tech

Rani Molla4/1/25

Tesla stock is up even as deliveries are expected to fall

Analysts’ estimates for Tesla’s first-quarter deliveries, which are expected to be released tomorrow, keep going down. All of the estimates listed this month on FactSet expect deliveries to decline year over year, as Tesla faces increased competition, negative public sentiment, and mostly poor sales indicators around the world. European numbers out today look dismal.

Even still, Tesla’s stock is up 6% today. Perhaps investors are posturing ahead of the report, thinking maybe some of Tesla’s recent stock declines have oversold the sales drop. Or perhaps it has something to do with April Fools’ Day.

Yahoo News stories about Buffett and Elon Musk — Google

A search for Tesla news on Google just brought up a link to Yahoo that shows a made-up headline about Warren Buffett buying the electric vehicle company for $1 trillion. The link doesn’t go anywhere and, confusingly, Yahoo also has a story titled, “No, Warren Buffett didn’t buy Tesla, and all the other April Fools’ Day jokes we’ve caught today,” where it says GoBankingRates was the source of the story.

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Two’s a crowd

Lucid announces Cybercab competitor and self-driving tech subscription in a bid to take on Tesla

Lucid’s vehicle has two seats and no steering wheel... a lot like another vehicle we’ve been hearing a lot about lately.

Lucid’s Lunar

tech

Matt Phillips7h

Palantir announces slew of defense- and security-themed partnerships

Defense, intelligence, and AI software company Palantir Technologies announced a series of security-themed partnerships Thursday, ahead of its annual conference promoting its artificial intelligence software platform (AIP).

Shares were recently up 1.7%, stretching the stock’s gains over the past month to 19%.

The deals include partnerships with uranium enrichment company Centrus Energy, jet engine maker GE Aerospace, unmanned aerial vehicle maker Ondas, and privately held World View, which sells intelligence and surveillance balloons that operate in the upper atmosphere.

Separately, it also announced a new “sovereign AI OS reference architecture,” a collaboration Palantir says “delivers customers a turnkey AI data center from hardware procurement to application deployment.”

Reference architectures are effectively blueprints that tell organizations how to set up and use AI hardware and software systems.

Known as the Palantir OS Reference Architecture, it’s based on similar AI blueprints Nvidia already sells, and it will enable customers to use Palantir’s entire product set, including the AIP and Foundry, its data organization and management product.

Palantir Unveils Nvidia Software Pact, Defense Partnerships At AI Conference

Palantir Unveils Nvidia Software Pact, Defense Partnerships At AI Conference

The deals include partnerships with uranium enrichment company Centrus Energy, jet engine maker GE Aerospace, unmanned aerial vehicle maker Ondas, and privately held World View, which sells intelligence and surveillance balloons that operate in the upper atmosphere.

Separately, it also announced a new “sovereign AI OS reference architecture,” a collaboration Palantir says “delivers customers a turnkey AI data center from hardware procurement to application deployment.”

Reference architectures are effectively blueprints that tell organizations how to set up and use AI hardware and software systems.

Known as the Palantir OS Reference Architecture, it’s based on similar AI blueprints Nvidia already sells, and it will enable customers to use Palantir’s entire product set, including the AIP and Foundry, its data organization and management product.

tech

Tesla’s China sales jump as EV market slumps

Tesla’s China sales grew 43% to 38,206 vehicles in February, compared a low baseline a year earlier.

Still, thanks to strong sales of its Model Y, Tesla defied countrywide trends — overall China EV sales fell 35% last month.

As a result, Tesla’s market share in China, its second-biggest market, grew to nearly 14% — its highest level in nearly two years.

Tesla's China sales rebound in Feb as market share hits nearly 2-year high

Tesla's China sales rebound in Feb as market share hits nearly 2-year high

Uber, which exited self-driving in 2020, is now at the center of the robotaxi era

Uber, which plans to launch a robotaxi service with Wayve and Nissan in Tokyo this year, has deals with every major AV player.

Uber Nissan Wayve Tokyo partnership

US Lifts Restrictions on Chinese Chip EDA

Chris Stokel-Walker14h

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