Despite Uber's AV Deals, Waymo, Tesla Still Seen as Leaders -- Market Talk

Dow Jones01:04

1303 ET - Wedbush remains bearish on Uber's ability to compete in robotaxis with Tesla and Waymo despite the company continuing to strike deals with smaller autonomous vehicle providers. Uber's deals will take some time to scale and carry significant execution risks, while Waymo, owned by Google parent Alphabet, and Tesla continue to build out artificial-intelligence infrastructure, data collection, and their own fleets. "While we acknowledge that Uber is managing the business favorably against the current backdrop, we continue to believe that share will ultimately accrue to leading scaled AV operators," the analysts write. (elias.schisgall@wsj.com)

(END) Dow Jones Newswires

March 13, 2026 13:04 ET (17:04 GMT)

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