Tesla, Inc. (NASDAQ:TSLA) is one of the AI Stocks Making Waves on Wall Street. On December 16, Goldman Sachs reiterated its Neutral rating on the stock with a $400.00 price target. Firm analysts noted Tesla’s commencement and progress on robotaxi testing without safety monitors in Austin, maintaining their cautious stance amid competitive and execution risks. According to several posts on X by key Tesla executives, the automaker has begun testing robotaxi rides in Austin without safety monitors. This mar ...

Core Insights - Waymo's robotaxis experienced operational issues during a power outage in San Francisco, leading to traffic congestion as vehicles stalled at intersections [1][3] - The company stated that its autonomous vehicles functioned as designed, treating dark traffic signals as four-way stops, but the scale of the outage caused a backlog in confirmation requests [1][2] - Waymo has since suspended its ride-hailing services in San Francisco at the request of city officials to keep streets clear for first responders [5] Incident Details - The power outage affected approximately 130,000 customers of Pacific Gas & Electric, prompting Waymo to halt its services temporarily [3] - During the outage, Waymo's vehicles successfully navigated over 7,000 dark signals, but the concentrated spike in requests led to delays and congestion [2] - Footage on social media showed multiple Waymo vehicles stalled together, contributing to traffic issues [3] Company Response - Waymo is refining its confirmation check process to better align with current operational scale and improve response during outages [4] - The company plans to implement fleet-wide updates that will provide vehicles with context about power outages, enhancing navigation decisions [4] - Waymo is also improving its emergency response protocols and increasing engagement with first responders to better handle similar situations in the future [5] Expansion and Challenges - Waymo launched its driverless ride-hailing service in Phoenix in 2018 and has since expanded to other cities, including San Francisco [6] - The company faced challenges, including a software recall affecting over 1,200 vehicles and incidents involving its vehicles, which have raised concerns among residents [7]

Tesla's EV sales continue to fall, but the stock is trading around record levels as Wall Street keeps it eye on the robotaxi opportunity. ...

Whimo service is back up in San Francisco after a weekend blackout exposed what might be a blind spot for the rapidly expanding robo taxi company. Our Derbosa tells us why in today's Tech Check. Yikes.How was it, D. >> It was interesting. Let me just show you some of the scenes from Saturday night here in San Francisco.You had Whimos stopped in the middle of intersections causing gridlock across parts of the city. Now, the vehicles are designed to handle dead traffic lights and keep driving even if they los ...

Market Trends - Gold has reached a new high, surpassing $4,400, driven by increasing expectations of Federal Reserve rate cuts and heightened demand for safe-haven assets due to geopolitical tensions [3] - The latest Seeking Alpha Sentiment Survey focuses on investment strategies for 2026, covering stock sectors, capital allocation, and macroeconomic themes [3] Company Updates - OpenAI is enhancing profit margins from its paid products, while SoftBank is making significant efforts to fulfill its funding commitments to AI startups by the end of the year [4] - SpaceX's recent rocket explosion in January has been revealed to pose a greater risk to air travel than previously understood, and Bill Ackman is advocating for a SpaceX IPO through a SPARC merger [4] Infrastructure Issues - San Francisco experienced a major power outage due to a fire at a Pacific Gas and Electric (PG&E) substation, affecting around 130,000 customers, which is approximately one-third of the utility's customer base in the city [6] - The outage disrupted traffic and led to temporary business closures during a peak holiday shopping period, with power restoration expected to be completed by Monday afternoon [6] Autonomous Vehicle Developments - Waymo temporarily suspended its robotaxi service in San Francisco due to the power outage, which immobilized several vehicles and exacerbated traffic congestion [7] - The incident highlighted the reliance of autonomous vehicle fleets on external infrastructure, raising public skepticism about the safety and reliability of such technologies [8] Other Notable Events - Clearwater Analytics is set to be taken private in an $8.4 billion deal [9] - Uber and Lyft are planning to test Baidu's robotaxis in the UK [10] - Interactive Brokers has applied for a National Trust Bank Charter [11]

London is set to become the next testing ground for global autonomous driving firms after Chinese tech group Baidu confirmed plans to introduce robotaxis in the UK capital from next year. The move, an... ...

Core Viewpoint - Tesla's future heavily relies on artificial intelligence, particularly its robotaxi initiative, which has generated significant investor interest and driven stock prices to near all-time highs [1][2]. Company Developments - Tesla's CEO Elon Musk has consistently promised advancements in AI to transform the mobility market, aiming to create a fleet of fully autonomous vehicles [2]. - Recent updates on the robotaxi project have been positively received, contributing to a surge in Tesla's stock price [2][9]. - As of mid-December, Tesla has launched limited robotaxi services in Austin and the San Francisco Bay area, but these services still require human safety drivers [9][10]. Historical Context - Tesla has a history of missed deadlines and overpromises, including the failure to deliver fully autonomous driving capabilities and delays in the production of the Tesla Semi and Roadster 2.0 [5][11]. - Musk's past predictions, such as having 1 million robotaxis operational by 2020, have not materialized, raising skepticism about future timelines [11]. Financial Metrics - Tesla's current market capitalization stands at $1.6 trillion, with a price-to-sales ratio of 17.6 and a price-to-earnings ratio of nearly 320, indicating an unusually high valuation for an automobile company [4][13]. - Despite the high valuation, Tesla's core electric vehicle business is reportedly in decline, with no significant financial contribution from the robotaxi initiative yet [15]. Investment Outlook - The stock's performance appears driven more by narratives and hype rather than actual business performance, suggesting caution for potential investors until tangible progress is made in the robotaxi project [16].

美股昨晚自动驾驶 robotaxi 走趋势了 马 文 马昨天宣告广州单车盈利平衡。 特斯拉上全无人 车 大摩出了深度报告，预测2030年 全球百万量robotaxi。 还是我们比较前瞻和灵敏 tesla之前就新高了。 uber+文在中东 跑出数据 单车盈利平衡 ...

Key Takeaways UBER launched commercial robotaxi rides in Dubai via a partnership with WeRide and local authorities.This marks UBER's second AV rollout in the UAE and expands its global autonomous transport footprint. UBER posted 21% growth in total gross bookings in 3Q25, with strong gains in the Mobility and Delivery units. Earlier this month, Uber Technologies (UBER) launched robotaxi passenger rides in Dubai on the Uber app, teaming up with WeRide (WRD) , a Chinese autonomous vehicle company, for the pur ...

Tesla, Inc. (NASDAQ:TSLA) is one of the Buzzing AI Stocks on Wall Street. On December 16, Mizuho reiterated the stock as “Outperform” and raised its price target to $530 from $475. The firm said it's bullish on Tesla's robotaxi efforts. "TSLA - reiterate OP, raising PT to $530 from $475." The stock has been on the radar recently, particularly due to its robotaxi efforts. CEO Elon Musk tweeted earlier how Tesla has been testing robo-taxis without safety monitors in the car. This marks another step forwar ...