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Autonomous Vehicles 24 December 2025 - 7 January 2026

Uber shares drop 5% as robotaxi investments overshadow improved ride-hailing performance
Nvidia rolls out Rubin chips and Alpamayo AI models for autonomous vehicles — what it just announced at CES

Nvidia rolls out Rubin chips and Alpamayo AI models for autonomous vehicles — what it just announced at CES

Nvidia said its next-generation Vera Rubin chips are in full production and introduced Alpamayo, software it says can help self-driving cars pick a path and leave a paper trail for engineers, as CEO Jensen Huang opened the Consumer Electronics Show in Las Vegas. “Not only do we open-source the models, we also open-source the data that we use to train those models,” Huang said. Nvidia is facing rising pressure in AI chips from Advanced Micro Devices and from customers such as Alphabet’s Google, which designs some of its own silicon. Reuters
7 January 2026
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Aurora Innovation stock jumps 10% premarket as Amazon AWS, Aumovio deal spotlights driverless trucks

Aurora Innovation stock jumps 10% premarket as Amazon AWS, Aumovio deal spotlights driverless trucks

Aurora Innovation, Inc. shares rose about 10% to $4.40 in premarket trading on Wednesday, adding roughly 40 cents from the prior close, after Amazon’s cloud unit and German automotive supplier Aumovio expanded a partnership linked to Aurora’s autonomous trucks. AWS will become Aumovio’s preferred cloud provider for autonomous-driving development, and the companies said the new tools are set to be used for Aurora’s planned deployment of driverless trucks at scale from 2027. “The big accelerant in the industry has been the use of engineering AI,” AWS automotive and manufacturing chief Ozgur Tohumcu told Reuters. Reuters
7 January 2026
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Uber stock jumps after CES robotaxi debut with Lucid, Nuro as AV race heats up

Uber stock jumps after CES robotaxi debut with Lucid, Nuro as AV race heats up

Uber Technologies’ shares rose about 5% to $84.93 in midday trading on Tuesday after it and partners Lucid Group and Nuro unveiled a production-intent robotaxi at the CES tech show in Las Vegas. The vehicle uses Nuro’s Level 4 system — meaning it can drive itself in limited areas without a human — and runs on Nvidia’s DRIVE AGX Thor computer, the companies said. Uber, which sold its self-driving unit to Aurora Innovation in 2020, said testing began in December ahead of a planned launch in the San Francisco Bay Area later this year, as Alphabet’s Waymo and Tesla expand their own robotaxi efforts. Reuters
6 January 2026
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Uber stock hit by Melius “Sell” call as robotaxi threat sharpens; Wolfe sets $110 target

Uber stock hit by Melius “Sell” call as robotaxi threat sharpens; Wolfe sets $110 target

Uber Technologies shares slid on Monday after Melius Research downgraded the ride-hailing company to “sell” and set a $73 price target, as investors weighed rising robotaxi competition. The stock was down 1.9% at $81.30 in afternoon trading, putting Melius’ target about 10% below that level; rival Lyft fell 2.8%. TechStock²
6 January 2026
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Uber stock slips on Melius “Sell” call as robotaxi competition looms in 2026

Uber stock slips on Melius “Sell” call as robotaxi competition looms in 2026

Uber Technologies, Inc. shares were down 1.9% at $81.30 in afternoon trading on Monday, after Melius Research downgraded the ride-hailing company to “sell” with a $73 price target. “Even with Uber’s position, AV competition is set to rise in 2026 and beyond,” Melius analyst Conor Cunningham wrote, referring to autonomous vehicles, or self-driving cars. Streetinsider
5 January 2026
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Uber stock gets a sell call as robotaxi race heats up in 2026

Uber stock gets a sell call as robotaxi race heats up in 2026

Uber Technologies shares were up about 1.4% in premarket trading on Monday. Melius Research cut the ride-hailing and delivery company’s rating to sell and set a $73 price target, below the stock’s last trade at $82.86. The firm cited rising competition from autonomous-vehicle, or AV, developers such as Tesla and Alphabet’s Waymo. Investing.com India
5 January 2026
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Tesla stock forecast 2026: Baird sticks with $548 target as robotaxi milestones loom

Tesla stock forecast 2026: Baird sticks with $548 target as robotaxi milestones loom

Baird maintained a $548 price target on Tesla heading into 2026 and said robotaxi-related updates are likely to be the year’s key stock drivers. Analyst Ben Kallo said his team wants to “own TSLA into the new year,” pointing to potential announcements on robotaxi service, approvals in China and the European Union, and updates on Optimus and the Tesla Semi. Baird said its target is tied to long-dated EBITDA — earnings before interest, taxes, depreciation and amortization — discounted back to year-end 2026. Investing.com
1 January 2026
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Pony AI Inc. (PONY) Stock: Weekend Market Wrap, Analyst Targets, and Robotaxi Catalysts to Watch Before Monday

Pony AI Inc. (PONY) Stock: Weekend Market Wrap, Analyst Targets, and Robotaxi Catalysts to Watch Before Monday

Pony AI Inc. heads into the final trading days of 2025 with investors debating a familiar question in the robotaxi trade: is the market pricing in commercialization fast enough—or too fast? The autonomous-driving developer’s American depositary shares last finished at $14.96, down about 4.7% on the most recent session, with late Friday extended-hours prints around $14.92, leaving the stock consolidating well below its fall highs as the U.S. equity market shuts down for the weekend. StockAnalysis
28 December 2025
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Grab Holdings (GRAB) Stock on Dec. 25, 2025: Latest News, Analyst Forecasts, and Key Catalysts After Grab’s Robotaxi and Delivery-Robot Moves

Grab Holdings (GRAB) Stock on Dec. 25, 2025: Latest News, Analyst Forecasts, and Key Catalysts After Grab’s Robotaxi and Delivery-Robot Moves

Grab Holdings Limited is heading into the final week of 2025 with a familiar investor tug-of-war: the company’s core ride-hailing and deliveries engine is steadily improving profitability, while its newest headlines are about a very different future—autonomous driving, remote driving, and delivery robots. Add in renewed Grab–GoTo consolidation talk in Indonesia and a Singapore platform-fee increase starting Jan. 1, 2026, and GRAB stock has plenty of narrative fuel even on a holiday week. CNA
25 December 2025
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