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Prediction: 1 Artificial Intelligence (AI) Stock Will Be Worth More Than Nvidia and Palantir Combined by 2030
The Motley Fool· 2025-09-28 22:36
Alphabet could become the largest company in the world in the next five years.Alphabet (GOOG 0.21%) (GOOGL 0.28%) has become one of the world's most important artificial intelligence (AI) companies. What investors initially saw as a big potential risk has instead turned into a big tailwind.And while Nvidia and Palantir Technologies get plenty of the hype these days, Alphabet has the opportunity to be worth more than both of them combined before the decade is out.Nvidia currently sits at a $4.3 trillion mark ...
Will Tesla Stock Pop or Drop in 2026?
Yahoo Finance· 2025-09-28 17:05
Key Points Robotaxis should have a big effect on shares next year. Two critical moneymakers likely won't exist in 2026. These 10 stocks could mint the next wave of millionaires › It has been a rollercoaster year for Tesla (NASDAQ: TSLA) investors. At one point, shares were down nearly 40%. After a huge rally, however, shares are now up in value by 13% on the year. What's in store for 2026? There are three major moving pieces every electric car stock investor should be monitoring. Can robotaxis cr ...
以色列,重塑全球芯片版图
半导体行业观察· 2025-09-28 01:05
公众号记得加星标⭐️,第一时间看推送不会错过。 当人们提到以色列时,往往会想到"创业之国"这一标签。然而,经过数十年的发展,以色列 已悄然蜕变为一个全球半导体产业强国,在重塑全球芯片版图中扮演着举足轻重的角色。 这个面积仅有2万平方公里的中东小国,如今拥有约200家半导体企业,年出口额超过100亿美 元,占全国出口额的5%,并在全球计量检测领域占据30%的市场份额,在不知不觉中,以色 列早已成为了半导体行业绕不过去的一环。 厚积薄发: 从零到全球领先的发展轨迹 回溯以色列半导体产业的起点,1964 年是无法绕过的关键年份。这一年,全球半导体巨头摩托罗 拉作出了一个当时看来颇具前瞻性的决定 —— 在以色列设立首个半导体研发中心。彼时的以色 列,刚刚结束建国初期的动荡,工业基础尚在搭建阶段,摩托罗拉的入驻,不仅带来了先进的半导 体技术与研发理念,更像一颗 "种子",在这片土地上播下了半导体产业的基因。 在摩托罗拉奠定的基础上,以色列半导体产业在随后的十余年间,以稳扎稳打的节奏逐步构建起产 业骨架。1974 年,科技巨头微软紧随其后,在以色列设立首个研发中心,进一步壮大了当地的技 术研发力量,也让半导体产业与软件、 ...
合伙人招募!4D标注/世界模型/VLA/模型部署等方向
自动驾驶之心· 2025-09-27 23:33
点击下方 卡片 ,关注" 自动驾驶之心 "公众号 戳我-> 领取 自动驾驶近15个 方向 学习 路线 业务合伙人 自动驾驶之心业务合伙人招募来啦!我们团队今年计划向国内外招募10名优秀的合伙人,负责自动驾驶相 关课程研发、论文辅导业务开发、硬件研发; 主要方向 创业项目合作与推荐; 联系我们 更多欢迎添加微信咨询,备注" 机构/公司 + 自动驾驶合作咨询 "。 如果您是大模型/多模态大模型、扩散模型、VLA、端到端、具身交互、联合预测、SLAM、3D目标检测、 世界模型、闭环仿真3DGS、大模型部署与量化感知推理等方向,欢迎加入我们; 岗位要求 QS200以内高校,硕士及以上学历,手握顶会的大佬优先。 待遇说明 自动驾驶资源共享(求职、读博、出国留学推荐等); 丰厚的现金激励; ...
Tesla's Annual Deliveries Could Soar Past 2 Million Next Year
The Motley Fool· 2025-09-27 07:21
核心观点 - 特斯拉通过新车型推出和产能优化 为2026年销量反弹奠定基础 预计年交付量将突破200万辆[1][3][11] 产能布局 - 全球已安装年产能超235万辆 其中加州Model 3/Y产能55万辆 Model S/X达10万辆 上海工厂Model 3/Y产能95万辆 柏林Model Y产能37.5万辆 德州Model Y产能25万辆 Cybertruck产能12.5万辆[5] - 2025年第一季度交付33.6万辆 第二季度提升至38.4万辆 主要因Model Y产线升级完成[6] - 当前产能利用率达85%即可实现200万辆年交付目标[9] 产品进展 - 低价新车型于2025年6月完成首批生产 计划下半年实现规模化量产[7] - 机器人出租车服务在奥斯汀启动试运行 Semi卡车和Cybercab计划2026年量产[7][8] - 新车型将扩大目标市场并提升工厂产能利用率[8] 市场表现 - 2024年全球交付量同比下降至179万辆 为十余年来首次年度下滑[10] - 公司市值达1.4万亿美元 对应近12个月营收930亿美元 盈利59亿美元[10] - 面临定价压力 竞争加剧(尤其中国车企)和高估值等挑战[10] 增长驱动 - 自动驾驶技术持续改进与能源业务扩展有助于吸引更多消费者[2][11] - 需有效执行需求增长策略 避免大幅降价 维持产线高效运转并应对全球竞争[11] - 成功执行将推动2026年交付超200万辆 为利润率恢复和现金流增长奠定基础[11]
Car or A.I. Company? Key Question Puts TSLA Value in Question
Youtube· 2025-09-26 18:30
It's time to discuss the latest with Tesla. Joining us now is Marley Kaden, host for the Schwab network to discuss all of the positives that we take away from what Bush's Dan Ives note. I mean, $600 price target is I think the the headline story there because that would imply some nice upside and is well above the average right now, which I believe is roughly like $347 a share.Yeah. Well, it's about a 40% a little more than a 40% upside with a $6 $600 price target. It's a street high price target as well.up ...
Tesla's AI And Robotaxi Push Could Add $1 Trillion, Analyst Says
Benzinga· 2025-09-26 16:51
Tesla (NASDAQ: TSLA) and its CEO, Elon Musk, are entering a pivotal phase as artificial intelligence and robotaxis reshape the company's growth story.Analysts view Tesla as positioned to dominate the autonomous vehicle market, with the expansion of robotaxis and AI initiatives driving its next growth chapter.Wedbush analyst Daniel Ives maintained an Outperform rating on Tesla with a price forecast of $500.Also Read: Tesla Aims For Record Deliveries, AI And Self-Driving Edge Over Rivals: AnalystIves argued t ...
Momenta targets new funding at valuation above $5bn
Yahoo Finance· 2025-09-26 16:03
Chinese autonomous driving company Momenta is pursuing a fresh funding round at a valuation exceeding $5bn, reported Bloomberg, citing sources familiar with the matter. The Beijing-based firm, which counts Temasek, Tencent and Jack Ma’s Yunfeng Capital among its backers, is working with advisers to assess interest from prospective investors. Initially, the company is seeking several hundred million dollars, though the size could increase depending on investor demand, the sources added. A successful rais ...
Dan Ives Reiterates Bullish TSLA A.I. Story with Street-High Price Target
Youtube· 2025-09-26 16:01
We're back on Morning Trade Live. Let's focus on Tesla. Dan Ives is at Wedbush hiking his price target this morning to $600 and maintaining an outperform rating on the shares.Tesla's stock is up more than 65% over the last 12 months and has nearly doubled from its 52- week low from last October. That is the focus of today's morning trade. Joining us now for a closer look is Schwab Network host Marley Caden.So Marley, we've come a long way from July the 8th when Musk basically turned around to Dan and told h ...
WeRide Secures Robotaxi Trial Permit in Dubai and Wins First Place at Dubai World Challenge for Self-Driving Transport
Globenewswire· 2025-09-26 13:45
The company plans to grow its Middle East fleet to 1,000 vehicles and deploy tens of thousands of Robotaxis by 2030DUBAI, United Arab Emirates, Sept. 26, 2025 (GLOBE NEWSWIRE) -- WeRide (Nasdaq: WRD), a global leader in autonomous driving technology, secured a self-driving vehicle trial permit from Dubai's Roads and Transport Authority (RTA) earlier this month to conduct Robotaxi trials in the city. His Highness Sheikh Hamdan bin Mohammed bin Rashid Al Maktoum, Crown Prince of Dubai, Deputy Prime Minister ...