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Elon Musk Says He’s Building a Chip “2 to 3 Times” Better Than NVIDIA at 10% The Cost. Is He Bluffing?
24/7 Wall St.59d agoneutral
Elon Musk Says He’s Building a Chip “2 to 3 Times” Better Than NVIDIA at 10% The Cost. Is He Bluffing?

Tesla (NASDAQ:TSLA) CEO Elon Musk dropped a striking claim during a recent conversation with Baron Capital founder Ron Baron, circulated widely after being posted to X by @carm1nee. Musk said he is building a chip that will be “two to three times better than NVIDIA” at 10% of the cost, with a specific focus on ... Elon Musk Says He’s Building a Chip “2 to 3 Times” Better Than NVIDIA at 10% The Cost. Is He Bluffing?

Tesla Merger Talk With SpaceX Puts AI And Valuation In Focus
Simply Wall St.59d agoneutral
Tesla Merger Talk With SpaceX Puts AI And Valuation In Focus

Speculation has intensified around a potential merger between Tesla (NasdaqGS:TSLA) and SpaceX, focused on shared chip manufacturing and AI infrastructure projects. SpaceX is preparing for a record-breaking IPO, and recent amendments to its S-1 filing reference possible future tie ups with Tesla. Institutional investors are actively debating what a combined structure could mean for governance, capital allocation, and shareholder outcomes at both companies. Tesla, best known for its electric...

Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
24/7 Wall St.59d agobullish
Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’

Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning ... Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’

Elon Musk Reveals Insane Plan to Double American Chip Production in a Single Plant
24/7 Wall St.60d agoneutral
Elon Musk Reveals Insane Plan to Double American Chip Production in a Single Plant

Tesla (NASDAQ:TSLA) CEO Elon Musk is once again pitching a project that sounds engineered to break Excel spreadsheets. According to an X post from Sawyer Merritt circulating this week, Musk described Terafab as a roughly 100 million square foot facility, about 10 times larger than Tesla’s Giga Texas factory, with a long-term output target of ... Elon Musk Reveals Insane Plan to Double American Chip Production in a Single Plant

Wall Street sees AI trade bearing fruit with MANGOS ahead of IPOs
Yahoo Finance Video60d agoneutralVIDEO
Wall Street sees AI trade bearing fruit with MANGOS ahead of IPOs

MANGOS — no, not the tropical stone fruit — is the latest Big Tech acronym to be at the top of investors' minds ahead of 2026's biggest IPOs. MANGOS consists of Meta Platforms (META), Anthropic (ANTH.PVT), Nvidia (NVDA), Alphabet (GOOG, GOOGL), OpenAI (OPAI.PVT), and SpaceX (SPCX, SPAX.PVT). Yahoo Finance Senior Business Reporter Ines Ferré explains the latest AI tech groupings being coined by Wall Street analysts.

Investing.com60d agoneutral
Potential implications from SpaceX IPO for Tesla?

Investing.com -- With SpaceX set to go public this week, Wolfe Research is examining what the listing could mean for Tesla investors, particularly as speculation around a potential merger between the two Elon Musk-led companies gains traction on Wall Street.

Wall Street Pounds the Table: Tesla’s Future Is Not in Cars — It’s Robotics
24/7 Wall St.60d agoneutral
Wall Street Pounds the Table: Tesla’s Future Is Not in Cars — It’s Robotics

The stock market has spent most of the past two years rewarding companies tied to artificial intelligence. Nvidia (NASDAQ:NVDA) became the world’s most valuable business because it supplies the chips powering the AI revolution. Yet a growing number of investors are looking beyond AI software and data centers toward the physical machines AI could eventually ... Wall Street Pounds the Table: Tesla’s Future Is Not in Cars — It’s Robotics

How Dutch Safety Data Could Open Europe for Tesla
Barrons.com60d agoneutral
How Dutch Safety Data Could Open Europe for Tesla

Tesla stock rose early Tuesday, with investors digesting autonomous driving updates from the company and ARK Invest’s Cathie Wood. Shares of the electric-vehicle maker were up 0.6% at $411.25 in premarket trading, while and futures were up 0.5% and 0.2%, respectively. The modest early move came after Tesla released safety data on Dutch drivers using the company’s Full Self-Driving product, which can handle most driving tasks but still requires 100% driver supervision.

Energy Transition Update - CIP Boosts Energy Transition With Battery Storage Project
Simply Wall St.60d agoneutral
Energy Transition Update - CIP Boosts Energy Transition With Battery Storage Project

Copenhagen Infrastructure Partners (CIP) has announced a partial divestment of its Devilla battery storage project, transferring minority stakes to the Scottish National Investment Bank and Nuclear Liabilities Fund. The 500MW Devilla facility, currently in construction, is poised to become one of Europe’s largest battery energy storage systems upon its commissioning in 2028. This project, strategically located in Kincardine, Scotland, aims to enhance grid stability and support the integration...

What is Elon Musk's net worth?
Moneyweek60d agoneutral
What is Elon Musk's net worth?

Elon Musk is the richest person in the world and close to becoming the first-ever trillionaire. How did the Tesla and SpaceX founder make his fortune?

Why Is Tesla (TSLA) Stock Rocketing Higher Today
StockStory60d agoneutral
Why Is Tesla (TSLA) Stock Rocketing Higher Today

Shares of electric vehicle pioneer Tesla (NASDAQ:TSLA) jumped 5.5% in the afternoon session after the company's unsupervised robotaxi service launched in Austin over the weekend, the most concrete step yet toward the autonomous revenue story the stock has been pricing in, while JPMorgan's upgrade continued to provide institutional support in a broader risk-on session.

Bloomberg60d agoneutral
Elon Musk Shows Detailed Design of AI Data Center Satellite

(Bloomberg) -- Elon Musk unveiled a more detailed look at an initial version of an AI data center satellite SpaceX plans to build, providing fresh insight into the ambitious project driving the company’s highly anticipated initial public offering.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’LA Mayor Race Flips as Socialist Beats Reality TV Star PrattTrump Says He, Not Congress, Is in Charge of Kennedy Center in ReversalTrump’s $100,000 H-1B Visa Applicatio

ASML Weighs Musk Terafab Talks Against Valuation And Governance Questions
Simply Wall St.60d agoneutral
ASML Weighs Musk Terafab Talks Against Valuation And Governance Questions

Elon Musk joined ASML Holding’s (ENXTAM:ASML) recent technology conference virtually to discuss chip manufacturing ambitions tied to the proposed Terafab project. Musk and ASML executives held direct talks about supplying advanced lithography equipment for a planned Terafab chip fabrication facility supporting Tesla, SpaceX and xAI. The invitation triggered internal pushback from some ASML employees, who raised concerns about Musk’s involvement and its implications for the company’s values...