] Group 3: Market Dynamics and Valuation - Tesla's high valuation is largely based on future potential products like robotaxis, while BYD's valuation is supported by its existing business performance [5] - There are concerns regarding potential regulatory changes in China that could impact BYD's profitability and business model [5][6]

America was jolted into action in 1957 when the Soviet Union put the first man-made satellite into space. Could a similar “Sputnik moment” over robotaxis inspire Europe to get out of the slow lane? https://t.co/TIC5yc3hVP ...