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Ross Gerber highlighted the shift toward AI and autonomous mobility as Uber announces layoffs ahead of Tesla's Cybercab launch. Gerber also praised Tesla's latest Full Self-Driving update, citing not…
Tesla is expanding its unsupervised robotaxi services across the entire Austin, Texas metro area. This move is part of CEO Elon Musk’s strategic shift toward AI and autonomous driving, aiming to comp…
Tesla plans over $20B CAPEX for 2026, preparing a broad robotaxi rollout and launching Terafab AI chip soon. A $4.3B LG Energy deal targets battery production starting 2027. Morgan Stanley values Tes…
Tesla plans a $2 billion investment in AI venture xAI and shifts production from Model S/X to robotics and robotaxis, aiming for 2026 rollout, boosting investor enthusiasm despite recent revenue and …
Tesla’s Q4 deliveries fell 16%, pressuring revenue and margins, but strong growth in energy storage and new AI-driven robotaxi and software subscription initiatives support cautious optimism ahead of…
Baird maintains an Outperform rating on Tesla with a $548 target, highlighting robotaxi rollout, FSD updates, and Optimus robot as key catalysts shaping growth through 2026 and beyond.
Alphabet's Waymo begins manual testing of autonomous vehicles at Newark Airport, accelerating robotaxi rollout amid growing competition from Tesla and challenges faced by others like GM Cruise.
Analysts raised Tesla price targets citing AI initiatives, robotaxi rollout and Optimus robots; banks lifted forecasts ahead of next week’s Q3 delivery report despite a sharp decline in European regi…
Alphabet’s Waymo leads commercial robotaxi deployments while Tesla and Amazon (Zoox) expand limited rider programs, signaling accelerated competition in autonomous ride-hailing amid regulatory and sc…
Tesla opened its Robotaxi app to the public but quickly revoked access for some iPhone users. Limited availability, 12–40 minute pickup times, and required safety drivers raise doubts about fleet cap…