Waymo’s rapid 2026 rollout, including public robotaxi launches in Denver, San Diego, and Tampa in early September that expanded operations to 14 U.S. cities, continues to shape trader sentiment on new-city additions by year-end. The company has scaled paid rides aggressively while deploying its sixth-generation system and Zeekr-built Ojai vehicles, targeting one million weekly trips. London remains the clearest near-term international catalyst, with a commercial launch still slated for late 2026 despite regulatory hurdles in other markets. Ongoing mapping and testing in cities such as Chicago and Seattle, plus prior approvals in places like Las Vegas, signal further domestic momentum, though timelines depend on permits and competition from Tesla and Zoox.