RT Jonas DM. (@dm_jns)Release Tesla Full Self Driving Supervised in Europe - Sign the Petition! https://t.co/SP6PP46SDl via @Change ...

Tesla, Inc. (NASDAQ:TSLA) is one of the AI Stocks in the Spotlight This Week. On October 29, Bank of America raised its price objective on the stock to $471 from $341 but maintained a Neutral rating. The firm believes that Tesla remains a clear leader in “physical AI” but warned that its valuation remains stretched. According to firm analysts, the new price target is based a sum-of-the-parts (SOTP) valuation, assigning an estimated 45% of Tesla’s total value to its robotaxi business, 17% to Full Self Dri ...

Tesla Board Chair Robyn Denholm, in a letter Monday, asked shareholders to vote for CEO Elon Musk's nearly $1 trillion pay package ahead of the company's annual meeting.Denholm said Musk was key to the future of the EV maker as it moves beyond being "just another car company," with a bigger focus on Full Self Driving and Optimus."Without Elon, Tesla could lose significant value, as our company may no longer be valued for what we aim to become," Denholm wrote.Tune in at 8:30 a.m. ET as Board Chair Robyn Denh ...

Definitely an important watch for Tesla investors. Phil does an amazing job explaining how Full Self Driving was made, how it works, and what it can do in the near future.Thank you to @aelluswamy for his youtube tutorial!phil beisel (@pbeisel):FSD v14, the magic.Let's break it down.Great show with @herbertong today.https://t.co/430iha6cD3 https://t.co/PPoHjOuCPw ...

Core Insights - Baidu's autonomous driving unit Apollo Go is at a pivotal moment that could significantly alter the company's revenue trajectory beyond its traditional search and cloud businesses [1] - The robotaxi service has achieved over 2.2 million fully driverless rides in Q2 2025, marking a 148% year-over-year growth, indicating strong operational momentum as it scales globally [1] Strategic Partnerships - Baidu has formed strategic partnerships with Uber and Lyft, which are crucial for its international expansion strategy [2] - These collaborations will deploy thousands of Apollo Go vehicles across Asia, the Middle East, and Europe, utilizing established mobility platforms to facilitate market entry while maintaining an asset-light model [2] - This strategy addresses previous concerns regarding capital intensity in autonomous vehicle deployment and opens pathways to higher-margin international markets [2] Unit Economics - Apollo Go has achieved unit-level profitability in Wuhan, where taxi fares are approximately 30% lower than in tier-one Chinese cities, enhancing its operational efficiency [3] - The RT6, the world's first purpose-built Level 4 autonomous vehicle with the lowest-in-class unit costs, positions Baidu to capture significant value in premium fare markets internationally [3] - The expansion into Hong Kong showcases Baidu's technical capabilities in complex right-hand drive environments, a feat few competitors have accomplished at a commercial scale [3] Revenue Contribution - As Baidu diversifies its revenue base, the contribution from Apollo Go is expected to become increasingly significant [4] - The Zacks Consensus Estimate for Q3 2025 revenues is $4.34 billion, reflecting a 9.33% year-over-year decline as the company shifts towards a more balanced revenue mix [4] - Apollo Go's expanding international operations and improving unit economics are anticipated to mitigate this temporary revenue softness over time [4] Competitive Landscape - Baidu faces increasing competition in autonomous driving from Tesla and Alphabet's Waymo, both of which are advancing their driverless mobility initiatives [5] - Tesla is enhancing its Full Self Driving technology for broader commercial deployment, while Waymo is expanding its operations in the U.S. with improved ride-hailing coverage [5] - Baidu's focus on mass market robotaxi commercialization contrasts with Tesla and Waymo's emphasis on premium autonomous transport, highlighting the competitive race for global leadership in self-driving technology [5] Stock Performance and Valuation - Baidu's shares have increased by 64.8% year-to-date, outperforming the Zacks Internet - Services industry and the Zacks Computer and Technology sector, which grew by 32.8% and 24.1%, respectively [6] - The forward 12-month price/earnings ratio for Baidu is 17.31X, below the industry average of 24.65X, indicating potential value [10] - The Zacks Consensus Estimate for Baidu's Q3 2025 earnings is $7.51 per share, reflecting a 28.66% year-over-year decline [12]

The best monthly description I pay for. Less than a cup of coffee each dayFull self driving is a life hack. https://t.co/ogVEPzGa8m ...

Technology & Automotive Industry - Tesla Cybertruck 的全自动驾驶系统能够处理施工区域 [1]

RT EVStraya (@EVStraya)I’m truely in shock. @Tesla Full Self Driving drove me the entirety of this route without a single intervention.Oh another thing, my daughter was asleep in the back after her soccer game and woke when we got home. Points for smoothness @TeslaAUNZ https://t.co/7T0sYy5ECZ ...

Technology & Innovation - Tesla's Full Self Driving (FSD) technology is perceived as a "life changing experience" and a glimpse into the future [1] - Positive user feedback suggests potential for increased adoption and market penetration of Tesla's FSD [1] Market Sentiment - The tweet expresses strong positive sentiment towards Tesla's FSD, potentially influencing public perception [1] - The positive experience shared could drive increased interest in Tesla and its autonomous driving capabilities [1]

Technology & Innovation - Tesla's Full Self Driving (FSD) technology is perceived as a "life changing experience" and a glimpse into the future [1] - Positive user experience with Tesla's FSD is highlighted, indicating potential for wider adoption [1] Social Impact & User Perception - The experience is described as "soooo cool!", suggesting a high level of user satisfaction and excitement [1] - The technology is seen as transformative, potentially impacting daily life and transportation [1]