$Tesla Motors(TSLA)$ 's vision-only FSD handled pitch-black intersections like seasoned drivers during grid failures, while LIDAR-dependent systems choked without infrastructure support - remote operators couldn't scale during citywide outages.
Brace yourselves for the Siri 2.0 revolution! $Apple(AAPL)$ execs just teased investors with promises of an AI assistant so personal it'll make OPENAI's ChatGPT debut look like dial-up internet. Cook casually dropped that development is "progressing beyond expectations" during the shareholder chinwag.
At current valuations, $Microsoft(MSFT)$ trading between $430-$490 puts it near historic lows not seen since 2018. Only during 2022 and briefly in April 2025 has the stock been this attractively priced.
Executive reshuffling is clearly driven from the top. Gene Munster of Deepwater Asset Management, a longtime observer, analyzed: "The overhaul mainly stems from $Apple(AAPL)$ 's leadership wanting to disrupt the status quo. Rather than being a follower in AI, the ambition now is to lead the pack. This isn't routine personnel changes but strategic positioning of great significance." Industry dynamics may realign – either keep pace with $Apple(AAPL)$ 's AI tempo or risk obsolescence.
This Q3 earnings analysis really stands out. While short-term volatility persists, the underlying fundamentals keep strengthening. Operational efficiency improvements could accelerate the path to profitability. For context, $Tesla Motors(TSLA)$ took 18 years to turn profitable, while $NIO Inc.(NIO)$ is only in its 11th year.