UBS raised Tesla's price target to $364, noting the company's shift toward becoming a 'physical AI company' with increased investments in AI, robotics, and manufacturing infrastructure. Tesla raised its 2026 capital expenditure forecast from $20 billion to $25 billion, expecting to remain free-cash-flow negative through 2026 due to these investments. CEO Elon Musk tempered expectations on AI commercialization, indicating slow ramp-up for Optimus robots and delayed revenue from unsupervised Full Self-Driving and robotaxis. Despite near-term financial challenges, Tesla continues progress in AI software and infrastructure, including Cortex 2 AI compute rollout and expansion of robotaxi operations.
The Trump-Xi summit in Beijing brings AI supply chains and chip export policies into sharp focus, with Nvidia CEO Jensen Huang joining the U.S. delegation. Nvidia's advanced chips face U.S. export restrictions limiting access to China, while China de...
Shares of U.S.-listed electric vehicle makers Lucid, NIO, and Tesla rose significantly in midday trading, reflecting a coordinated sector-wide buying driven by positive demand expectations and investor sentiment. Lucid surged 9%, NIO gained 7%, and T...
Ford Motor Company's stock rose about 7% to $12.82, marking its biggest single-day gain in weeks, driven by strong Q1 2026 earnings and an upward revision of full-year adjusted EBIT guidance. The company reported Q1 EPS of $0.66 and revenue of $43.25...
Tesla's recent Q1 rally was boosted by $900M in currency gains and one-time items, but underlying business issues remain. Margins have compressed and inventory buildup suggests weakening demand. Capital expenditures are expected to triple to $25 bill...
Tesla is holding support around $400-$420 with potential to rise to $490, though high interest rates may cause a pullback. Palantir is consolidating near $128 with limited momentum but could eventually move higher towards $160. Microsoft is in a shor...
