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Tesla accelerates its autonomous driving and robotics push with over $25B planned for 2026 AI compute, alongside Nevada approving 5,000 robotaxis. Despite high valuation multiples and recent recalls,…
Nevada approved autonomous vehicle permits allowing Tesla to deploy up to 5,000 robotaxis over the next 12 months, outpacing Waymo's 1,000 vehicle permit. This regulatory green light marks a critical…
Tesla shares stabilized following recent gains amid anticipation for its upcoming Cybercab event. JPMorgan highlighted Full Self Driving Version 15 and Cybercab scaling as major inflection points, su…
Tesla shares reversed losses as investor focus shifted to AI, Robotaxi, and Optimus prospects. However, analysts remain sharply divided: Baird maintains a $475 Buy target, while GLJ Research reiterat…
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…
Tesla secured a significant memory chip allocation from Micron, easing supply concerns amid AI-driven shortages. However, Q2 earnings showed weak profit margins despite strong revenue, leaving invest…
Bill Ackman argues Tesla's robotaxi won't disrupt Uber, citing Uber's aggregator model and consumer habit of price/convenience comparison-shopping over brand loyalty, calling Uber stock undervalued d…
Tesla shares rose on Elon Musk's $1B insider purchase, robotaxi testing approvals, Giga Berlin output ramp and a Piper Sandler price-target lift, despite high valuation and Chinese competition concer…
Tesla announced planned San Francisco robotaxi rollouts, but regulators said no California approvals existed; the company had planned human-driven limo-permit tests, prompting regulatory scrutiny and…
Tesla shares rose after Arizona approved robotaxi testing and Piper Sandler raised its price target to $500, fueling autonomous-driving optimism despite ongoing stock volatility.
Tesla has expanded its robotaxi service to multiple states (TX, CA, NV, AZ) within three months, pushing toward broad U.S. coverage while competitors Waymo and Amazon Zoox also advance in select citi…
Waymo (Alphabet) will launch driverless rides in Nashville via a Lyft partnership, expanding its robotaxi footprint and intensifying competition with Tesla’s limited robotaxi service.
Tesla's decade-long pay package ties Elon Musk's massive payout to Optimus robots and a robotaxi network, implying huge long-term upside but hinging on highly ambitious, uncertain execution and share…
Tesla faces pressure to deliver on ambitious robotaxi rollout after an Austin trial; Waymo favors cautious mapping and safety-first expansion, highlighting regulatory and technical risks for Tesla's …