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Tesla’s (NASDAQ: TSLA) highly anticipated robotaxi service and unsupervised full self-driving (FSD) software are set to launch on a limited basis this week, aiming to transform the company’s revenue model by introducing high-margin, recurring income streams from its robotaxi fleet.
Navitas Semiconductor (NASDAQ: NVTS) and its partner Vertiv (NYSE: VRT) are developing next-generation 800-volt high voltage direct current (HVDC) data centers, expected to be more efficient with lower maintenance costs and ready for launch in 2027, thanks to new power conversion methods.
Other significant companies discussed include Hexcel (NYSE: HXL), which focuses on advanced composite materials for the aerospace sector, and Cognex (NASDAQ: CGNX), known for machine vision technology targeting long-term growth despite current market headwinds.
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