September 26, 2025 04:33 PM GMT September, 2025 Global Auto Databook AI + China Put Autos On Notice Auto sales and pricing have been relatively benign, supporting consensus for many players. But just below the surface, a palpable tension is swirling - driven by inexorable forces: China's global share domination and AI's transformation of car to robot. See our recent reports below': Thoughts at $410: Out of Favor, the Recruiter, New Model Y, Grok in the Car (Sep 16, 2025) Another S&P LVP upgrade, FY25 +1.7% ...