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.
Goldman Sachs' Nasdaq-100 Premium Income ETF (GPIQ) has attracted $2.12 billion in 2025 by offering a near 10% monthly yield through writing covered call options on major tech stocks like NVIDIA and Apple. While it provides steady income, much of it ...
Tesla has settled a lawsuit related to a fatal 2023 crash involving its Full Self-Driving (FSD) system, where a pedestrian was struck while directing traffic. The National Highway Traffic Safety Administration (NHTSA) continues to investigate Tesla's...
Oppenheimer analyst Timothy Horan set a $250 price target on SpaceX, emphasizing the company's strong position in artificial intelligence, particularly in robotics and autonomous systems. Starlink is expected to be SpaceX's primary revenue driver, ta...
Tesla reported $22.39 billion revenue with growing Full Self-Driving subscriptions and expanded automotive margins, focusing on a global fleet streaming video for AI training. Google posted $109.90 billion revenue, driven by strong Cloud growth and W...
Polestar is blocked from selling its electric vehicles in the US because it lacks permission under the Connected Vehicles Rule, which restricts cars with technology controlled by Chinese companies. Despite this, Polestar's US sales have been nearly n...
