The exemption would allow the Amazon-owned autonomous vehicle company to commercially deploy its custom-built robotaxis, which lack traditional controls like pedals and a steering wheel. https://t.co/6SlRvI6OYm ...

Waymo is launching a new product that lets businesses offer employee or event rides in its robotaxis, a move that could expand its user base while helping maximize usage of its cars on the road https://t.co/QMtvn3zQqG ...

Core Viewpoint - Tesla Inc. has received an upgrade from Baird analyst Ben Kallo, who raised the stock rating from Neutral to Outperform and increased the price target from $320 to $548 following the announcement of a new pay package for CEO Elon Musk, which is seen as beneficial for shareholders [1][2]. Company Performance and Future Outlook - Despite setbacks in Tesla's vehicle segment, investor focus is shifting towards the company's long-term initiatives and future growth potential [2]. - Kallo suggests that Tesla is positioned as a leader in the AI sector, indicating a potential "physical AI inflection ahead" [3]. - The new pay package for Musk includes ambitious goals that create incentives for both Musk and the company over the next decade [3][4]. Pay Package and Market Cap Projections - The pay package milestones are tied to Tesla's market cap, vehicle delivery goals, Full Self-Driving (FSD) subscriptions, Optimus Bot deliveries, robotaxi operations, and adjusted EBITDA [4]. - If Tesla meets the outlined milestones by 2035, Kallo estimates the market cap could exceed $5.5 trillion, with stock value projections ranging between $1,400 and $3,000 [5]. Key Catalysts and Events - Significant catalysts for Tesla's stock movement include the approval of Musk's pay package, advancements in the Optimus project, growth in the Tesla Energy business, the launch of the Tesla Semi, and the introduction of more affordable electric vehicles [5]. - The recent purchase of approximately $1 billion in Tesla stock by Musk is viewed as a positive indicator for the company's future [6].

Group 1 - Tesla shares increased by 2.3% in pre-market trading on September 19, following significant Wall Street upgrades due to strong near-term delivery and long-term growth potential [1] - Baird's analyst Ben Kallo upgraded Tesla's stock rating to "Buy" and raised the price target from $320 to at least $548, indicating a 71% upside [2] - Goldman Sachs analyst Mark Delaney also raised the price target from $300 to $395 while maintaining a "Hold" rating [2] Group 2 - Tesla is positioned as an emerging leader in artificial intelligence (AI), with robotaxis and the Optimus humanoid robot identified as key growth drivers [2] - Analyst Dan Ives from Wedbush Securities suggested that Tesla could capture at least $1 trillion in value from its AI and robotaxi initiatives [3][4] - The tightening of AI strategies is reflected in Elon Musk's restructuring efforts at xAI, including demands for progress reports from employees [5]

Robo.ai Inc. (NASDAQ:AIIO) shares are trading higher on Thursday after it announced a strategic investment in Arkreen through the DePIN technology firm aitos.io, aiming to connect artificial intelligence and blockchain infrastructure. Robo.ai stated that the tie-up will enable it to build an intelligent machine asset network by combining AI-powered robotics with DePIN blockchain systems. It described this collaboration as a key step in linking the machine economy with Web3 technologies. The financial te ...

Via Transportation and Alphabet’s Waymo are partnering to bring robotaxis to public transit, starting with a suburb of Phoenix https://t.co/naqNdDJeZU ...

Group 1 - Pony AI Inc. (NASDAQ:PONY) experienced a significant stock increase of 10.94 percent, closing at $16.63, driven by investor optimism regarding potential government intervention in China's economy [1][3] - Recent data indicates that China's factory output and retail sales have shown their weakest growth since last year, prompting expectations for government initiatives to mitigate economic slowdown [2] - Pony AI has partnered with Mowasalat, a major transportation provider in Qatar, to deploy autonomous vehicles, with initial testing of robotaxis underway in Doha [3][4] Group 2 - The trials for Pony AI's autonomous vehicles are focused on adapting its technology to the specific weather, road infrastructure, and traffic conditions in Qatar [4]

Group 1: Insider Selling - Palantir and Tesla insiders have sold a net total of $12.7 billion in stock over the last three years, with Palantir executives selling $5.4 billion and Tesla insiders selling $7.3 billion since September 15, 2022 [2][6]. Group 2: Palantir Technologies - Palantir launched an AI platform called AIP in April 2023, which has significantly increased customer count and revenue growth, with demand for AI being exceptionally high [5][6]. - The company is recognized as a leader in AI and machine learning platforms, and its unique software architecture positions it well to capitalize on the growing AI market, projected to grow at 38% annually through 2033 [7]. - Palantir shares are currently trading at 204 times 2026 earnings, making it the second-most expensive stock in the S&P 500, indicating potential overvaluation [7][12]. Group 3: Tesla - Tesla has lost its position as the global leader in electric vehicle sales to BYD, facing declining automotive sales for three consecutive quarters due to brand damage and an aging vehicle lineup [9]. - The investment thesis for Tesla is shifting towards autonomous driving and robotics, with ongoing tests for robotaxis and plans to scale production of the humanoid robot Optimus [10][12]. - Tesla's approach to autonomous driving relies solely on computer vision, which is more cost-effective compared to competitors, but current revenue from these initiatives is negligible [11][12]. - Tesla shares are trading at 160 times 2026 earnings, making it the third-most expensive stock in the S&P 500, suggesting that only investors with strong belief in Tesla's future in autonomous driving should consider owning the stock [12].

Group 1 - Senator Bernie Sanders aligns with Pope Leo's criticism of excessive executive compensation, specifically targeting Tesla CEO Elon Musk's proposed $1 trillion award [1][2] - Sanders argues that such compensation highlights growing inequality and should be rejected, emphasizing that no society can thrive when one individual becomes a trillionaire while many struggle to meet basic needs [2][3] - Pope Leo warns about the dangers of a potential "trillionaire era," noting that CEOs now earn 600 times more than average workers, raising concerns about the implications of such wealth concentration [3] Group 2 - Tesla's board defends Musk's performance-based compensation plan as a means to keep him focused on ambitious targets, asserting that it encourages unprecedented achievements [4] - Morgan Stanley analyst Adam Jonas describes the proposed $1 trillion award as a "good deal" for Tesla shareholders, suggesting that it is modest relative to the market opportunities in AI, autonomy, and robotics that Tesla is pursuing [5] - Tesla's stock has increased by 8.17% in 2025, underperforming compared to the S&P 500's 12.72% gain and the Nasdaq 100's 15.82% increase, indicating mixed performance in the market [6]

Core Insights - Elon Musk's recent purchase of approximately $1 billion in Tesla shares indicates strong confidence in the company's future prospects, particularly in light of a significant pay proposal from the board that could be valued at over $1 trillion if performance milestones are met [1][2][4] Group 1: Stock Performance - Tesla shares experienced a notable increase of up to 7.3% in premarket trading following Musk's stock purchase, potentially marking a return to positive territory for 2025 after a 45% decline earlier in the year [2][4] - The stock's recovery is significant as it comes after a challenging first half of the year, where vehicle deliveries fell by 13% globally [4] Group 2: Musk's Investment History - Musk's last open-market purchase of Tesla stock occurred in February 2020, and he sold over $20 billion worth of shares in 2022 during his acquisition of Twitter [3][5] Group 3: Future Outlook - Despite Musk's optimistic statements regarding Tesla's ventures into robotaxis and humanoid robots, he has also warned of potential challenges ahead, suggesting that the company may face "a few rough quarters" as the U.S. phases out electric vehicle purchase incentives [4]