This Week in The Index
Give us 10 minutes and we’ll give you the world of Autonomy.
Want to keep up to date on the fast-moving autonomy sector? This Week in The Index offers a weekly snapshot of activity in The Road to Autonomy Index®. Hosted by Grayson Brulte, a recognized authority in this dynamic sector, the report looks at newsmakers making headlines among the 38 publicly-traded companies that comprise the Index.
Created by Mr. Brulte with Standard and Poor’s Dow Jones Indices as the custom calculation agent the Index measures the performance of the autonomous vehicle and logistics ecosystems, including autonomous vehicles, trucks and off-road specialty vehicles, as well as transportation, technology, industrial and services companies that have identified autonomy as a key component of their growth strategies.
The Index is a core business of The Road to Autonomy, a leading source of data, insight and commentary on autonomous vehicles and logistics.
To watch This Week in The Index, please subscribe to The Road to Autonomy YouTube Channel or watch the latest episodes below.
The Road to Autonomy Index Outperforms S&P 500, Deere to Join S&P 100, Apple Patents Reveal Self-Driving Car Plans
This Week In The Road to Autonomy Index — For the week of August 28, 2023, The Road to Autonomy Index returned 2.58%, while the S&P 500 returned 1.89%. The Road to Autonomy Index outperformed the S&P 500 by 0.69%. The top performing stocks in The Road to Autonomy Index this week were Micron which returned 10.47%, Deere which returned 7.35% and Aptiv which returned 7.05%.
On this episode, Grayson Brulte discusses Deere being added to the S&P 100 on Monday, September 18th and their strategic approach to autonomy. Apple’s recent self-driving car patents and Tesla’s FSD price cut.
NVIDIA Q2 Earnings: Competition Heats Up in GPU Market, What Does It Mean for Autonomous Vehicles?
This Week In The Road to Autonomy Index — For the week of August 21, 2023, The Road to Autonomy Index declined 0.26%, while the S&P 500 returned 0.26%. The Road to Autonomy Index underperformed the S&P 500 by 0.52%. The top performing stocks in The Road to Autonomy Index this week were Tesla which returned 10.71%, NVIDIA which returned 6.25% and Glencore which returned 2.94%.
On this episode, Grayson Brulte discusses NVIDIA, a The Road to Autonomy Index component company’s fiscal year Q2 2024 earnings, the development of in-house GPU chips by Amazon, Alphabet and Apple and Governor Newsom of California’s support for autonomous trucks.
Autonomous Vehicles: The Next Big Thing for San Francisco Tourism?
This Week In The Road to Autonomy Index — For the week of August 14, 2023, The Road to Autonomy Index declined 2.41%, while the S&P 500 declined 2.06%. The Road to Autonomy Index underperformed the S&P 500 by 0.35%. The top performing stocks in The Road to Autonomy Index this week were NVIDIA which returned 5.98%, MunichRe which returned 3.08% and Uber which returned 2.24%.
On this episode, Grayson Brulte discusses Deere & Company, a The Road to Autonomy Index component company’s Q3 2023 earnings, the economic impact of autonomous vehicles in San Francisco and the upcoming Arm IPO.
Ford Bets on Partial Autonomy, GM Bets on Full Autonomy as Cruise Powers Ahead
This Week In The Road to Autonomy Index — For the week of August 7, 2023, The Road to Autonomy Index declined 2.0%, while the S&P 500 declined 2.6%. The Road to Autonomy Index outperformed the S&P 500 by 0.6%. The top performing stocks in The Road to Autonomy Index this week were Caterpillar which returned 3.18%, AutoNation which returned 2.58% and Berkshire Hathaway which returned 2.39%.
On this episode, Grayson Brulte discusses the 2023 J.P. Morgan Autos Conference and the investor sentiment coming out of the conference.
Caterpillar Q2 Earnings Beat Expectations, Autonomous Truck Business Thriving
This Week In The Road to Autonomy Index — For the week of July 31, 2023, The Road to Autonomy Index declined 1.98%, while the S&P 500 declined 2.29%. The Road to Autonomy Index outperformed the S&P 500 by 0.31%. The top performing stocks in The Road to Autonomy Index this week were Caterpillar which returned 6.15%, Amazon which returned 5.57% and Toyota which returned 5.52%.
On this episode, Grayson Brulte discusses Caterpillar Q2 2023 earnings, autonomous trucks and how Amazon can help to usher in the Autonomy Economy.
Alphabet Q2 Earnings, Waymo’s New Financial Discipline: What Does It Mean for the Autonomy Economy?
This Week In The Road to Autonomy Index — For the week of July 24, 2023, The Road to Autonomy Index returned 1.82%, while the S&P 500 returned 0.81%. The top performing stocks in The Road to Autonomy Index this week were Alphabet which returned 10.46%, Ryder which returned 10.15%, and Micron which returned 8.45%.
On this episode, Grayson Brulte discusses Alphabet’s Q2 2023 earnings and the impact on Alphabet’s “Other Bets” including Waymo.
Autonomous Vehicles Poised to Become Big Business in Miami
This Week In The Road to Autonomy Index — For the week of July 17, 2023, The Road to Autonomy Index declined 0.21%, while the S&P 500, returned 0.61%. The top performing stocks in The Road to Autonomy Index this week were J.B. Hunt, Uber and Magna.
On this episode, Grayson Brulte discusses Cruise’s robotaxi expansion to Miami and what the future holds for autonomous vehicles in Miami. As well as why Tesla’s decision to license FSD (Full Self-Driving) is a game changer for autonomy.
Daimler Truck Unveils Ambitious Autonomous Truck Strategy
This Week In The Road to Autonomy Index — For the week of July 10, 2023, The Road to Autonomy Index returned 3.43%, while the S&P 500 returned 2.27. The top performing stocks in The Road to Autonomy Index this week were Goodyear, Glencore and NVIDIA.
On this episode, Grayson Brulte discusses Daimler Truck Holding Capital Market Day 2023 and the company’s dual-strategy approach to commercializing autonomous trucking. Along with the infrastructure required to scale autonomous trucks and cars. He also touches on the current state of autonomous vehicle and truck policy in California and it’s impact on jobs.
Autonomous Vehicles Are Good for San Francisco, Editorial Board Wrongly Advocates for City Control
This Week In The Road to Autonomy Index — For the week of June 26, 2023, The Road to Autonomy Index returned 1.96%, while the S&P 500 returned 2.08%. The top performing stocks in The Road to Autonomy Index this week were Luminar, Magna, and FedEx.
On this episode, Grayson Brulte discusses the Louis Vuitton East Hampton MOKE experience and why this is laying the foundation for a Louis Vuitton Autonomous Vehicle Service. Along with the June 29th The Los Angeles Times Editorial Board Editorial; “Slow the roll of robotaxis. They aren’t safe enough yet to take over California’s streets”.
Deere’s Autonomous Tractors Help Drive Forecast of $8 Billion in Free Cash Flow
This Week In The Road to Autonomy Index — For the week of June 11, 2023, The Road to Autonomy Index returned 4.33%, while the S&P 500 returned 2.58%. The top performing stocks in The Road to Autonomy Index this week were Toyota, NVIDIA and Deere.
On this episode, Grayson Brulte discusses the autonomy economy and scaling of autonomous vehicles in San Francisco.
Tesla’s Proprietary EV Charging Network Pays Off, Piper Sandler Estimates $3 Billion in Revenue by 2030
This Week In The Road to Autonomy Index — For the week of June 5, 2023, The Road to Autonomy Index returned 1.42%, while the S&P 500 returned 0.37%. The top performing stocks in The Road to Autonomy Index this week were Tesla, GM, Daimler Truck.
On this episode, Grayson Brulte discusses Tesla’s North American Charging Standard connector for EVs, GM’s autonomous vehicle strategy and why the market for personally owned autonomous vehicles is beginning to emerge.
California Proposes Banning Autonomous Trucks, While Waymo Expands in Arizona
This Week In The Road to Autonomy Index — For the week of May 29, 2023, The Road to Autonomy Index returned 3.40%, while the S&P 500 returned 2.57%. The top performing stocks in The Road to Autonomy Index this week were Tesla, Qualcomm and Amazon.
On this episode, Grayson Brulte discusses Waymo’s expansion in Arizona, California’s AB 316 bill, it’s impact on autonomous trucking and how Uber is playing to it’s strength by being a platform.