Themes/Autonomous Driving
Themes
Autonomous Driving
Self-driving software, lidar, ADAS hardware suppliers.
SecularMomentum +0.13σ · rank 6
1M return
0.00%
3M return
0.00%
News mentions 4w
185
vs 20 prior 4w
Sentiment
+0.92
#autonomous#self-driving#lidar#ADAS#robotaxi
Constituents
5 stocks · enriched with quant z, fair-value upside, trend regime
| Ticker | Sector | Mcap | Weight | 1M return | Quant z | Decile | FV upside | Trend |
|---|---|---|---|---|---|---|---|---|
| APTV Aptiv PLC | Consumer Cyclical | 11.5B | Primary · 1.00 | — | — | — | — | — |
| MBLY Mobileye Global Inc. | Consumer Cyclical | 8.16B | Primary · 1.00 | — | — | — | — | — |
| TSLA Tesla, Inc. | Consumer Cyclical | 1.59T | Primary · 1.00 | — | -0.50σ | D10 | — | — |
| GOOG Alphabet Inc. | Communication Services | 4.76T | Secondary · 0.50 | — | -0.20σ | D9 | — | — |
| NVDA NVIDIA Corporation | Technology | 5.48T | Secondary · 0.50 | — | -0.05σ | D7 | — | — |
Narrative · 90-day flow
News mentions, sentiment, top headlines
BullishBearishNeutral
Top headlines (most recent)
- 4 - Yamamoto Tadashi (0002113874) (Reporting)rss_edgar-form4·Jun 02, 2026·neutral
- Bernstein Maintains Rating on Lyft (LYFT) Following Autonomous Vehicle Discussionsrss_yahoo-markets·Jun 02, 2026·neutral
- SAP SE (SAP), Cyberwave Deploy Autonomous AI Robots in Logistics Warehouserss_yahoo-markets·Jun 01, 2026·neutral
- Tesla Robotaxi fleet in Texas less than one-tenth size of Waymo's, filings revealrss_cnbc-top·May 29, 2026·neutral
- Waymo opens Ojai robotaxis to select riders as company aims to lower cost of fleet expansionrss_cnbc-top·May 28, 2026·bullish+1.00
- 2 EV Stocks That Could Win Big Targeting the $10 Trillion Global Robotaxi Marketrss_yahoo-markets·May 28, 2026·neutral
- Pony AI says its robotaxi revenue quintupled. The stock is rising.rss_marketwatch-top·May 26, 2026·bearish-1.00
- Alibaba (BABA) Unveils Zhenwu M890 AI Chip for Autonomous Agentsrss_yahoo-markets·May 23, 2026·neutral
- Tesla brings 'Full Self-Driving' to China after years of delays as local EV rivals race aheadrss_cnbc-top·May 21, 2026·neutral
- Jensen Huang joins Trump's China trip: What could it mean for Nvidia?fmp_stock·May 13, 2026·neutralNVDA
- Google Breaks AI Out of the Chat Windowfmp_stock·May 13, 2026·neutralGOOG
- NVIDIA, Boeing, Deere: 3 Stocks With the Most to Gain From Trump's Beijing Summitfmp_stock·May 13, 2026·bullish+1.00NVDA
- MicroVision Announces First Quarter 2026 Resultsfmp_press·May 13, 2026·bullish+1.00MVIS
- Cyngn Reports 2026 1st Quarter Financial Resultsfmp_stock·May 13, 2026·bullish+1.00CYN