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Analyst Behind $250 SpaceX Target Says Physical AI Will Be “One of AI’s Fastest-Growing Areas Over the Next 4-5 Years”
24/7 Wall St.41d agoneutral
Analyst Behind $250 SpaceX Target Says Physical AI Will Be “One of AI’s Fastest-Growing Areas Over the Next 4-5 Years”

Oppenheimer tech analyst Timothy Horan used a recent CNBC segment to lay out a bull case for SpaceX (NASDAQ:SPCX), arguing that the company’s edge in artificial intelligence justifies a price target well above where shares are changing hands today. SpaceX IPO’d roughly 2 weeks ago, and Oppenheimer’s $250 SpaceX price target puts physical AI squarely ... Analyst Behind $250 SpaceX Target Says Physical AI Will Be “One of AI’s Fastest-Growing Areas Over the Next 4-5 Years”

Tesla Has 2 Million Mobile Cameras, but Alphabet Has 10 Cities of Pure Driverless Data
24/7 Wall St.42d agoneutral
Tesla Has 2 Million Mobile Cameras, but Alphabet Has 10 Cities of Pure Driverless Data

Tesla (NASDAQ: TSLA) and Google (NASDAQ: GOOGL) both reported Q1 FY2026 earnings that sharpened the autonomy debate in opposite directions. Tesla leaned on a global fleet streaming video into its training clusters. Alphabet leaned on Waymo collecting paid driverless miles across real city streets. Both want the robotaxi crown. Only one is already cashing fares. ... Tesla Has 2 Million Mobile Cameras, but Alphabet Has 10 Cities of Pure Driverless Data

Great News For Tesla, Polestar Banned From The US
24/7 Wall St.42d agoneutral
Great News For Tesla, Polestar Banned From The US

Polestar will be blocked from selling EVs in the US. It doesn’t matter. Polestar sales were close to zero so far this year. To sell its 2027 models, Polestar needed permission under the Connected Vehicles Rule. The regulation essentially prohibits the import and sale of cars with connected-vehicle technology owned or controlled by companies in ... Great News For Tesla, Polestar Banned From The US

Forget Betting Everything on Tesla’s Robot. This Fund Already Owns the Robotics Winners
24/7 Wall St.42d agoneutral
Forget Betting Everything on Tesla’s Robot. This Fund Already Owns the Robotics Winners

Owning Tesla (NASDAQ:TSLA) for the robotics story is now the dominant retail thesis: bulls argue Optimus and the Cybercab are option value the market has not paid for, and that the auto business is almost a free call on humanoid robots. The case has logic. Tesla is installing first-generation Optimus production lines at Fremont and ... Forget Betting Everything on Tesla’s Robot. This Fund Already Owns the Robotics Winners

The Week in Numbers: Micron climbs high, Apple raises prices
Reuters Videos42d agobullishVIDEO
The Week in Numbers: Micron climbs high, Apple raises prices

<body><p>STORY: From Micron's mega market cap to Apple's price hikes...</p><p>...this is the Week in Numbers.</p><p>:: The Week in Numbers</p><p>:: $1.4 trillion.</p><p>About $1.4 trillion was Micron's market cap after it briefly blew past the value of Meta and Tesla for the first time.</p><p>It came after the firm forecast quarterly profit and revenue well above expectations.</p><p>Micron is a major memory-chip maker and a key supplier to AI titan Nvidia.</p><p>The company's shares have more than tripled in value so far this year, and soared close to a fifth following its results.</p><p>:: 5%</p><p>Almost 5% is how far Apple shares fell after it announced price hikes.</p><p>The tech giant said its cheapest laptop will jump from $599 to $699, with iPad prices also rising - although the iPhone won't jump for now.</p><p>Apple says it can no longer avoid passing on rising costs to consumers.</p><p>The price of memory chips jumped by around 98% in the first quarter, and has kept soaring due to the AI boom.</p><p>:: 42%&nbsp;</p><p>42% was how much shares of Wendy's soared as retail traders bought up the beaten-down stock in the latest meme-like rally.</p><p>Trading on the heavily shorted stock was paused multiple times due to volatility..</p><p>Shares briefly hit a more than seven-month high.</p><p>The fast food chain is battling weak sales and pressure from an activist investor, with its stock down more than 78% from record highs five years ago.</p><p>:: $648 billion</p><p>Almost $648 billion is how much Samsung plans to invest in South Korea over 10 years.</p><p>That's according to the Maeil Business Newspaper, which said the firm will announce its intentions on Monday.</p><p>The investment includes a potential $194 billion to build chip factories in the country's southwest, as well as plans for AI data centers, batteries and displays.</p><p>There was no immediate response to a request for comment from Samsung.</p><p>:: $606.5 million</p><p>And $606.5 million was H&M's operating profit during its fiscal second quarter.</p><p>That was smaller than expected for the Swedish fashion retailer.</p><p>H&M blamed weaker consumer demand and inflation made worse by the Iran war.</p><p>CEO Daniel Erver said Europe, particularly the western part of it, had gone through a difficult quarter.</p></body>

Latest News In Electric Vehicles - Blue Cloud Drives Innovation with Strategic Tech Integrations
Simply Wall St.42d agoneutral
Latest News In Electric Vehicles - Blue Cloud Drives Innovation with Strategic Tech Integrations

Recent developments in the electric vehicle (EV) sector include strategic expansions and integration of technologies by companies like Blue Cloud Softech Solutions Ltd. Blue Cloud's ongoing integration of assets acquired from Global Impx, including capabilities in EV and smart mobility, is part of a broader growth initiative that has received a favorable response from investors. This integration supports the expansion of Blue Cloud's AI-linked energy and digital infrastructure platform,...

Exclusive-Apple supplier Tata tightens internal controls after data breach, sources say
Reuters42d agoneutral
Exclusive-Apple supplier Tata tightens internal controls after data breach, sources say

Tata Electronics, a key Indian supplier to Apple, has restricted internal access to sensitive systems as it investigates a leak of thousands of secret client files on the dark web, a Tata source and two industry officials said. Tata has ‌also hired a global consultant to conduct a forensic audit and has reported the incident to the Indian government and its clients, said the Tata ‌source, declining to be named given the sensitivity of the matter. Reuters reported this week that ransomware group World Leaks posted more than 200,000 files to the dark web, including purported component design papers from Apple and ​Tesla, both of which are Tata clients.

Here is Why Tesla (TSLA) is One of the Best Stocks For Beginners to Buy Now
Insider Monkey42d agobullish
Here is Why Tesla (TSLA) is One of the Best Stocks For Beginners to Buy Now

Tesla Inc. (NASDAQ:TSLA) is one of the best stocks for beginners to buy now. On June 24, Sunrun, Renew Home, and Tesla formed a coalition to deliver over 16 gigawatts of flexible energy capacity to help meet surging electricity demand from data centers and AI growth. The companies aim to aggregate existing home batteries, solar […]

3 Profitable Stocks We Keep Off Our Radar
StockStory42d agoneutral
3 Profitable Stocks We Keep Off Our Radar

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.