Deals News: 24 November 2025 - 26 November 2025

January 9, 2026, 8:50 PM EST. Tesla shares rose about 1.5% after New Street Research said the global robotaxi market is at an inflection point. The broker sees 2026 as a turning year for commercial robotaxi operations and keeps a Buy rating with a $600 target for TSLA. Analyst Peter Vogel argues Tesla holds structural edges: lower vehicle costs, vertical integration, and a flexible supply model that could scale robotaxi capacity by using customer-owned cars alongside Tesla's fleet, reducing peak-capital needs. He contrasts this with rivals like Waymo, noting Tesla's vast base of FSD (Full Self-Driving) vehicles continues to collect real-world data. Catalysts for 2026 include progress toward unsupervised self-driving, possible shifts in safety-driver requirements, and the expected start of Cybercab production. In the longer run, Vogel says robotaxi services could become a meaningful revenue driver for Tesla.