Tesla is taking early steps to bring its robotaxis to New York City. In a job posting this week, Tesla said it is hiring data collectors to drive vehicles around the country’s most populous city. https://t.co/3T8S6L621N ...

It’s likely a future exists where the windows of robotaxis themselves have advertisements.While a future that resembles Idiocracy, with ads surrounding you, isn’t ideal… the cost of transporting people and goods will be incredibly cheap when combined with autonomous EVs.Nic Cruz Patane (@niccruzpatane):Waymo has started putting advertisements on their vehicles. https://t.co/ldGSznI7DX ...

Tesla wants to bring robotaxis to San Francisco. Here's what's standing in the way. | TechCrunch https://t.co/3bWWKVmV48 ...

Core Insights - Tesla sold 75% of its Bitcoin holdings in mid-2022, resulting in significant financial losses as Bitcoin's value surged afterward [3][10] - The company's Bitcoin holdings were valued at $1.24 billion, a substantial increase from $722 million a year prior, highlighting the missed opportunity [1][3] - Tesla's stock has faced challenges, including a 15% decline this year, while the broader tech market has been performing well [6] Financial Performance - Tesla reported its worst sales drop in a decade and earnings that fell short of Wall Street estimates [4] - The company recorded a net income of $1.17 billion in the second quarter, with Bitcoin contributing $284 million to profitability [6] - If Tesla had retained its Bitcoin, the value would have been approximately $5 billion, compared to the $936 million converted to cash [3][7] Market Context - The cryptocurrency market has seen a resurgence, with Bitcoin gaining 80% over the past year, contrasting with its 60% decline in 2022 [1][10] - Tesla is losing market share to competitors like BYD in the electric vehicle sector, which adds pressure to its financial performance [4] - External factors such as President Trump's tariffs and the end of federal EV tax credits are expected to negatively impact Tesla [6]

分组1: Tesla - Tesla's earnings report was disappointing, with revenues down 12%, unit sales down 14%, and net income down 23%, leading to a 9% drop in stock price [5][6] - Elon Musk warned of challenging quarters ahead, raising concerns about tariffs, margin pressures, and economic worries [6][8] - Musk promoted long-term tech initiatives like robotaxis, claiming autonomous ride-hailing would be available to half of the US population by year-end, but skepticism remains regarding these aggressive predictions [7][8] 分组2: Google - Google reported strong earnings, beating expectations with a 32% increase in cloud revenue and a 12% increase in search revenue, alongside a 13% rise in YouTube ads [10][11] - Despite concerns about AI competitors impacting search revenue, Google managed to maintain strong performance, with stock hovering just above flat after a slight increase [12][13] - Long-term valuation concerns and the potential threat from AI competitors are emerging discussions for Google moving forward [13][14] 分组3: Chipotle - Chipotle's stock fell 13% after missing revenue estimates, with comparable store sales down and transactions down by 4.9% [15][16] - The company is facing inflationary pressures but has managed to offset some costs through higher prices and efficiencies [15][16] 分组4: T-Mobile - T-Mobile reported gains in new subscribers and raised guidance, indicating strong performance outside the tech AI landscape [18] 分组5: Meme Stocks - The return of meme stocks has been noted, with several heavily shorted stocks experiencing significant jumps, indicating a potential shift in retail investor interest [20][21] - The phenomenon may suggest a broader market trend where retail investors seek new opportunities for quick gains as tech stocks stabilize [22][24] 分组6: Upcoming Earnings - The upcoming earnings reports from major companies like Microsoft, Meta, Apple, and Amazon are anticipated, with specific focus areas including Azure growth for Microsoft and AWS growth for Amazon [33][41] - Concerns about spending versus payoff in AI investments are prevalent for both Microsoft and Meta, while Apple is facing challenges despite growth in services revenue [34][36][39]

🚨 Here’s the top shareholder-voted question for Tesla’s Q2 2025 earnings call:#1 — “Can you give us some insight how robotaxis have been performing so far and what rate you expect to expand in terms of vehicles, geofence, cities, and supervisors?” $TSLA@JOBhakdi weighs in!👇 ...

Core Viewpoint - Uber Technologies announced a partnership to deploy over 20,000 robotaxis in collaboration with Lucid Motors and Nuro, signaling a significant shift in Uber's strategy towards autonomous vehicle technology [3][7][10] Group 1: Partnership Details - Uber will invest $300 million in Lucid Motors, while Nuro will develop the self-driving technology for the robotaxis [3] - The deployment of the 20,000 robotaxis will occur over the next six years, with manufacturing likely starting late next year [5][6] Group 2: Impact on Lucid Motors - Lucid Motors' stock surged over 40% following the announcement, reflecting strong market sentiment towards the partnership [1] - The order for 20,000 vehicles is significant, especially considering Lucid's recent quarterly delivery record of 3,309 vehicles [5][10] - Lucid aims to leverage this partnership to enhance its market presence and capitalize on the growing demand for autonomous vehicles [5][10] Group 3: Uber's Strategic Shift - This partnership marks a new era for Uber, which had previously exited the robotaxi space in 2020, indicating a shift towards collaboration with multiple technology developers [7] - Uber is also pursuing other partnerships, such as with Volkswagen for commercial service in Los Angeles [7] Group 4: Industry Context - The autonomous vehicle sector faces challenges, including regulatory hurdles and high costs, which have led to the closure of several start-ups [8] - Competitors like Tesla and Waymo are advancing their driverless capabilities, with Tesla launching a pilot program and Waymo achieving significant milestones in autonomous driving [9]

Lucid shares jumped 36% Thursday on news the EV startup is partnering with self-driving software maker Nuro and rideshare giant Uber Technologies to bring a new group of robotaxis to Uber's platform. Monitor these chart levels. https://t.co/JgN7l7Tlks ...

Uber and Baidu plan to launch robotaxis on the ride-sharing platform in several markets outside of the US and mainland China through a multiyear partnership https://t.co/xsT6Af0Lvt ...

Elon Musk wrote on X that Tesla’s robotaxis are waiting on regulatory approvals. In reality, regulators are waiting on Tesla https://t.co/mVJImZYIXo ...