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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Tesla (TSLA) Lands $9 Billion In Megapack Orders And Expands Home Energy Push
Simply Wall St.37d agoneutral
Tesla (TSLA) Lands $9 Billion In Megapack Orders And Expands Home Energy Push

Tesla (NasdaqGS:TSLA) has reported over US$9b in new Megapack energy storage orders tied to utility scale projects. New contracts include agreements with Esyasoft and NatPower, adding to a growing backlog of energy infrastructure work. Tesla is expanding its partnership with Sunrun and Renew Home to pool home batteries and smart devices into gigawatt scale virtual power resources for data centers and grid operators across the US. Tesla is increasingly positioning its energy storage segment...

Tesla's Stock Could Command a 20-30% Premium in a SpaceX Merger, Analysts Say — But Major Obstacles Remain
Benzinga37d agoneutral
Tesla's Stock Could Command a 20-30% Premium in a SpaceX Merger, Analysts Say — But Major Obstacles Remain

A merger between Space Exploration Technologies Corp. (NASDAQ:SPCX) and Tesla Inc. (NASDAQ:TSLA) is possible, but significant hurdles stand in the way, say analysts. RBC’s Tom Narayan said an all-stock acquisition is the most likely structure, citing operational synergies in AI training, Tesla’s Megapack energy-storage systems, and the Terafab chip project. He estimated Tesla could “potentially” receive a 20%–30% takeover premium and raised his Tesla price target to $500 from $475, considering t

Tesla's new SUV could be its smartest profit play yet
TheStreet37d agoneutral
Tesla's new SUV could be its smartest profit play yet

Tesla (TSLA) has introduced the stretched Model Y L electric SUV in the U.S., effectively expanding its most successful EV into another segment. It can cost billions to develop an all-new car from scratch. Rather than go that route, Tesla has stretched the Model Y platform to target the popular ...

Ford Vs. Tesla: 2 American Icons With Upside, Which to Buy
24/7 Wall St.38d agobullish
Ford Vs. Tesla: 2 American Icons With Upside, Which to Buy

Ford (NYSE:F) and Tesla (NASDAQ:TSLA) just closed the books on Q1 2026. Ford leaned on trucks, fleet software, and a raised outlook. Tesla leaned on margin recovery, FSD subscriptions, and a roadmap stuffed with robots. Both grew revenue. Only one is priced like a growth story. Trucks Carry Ford. Margins Carry Tesla. Ford posted $43.25 ... Ford Vs. Tesla: 2 American Icons With Upside, Which to Buy

Elon Musk and Tesla announce serious AI changes for workers
TheStreet38d agoneutral
Elon Musk and Tesla announce serious AI changes for workers

Tesla has spent months pushing employees to use artificial intelligence as aggressively as possible. The company was tracking which engineers consumed the most compute, running internal promotions, and encouraging staff to experiment freely with AI tools. Leadership sent company-wide emails urging ...

Tesla’s $500 Billion Question: Can Growth Justify the Valuation?
24/7 Wall St.38d 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.38d 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.38d 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 Journal38d 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 Video38d 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)
InvestorsHub38d 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.