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.
Tesla has rebranded its Full Self-Driving (FSD) system as "Assisted Driving" in Europe following criticism from German regulators who called the original name misleading. The German Federal Ministry of Transport clarified that the system assists with...
Tesla has renamed its advanced driver assistance system in Europe from "Full Self-Driving (Supervised)" to "Tesla Assisted Driving" following concerns from Germany's transportation ministry that the original name was misleading. The change aims to be...
Tesla's stock rose 3% following its rebranding of its driver-assistance software in Europe, dropping the controversial 'Full Self-Driving' label that European regulators opposed. The new name, Tesla Assisted Driving, reflects a more restricted versio...
Tesla is investing heavily with record deliveries and growing services, but earnings are down and free cash flow is negative. The stock will likely become a conviction buy only if Tesla achieves sustained positive free cash flow despite high capital ...
Despite Tesla stock being in a bear market over the past year, AI models like ChatGPT and Gemini predict a strong bull rally by 2030, with average price targets of $532.12 and $464.24 respectively. This forecast suggests a potential upside of around ...
