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A Big Short Gets Bigger
The Wall Street Journal36d agoneutral
A Big Short Gets Bigger

Michael Burry, famous for his prescient bets against the housing bubble, unveiled bearish positions on Tesla Caterpillar semiconductor manufacturer Applied Materials and an ETF tracking chip makers. Burry said that plans by two of South Korea’s largest tech companies to build a chip hub set off fresh alarm bells about whether the massive sums of money being poured into AI can ever pay off. The PHLX Semiconductor Index, which is tracked by the ETF that Burry is betting against, fell 6.3%.

Why this analyst thinks it's too soon to buy SpaceX
Yahoo Finance Video36d agobullishVIDEO
Why this analyst thinks it's too soon to buy SpaceX

KeyBanc Capital Markets Senior Research Analyst, Aerospace & Defense, Michael Leshock, explains why he believes SpaceX (SPCX) is not a buy right now, adding that investors should wait to invest until some sizable milestones are met before diving into the stock.

Bloomberg36d agoneutral
Musk Meme Traders Rush Back Into Tesla When the Stock Hits $420

(Bloomberg) -- Crossing $420 gets Tesla Inc. investors excited.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerSpaceX IPO Left Mirae With No Shares on MisunderstandingKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsAt least, that’s what data from Vanda Research show: The sum of five-day retail net buying picks up on aver

Tesla’s Margin Expansion vs. Rivian’s R2 Bet: Two Paths to EV Dominance, One Winner
24/7 Wall St.36d agoneutral
Tesla’s Margin Expansion vs. Rivian’s R2 Bet: Two Paths to EV Dominance, One Winner

Tesla (NASDAQ: TSLA) and Rivian (NASDAQ: RIVN) both posted Q1 2026 results that beat Wall Street estimates, yet the businesses underneath are on opposite ends of the EV maturity curve. Tesla flexed margin expansion and AI ambition. Rivian leaned on partnerships and a fresh product launch to bridge to profitability. Comparing them now, with R2 ... Tesla’s Margin Expansion vs. Rivian’s R2 Bet: Two Paths to EV Dominance, One Winner

YPF Sociedad Anónima (YPF) to Collaborate With Tesla on Energy Storage Infrastructure and Fast-Charging Networks
Insider Monkey36d agoneutral
YPF Sociedad Anónima (YPF) to Collaborate With Tesla on Energy Storage Infrastructure and Fast-Charging Networks

YPF Sociedad Anónima (NYSE:YPF) is one of the 10 integrated oil and gas companies to invest in according to hedge funds. On June 16, the Argentine national energy provider, YPF Sociedad Anónima (NYSE:YPF), announced that it signed an LOI with Tesla Inc. (NASDAQ:TSLA) to collaborate on energy storage infrastructure and fast-charging networks. According to a […]

Forget Tesla: Why Smart Money Is Ditching Tesla To Buy Apple Stock
24/7 Wall St.36d agobullish
Forget Tesla: Why Smart Money Is Ditching Tesla To Buy Apple Stock

Tesla is once again the ticker every headline is chasing, riding a 10.22% one-week rip on robotaxi buzz and Optimus promises. But here’s what you should actually be watching. The Tesla (NASDAQ:TSLA) story requires you to pay 416x earnings for a company whose full-year 2025 revenue fell 2.93%, whose annual net income dropped 46.79%, and ... Forget Tesla: Why Smart Money Is Ditching Tesla To Buy Apple Stock

BYD poised to retake global EV sales crown from Tesla (TSLA)
InvestorsHub36d agoneutral
BYD poised to retake global EV sales crown from Tesla (TSLA)

Chinese automaker widens lead in second-quarter electric vehicle deliveriesBYD Co. (USOTC:BYDDY) is on track to regain its position as the world’s largest seller of fully electric vehicles, with second-quarter deliveries expected to outpace those of Tesla Inc.

Tesla’s Chip Breakthrough Is a Big Deal. Time to Buy the Surge?
24/7 Wall St.36d agobullish
Tesla’s Chip Breakthrough Is a Big Deal. Time to Buy the Surge?

Shares of Tesla (NASDAQ:TSLA) have been picking up in recent sessions, now close to 13% in just three sessions. Undoubtedly, just because Space Exploration Technologies (NASDAQ:SPCX) is the new hot Elon Musk stock in town does not mean shares of the EV juggernaut are going to be stuck going sideways for a while longer. With ... Tesla’s Chip Breakthrough Is a Big Deal. Time to Buy the Surge?

Electric Vehicles Today - Advancing Grid Resilience With Vehicle-To-Grid Technology
Simply Wall St.36d agoneutral
Electric Vehicles Today - Advancing Grid Resilience With Vehicle-To-Grid Technology

The Vehicle-to-Grid (V2G) market is poised for substantial growth as electric vehicles (EVs) increasingly integrate with renewable energy systems, enhancing grid stability and energy management. Recent advancements in bidirectional charging technology allow EVs to store and supply energy, contributing to grid resilience during peak demand periods. This growth is fueled by government incentives and the expanding adoption of battery electric vehicles (BEVs), particularly in Asia, where strong...

Why This Analyst Thinks SpaceX’s AI Business Alone Is Worth $1.8 Trillion
Barrons.com36d agobullish
Why This Analyst Thinks SpaceX’s AI Business Alone Is Worth $1.8 Trillion

With shares of Elon Musk’s rocket and AI company volatile in post-IPO trading, investors will be paying close attention to what Wall Street has to say about valuation. The latest rating is a bullish call, valuing SpaceX at a cool $2.5 trillion. Wedbush analyst Dan Ives launched coverage of SpaceX with a Buy rating and a $190 price target on Tuesday evening.

Tesla Q2 deliveries seen rising as European demand gathers pace (TSLA)
InvestorsHub37d agoneutral
Tesla Q2 deliveries seen rising as European demand gathers pace (TSLA)

Analysts forecast stronger quarterly deliveriesTesla (NASDAQ:TSLA) is expected to report higher vehicle deliveries for the second quarter when it releases production and delivery figures on Thursday, with Wall Street forecasting a rebound driven primarily by improving demand in Europe. According to a survey of 20 analysts compiled by Visible Alpha, Tesla is expected to deliver 402,780 electric vehicles during the June quarter.

Wayve courts automakers with AI driving system that learns like humans
Reuters37d agoneutral
Wayve courts automakers with AI driving system that learns like humans

Autonomous-driving startup Wayve is riding a tide of investor interest. The London-based company has pulled in $2.8 billion from a roster of investors and strategic partners that includes big names across the technology and automotive sectors, from Nvidia to Mercedes-Benz and Nissan. In June, Wayve said it will deploy its system in robotaxis ‌from Jeep maker Stellantis, to go on Uber's ride-hailing network.