A Delaware judge overseeing a lawsuit against Elon Musk has appeared in at least one LinkedIn search — from his lawyers. Attorneys for the Tesla CEO have asked Chancellor Kathaleen McCormick to recuse herself from a shareholder lawsuit against him because of her reactions to a LinkedIn post criticizing him."In light of the Court's recent public support of LinkedIn posts that create a perception of bias against Mr. Musk in these cases, recusal is necessary and warranted," they wrote in a Tuesday night court ...

The conversation about automation is still stuck in 2016. "Robots are coming for your job.†But look at what's actually happening in the countries that leaned into robotics. The Robotics Inflection Point Has Receipts | ETF Trends South Korea has 1,012 robots per 10,000 manufacturing workers — the highest density on earth. Unemployment sits around 3%. Life expectancy is second-highest in the OECD. The country deploys robots to care for its aging population, reduce hazardous labor, and expand healthcare access ...

SpaceX IPO Filing This Week? Space Stocks Soar, Tesla Rises Investor's Business Daily BREAKING: Futures Rise, Oil Prices Fall On Iran Deal Hopes SpaceX aims to file for an initial public offering as soon as this week, The Information reported late Tuesday. Elon Musk's space company could seek to raise a record $75 billion or more in the IPO, possibly aiming for a June listing. Fellow space stocks rocketed Wednesday while sister company Tesla (TSLA) rose. The SpaceX IPO has been highly anticipated. SpaceX re ...

The contrast is stark — and increasingly hard to ignore. • What’s next for TSLA stock?Tesla: Category Leader To Perception LaggardThe report doesn't mince words: "Tesla remains at the bottom of the pack," while "Toyota and Honda continue to lead on brand positivity and trust."Despite near-universal recognition, Tesla posts a brand positively score of -4 (versus +20 and +16, respectively) and a brand trust score of -8 (versus +26 and +20, respectively), placing it behind both legacy automakers and newer EV p ...

The industrial sector is full of boring businesses, but it's actually an exciting time to be an investor here. New, potentially massive opportunities are emerging in space and robotics as technological advancements push the world into new frontiers. Tesla (NASDAQ: TSLA) has long been a beacon of industrial innovation. After helping make electric vehicles cool, Tesla has pivoted to aggressively pursuing a future in humanoid robotics and autonomous vehicles. Meanwhile, Rocket Lab (NASDAQ: RKLB) has become a ...

The company is incentivizing its top talent amid the AI race ...

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has sparked speculation that a new model could be on the horizon for the EV giant following a cryptic social media post on Tuesday.Way Cooler Than A MinivanUser Leah Libresco Sargeant took to the social media platform X, asking Musk to make a Tesla minivan after the billionaire said that the Cybertruck’s rear seat has three ISOFIX mounts, which would help it fit three child seats and enhance child occupant safety.Musk, in response to the user, shared that something “wa ...

晨 会 纪 要 [2026]第 53 号 李正威 邢维洁 马丽明 聂孟依 王雪莹 文正平 周成 整理记录：轩鹏程 研究所今日晨会要点如下: 一、机械行业（轩鹏程） 产能由 300MW 提升至 10GW，同时考察亚利桑那、爱达荷、得克萨斯等州并计划建设多个 10-20GW 级工厂。与此同时，英伟达在 2026 GTC 大会上正式发布太空计算平台，核心是将 数据中心级 AI 算力部署至地球轨道，推动天地一体化 AI 落地。谷歌此前已公布以"太阳捕 手计划"为核心的太空算力规划，明确采用太空光伏发电作为唯一能源。由于数据中心耗电 量巨大，因此电力短缺已成为当前制约数据中心大规模建设和运营的主要因素。而太空算力 具备散热效率高、全生命周期低成本、使用空间充足等优势，已成为未来建设数据中心的重 要方向之一。而光伏作为太空数据中心的主要发电方式，有望充分受益太空算力发展。 ❑ 投资建议 据 Wind 数据，2026 年 2 月我国制造业 PMI 较前值下降 0.3pct 至 49.0%，主要系前期需 求有所透支、部分行业进入传统淡季以及春节假期等原因所致。不过，随国内政策持续发力， 叠加"反内卷"等措施有望带动制造业盈利 ...

证券研究报告|行业深度研究报告 【华西汽车】 Robotaxi：开启万亿级城市出行新纪元 华西证券汽车团队 2026 年 3 月 23 日 分析师：白宇 SAC NO：S1120524020001 联系人：钟思婷 zhongst@hx168.com.cn 请仔细阅读在本报告尾部的重要法律声明 投资建议 我们核心观点： 超两万亿美元市场带来无限想象空间，各路玩家纷纷入局。特斯拉引领，于2025年6月开启 Robotaxi 商业版图，目前已实现全无 人商业化运营。萝卜快跑已在武汉实现盈利，商业模式已证实跑通。文远知行、小马智行、曹操出行、Waymo等玩家纷纷提速。 我们也从技术、政策、成本与盈利三个方面证明 Robotaxi 行业迎来拐点， （1）技术：自动驾驶技术逐渐向"端到端"收敛，我们认为一旦技术路径成熟清晰，产业进程随即加快。 （2）政策：从国内来看，高级自动驾驶已在地方和国家层面得到政策支持，北上广深均发布了多项试点和监管政策，有序推进 Robotaxi 的商业化进程。从海外来看，美国关于L4级别以上的自动驾驶相关运营法规已经出台，积极推动自动驾驶汽车商业化运用。 （3）成本与盈利：Robotaxi 玩 ...

大摩闭门会：参访特斯拉超级工厂，探讨 Robotaxi 赛博 出租车、Optimus 人形机器人、能源储能、Terafab 及 分部加总估值法 20260324 摘要 Robotaxi 2026 年年中前新增 7 城运营，重点优化奥斯汀及上下车数据； 预计 2026 年车队新增 1,000 辆（主为 Model Y），2030 年达 3 万辆， 2035 年目标 100 万辆。 FSD 无监督技术是估值核心，Robotaxi 与 FSD 网络服务合计贡献目标 价（415 美元）的 85%；未来几个月将推含更多推理功能的新版本，纯 视觉方案规模化仍是关键。 第三代 Optimus 或推迟至 2026Q2 发布，同年下半年在弗里蒙特量产 （将停产 Model S/X）；2027 年预期销量 5,000 台，初期单价 20-25 万美元，主供工业应用。 能源业务毛利>30%成现金流支柱，98%来自 Megapack；受竞争与关 税影响，预计 2026/27 年利润率分别压缩 300/200 个基点，长期稳定 在 20%左右。 Q&A 德州超级工厂考察后，关于自动驾驶出租车业务有哪些新的进展和见解，特别 是其与全自动 ...