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Tag

Autonomous Driving

3 articles

U.S. Equities20d ago

Goldman Cuts Tesla Delivery Forecasts; Core Business Weakness Shows Deeper Demand Problem

Goldman Sachs slashed Q3 and Q4 delivery projections below consensus, suggesting Tesla's vehicle sales slowdown reflects structural demand weakness, not temporary disruption.

U.S. Equities184d ago

Tesla's Terafab AI & Autonomy Push: Regulatory Ease Fuels Path to $400

Tesla's aggressive investment in Terafab AI chips, coupled with a more favorable regulatory environment for autonomous driving, creates a compelling upside scenario for TSLA investors.

Technology191d ago

Baidu Robotaxi Failure Exposes Autonomous Driving Debt

A widespread outage across Baidu's Apollo robotaxi fleet in China underscores the immense capital allocation and engineering rigor required to scale L4 autonomy, challenging profitability timelines.