SpaceX's pre-IPO filing disclosed two early-stage projects with Tesla: Macrohard, an AI software platform, and Terafab, a chip fabrication initiative. These ventures reflect a broader industry trend toward building AI infrastructure and controlling chip production. While Tesla's projects are nascent, NVIDIA and Applied Materials show strong current gains in AI-related revenues and equipment sales. Applied Materials is seen as the broadest beneficiary, NVIDIA the strongest near-term winner, and Tesla the most uncertain but potentially high-reward player. Investors should watch Tesla's upcoming earnings for updates on these collaborations.
SpaceX's IPO is scheduled for June 12, 2026, targeting a $2 trillion valuation that could make Elon Musk the first trillionaire. Investors are watching closely to see if Tesla shares will benefit from the SpaceX debut, as Musk's announcements often i...
Tesla has officially launched its Full Self-Driving (FSD) system in China after several years of regulatory delays. Previously, Chinese Tesla owners could only access Autopilot and Enhanced Autopilot, with FSD availability pending government approval...
Tesla’s Full Self-Driving (FSD) Supervised software has been approved for use in Lithuania, marking the second European country after the Netherlands to allow it. This expansion is crucial for Tesla and CEO Elon Musk’s goal to reach 10 million active...
The Nasdaq-100 Index includes the largest 100 non-financial companies on Nasdaq, with a combined market cap of about $31.5 trillion. Major tech firms like Nvidia, Apple, Alphabet, and Microsoft dominate the index, while Tesla and Amazon are classifie...
Billionaire investor Ron Baron predicts SpaceX could reach a valuation between $10 trillion and $30 trillion within 10-15 years, driven by its satellite internet Starlink, reusable rockets, and potential AI infrastructure. If Musk retains a 40% stake...
