According to Gary Black, Tesla has begun removing safety monitors from its robotaxis in Austin following a company announcement, marking progress toward unsupervised autonomy. According to Gary Black, the core debate is valuation, with TSLA trading at an implied 2026 P/E above 200x despite his claim that five rivals (Alphabet, Baidu, Pony.ai, WeRide, Amazon) already complete roughly 750,000 paid robotaxi rides per week without safety monitors. According to Gary Black, Nvidia is launching an unsupervised autonomous driving platform that could democratize autonomy for other automakers, intensifying competitive pressure on Tesla’s premium multiple. According to Gary Black, he exited TSLA at $358 in May 2025 on valuation discipline, still liking the company’s execution but not the stock at current levels, and he notes TSLA’s year-to-date performance has lagged the NDX and Mag 7 despite autonomy progress.

According to @garyblack00, London is emerging as a key battleground for robotaxis as Waymo (GOOGL) and Baidu (BIDU) prepare to compete head-to-head in 2026. Source: @garyblack00. For traders, the update flags a defined timeline (2026) and geography (London) for direct competition between the two leaders, spotlighting GOOGL and BIDU as primary tickers to monitor. Source: @garyblack00.

According to @StockMKTNewz, Jim Cramer stated that Alibaba (BABA) should be owned before Baidu (BIDU), ranking BABA as the first choice and BIDU as the second among Chinese stocks (source: @StockMKTNewz). For traders, this establishes a clear preference ranking that can inform relative positioning between BABA and BIDU within Chinese ADR exposure (source: @StockMKTNewz). The statement did not reference cryptocurrencies, and no direct crypto-market impact was cited in the source (source: @StockMKTNewz).

According to @business, Baidu shares jumped to the highest level in almost two years after an analyst upgraded the stock, citing growth potential in the company’s in-house chip business. Source: @business. The source did not disclose the analyst’s name, target price, or exact percentage move, and it did not mention any cryptocurrency market impact. Source: @business.