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X @Bloomberg
Bloomberg· 2025-11-12 15:10AI Processing
Toyota Pledges to Invest Up to $10 Billion in Its US Operations https://t.co/qKOAMblcZ8 ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-11-12 03:22
BREAKING: Tesla is launching in ColumbiaTesla North America (@tesla_na):https://t.co/Hi8t7URy1D ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2025-11-11 17:29
The future should look like the future.Tesla Cybercab will change ride sharing and automotive forever https://t.co/WfVPjtNAR1 ...
Wall Street Lunch: Meta's Chief AI Scientist Yann LeCun Plans To Exit (undefined:META)
Seeking Alpha· 2025-11-11 16:48
Group 1: Meta and AI Developments - Yann LeCun, Meta's chief AI scientist and Turing Award winner, is leaving to start his own company focused on advancing world models [3] - Mark Zuckerberg is shifting Meta's AI strategy from long-term research to faster deployment of commercial models, following a $14.3 billion investment in a new superintelligence division [4] Group 2: Financial Concerns in AI Sector - Investor Michael Burry claims that major cloud and AI firms are inflating profits by extending the useful life of their chips and servers, potentially understating depreciation by $176 billion from 2026 to 2028 [5][6] - Burry's fund has taken bearish positions in Nvidia and Palantir, challenging the prevailing AI optimism [6] Group 3: Company Performance and Market Trends - Sea Limited's Q3 revenue increased nearly 40% to $6 billion, despite missing profit estimates [7] - Paramount Skydance plans to invest $1.5 billion in theatrical releases and direct-to-consumer platforms, with analysts expressing cautious optimism about its strategic moves [8] - Xpeng's humanoid robotics program is gaining attention, with the debut of its next-generation IRON robot [9] Group 4: Levi's Pricing Strategy and Market Outlook - Levi Strauss is testing premium pricing with $300 jeans, indicating confidence in brand strength and a broader denim market recovery [10][11] - The company forecasts annual denim sales growth of 5% to 7% through the end of the decade across North America, Europe, and Asia-Pacific [11] Group 5: Nvidia's Market Influence - Nvidia's market capitalization has surpassed $5 trillion, with a 7.77% weighting in the S&P 500, indicating its significant influence on market trends [13]
Gentherm (NasdaqGS:THRM) FY Earnings Call Presentation
2025-11-11 15:05
2025 Baird Global Industrial Conference Bill Presley, President and Chief Executive Officer Jon Douyard, Chief Financial Officer Gentherm, Inc. | November 11, 2025 Proprietary © Gentherm Gentherm is a global market leader of innovative thermal management and pneumatic comfort technologies Forward-Looking Statements Except for historical information contained herein, statements in this presentation are forward-looking statements that are made by Gentherm Incorporated (the "Company") pursuant to the safe harb ...
Investing in Access, Not Ownership: Zoomcar's India Flywheel Takes Off
Prnewswire· 2025-11-11 14:00
Core Insights - Zoomcar is leading India's peer-to-peer car-sharing market with a profitable, asset-light model and seven consecutive profitable quarters [1][3] - The company operates a digital-first platform that connects vehicle owners and renters, providing a scalable alternative to car ownership for urban populations [2][9] Company Performance - Zoomcar has over 4 million users and has established itself as a trusted mobility brand in India [3] - The company has achieved positive contribution profit for seven consecutive quarters, demonstrating its ability to scale profitably [3] Growth Prospects - Anticipated substantial growth driven by expansion into new verticals and operational efficiencies [4] - Focus on automation and cost discipline is expected to enhance profitability and strengthen margins [4] Business Model - The Host Flywheel mechanism drives growth by attracting new car owners, increasing supply, and enhancing trip availability [5] - AI-powered pricing and risk management systems optimize returns for hosts and ensure reliable access for guests [5][6] Market Context - India's shared mobility market is projected to reach between $50 billion to $60 billion by 2030, influenced by low car ownership and high digital penetration [7] - The shift from ownership to access is reshaping the mobility landscape in India [7] Leadership - The leadership team, including Chairman Uri Levine and CEO Deepankar Tiwari, combines global mobility vision with local execution [8]
Zoomcar Set to Unveil Q2 FY 2025-26 Earnings Call: Key Updates on Growth and Market Strategy
Prnewswire· 2025-11-11 14:00
Core Insights - Zoomcar Holdings, Inc. is set to report its financial and operational results for Q2 FY 2025-26 on November 14, 2025, before market opening [1] - A live Zoom Webinar will be hosted by the company management on the same day at 8:00 am Eastern Time to discuss the results and provide corporate updates [2] - Investors and analysts can submit questions to management via email by November 13, 2025, at 10:00 am ET [3] Company Overview - Founded in 2013 and headquartered in Bengaluru, Zoomcar is India's largest peer-to-peer car-sharing marketplace, connecting vehicle owners with users for self-drive access [4] - The company's mission focuses on promoting smarter, shared mobility that is economically empowering and environmentally sustainable [4] - Zoomcar is positioned to capitalize on India's $50 billion shared mobility opportunity, continuing to grow at a double-digit year-over-year rate [6]
SKF (OTCPK:SKFR.Y) 2025 Earnings Call Presentation
2025-11-11 12:00
SKF Group Restructuring - SKF is separating into two standalone companies: SKF Industrial ("Fighting friction") and SKF Automotive ("Moving people further")[8, 10] - The Automotive business spin-off is expected to be operationally ready by mid-2026[17] - SKF Industrial rightsizing activities include a net reduction of approximately 1,200 positions, with about 500 re-hires related to strategic footprint shifts[202] SKF Industrial Financial Targets - SKF Industrial targets organic growth of 4%, which is 1 percentage point above market growth over a business cycle, excluding Automotive contract manufacturing[18, 193] - SKF Industrial aims for an adjusted operating margin of over 17% in the mid-term and over 19% in the long-term[18, 32] - SKF Industrial targets an adjusted ROCE of 20% and a cash conversion rate of 60%[18, 190] - SKF Industrial aims for net zero emissions by 2050 and decarbonized operations by 2030[190] SKF Automotive Financial Objectives - SKF Automotive's indicative long-term objectives include "high single digit" adjusted operating margin and "above market" organic growth over a business cycle[18, 25, 257] - SKF Automotive targets a net leverage of less than 1x (Net Debt (including Pensions) / Adjusted EBITDA)[25, 257] SKF Industrial Growth Strategies - SKF Industrial aims to leverage attractive high-growth industries and geographies, scale recurring service and intelligent solution business, and accelerate Specialized Industrial Solutions[32, 36] - SKF Industrial's Specialized Industrial Solutions account for approximately 25% of revenue[30, 89] - SKF Industrial has seen approximately 10% sales CAGR in Service & Intelligent solutions between 2022 and 2024[73]
南京金龙/吉利中标!
第一商用车网· 2025-11-11 08:04
Core Points - The project for purchasing new energy buses in Longyao County, Xingtai City, Hebei Province, involves the procurement of 100 buses, divided into two lots [1][7] - The first lot consists of 50 buses (16+1 seats), awarded to Nanjing Jinlong Bus Manufacturing Co., Ltd. with a bid amount of 31.05 million yuan [1][3] - The second lot also consists of 50 buses (24+1 seats), awarded to Geely Sichuan Commercial Vehicle Co., Ltd. with a bid amount of 30.75 million yuan [1][10] Summary by Sections Project Overview - The project is aimed at enhancing public transportation through the acquisition of new energy buses, reflecting a shift towards sustainable transport solutions [1][7] Bid Details - Lot 1: Nanjing Jinlong Bus Manufacturing Co., Ltd. won the bid with a price of 31.05 million yuan, required to deliver within 60 calendar days after contract signing [3][10] - Lot 2: Geely Sichuan Commercial Vehicle Co., Ltd. won the bid with a price of 30.75 million yuan, also required to deliver within 60 calendar days after contract signing [10][12] Contact Information - The project is managed by Longyao County Ruiwei Public Transport Co., Ltd., with contact details provided for both the contracting entity and the consulting agency [5][12]