Rivian Surges as Self-Driving Tech Impresses Analysts
Rivian shares surge to nearly 2-year high as analysts praise custom autonomous driving chip and affordable AI features, positioning company as potential #2 EV player in North America.
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Morgan Stanley Lowers Tesla Rating Despite Long-Term Optimism
Morgan Stanley downgrades Tesla to Equal Weight, citing high valuation and cautious EV outlook, even as it sees long-term leadership in autonomy, energy, and robotics.
Robotics Stocks Surge as U.S. Signals Major Push Into “Physical AI”
Robotics stocks soar after reports that the Trump administration is preparing major support for the robotics industry, signaling a shift toward “physical AI” and advanced automation.
Waymo Expands Fully Driverless Robotaxi Service Across More U.S. Cities
Waymo begins offering fully autonomous rides in Miami and plans expansion to more major U.S. cities as it accelerates its lead in self-driving robotaxi technology.
Tesla's Huge Plan: Building a 'Gigantic' AI Chip Factory
Elon Musk says Tesla needs a "terafab"—a massive chip plant—to power its future in self-driving cars (Cybercab) and robots (Optimus). Musk says "worth having discussions" with Intel to make chips.
XPeng to Launch China’s First Self-Developed Robotaxi Fleet in 2026
XPeng plans to roll out three self-developed robotaxi models next year using its own chips, software, and hardware, marking a first for a Chinese automaker.