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Giấy phép số 4978/GP-TTĐT do Sở Thông tin và Truyền thông Hà Nội cấp ngày 14 tháng 10 năm 2019 / Giấy phép SĐ, BS GP ICP số 2107/GP-TTĐT do Sở TTTT Hà Nội cấp ngày 13/7/2022.
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Nam Kim Steel Joint Stock Company (NKG-HOSE) has disclosed an insider-related transaction involving Mr. Ho Minh Phat, the son of Mr. Ho Minh Quang, Chairman of the Board of Directors of NKG. Mr. Phat registered to purchase 5 million NKG shares for personal financial investment purposes. The transaction is expected…
Artificial intelligence (AI) is already having meaningful impacts across a wide variety of sectors and end markets. Few industries will be as transformed by AI as transportation, because after decades of failed promises, AI is now making truly autonomous vehicles possible for the first time.
The market potential of autonomous vehicles is described as massive, with one segment alone potentially worth up to $10 trillion globally. The article also highlights two electric vehicle (EV) stocks positioned to benefit, despite shrinking valuations so far this year.
Rivian is presented as a top growth stock for 2026. The argument is based on valuation and product timing: shares are said to trade at 3.4 times sales, with a market cap under $20 billion.
The article points to Rivian’s first model priced under $50,000—the R2 SUV—stating that deliveries to employees are expected to begin this month. It adds that scaled production and deliveries are expected over the next few quarters.
The article notes that scaling EV production is hard and uses Tesla’s experience as an example. It quotes Elon Musk describing the Model 3 ramp as “extreme stress and pain for a long time—from mid-2017 to mid-2019,” adding that “production and logistics hell” occurred during that period.
Despite expected bumps for Rivian, the article argues that Tesla’s outcome shows how transformational the first affordable model can be for an EV stock. It states that more than 95% of Tesla’s auto sales volumes come from just two models—the Model 3 and Model Y—both with base prices under $50,000.
The article says Tesla’s market outlook hinges on its ability to scale and monetize its AI-enabled fleet and robotaxi strategy, citing two primary reasons to expect execution.
First, the article links Tesla’s $1 trillion valuation to its ability to invest more aggressively than other automakers. It says Tesla has already invested $2 billion in Musk’s AI start-up, xAI, and that its capex plans call for a sizable increase in AI investments—positioned as important for achieving fully autonomous vehicles.
Second, the article argues Tesla has already scaled its vehicle production infrastructure through consumer sales. It contrasts Tesla with potential big tech competitors that largely lack the means to produce vehicles, stating Tesla has a “huge leg up” in deploying millions of self-driving vehicles.
It also emphasizes that AI models enabling self-driving require massive amounts of data to operate accurately, and it argues Tesla’s ability to scale production quickly with minimal outside support should matter.
The article cautions that there is “a lot of hype priced into Tesla’s stock price.” It notes that auto sales have been declining for years, suggesting the valuation is tied largely to expectations.
It also states that Tesla shares are down nearly 20% since 2026. The article concludes that Tesla’s ability to capitalize on the self-driving revolution is arguably greater than any other company’s, and that Tesla stock still offers compelling value after the recent correction.
Premium gym chains are entering a “golden era” that is ending or already in decline, as rising operating costs collide with shifting consumer preferences toward more flexible, community-based ways to exercise. Long-term memberships are shrinking, margins are pressured by higher rents and facility expenses, and competition from smaller, more personalized…
