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Tesla’s $500 Billion Question: Can Growth Justify the Valuation?
24/7 Wall St.30d agoneutral
Tesla’s $500 Billion Question: Can Growth Justify the Valuation?

The headline number cuts through the noise around Tesla (NASDAQ:TSLA) faster than any product roadmap can. It is the price tag investors have chosen to hang on the entire enterprise, and Q1 finally gave the bulls a fresh reason to defend it. The Number Tesla’s market capitalization sits at roughly $1.48 trillion as of July ... Tesla’s $500 Billion Question: Can Growth Justify the Valuation?

Rivian Craters 14% on 75M Share Offering, Lucid Falls 9% as EV Rally Reverses
24/7 Wall St.30d agobearish
Rivian Craters 14% on 75M Share Offering, Lucid Falls 9% as EV Rally Reverses

Shares of Rivian (NASDAQ:RIVN) are down 14% in Tuesday morning trading, changing hands at $17 and change after the electric-vehicle maker priced a large secondary equity offering after Monday’s close. The move wipes out most of Rivian stock’s 23% one-month advance heading into the announcement. The selling has spread across the sector. Lucid (NASDAQ:LCID) stock ... Rivian Craters 14% on 75M Share Offering, Lucid Falls 9% as EV Rally Reverses

Forget EVs — Tesla’s Biggest Growth Engine Is Hiding in Plain Sight
24/7 Wall St.30d agoneutral
Forget EVs — Tesla’s Biggest Growth Engine Is Hiding in Plain Sight

Tesla (NASDAQ:TSLA) keeps proving that investors can become fixated on the wrong metric. Every quarterly delivery report sparks debate over electric vehicle demand, price cuts, and market share. Its recent expansion of the Cybercab robotaxi service into Miami only reinforced that narrative, with Morgan Stanley forecasting Tesla could operate a fleet of roughly 30,000 robotaxis ... Forget EVs — Tesla’s Biggest Growth Engine Is Hiding in Plain Sight

Rivian Stock Sinks as EV Maker Sells Shares to Raise Capital
The Wall Street Journal30d agobearish
Rivian Stock Sinks as EV Maker Sells Shares to Raise Capital

Shares of electric automaker Rivian are down 13% today after it disclosed plans to sell 75 million shares of common stock. Based on Rivian's share price Monday evening, when the move was announced, the sale would raise about $1.5 billion. The automaker said it plans to use the proceeds from a sale for "general corporate purposes," including equity requirements for a U.S. Department of Energy loan meant to support construction of its upcoming electric vehicle manufacturing facility in Georgia.

SpaceX to join the Nasdaq 100: How Wall Street feels about the Elon Musk story
Yahoo Finance Video30d agoneutralVIDEO
SpaceX to join the Nasdaq 100: How Wall Street feels about the Elon Musk story

SpaceX (SPCX) will join the Nasdaq 100 (^NDX) on Tuesday after going public via an IPO over 3 weeks ago. Morning Brief Host Julie Hyman welcomes Yahoo Finance Senior Business Reporter Ines Ferré and Interactive Brokers chief strategist Steve Sosnick take a closer look at Wall Street forecasts of Elon Musk's space enterprise.

RBC raises Tesla price target on potential SpaceX deal speculation (TSLA)
InvestorsHub30d agoneutral
RBC raises Tesla price target on potential SpaceX deal speculation (TSLA)

RBC increases target to $500RBC Capital has raised its price target for Tesla (NASDAQ:TSLA) to $500 from $475, reflecting both a revised standalone valuation and an additional premium linked to a potential merger with SpaceX (NASDAQ:SPCX). Analyst Tom Narayan said the updated target incorporates “a 25-30% premium to current trading levels (and a 15% premium to the stock’s intrinsic value) owing to a potential SpaceX acquisition scenario based on unconfirmed media reports.

Why Analysts Prefer SpaceX to Tesla Stock
Barrons.com30d agoneutral
Why Analysts Prefer SpaceX to Tesla Stock

Wall Street analysts prefer SpaceX. to Tesla among Elon Musk’s publicly traded companies. Morgan Stanley, Goldman Sachs, BofA, RBC, Wells Fargo, Bernstein, UBS, were among the firms launching coverage, and only one rates the stock a Hold—the rest are Buy. The average analyst price target for Tesla stock is about $404, according to FactSet.

This Week In Energy Transition - India's Path to Net Zero by 2050: A Renewable Revolution
Simply Wall St.30d agoneutral
This Week In Energy Transition - India's Path to Net Zero by 2050: A Renewable Revolution

The global energy transition is being significantly accelerated by India's ambitious plan to become a Net Zero economy by 2050, necessitating a shift to renewable energy sources and innovative technologies. Central to this transformation is India's target to install 450 GW of renewable energy capacity by 2030, alongside a transition to electric vehicles, the commercialization of hydrogen energy, and increased ethanol blending. Complementing these efforts are carbon capture and storage...

Investing.com30d agoneutral
Tesla stock target lifted at RBC on potential SpaceX merger

Investing.com -- RBC Capital lifted its price target on Tesla to $500 from $475 in a note on Tuesday, incorporating a premium tied to a potential combination with SpaceX, while also updating its standalone intrinsic valuation of the electric vehicle maker.

Bloomberg30d agoneutral
Mag 7 Loses Market Swagger as AI Trade Spreads Beyond Behemoths

(Bloomberg) -- For years, the Magnificent Seven tech giants commanded investors’ attention, dominating the S&P 500 Index and determining which way the overall stock market was headed. Those days are over.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Sentenc

Tech Weekly: Tesla's surge, robot footballers target glory
Reuters Videos30d agobullishVIDEO
Tech Weekly: Tesla's surge, robot footballers target glory

<body><p>STORY: From Tesla driving up sales to robot footballers competing in their own competition...</p><p>This is Tech Weekly.</p><p>:: Tech Weekly</p><p>Tesla beat Wall Street estimates when it posted record second-quarter deliveries.</p><p>The electric vehicle maker delivered more than 480,000 vehicles between April and June - up about a quarter from a year ago.</p><p>The results were partly driven by a rebound in Europe.</p><p>China was another bright spot, although demand was still under pressure in the U.S.</p><p>The World Cup witnessed a technological first during Norway's 2-1 win over Brazil in the Round of 16.&nbsp;</p><p>An advanced humanoid robot called Atlas delivered the match ball to the referee at half-time.</p><p>The robot was developed by U.S. firm Boston Dynamics and presented by tournament sponsor Hyundai Motor.</p><p>Atlas can&nbsp;impersonate famous goal celebrations, including Norway striker Erling Haaland's meditation pose.</p><p>While Atlas delivered a ball, robots in South Korea showed they could actually play soccer.</p><p>They competed at the finals of RoboCup 2026 in Incheon - a major robotics and AI competition.</p><p>Organisers said more than 3,000 competitors from 45 countries took part, and many teams reportedly used platforms developed by China's Booster Robotics.</p><p>The robots stumbled around and collided with rivals but got back up to keep playing, with Team Hephaestus of Tsinghua University winning the contest.</p><p>Google lost its long fight against a record $4 billion plus fine imposed by the EU eight years ago.</p><p>The European Commission had punished the tech giant for its dealings with phone manufacturers.</p><p>The phone makers were forced to pre-install Google Search, the Chrome browser and the Google Play app store on their Android devices - and prevented from using rival systems.</p><p>A Google spokesperson said the judgment didn't account for its efforts to make sure Android is open, interoperable and free.</p><p>And customers at the Lounge X coffee shop in Seoul are now assisted by a robot named Baris.</p><p>Its a technological sight which has become more common across South Korea.</p><p>Lounge X CEO Kim Dongjin said the firm turned to robots and self-service to overcome rising labor costs.</p><p>Kim says his company runs eight such unstaffed 24-hour coffee shops across South Korea, while four stores are still operated by humans.</p></body>

Tesla (TSLA) Launches Miami Robotaxi Service, Is The Upside Already Priced In?
Simply Wall St.30d agoneutral
Tesla (TSLA) Launches Miami Robotaxi Service, Is The Upside Already Priced In?

Tesla (TSLA) is back in focus after launching a driverless robotaxi service in Miami and reporting second quarter deliveries of 480,126 vehicles, pairing new autonomous ambitions with solid electric vehicle volumes. See our latest analysis for Tesla. Tesla’s share price has climbed to US$419.77, with a 1-day share price return of 6.69% and a 90-day share price return of 21.09%, while the year to date share price return is down 4.18%. Over the longer term, total shareholder returns of 42.81%...

Waymo outages disrupt traffic in this major city yet again
TheStreet31d agoneutral
Waymo outages disrupt traffic in this major city yet again

Autonomous driving companies like Waymo, Zoox and Tesla promise a future where self-driving vehicles are the norm and traffic accidents and fatalities fall significantly because of it. But while the data on whether autonomous driving is truly safer than human driving is still inconclusive, some ...