In April 2026, global electric vehicle (EV) sales increased by 9% year-on-year, reaching a 24% market share. Europe saw a strong growth of 35%, capturing 33% of the market, while China experienced a 7% decline, holding 61% share. The U.S. market dropped 36% to just over 6%. Chinese EV exports surged, with companies like BYD and Geely reporting significant overseas sales growth. This trend highlights shifting dynamics in the EV market, with Europe and other regions gaining momentum as China’s growth slows.
Tesla reported a 25% year-over-year increase in Q2 deliveries, a 51% rise in Full Self-Driving (FSD) subscriptions, and a 40.6% growth in energy storage deployments. These strong operational results suggest Tesla will exceed consensus financial estim...
Anthropic has signed a $40 billion deal to use SpaceX's xAI data center servers through May 2029, making it one of SpaceX's largest customers. Elon Musk, who previously doubted Anthropic's success, now praises the company as a leader in AI and assure...
Tesla achieved a record 480,126 vehicle deliveries in Q2, marking a strong recovery in its core electric vehicle business. This performance supports optimistic revenue and earnings estimates, with potential upside if profit margins improve. The analy...
An analyst highlights Tesla's significant potential to benefit from advancements in artificial intelligence. However, despite this promise, the analyst advises against buying Tesla stock at the moment. The stock has seen a 12% decline year to date bu...
SpaceX continues to hold nearly 19% of the Baron First Principles ETF (RONB), highlighting the fund's active, high-conviction investment strategy focused on founder-led companies. This allocation reflects confidence in SpaceX's long-term growth poten...
