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Intel Foundry's $1 Trillion Upside
Trefis89d agoneutral
Intel Foundry's $1 Trillion Upside

Intel (INTC) foundry business has finally hit its stride after years of setbacks. Intel's 18A process node, its most advanced yet, is in commercial production. The company has secured business from marquee external customers. Its U.S.-based manufacturing assets are increasingly treated as strategically irreplaceable. The markets have taken notice, with the stock up roughly 3x year-to-date and nearly doubling in the past month alone.

Electric Vehicles Today - Boosting Domestic Lithium Supply With Key Utah Project
Simply Wall St.89d agoneutral
Electric Vehicles Today - Boosting Domestic Lithium Supply With Key Utah Project

American Battery Materials, Inc. has provided an update on its Lisbon Valley Project, which is focused on evaluating the development of a Direct Lithium Extraction and mineral processing facility in Utah. The proposed facility aims to produce 10,000 metric tons of lithium carbonate equivalent and 20,000 metric tons of magnesium annually. This update comes as the U.S. strengthens its initiatives to bolster domestic critical mineral supply chains, responding to projected increases in global...

Tesla Price Prediction: The Stock Looks Fairly Valued With Limited Upside From Current Levels
24/7 Wall St.89d agoneutral
Tesla Price Prediction: The Stock Looks Fairly Valued With Limited Upside From Current Levels

Tesla (NASDAQ:TSLA) closed Monday at $445, capping a 13.37% weekly surge that pushed the stock back into overbought territory. Our 24/7 Wall St. price target for Tesla is $420 over the next 12 months, implying modest downside of roughly 5.6% from current levels. Our recommendation is hold with medium confidence (62%). The operational story is ... Tesla Price Prediction: The Stock Looks Fairly Valued With Limited Upside From Current Levels

Benzinga89d agoneutral
Trade Strategy For SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA

Good Morning Traders! Today's economic calendar for Wednesday is lighter overall, but markets will still be closely watching inflation related data and Treasury activity. The key release comes at 8:30AM ET with Producer Price Index data, including headline and core PPI figures, which will provide additional insight into inflation pressures following yesterday's CPI report. Markets may react sharply if producer inflation comes in materially above or below expectations. Additional events include c

Wolfspeed Stock Jumps 23% as Power Chip Rally Rolls On
Barrons.com89d agobullish
Wolfspeed Stock Jumps 23% as Power Chip Rally Rolls On

Wolfspeed stock was surging on Wednesday after Citrini Research—best known for its viral blog posts about AI wrecking the economy and the Strait of Hormuz—recommended the power-chip maker. Futures tracking the were 0.2% higher as President Donald Trump headed to China with executives including Nvidia CEO Jensen Huang and Tesla CEO Elon Musk. The company makes power semiconductors, which control the voltages that flow into a device’s specific components.

North American EV Demand Drops Sharply Despite Rising Global Sales, Iran War
Benzinga89d agobearish
North American EV Demand Drops Sharply Despite Rising Global Sales, Iran War

EV demand across the globe surged in April as steep gas prices and uncertainty over the Iran war continued to drive a shift in consumer perception of internal combustion engine (ICE) vehicles. EVs Decline In North America, Europe Posts Gains Despite an uptick in registrations for EVs and plug-In Hybrid Electric Vehicles (PHEVs), Benchmark Mineral Intelligence data, cited by Reuters on Tuesday, showcased a 28% decline in registrations across North America to 120,000 units in April. Global registr

Comparative Study: Tesla And Industry Competitors In Automobiles Industry
Benzinga89d agoneutral
Comparative Study: Tesla And Industry Competitors In Automobiles Industry

In today's rapidly evolving and fiercely competitive business landscape, it is crucial for investors and industry analysts to conduct comprehensive company evaluations. In this article, we will undertake an in-depth industry comparison, assessing Tesla (NASDAQ:TSLA) alongside its primary competitors in the Automobiles industry. By meticulously examining crucial financial indicators, market positioning, and growth potential, we aim to provide valuable insights to investors and shed light on compa

Elon Musk's Tesla Launches Affordable Financing Plan After Dropping Out Of China's Top EV 10 Makers
Benzinga89d agobearish
Elon Musk's Tesla Launches Affordable Financing Plan After Dropping Out Of China's Top EV 10 Makers

Tesla Inc. (NASDAQ:TSLA) has dropped out of the top ten EV companies in the Chinese domestic market as the Elon Musk-led EV giant’s retail sales fell in April. Tesla Drops Out Of Top 10 In a report by CnEVPost on Tuesday, citing the China Passenger Car Association (CPCA) data, BYD Co. Ltd. (OTC:BYDDY) (OTC:BYDDF), Geely Automobile Holdings Ltd. (OTC:GELHY) (OTC:GELYF), Changan, Stellantis NV-backed (NYSE:STLA) Leapmotor and Xiaomi Corp. (OTC:XIACF) (OTC:XIACY) made up the top five new energy veh

Stock Market Today: Dow Jones Futures Fall, S&P 500 Gains As Trump Takes Big Tech Leaders To China—Nvidia, Nextpower, Red Cat In Focus
Benzinga89d agobearish
Stock Market Today: Dow Jones Futures Fall, S&P 500 Gains As Trump Takes Big Tech Leaders To China—Nvidia, Nextpower, Red Cat In Focus

U.S. stock futures were mixed on Wednesday after Monday’s mostly lower close. Dow Jones futures fell, whereas S&P 500 and Nasdaq 100 indices were rising. This follows President Donald Trump‘s visit to China along with Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang, Tesla Inc.‘s (NASDAQ:TSLA) Elon Musk, Apple Inc.’s (NASDAQ:AAPL) Tim Cook, BlackRock Inc.‘s (NYSE:BLK) Larry Fink, and Qualcomm Inc.‘s (NASDAQ:QCOM) Cristiano Amon. Before leaving, Trump said on Tuesday that Americans' financial struggle

Stock Futures Rise as Trump Goes to China
Barrons.com89d agobullish
Stock Futures Rise as Trump Goes to China

Tech stocks looked set to rise on Wednesday as investors bought the dip ahead of President Donald Trump’s summit with China's premier Xi Jinping in Beijing. The three major indexes all slid on Tuesday after the April consumer price index report showed inflation picked up faster than expected last month. The market will be keeping a close eye on Trump’s trip to China, with the two leaders expected to discuss trade and the Iran war.

Trump Brings Nvidia’s Jensen Huang Along on China Trip
The Wall Street Journal89d agoneutral
Trump Brings Nvidia’s Jensen Huang Along on China Trip

A last-minute addition to the group of CEOs joining President Trump on his trip to China was Nvidia Chief Executive Jensen Huang, who wasn’t initially included on the travel list. Huang met the U.S. delegation in Alaska, where Air Force One was refueling. Trump called Huang on Tuesday to invite him after seeing media reports that he wasn’t coming, a person familiar with the matter said.

Inside Sam Altman's Dramatic Court Testimony: 'Complicated' Elon Musk Feelings, 'Hair-Raising' Tesla Talks And The Microsoft Temptation
Benzinga89d agoneutral
Inside Sam Altman's Dramatic Court Testimony: 'Complicated' Elon Musk Feelings, 'Hair-Raising' Tesla Talks And The Microsoft Temptation

On Tuesday, OpenAI CEO Sam Altman took the stand in an Oakland federal courthouse in the Musk-Altman trial. Over more than three hours of questioning from both sides, Altman reportedly addressed the key allegations at the heart of the case. Elon Musk's lawsuit alleges that Altman and OpenAI President Greg Brockman "looted" OpenAI's nonprofit structure through their partnership with Microsoft Inc. (NASDAQ:MSFT) for personal benefit. Here are the top 5 moments from Altman’s Tuesday testimony. Runn

Tesla (TSLA) Valuation In Focus As Q1 Strength Meets AI And Robotaxi Uncertainty
Simply Wall St.89d agoneutral
Tesla (TSLA) Valuation In Focus As Q1 Strength Meets AI And Robotaxi Uncertainty

Tesla (TSLA) is back in the spotlight after a mix of upbeat Q1 results, expanding battery projects, and solid international sales, alongside fresh concerns around Full Self-Driving approvals, robotaxi delays, and execution risk. See our latest analysis for Tesla. Recent headlines around Q1 earnings, robotaxi rollout updates, and efforts to secure Full Self-Driving approvals in China and Europe have gone hand in hand with a 22.99% 30 day share price return. The 1 year total shareholder return...

'Trump And Republicans Blew That Up:' Gavin Newsom Warns America Is Losing EV War To China
Benzinga89d agoneutral
'Trump And Republicans Blew That Up:' Gavin Newsom Warns America Is Losing EV War To China

Gov. Gavin Newsom (D-CA) on Tuesday decried the slowdown in America’s EV push, slamming President Donald Trump and the Republican Party for allowing China to take the lead in the global EV sector. ‘China Stronger Than Ever,’ Says Gavin Newsom In a post on the social media platform X, Newsom’s official Press Office handle lamented the current EV scenario. “Before Donald Trump, America was on a path to beat China,” the post said, outlining strong EV manufacturing and supply chains, as well as “goo

Ron DeSantis Shares Tesla Cybercab Spotting In Miami, Says It'll Be Interesting To See 'How Locals React'
Benzinga89d agoneutral
Ron DeSantis Shares Tesla Cybercab Spotting In Miami, Says It'll Be Interesting To See 'How Locals React'

Florida Gov. Ron DeSantis (R) on Tuesday drew attention to a reported Tesla Inc. (NASDAQ:TSLA) Cybercab sighting in Miami, saying he was curious how the autonomous vehicle would perform on city streets and how residents would respond. DeSantis Reacts To Miami Cybercab Sighting DeSantis reposted a clip on X that appeared to show a Cybercab stopped at a traffic signal in Miami. "Cybercab in Miami. Be interesting to see how it performs and how locals react," the Republican governor wrote. Cybercab

Nvidia's Jensen Huang joins Trump's China visit
Reuters90d agoneutral
Nvidia's Jensen Huang joins Trump's China visit

Nvidia CEO Jensen Huang has joined over a dozen U.S. CEOs on ‌President Donald Trump's visit to China this week. Trump called Huang last-minute ‌on Tuesday after seeing media coverage that he was not invited, according to one source ​familiar with the matter. Huang was seen by White House reporters boarding Air Force One in Alaska, joining Trump on his flight to China.