Tesla is increasing its investment in artificial intelligence, particularly in scaling production of its Cybercab robotaxi for ride-hailing services. Analysts at Oppenheimer suggest that monitoring Tesla's capital expenditures could provide investors with clues about the company's success in physical AI development. This focus on capital investment is seen as a leading indicator of Tesla's advancements in AI technology and autonomous vehicle production, which could impact its future growth and market position.
Jordi Visser of 22V Research predicts Sam Altman may no longer lead OpenAI within a year due to internal pressures and strategic missteps favoring consumer over enterprise AI monetization. Talent is migrating to Anthropic, seen as the current winner ...
The traditional 'Magnificent 7' tech stocks that dominated market returns are losing their exclusive spotlight as AI innovation broadens the field. New groups like the 'FAB 10' now include private AI leaders such as OpenAI, Anthropic, and SpaceX, alo...
SpaceX's recent IPO introduces short-term dilution risk for Tesla as investors now have another Musk-led AI investment option. Tesla's stock weakness is mainly due to valuation multiple compression, not worsening fundamentals, presenting a buying opp...
Jordi Visser of 22V Research argues that building data centers in space may be more cost-effective than on land due to high terrestrial costs for power, cooling, and land. SpaceX plans orbital data centers costing $5 billion versus $60 billion for a ...
On June 16, retail investors heavily bought SpaceX shares during its IPO debut, marking the largest retail net buying day for any recent IPO, while selling other stocks including major tech names like NVIDIA and Microsoft. SpaceX's market cap surged ...
