Aurora

AUR

Market cap $15.1B

Shares of BlackBerry (NYSE:BB) are up 18% in midday trading Friday, leading a sharp rotation into automotive AI software names.

Autonomous long-haul trucking is poised for significant deployment, offering substantial investment opportunities for those who understand the technology and market and are committed to the long term. Technology viability is proven, with Aurora logging 12 million autonomous miles and Kodiak deploying 28 customer-owned trucks as of Q1 2026. Autonomous trucking offers compelling cost advantages, projecting 2030 per-mile costs at $2.06 versus $3.21 for human-driven, primarily from labor cost elimination.

Self-driving has been “almost here” for over a decade. But somewhere between DARPA challenges and a handful of driverless trucks hauling freight between Dallas and Houston, Aurora co-founder and CEO Chris Urmson's story changed.

Aurora Innovation, Inc. (AUR) Q1 2026 Earnings Call Transcript

Aurora Innovation, Inc. (AUR) came out with a quarterly loss of $0.11 per share versus the Zacks Consensus Estimate of a loss of $0.12. This compares to a loss of $0.12 per share a year ago.

PITTSBURGH--(BUSINESS WIRE)---- $AUR #AutonomousVehicles--Aurora (NASDAQ: AUR) posts Q1 2026 results; on track to deploy fleet of driverless trucks with no observer in Q2, and has strong commercial momentum.

Berkshire-owned McClane will test out Aurora's self-driving trucking system. Aurora is also expanding a program with Volvo.

Aurora Innovation will start hauling loads in driverless trucks for distribution giant McLane, the latest company to adopt the startup's autonomous vehicle technology following a multi-year pilot program.

Berkshire Hathaway subsidiary McLane is planning to deploy unsupervised self-driving trucks powered by technology from Aurora Innovation on big rig routes in Texas and across the U.S. Sun Belt by the end of the year to serve the restaurant sector. McLane is one of the largest distribution companies in the U.S. with more than 80 distribution centers that cover nearly every zip code and with major clients across restaurant brands.

DALLAS--(BUSINESS WIRE)---- $AUR #autonomoustrucking--Aurora Innovation, Inc. (NASDAQ: AUR) and McLane Company, Inc., a Berkshire Hathaway (NYSE: BRK.A) subsidiary, today announced an agreement to begin driverless hauls in Texas with the Aurora Driver, an SAE L4 self-driving system that is first being deployed in long-haul trucking. The partnership enables McLane – one of the largest distributors in America, serving chain restaurants, convenience stores, and mass merchants – to move supplies and perishable food more effici.