KEDI U.S. Robotaxi Index
The index consists of U.S.-listed equities that are highly relevant to the robotaxi industry, with emphasis on software and platform.
Sentiment Summary
Recent Events
Lyft is expected to announce its Q2 2026 financial results, with analysts forecast EPS of $0.38. The company has guided for gross bookings growth of ~20% YoY. Low importance estimated as the market typically reacts to the actual release rather than the scheduling, scheduled.
Alphabet's Q2 2026 earnings release is scheduled.
Tesla's Q2 2026 earnings release is scheduled for July 22, 2026. Analysts forecast an EPS of approximately $0.42 to $0.45. A medium impact is estimated based on historical volatility, forecasted.
Mobileye is scheduled to participate in the Wolfe Research Autos and Mobility Conference on June 18, 2026; expected to have minimal price impact as a routine investor event scheduled.
Mobileye's CFO is scheduled to participate in the Mizuho Technology Conference on June 9, 2026; expected to have minimal price impact as a routine investor event scheduled.
Ex-dividend date for a quarterly cash dividend of $0.22 per share, a 5% increase from the prior quarter. The dividend was declared by the Board of Directors on April 27, 2026.
Baidu's Annual General Meeting is scheduled for June 5, 2026. Minimal price impact is estimated as no proposals are submitted, making it a routine event scheduled.
Alphabet announced on June 1/2, 2026, a plan to raise up to $80 billion via stock offerings to fund AI infrastructure investments, citing that customer demand is exceeding its available compute supply. The plan includes a $10 billion private placement to Berkshire Hathaway.
Uber announced plans for its first commercial robotaxi pilot in Madrid, Spain, in partnership with WeRide, expanding its autonomous vehicle initiatives in Europe.
WeRide and Uber announced plans to launch Spain's first commercial Robotaxi pilot in Madrid, expected to begin operations later in the year, scheduled. This strategic partnership is estimated to have a 5% price impact due to market expansion.
Announced an expanded collaboration with NVIDIA to develop production-ready edge AI platforms based on NVIDIA Jetson. The stock price rose following the news.
Uber announced the launch of a robotaxi program in Munich, Germany, in partnership with Autobrains and Nvidia, marking a significant step for its autonomous ride-hailing efforts in Europe.
Consolidation of PT Super Bank Indonesia (Superbank) into financial statements on May 31, 2026, scheduled. Medium importance as it expands digital finance presence, likely resulting in a >5% price impact.
Tesla resolved a supply dispute with Syrah Resources on May 31, 2026, by withdrawing a default notice related to a graphite supply agreement. This resolution secures a domestic US source for battery anode material. A low impact is estimated due to supply chain stabilization, scheduled.
Amazon continued to reduce its workforce in May 2026 across AWS, Prime Video, and other divisions, following major layoffs earlier in the year, as part of a broader restructuring and efficiency plan.
Tesla was granted authorization by the State of Texas to operate driverless vehicles commercially, effective May 28, 2026. This allows the company to self-certify its autonomous vehicles for commercial robotaxi services under a new state law. A medium impact is estimated as this opens a significant new revenue stream, scheduled.
S&P Global Ratings upgraded Uber's credit rating to 'BBB+' from 'BBB' with a positive outlook, citing strong cash flow growth and deleveraging.