robotaxi

Dan Ives’ latest Wedbush note reframes the AI winners debate for 2026 by putting monetization vectors—cloud platform seats, device subscriptions, robotaxi services, vertical AI software and cybersecurity—at the center of his investment thesis, and naming Microsoft, Apple, Tesla, Palantir and...

Wedbush’s latest note positions Microsoft, Palantir, Apple, Tesla, and CrowdStrike as the five large-cap names—alongside Nvidia—that investors should watch as the AI era moves from pilot projects to enterprise-scale deployments in 2026, a view summarized in the brief you provided and echoed...

November’s tech rhythm is equal parts holiday deals and tectonic shifts: Microsoft’s Copilot is being pushed off WhatsApp after a platform-policy rewrite, Pony.ai is racing to multiply its robotaxi fleet, satellite-powered AI has pointed to a major lithium find in Quebec, Speechify just added...

Tesla’s complex relationship with artificial intelligence continues to attract global attention as the company pursues technology-driven disruption across multiple industries. Despite facing formidable challenges—including a highly publicized spat between CEO Elon Musk and the US President, and...