Nissan

Robotaxi deployment is real but constrained by weather, recalls, and ongoing regulatory scrutiny, while adjacent SpaceX/Tesla/xAI funding and partnerships imply upside risk and large capital flows shaping the ecosystem.

AI-designed cars could speed up the traditional 5-year design-to-production cycle, but this is an emerging trend rather than a finished product.

Honda cancels its Zero Series EVs and Acura RSX EVs due to an extremely challenging earnings situation, guiding a multi-hundred-billion yen loss for the year, and marking the first annual loss in 50 years since going public.