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Bloomberg87d agoneutral
Trump Traded Nvidia, Boeing, Intel in Flurry of Transactions

(Bloomberg) -- President Donald Trump’s latest financial disclosures show that he made a slew of stock and bond purchases with major American companies in the first quarter of the year totaling in the tens of millions of dollars and possibly more. Most Read from BloombergHormuz Oil Flows Creep Higher as More Supertankers ExitIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsWhat Is The Thucydides Trap and Why Did Xi Raise It With Trump?Xi Tells US CEOs on Trump Visit That Chi

Tesla China Talks Put FSD Prospects And Valuation Risks In Focus
Simply Wall St.88d agoneutral
Tesla China Talks Put FSD Prospects And Valuation Risks In Focus

Elon Musk joined President Trump’s delegation to China for high level talks with Chinese officials. During the visit, President Xi Jinping told Musk and other US CEOs that China plans to open its door wider to American companies. The trip raised investor focus on potential implications for Tesla’s Full Self Driving software, supply chain, and China based operations. Tesla (NasdaqGS:TSLA) is a major electric vehicle and clean energy company with large scale manufacturing and sales exposure...

Tesla robotaxi rollout features long wait times, safety concerns
Reuters Videos88d agoneutralVIDEO
Tesla robotaxi rollout features long wait times, safety concerns

<body><p>STORY: Tesla's robotaxi service is experiencing significant operational problems in Texas, raising questions about CEO Elon Musk’s ambitious vision for a near future full of driverless cars.</p><p>Reuters testing in Dallas, Houston and Austin found long wait times exceeding 30 minutes, limited availability and navigation problems.</p><p>In one case, a 20‑minute trip in Dallas stretched to nearly two hours.</p><p>The service remains confined to those three Texas cities despite Musk predicting last July that robotaxis would serve half the U.S. population by the end of 2025.&nbsp;</p><p>Much of Tesla’s $1.6 trillion valuation hinges on investor belief that the company will soon unleash a vast fleet of robotaxis.</p><p>But analysts say the expansion is moving slower than expected, with Musk now describing a more “cautious approach” to avoid injuries or fatalities.</p><p>In the meantime, experts have raised concerns about the technology's limits, including Peter Stone, a computer science professor at the University of Texas at Austin.</p><p>“People, at least so far, tend to be much better at unexpected situations and being able to reason about something that you've never seen before. But to be able to figure out on the fly what to do, especially if you're using a machine learning-based system, it relies critically on the training data that's been given. And if you come up with a completely, what's known as out of distribution, which is sort of a code word for just new or novel situation, then it's going to be much more difficult for a software-based system to react than people are.”&nbsp;</p><p>Police in Austin said Tesla's robotaxis tend to ignore posted speed limits, noting that vehicles in test rides last year drove 5 mph above the speed limit.&nbsp;&nbsp;</p><p>Since August, Tesla has reported 15 robotaxi crashes in Austin to federal regulators.</p><p>Most did not involve injuries, but one involved someone being&nbsp;sent to the hospital.</p><p>Tesla has requested that all information about the incidents be kept confidential, according to police.</p><p>Tesla did not respond to Reuters requests for comment.</p></body>

Tesla at $445: Buy, Sell or Hold?
24/7 Wall St.88d agoneutral
Tesla at $445: Buy, Sell or Hold?

Tesla (NASDAQ:TSLA) at $445.27 is a hold. The stock has run 26.35% in the past month on a clean Q1 margin reset, but it now trades above the Street’s consensus target and at multiples that demand near-flawless execution on Cybercab, Robotaxi, and Optimus. Tesla is pitched as a physical AI company spanning electric vehicles, energy ... Tesla at $445: Buy, Sell or Hold?

8 Months Ago, Trump Called Elon Musk “Susceptible” on China — Now He’s Riding Shotgun on Air Force One
24/7 Wall St.88d agoneutral
8 Months Ago, Trump Called Elon Musk “Susceptible” on China — Now He’s Riding Shotgun on Air Force One

The market’s relationship with China has become a balancing act investors can’t ignore. Apple (NASDAQ:AAPL) still depends on Chinese manufacturing. Nvidia (NASDAQ:NVDA) desperately wants to break back into China to capitalize on demand for AI chips. Tesla (NASDAQ:TSLA) counts on China for both production and vehicle sales. Yet Washington keeps tightening restrictions on trade, technology, ... 8 Months Ago, Trump Called Elon Musk “Susceptible” on China — Now He’s Riding Shotgun on Air Force One

Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI
24/7 Wall St.88d agoneutral
Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI

On March 21, 2026, at the old Seaholm Power Plant in Austin, Elon Musk unveiled Terafab, a project to build 1 terawatt of AI compute capacity annually. Six weeks later, Intel (NASDAQ:INTC) signed on as foundational manufacturing partner, and shares rose 150.45% from April 1 through May 13. Jeff Bezos filed Blue Origin’s Project Sunrise ... Elon Musk vs. Jeff Bezos: The Three-Way War for the Future of Space-Based AI

Ford Stock Is Ripping Again. Suddenly, It’s a AI Data Center Stock.
Barrons.com88d agoneutral
Ford Stock Is Ripping Again. Suddenly, It’s a AI Data Center Stock.

Ford Motor investors have caught AI-fever, and shares of the auto maker just won’t stop. It seemed to be tied to Ford Energy, which the company unveiled earlier in the week. The new business will use Ford’s lithium-ion battery capacity to build storage systems for utilities and data centers in the U.S.

Ford Zooms 8% Higher, Easily Outpaces General Motors and Tesla
24/7 Wall St.88d agoneutral
Ford Zooms 8% Higher, Easily Outpaces General Motors and Tesla

Shares of Ford (NYSE:F) are up 8% on Thursday morning, trading near $14.60 after closing yesterday at $13.57. The move extends a second straight session of decisive outperformance versus the Detroit and Austin peers. For context, Ford stock climbed 6% yesterday, and the two-day rip has been decisive. Ford’s market cap sits near $57 billion, ... Ford Zooms 8% Higher, Easily Outpaces General Motors and Tesla

Trump Brought 17 CEOs to China. Only Two Got Seats on Air Force One: Elon Musk and Jensen Huang
24/7 Wall St.88d agoneutral
Trump Brought 17 CEOs to China. Only Two Got Seats on Air Force One: Elon Musk and Jensen Huang

President Trump’s delegation to Beijing this week included 17 American chief executives. Fifteen flew commercial or on corporate jets. Two boarded Air Force One: Tesla (NASDAQ:TSLA) CEO Elon Musk and NVIDIA (NASDAQ:NVDA) CEO Jensen Huang. Huang was a late addition, joining the plane during a refueling stop in Alaska after nearly a year of lobbying ... Trump Brought 17 CEOs to China. Only Two Got Seats on Air Force One: Elon Musk and Jensen Huang

5 Companies Are Betting on Trump’s China Pivot. Here’s Who’s Best Positioned.
24/7 Wall St.88d agoneutral
5 Companies Are Betting on Trump’s China Pivot. Here’s Who’s Best Positioned.

President Trump’s posture toward China has whipsawed markets for over a year, with prediction markets confirming tariffs escalated from 10% to 40% to 100% between February and June of last year. Any thaw in that relationship, whether through tariff relief, eased chip export rules, or restored market access, would flow straight into the income statements ... 5 Companies Are Betting on Trump’s China Pivot. Here’s Who’s Best Positioned.

Tesla Stock Rises. China FSD Hopes Are Driving a Rally.
Barrons.com88d agoneutral
Tesla Stock Rises. China FSD Hopes Are Driving a Rally.

Shares of the electric-vehicle maker rose 0.6% to $448 in premarket trading, while and futures were up 0.2% and 0.6%, respectively. Coming into Thursday trading, Tesla stock has risen five of the past six days, gaining more than 14% over that span. With CEO Elon Musk traveling with President Donald Trump in China, optimism about Tesla Full Self-Driving (FSD) approval in that country seems to be the main stock driver lately.