When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

行 业 研 究 / 行 业 点 评 证 券 研 究 报 告 《油价上涨将撬动新能源 Beta，宇树 IPO 有望催化机器人板块 ——2026/3/16- 2026/3/22 汽车周报》 2026/03/23 证券分析师 戴文杰 A0230522100006 daiwj@swsresearch.com 联系人 朱傅哲 A0230524080008 zhufz@swsresearch.com 2026 年 03 月 31 日 特斯拉 Optimus 更新进展，油价 上涨新能源 Beta 继续放大 看好 ——2026/3/23-2026/3/29 汽车周报 本期投资提示： 行 业 及 产 业 请务必仔细阅读正文之后的各项信息披露与声明 本研究报告仅通过邮件提供给 中庚基金 使用。1 汽车 ⚫ 观点：①近期油价上涨，全球范围新能源渗透率有望进一步提升，其替代弹性随渗透率 递减、但与边际节能效果正相关，因此看好混动和闪充 2.0 方案，推荐吉利、比亚迪等 车企以及新能源供应链，关注奇瑞。②本周特斯拉 Optimus 发布招聘视频，机器人板 块有望回暖，推荐恒勃、银轮、隆盛、福达、岱美，关注拓普、三花等。③年报期至， 继 ...

It has been a painful start to 2026 for Tesla (TSLA 1.81%) investors. With shares trading at about $356 as of this writing, the company has lost more than a fifth of its value since the start of the year.A decline of this magnitude might look like a tempting entry point. But is this pullback a genuine buying opportunity, or could shares of the electric-car maker fall even further? Ultimately, I think a strong case could be made for the stock going significantly lower.The growth stock's valuation is expensiv ...

Magnifying Momentum: Month-to-Date Direxion Inflow Leaders Today's market uncertainty demands high-conviction trading. With the month of March coming to a close, the latest Direxion leveraged ETF fund flow data reveals a preference for semiconductors, international recovery, and specific high-growth mega-caps. Courtesy of data from VettaFi Pro, the top five funds below represent where trading interest occurred this month: Single-stock names also saw trading interest, reflecting potential plays on ...

Elon Musk looks on as President Donald Trump speaks at the U.S.-Saudi Investment Forum at the John F. Kennedy Center for the Performing Arts in Washington, Nov. 19, 2025.Judge Kathaleen McCormick of Delaware said Monday that she's reassigning cases involving Elon Musk after the Tesla CEO accused her of bias due to what appeared to be her support of a social media post critical of him. Musk formally accused McCormick of bias last week, and his attorneys demanded that the Delaware Court of Chancery judge recu ...

Let's take a look at the bigger picture. Tyler Herage is with us, partner vertical research advisory. You know, how do you sort of navigate this kind of market, right.I mean, I know the president is really trying to put this outlook that they really want to wrap it up, but at the same time, it doesn't seem like Iran's participating as quickly to end it. >> Well, that's right. It doesn't seem like there's an exact end date on the horizon which certainly has the market worried here even more than the fears th ...

SpaceX may set aside up to 30% of its shares for retail investors, fueled by the massive following of founder Elon Musk, Reuters reported citing sources. SpaceX did not immediately respond to Benzinga's request for comment. • Morgan Stanley stock is trading in a tight range. What’s ahead for MS stock?Valuation and Market ImpactSpaceX is reportedly targeting a valuation of $1.75 trillion and aims to raise up to $75 billion. Cathie Wood's ARK Venture Fund currently holds SpaceX as its largest position at 17.9 ...

Tesla, Inc. ( TSLA ) will soon release its Q1 2026 production and deliveries, and I expect the company to beat analyst estimates due to one key reason that I discuss in this article. However, for theYou'll never see me write a long bio listing all of my credentials and degrees or refer to myself in the third person. I love discussing ideas and I appreciate it when people can play devil's advocate without resorting to personal attacks. In short, I employ a long-only, long-horizon, focused value style, guided ...

Tesla stock starts week in the red: will delivery numbers be a catalyst? Tesla stock starts week in the red: will delivery numbers be a catalyst? The stock had closed $4.15 above that level on Thursday. Electric vehicles AI Sentiment: 28/100 Bearish This score is generated through AI-driven analysis of the article's content. Author Utkarsh Roshan Mar 30, 2026, 17:52 PM Tesla shares remained under pressure on Friday, as the electric vehicle maker looked to snap a prolonged losing streak. The stock fell 1.16% ...

Stock Market Today: Dow Rises On U.S.-Iran News; Powell Comments Next | Investor's Business Daily BREAKING: Futures Rise, Oil Prices Top $100 As Trump Touts Talks, Makes Threats Futures for the Dow Jones Industrial Average and other major stock indexes traded higher ahead of Monday's market open as President Donald Trump again said a deal may be near in the U.S.-Iran war. Still, oil prices extended their gains on the stock market today. Meanwhile, Federal Reserve Chairman Jerome Powell is expected to ...