A 4% move in Uber’s share price on headlines about Waymo’s potential split from Uber has reshaped investor focus on autonomous vehicles. Appen (ASX:APX), an AI lifecycle company, supplies data sourcing, human annotation, and model evaluation for training autonomous driving systems. Appen generates about A$104.1 million from Appen China and A$127.9 million from Appen Global, with a market cap of A$220.2 million. The company works on multilingual audio benchmarks with Hugging Face and has relationships with 11 auto companies in China, but remains loss making and tied to volatile AI project spending. Scott Technology (NZSE:SCT) designs automated and robotic production lines for sectors including food processing, mining, and logistics, with revenue led by Manufacturing Europe at NZ$113.5 million, Manufacturing Americas at NZ$69.8 million, Manufacturing Rocklabs at NZ$53.4 million, Manufacturing Australia at NZ$33.0 million, and Manufacturing China at NZ$18.