Automakers, airlines, ride-hailing, logistics, shipping, electric vehicles, and the transportation economy.
A fresh market commentary says Ford is moving on from chasing the lowest-price segment, arguing that the strategic question is not only which customers to pursue, but which ones a manufacturer can afford to lose.
THE APEX TIMES
THE APEX TIMES
The company says the expanded deal will bring more than 2,000 robotaxis to additional cities, reinforcing its push for an “asset-flexible” route to autonomy rather than owning large fleets outright.
THE APEX TIMES
A fresh market report argues Rivian’s Autonomy+ program is improving fast enough to close part of the gap with Tesla, though Tesla’s lead in real-world performance still appears intact.
THE APEX TIMES
Uber Technologies said it is scaling up its collaboration with Pony.ai to roll out over 2,000 Level 4 robotaxis across multiple markets in Europe and the Middle East, as it pursues a larger, deployment-focused push in autonomous mobility.
THE APEX TIMES
Baron Capital’s quarterly letter to investors, released for its Baron Partners Fund, points to Tesla’s Q1 performance as a driver of the fund’s results for the period.
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The ride-hailing and food-delivery company said it is expanding Eats using drone delivery from Zipline, while also pointing to an investment connection with the aviation logistics startup.
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A public AI-model trading experiment, Rallies Arena, says Claude AI opened a position in Uber, a move that is getting attention not for fundamentals alone, but for what it suggests about how different models interpret familiar large-cap stocks.
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Uber Technologies said it is partnering with Zipline to bring autonomous drone delivery to Uber Eats customers across the U.S., alongside a strategic investment in the drone logistics company.
THE APEX TIMES
A surge in Tesla deliveries and a revenue beat are being weighed against a sharp earnings drop and negative free cash flow, leaving analysts divided on whether to buy, sell or hold.
