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Arete Research downgraded Uber to Neutral with a $74 target, citing margin contraction and rising competition. The analyst highlighted Tesla's upcoming Cybercab autonomous ride-hailing network as a m…
Uber trades 44% below consensus targets despite record $10 billion free cash flow, pressured by top-line deceleration and looming robotaxi threats from Tesla and Waymo. While Evercore targets $150, g…
Tesla debuted its dedicated Cybercab robotaxi, but faces significant valuation and regulatory risks. Despite long-term autonomous potential, immediate concerns over federal safety investigations and …
Tesla shares dropped over 6% after its Cybercab launch failed to impress Wall Street, prompting analyst downgrades. Compounding the pressure, NHTSA launched an audit query into Tesla's self-certifica…
Investor Gary Black warns Tesla risks falling behind in autonomous driving as rivals like Waymo and Zoox ramp up unsupervised rides. Black highlights persistent downward revisions to Tesla's future e…
Investor Ross Gerber expressed optimism ahead of Tesla's Cybercab launch, praising its design over rivals Waymo and Zoox. Despite autonomy skepticism from Gary Black, Tesla dismissed rumors of haltin…
Alphabet's Waymo and Amazon's Zoox are expanding robotaxi footprints across major US cities. Waymo is launching driverless rides in Denver, San Diego, and Tampa, bringing its reach to 14 cities with …
Tesla crossed above its 50-day moving average ahead of its Cybercab event, but high valuation, contracting margins, surging capex, and fierce robotaxi competition from Waymo and Zoox create significa…
Tesla faces mounting valuation scrutiny as core EV sales slow amid intensifying global competition. While its market cap dwarfs legacy automakers like Ford, Tesla's reliance on high-risk bets like fu…
Tesla faces its largest recall in China covering nearly 2.98 million vehicles over door release and driver monitoring concerns. Concurrently, Alphabet's Waymo received approval to expand California r…
Claude AI initiated a position in Uber, citing strong operating cash flow and low valuation. While bulls highlight Uber's expanding reach and autonomous vehicle investments, bears warn that leading A…
Claude AI added Uber to its portfolio, citing strong cash flow and low valuation. While bulls highlight growth in delivery and autonomous vehicle partnerships, bears warn that standalone AV leaders l…
Uber and Nvidia will launch robotaxis using Nvidia's DRIVE Hyperion platform in Los Angeles and San Francisco in 2027, expanding globally by 2028 amid fierce competition from Waymo and Tesla in auton…
Tesla's market share rose to 61% despite a 17% sales drop and tax credit loss. It launched a small robotaxi service, planning expansion by H1 2026 to compete with Waymo across US cities.
Tesla’s stock fell sharply amid weakening delivery figures and rising competition from Nvidia’s new Alpamayo autonomous-driving platform, which major automakers are adopting rapidly, threatening Tesl…
Alphabet strengthens its market dominance with rapid AI improvements, robust cloud growth, and strategic investments, including Berkshire Hathaway's $4.3B stake, supporting a strong buy outlook.
Amazon plans $125B capital spending in 2025 focusing on growth despite AWS slowdown; Zoox competes in robotaxi market alongside Waymo and Tesla.
Tesla’s unsupervised Full Self-Driving is close to launch, brand reputation has rebounded, and Chinese sales are recovering, indicating strong momentum entering 2026.
Amazon's Zoox launches a free robotaxi waitlist in San Francisco, competing with Waymo and Tesla’s robotaxi expansions, aiming to refine and scale driverless ride experiences.
Waymo announces major robotaxi service expansion to Las Vegas, San Diego, and Detroit next year, while Tesla’s robotaxi service grows alongside rising investments in autonomous driving by Tesla, Waym…