Alphabet's self-driving startup Waymo to partner with Detroit-based American Axle & Manufacturing to mass-produce self-driving cars in the Motor City.

It's been more than half a year and, on average, investors in the biggest publicly traded U.S. companies haven't made a dime.

Almost anything related to auto is getting hit on Tuesday.

The market favors the small cap stocks right now, says Morgan Stanley. Here are several picks to consider.

The company's largest driver to use U.S. steel on the exterior of its cars is likely logistics, not patriotism. Meanwhile, the company uses various parts on the interiors of its vehicles that are made using steel from across the globe.

When it comes to equities investing, recurrent patterns can be of enormous importance. But for these several dozen picks, the risk/reward issues are beyond just cyclical changes.

The market will likely reject a headline number that prints below 150,000 on a seasonally adjusted basis.

Here are Tuesday's top research calls, including upgrades for Carter's, PulteGroup, Under Armour and Zillow.

Love this president? Hate this president? When it comes to making money, we remove all things political.

Roku's eroding market share, and its need for new investment, will pressure near-term profits, according to KeyBanc analyst Justin Patterson.

“Our investor survey reinforces our views that Elon Musk's recent involvement with Twitter has contributed to negative sentiment momentum in Tesla shares," said Morgan Stanley analyst Adam Jonas.

Mobile carrier companies are always eager to increase revenue through fees customers pay and to outflank their competition with deals.