Quick Read The average Wall Street forecast for Tesla (TSLA) stock assumed that the share price will decline over the next 12 months. Despite gains in other business segments, Tesla’s automotive division revenue fell 11% year over year in Q4 2025. Tesla will now be a “show-me” story as the company shifts its focus toward robotics and AI. Investors rethink 'hands off' investing and decide to start making real money For Tesla (NASDAQ:TSLA) and its investors, the times are changing rapidly. Although ...

Tesla has a history of making big promises.In typical Tesla (TSLA +3.38%) fashion, the company made some big promises when it reported its Q4 results. However, one of the most notable things to come out of the report is that the company is trying to steer away from being an electric vehicle (EV) maker. In fact, it announced plans to shut down production of its luxury Model S and X vehicles and turn one of its factories into a manufacturing plant for its Optimus humanoid robots.The converted factory is forec ...

Core Viewpoint - The concept of a Musk Inc, a merger of companies owned by Elon Musk, has been a topic of interest, especially with SpaceX's anticipated public offering and Tesla's transition challenges [1] Group 1 - SpaceX is expected to go public later this year, indicating a significant shift in its operational strategy [1] - Tesla is facing difficulties in transitioning from human-driven electric vehicles (EVs) to robotaxis and robots, which may impact its market position [1] - Some supporters of a larger Musk conglomerate are now advocating for a more cautious approach, suggesting starting with smaller initiatives [1]

WeRide Inc. (NASDAQ:WRD) is one of the Top 15 Chinese Companies on US Exchanges. On January 27, WeRide Inc. (NASDAQ:WRD) announced the launch of its proprietary general-purpose simulation model, WeRide Genesis. The company’s latest model helps in connecting physical AI and generative AI. This development will assist in linking the real and simulated worlds to enhance the growth, training, and validation of autonomous vehicles (AVs). Dr. Yan Li, Co-Founder and CTO of WeRide, said: WeRide Inc. Launches Its ...

Core Insights - Uber has announced a partnership with Waabi, a Canadian self-driving trucking startup, to deploy 25,000 robotaxis, with a $250 million investment contingent on Waabi meeting certain milestones [1] - Waabi's leadership includes former Uber executives, highlighting a connection between the two companies [2] - Waabi is developing a generalizable AI system that can be applied across different vehicle platforms, which is crucial for scaling autonomous vehicle technology [5] Group 1: Partnership and Investment - Uber's partnership with Waabi includes a significant investment of $250 million, although specific milestones for the investment have not been disclosed [1] - The collaboration aims to leverage Waabi's expertise in autonomous trucking to support Uber's robotaxi initiative [1] Group 2: Leadership and Expertise - Raquel Urtasun, Waabi's founder, previously served as the chief scientist at Uber's self-driving division, indicating a strong background in autonomous vehicle technology [2] - Lior Ron, Waabi's COO, is also an Uber alum who previously led Uber Freight, showcasing a blend of experience in both ride-hailing and trucking sectors [2] Group 3: Technology and Development - Waabi is focused on creating a sophisticated AI "brain" that can adapt to various vehicle types without needing extensive redevelopment [5] - The company has developed a mixed reality testing simulator that allows for extensive scenario training, which is essential for preparing AI drivers for real-world challenges [6][7] - This simulation technology enables testing of numerous traffic scenarios that would be difficult or dangerous to replicate in real life, enhancing the safety and reliability of autonomous systems [6][7]

Nothing can bring down Tesla Inc. (NASDAQ: TSLA) stock. Not the bad behavior of CEO Elon Musk nor safety problems with its self-driving technology. Not a lack of new models, or the failure of Cybertruck sales. Tesla’s sales in Europe collapsed last year, and it lost substantial ground to rival BYD in the region. Its stock is up 36% in the past six months, while the market is only 9% higher. 24/7 Wall St. Key Points Tesla Inc. (NASDAQ: TSLA) sales in Europe collapsed last year as it lost ground to rival ...

Core Viewpoint - Tesla Inc is expected to shift its focus towards Full Self-Driving (FSD), robotaxis, and AI, rather than solely on electric vehicles, as it prepares to report its fourth-quarter financial results [1]. Group 1: Earnings Estimates - Analysts predict Tesla will report fourth-quarter revenue of $24.90 billion, a decrease from $25.71 billion in the same quarter last year [2]. - The expected earnings per share for the fourth quarter is 40 cents, down from 73 cents per share in the previous year [2]. - Tesla has beaten revenue estimates in two consecutive quarters and in four of the last ten quarters overall [2]. Group 2: Analyst Insights - Dan Ives from Wedbush emphasizes that the focus will be on Tesla's progress with robotaxis and demand stabilization, maintaining an Outperform rating with a price target of $600 [4]. - Ives believes that the AI growth from autonomous vehicles and robotics will be central to Tesla's future [4]. - Mark Delaney from Goldman Sachs maintains a Neutral rating with a price target of $420, highlighting the importance of FSD and robotaxis in scaling operations [6][7]. Group 3: Key Items to Watch - Shareholders are interested in whether they will receive priority access to the SpaceX IPO in 2025, which could influence Tesla's stock volatility [9][10]. - Tesla's fourth-quarter deliveries were reported at 418,227 units, reflecting a 16% year-over-year decline, leading to a focus on future growth items in the earnings report [12]. - Questions from shareholders are likely to center around FSD, robotaxis, and the Optimus Bot, indicating a shift in focus from delivery figures to future growth prospects [12]. Group 4: Stock Performance - Tesla's stock was down 0.99% to $430.91, with a 52-week trading range of $214.25 to $498.82, and has increased by 9% over the last year [13].

Key Takeaways Mobileye closed 2025 with $1.89B in revenues, 15% growth and $602M in operating cash flow.MBLY's EyeQ6 High chip secured major OEM deals, targeting 19M units in initial Surround ADAS programs.VWAGY robotaxis and Mentee Robotics acquisition expand Mobileye's reach in autonomy and physical AI.Mobileye Global Inc. (MBLY) closed 2025 on a stronger footing than expected, even as short-term pressures weighed on its quarterly numbers. The company remains a key enabler of advanced driver assistance sy ...

Group 1: Optimism in Technology - The mood at Davos was notably optimistic regarding artificial intelligence, with discussions on "world models" and "physical AI" indicating a shift from hype to production, supported by significant capital availability [2][3] - Elon Musk's presentation on Tesla's vision for robotaxis and AI development reset the atmosphere, with predictions of widespread driverless robotaxis in the U.S. by the end of 2026 and AI potentially surpassing human intelligence this year [8][10] Group 2: Geopolitical Concerns - Conversations at Davos frequently shifted from technological advancements to geopolitical issues, including tariffs and the acquisition of Greenland, highlighting a growing sense of uncertainty in global investment rules [6][7][17] - Finance ministers emphasized the need for reassurance amidst geopolitical tensions, with South Africa's finance minister noting that the primary risk to the economy is the geopolitical situation [14][16] Group 3: Diverging Perspectives - The conference showcased two contrasting narratives: one focused on technological innovation and the other on navigating geopolitical uncertainty, often occurring within the same discussions [18] - Industry leaders like Joe Kaeser of Siemens Energy framed AI as an industrial opportunity, emphasizing Europe's potential in data and computing power to drive innovation [11][12]

Core Viewpoint - The National Transportation Safety Board (NTSB) is initiating an investigation into Waymo due to incidents where its robotaxis illegally passed stopped school buses in Austin, Texas [1] Group 1 - The investigation by the NTSB highlights regulatory concerns regarding the safety and compliance of self-driving technology in urban environments [1] - Waymo's actions raise questions about the operational protocols and safety measures in place for autonomous vehicles, particularly in relation to school zones [1]