Tesla shows clear operational improvements with 15% vehicle sales growth, $3bn battery storage revenue, and better auto margins. However, the stock trades above analyst targets due to market optimism on robotaxi and humanoid tech, which face delays and lack near-term returns. Cash burn is rising with high capex commitments, and merger talks with SpaceX add speculative value. The gap between Tesla's fundamentals and market pricing highlights uncertainty about future tech and synergy benefits.
Roundhill Investments has launched the Roundhill Magnificent Seven Plus ETF (MAGP), the first ETF to include the original Magnificent Seven tech giants alongside Anthropic, OpenAI, SpaceX, and Broadcom. This ETF offers investors exposure to leading A...
Nvidia's board is considering removing Jensen Huang, the company's co-founder and longtime CEO, amid personal controversies. Huang's potential departure has sparked speculation about him partnering with Elon Musk on Terafab, a massive chip manufactur...
Porsche CEO Michael Leiters criticized Tesla's recent flying Roadster demo as a gimmick, emphasizing Porsche's focus on tangible technology innovations instead. Leiters highlighted Porsche's Mission S concept, a high-end sports car expected to cost m...
Baron First Principles ETF declined 3.99% in Q3, underperforming the Russell 3000 Growth Index due to worries over increased capital spending on AI chips and uncertain returns. Key holdings like SpaceX and Tesla saw share drops, while software compan...
Tesla stock rose 5% even as CEO Elon Musk warned that many Cybertruck buyers will have their deposits refunded due to production limits. Musk plans to halt Cybertruck production in about eight months to focus on Cybercab robotaxi output. Meanwhile, L...
