A Waymo autonomous self-driving Jaguar electric vehicle sits parked at an EVgo charging station in Los Angeles, California, on May 15, 2024.Waymo has tapped Google executive Steve Fieler as its new chief financial officer, the self-driving company announced on Monday.The new CFO comes as the Alphabet-owned company has been bringing its robotaxi service to more markets in the past year, with plans for further expansion in 2026. Fieler's appointment also comes as Waymo looks toward its next phase, which could ...

Core Viewpoint - The electric vehicle (EV) sector is poised for significant growth by 2026, with three companies—Tesla, Rivian, and Lucid Group—highlighted as potential investment opportunities due to their unique market positions and growth strategies [2]. Group 1: Tesla - Tesla is recognized as a leading EV producer with substantial capital access, focusing on a robotaxi service as a major growth opportunity rather than just car manufacturing [3][4]. - The company launched its robotaxi service in Austin, Texas, with plans to expand to 8 to 10 new cities by the end of 2025, aiming for millions of self-driving taxis by the end of 2026 [4][6]. - Analysts like Dan Ives suggest that the robotaxi opportunity could potentially add $1 trillion to Tesla's market cap by the end of 2026, indicating significant growth potential if the company meets its targets [6][7]. Group 2: Rivian - Rivian is positioned as a value stock with a market cap of $15 billion, significantly smaller than Tesla's $1.4 trillion, and has a lower price-to-sales ratio of 3 compared to Tesla's 16 [8][9]. - The company plans to begin production of three new affordable models (R2, R3, and R3X) next quarter, all priced under $50,000, which aligns with consumer preferences as nearly 70% of Americans want vehicles in this price range [11][12]. - Rivian's strategy to introduce affordable models could lead to substantial sales growth, similar to Tesla's early success [12]. Group 3: Lucid Group - Lucid Group is characterized as a high-risk, high-reward investment, with shares trading at around 6 times sales, placing it between Rivian and Tesla in terms of valuation [13]. - The company plans to launch new affordable models, but these are not expected until at least the end of 2026, potentially delaying growth compared to its competitors [13][15]. - Lucid is involved in the robotaxi market through a deal to deliver 20,000 vehicles to Uber, but lacks a long-term revenue stream from this partnership, which may limit its growth potential [14][15].

Wednesday, November 5, 2025The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Tesla, Inc. (TSLA), BlackRock, Inc. (BLK) and Welltower (WELL). These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.You can see all of today’s research reports here >>>Ahead of Wall StreetThe daily 'Ahead of Wall Street' article is a must-read for all investors who ...

Core Insights - Chinese electric vehicle maker Xpeng is collaborating with Alibaba's digital mapping arm Amap to launch a robotaxi service [1] Company Summary - Xpeng is entering the robotaxi market through a partnership with Amap, indicating a strategic move to enhance its service offerings in the autonomous vehicle sector [1] - The collaboration with Amap suggests that Xpeng is leveraging advanced mapping technology to improve navigation and operational efficiency for its robotaxi service [1] Industry Summary - The partnership highlights the growing trend of collaboration between automotive manufacturers and technology companies in the development of autonomous driving solutions [1] - The launch of robotaxi services is part of a broader shift in the electric vehicle industry towards integrating smart technology and enhancing user experience [1]

Waymo said Monday it will launch a robotaxi service in Detroit, Las Vegas, and San Diego as the Alphabet-owned company hits the accelerator on its expansion plans. The announcement illustrates Waymo’s recent evolution from autonomous vehicle technology developer to commercial enterprise. It also follows comments by Waymo co-CEO Tekedra Mawakana, who said last week during TechCrunch Disrupt 2025 that it is imperative the company scales. “By the end of 2026, you should expect us to be offering 1 million trip ...

Core Insights - Waymo will launch its robotaxi service in Las Vegas, San Diego, and Detroit next year, marking its largest geographic expansion to date [1] Company Expansion - The introduction of the robotaxi service in these three cities signifies a significant step in Waymo's growth strategy [1] - This expansion is expected to enhance Waymo's presence in the autonomous vehicle market [1] Market Implications - The launch in major urban areas like Las Vegas, San Diego, and Detroit could increase competition in the robotaxi sector [1] - This move may attract more customers and partnerships, potentially leading to increased revenue streams for Waymo [1]

Group 1 - Caterpillar's stock surged due to the growth fueled by the AI data center boom [1] - Lucid's stock experienced a significant increase following reports of Uber's plans to launch a robotaxi service using Lucid vehicles in 2026 [1] - Uber announced a "multi-hundred-million dollar investment" in both Nuro and Lucid for the development of the robotaxi service, with plans to deploy 20,000 vehicles [1] Group 2 - Quantum computing stocks faced a decline after Nvidia's announcement at the GTC conference but rebounded shortly after [2] - Nvidia's stock reached new highs, highlighting the company's strong position in the AI chip market [4] - Joby's stock rose due to a collaboration with Nvidia focused on AI technology [4]

ANALYSIS: Are Prediction Markets Turning Brokers Into Bookies? Buying a stock is easy, but buying the right stock without a time-tested strategy is incredibly hard. So what are the best stocks to buy now or put on a watchlist? Nvidia (NVDA), Tesla (TSLA), Broadcom (AVGO), Quanta Services (PWR) and Alnylam Pharmaceuticals (ALNY) are prime candidates. The market confounded expectations for difficulties and turned in an outstanding performance in 2023 and 2024. Donald Trump's election victory initially booste ...

CONCLUDED Tesla's Earnings Disappointed. It's All About the Future. Memberships Last Updated: 23 hours ago Tesla Prepares for 'Volume Production' of Optimus Robot By Al Root A Tesla robot earlier this year. (AFP via Getty Images) With headline numbers out of the way, investors can focus on what else was said in Tesla's third-quarter earnings presentation. The most interesting tidbit might just be about robots. Tesla has launched limited, invite-only robotaxi service in the San Francisco Bay Area, according ...

ToplineTesla reported third-quarter earnings Wednesday that fell short of economists’ expectations, the first of the world’s largest firms to post third-quarter earnings, following a historic rise in quarterly deliveries in the lead-up to electric vehicle tax credits expiring. The automaker earlier reported a record-setting number of vehicle deliveries through the quarter.Getty ImagesKey FactsTesla reported $28.09 billion in revenues, well above Wall Street’s forecasts of $26.5 billion, according to FactSet ...