Mobileye's Profitability Paradox: Why Strong Margins Aren't Enough to Win Over Investors
Mobileye beat earnings and raised guidance, yet shares fell 6%; strong adjusted margins cannot mask flat revenue growth and a stalled autonomous-driving.
271 articles
Mobileye beat earnings and raised guidance, yet shares fell 6%; strong adjusted margins cannot mask flat revenue growth and a stalled autonomous-driving.
Waymo will launch a fully driverless robotaxi service in Tokyo by 2027, partnering with Nihon Kotsu and GO to tackle Japan's notoriously narrow, crowded.
Tesla's Autopilot and Full Self-Driving systems were linked to 236 crashes in July 2026, including four incidents that caused at least seven deaths.
Mobileye's COO disclosed 618,473 shares in an SEC filing, signaling strong executive confidence in Intel's autonomous driving subsidiary.
Waymo hits 15 U.S. cities with 500,000 weekly robotaxi rides, boosting Google's stock 3% as Tesla and Zoox race to catch up.
New York regulators could save 500+ lives with autonomous vehicles, but must act now to set safety rules, close enforcement gaps, and protect underserved.
Honor's Play 11 packs an 8,300mAh battery with a six-year capacity guarantee, IP69K waterproofing, and 2.5m drop protection for just $195.
China's new Five-Year Plan bets on city-wide 5G infrastructure and cloud computing over onboard sensors, challenging Waymo's vehicle-centric robotaxi.
A Waymo in San Francisco detected a ghost gun inside the car and alerted police, raising urgent questions about how much robotaxis monitor riders.
Lyft now offers fully driverless Waymo robotaxi rides in Nashville, its first commercial service without any human operator, bookable directly through the.
Hyundai is deliberately slowing its autonomous driving timeline to build a data flywheel it believes will beat Tesla FSD within five years using NVIDIA.
Tesla's FSD software is reshaping how Wall Street values the automaker, with analysts now tracking software take rates over vehicle sales as the key.
Tesla FSD is missing highway exits due to late lane changes, forcing drivers to use turn signals early or take manual control to avoid costly detours.
A congressman is demanding NHTSA investigate viral videos of Tesla drivers sleeping with Autopilot engaged, though the footage remains unverified.
Mobileye led a $130M funding round for driverless shuttle firm Beep despite a $4B goodwill writedown, signaling a bold pivot toward physical AI.
Tesla's FSD v15 promises faster hazard detection, but the company redacts crash narratives in 99.9% of federal safety reports, hiding what its cars did in.
Croatia's first driverless taxi launched using Chinese robotaxi tech, not the €179M EU-funded vehicle Verne spent three years building.
A UK thinktank wants robotaxi taxes now, before Waymo and rivals scale up, to offset 417,000 driver job losses and a 24% rise in road miles by 2050.
Zoox is launching its steering-wheel-free robotaxi in Houston this month as NHTSA scrutinizes whether such vehicles, which must be towed if disabled, meet.
Waymo's 20 million real miles reveal why the robotaxi race is won with data: more driving experience means safer AI and a widening competitive moat.
Nvidia CEO Jensen Huang calls self-driving cars AI's first killer app, backed by the new Alpamayo architecture built for real-time reasoning, not data.
Waymo now completes 500,000 paid robotaxi rides weekly, a tenfold jump in under two years, and holds 15% market share in key cities.
Snapdragon X laptops are winning the $800 market not with raw power, but with 30-hour battery life and premium design users actually want.
Uber's Wayve partnership in London drew 140,000 riders, proving its asset-light autonomous strategy can expand margins without building a single car.
Tesla's Cybercab crashed mid-ride in Austin, leaving a passenger blind to its autonomous decisions; Waymo charges just $1.75 per mile and handles freeways.
Waymo robotaxis run empty 42% of the time, but that matches traditional taxis and reflects unavoidable shared transportation economics, not a flaw.
Wall Street is losing faith in Tesla's robotaxi bet, with its 341x earnings valuation leaving no room for error as Waymo pulls ahead commercially.
A 98-year-old driver using Tesla FSD daily, including a stop for a chipmunk, shows the system has matured well beyond its early-adopter roots.
Mobileye led a $130 million bet on Beep, whose AutonomOS platform already runs autonomous transit across nine states, including the U.S.'s first fully.
Uber is cutting 3,300 jobs and betting over $10 billion on Waymo and other robotaxi partners to survive the autonomous vehicle revolution.
Pony.ai's CEO says robotaxis will match traditional taxis in five years, with 2,000 units already planned for Europe via an Uber partnership.
Wayve and Uber launched the UK's first autonomous ride-hailing service in London, with AI-powered Mustang Mach-Es now available to regular Uber passengers.
Zoox's custom audio tones match the warning power of car horns while sounding less aggressive, a breakthrough for autonomous vehicle pedestrian safety.
Rivian's custom AI chips and a $1.25B Uber deal could make it a serious self-driving rival to Tesla, with Level 4 robotaxis planned for 2028.
Waymo's robotaxis crash 92% less than human drivers, and new IIHS data is forcing regulators and insurers to rethink autonomous vehicle safety standards.
Tesla FSD has approval in six EU countries, with an October 6 vote that could unlock all 27 member states using safety data showing 4.1x fewer crashes.
Qualcomm's automotive revenue surged 61% to a record $1.6 billion, backed by a $65 billion design-win pipeline as its Snapdragon chip becomes central to.
The Level 4 autonomous vehicles market is set to surge from $421 million to $17.1 billion by 2034, with Mobileye and Volkswagen leading the charge.
Cadillac's XT5 PHEV uses Qualcomm's Snapdragon chip to enable hands-free urban driving, LiDAR mountain navigation, and AI voice control starting at.
Waymo targets South Korea for robotaxi expansion, partnering with Hyundai on Ioniq 5 tests backed by 220 million miles of autonomous driving data.
Tesla's robotaxi may run 24/7 within a month, but Waymo has operated driverless fleets continuously for years, keeping a clear lead.
Qualcomm's Snapdragon chip now powers BMW's driver-assist systems under a rare 10-year deal, with the iX3 already earning a five-star Euro NCAP rating.
Cyngn expanded its autonomous vehicle patent portfolio from 3 to 24 patents in three years, betting on vehicle-agnostic autonomy for industrial fleets.
Israeli AI firms like Mobileye power global streaming recommendations and fraud detection, but experts warn the same personalization technology makes.
Zoox now offers robotaxi rides to Las Vegas airport, tackling one of autonomous driving's hardest use cases and signaling a new phase of commercial.
NHTSA is investigating Tesla's steering-wheel-free Cybercab after its Austin launch, as Tesla stock dropped nearly 6% amid questions over.
Waymo is importing 3,200 Chinese-built Zeekr chassis and adding autonomous tech in Arizona, exposing a legal loophole that undermines U.S..
Waymo robotaxi handlers report chaotic conditions, no formal hiring, and cleaning up bodily waste, raising alarms about labor standards in autonomous.
Tesla's FSD can now seize your steering wheel without permission to avoid crashes, raising serious questions about false positives and driver liability.
Tesla's Cybercab is now live in Austin, and Lemonade Insurance is offering a 50% discount on FSD miles, backed by real crash data.