Waymo is seeking to raise $16 billion in a funding round that would value the autonomous car company at nearly $110 billion, Bloomberg reports. That’s higher than earlier Bloomberg estimates for the round and more than double Waymo’s 2024 valuation.
Parent company Google is leading the financing, expected to close in February, by making a $13 billion commitment that would account for a huge chunk of the round.
The signs are there: the French government has restricted the use of Zoom for its employees. In Germany, the state of Schleswig-Holstein is ending the use of Microsoft Teams among its workers.
As US-EU tensions rise, Europe is looking to secure its own “digital sovereignty,” reduce its dependence on US-owned technology platforms, and grow its domestic tech industry. It now seems the European breakup with Big Tech is underway.
Tuttle Capital Management CEO Matthew Tuttle thinks that most investors aren’t paying enough attention to this growing problem for the American tech sector’s stocks.
In a note to investors, Tuttle wrote:
“The world is building optionality away from U.S. policy and platform dependence. And once you see it, you can’t unsee it — because it’s showing up in procurement decisions, supply chains, defense budgets, and capital flows.”
Tuttle Capital Management CEO Matthew Tuttle thinks that most investors aren’t paying enough attention to this growing problem for the American tech sector’s stocks.
In a note to investors, Tuttle wrote:
“The world is building optionality away from U.S. policy and platform dependence. And once you see it, you can’t unsee it — because it’s showing up in procurement decisions, supply chains, defense budgets, and capital flows.”
A new Chinese safety rule will require every vehicle sold in the country to have mechanically operable external and internal door handles that work even without power by 2027. The move would effectively ban the flush, motor-activated door handles Tesla is famous for, and that other EV makers like Xiaomi, Lucid, and Rivian have also adopted. Tesla is already facing scrutiny over its door designs in the US, where regulators have investigated crashes in which passengers struggled to exit vehicles after power failures.
Another month, another round of headlines about Tesla’s sales in Europe — a market small enough that the company doesn’t even break out its revenue separately in filings.
The monthly headline bonanza around Tesla’s European sales has to do with the fact that, unlike in the US, there is readily available data on vehicle registrations there. But the availability of those headlines tends to overstate Europe’s importance to Tesla’s overall vehicle business.
In 2025, Tesla sold 238,656 vehicles across the Europe, down 27% from 2024. That represents less than 15% of Tesla’s total global vehicle sales. Early data from several European countries paints a mixed picture at the start of 2026 — declines in France and Norway, increases in Spain and Sweden — but in absolute terms, those markets remain relatively small for Tesla.
By comparison, the US is a much larger and more important market for Tesla, accounting for about 35% of unit sales last year, according to estimates from analyst Troy Teslike, and roughly half of the company’s revenue in 2025. Crucially, vehicle sales are declining there, too.
In 2025, Tesla sold 238,656 vehicles across the Europe, down 27% from 2024. That represents less than 15% of Tesla’s total global vehicle sales. Early data from several European countries paints a mixed picture at the start of 2026 — declines in France and Norway, increases in Spain and Sweden — but in absolute terms, those markets remain relatively small for Tesla.
By comparison, the US is a much larger and more important market for Tesla, accounting for about 35% of unit sales last year, according to estimates from analyst Troy Teslike, and roughly half of the company’s revenue in 2025. Crucially, vehicle sales are declining there, too.
Tesla is trading up about 2.5% in early trading Friday after reports Thursday that the Elon Musk-led company was considering a merger with SpaceX, another of Musk’s many companies.
That’s a better showing than the stock’s reaction to its better-than-expected earnings a day earlier, after which shares closed down 3.5%. Acquiring a very valuable, entirely different company, it turns out, is a more attractive prospect than watching an existing one’s revenue and profit decline.
Musk is also reportedly considering merging SpaceX with xAI, his artificial intelligence company, which recently combined with his social media platform, X.
Musk is also reportedly considering merging SpaceX with xAI, his artificial intelligence company, which recently combined with his social media platform, X.
