kadmy / iStock via Getty Images Quick Read Tesla (TSLA) posted a record 497,000 deliveries in Q3 2025 driven by buyers rushing to claim the $7,500 federal EV tax credit before it expired Sept. 30. Analysts forecast Tesla Q4 deliveries between 405,000 and 455,000 units. This represents a potential 14% to 19% sequential decline. U.S. EV market share dropped from over 11% in September to around 6% in October and November after the tax credit expired. A recent study identified one single habit that dou ...

Core Insights - The electric vehicle (EV) sector is experiencing a notable sales slowdown as it approaches late 2025 and beyond [1] Industry Summary - The EV market is projected to face challenges in maintaining sales momentum in the upcoming years [1]

Core Viewpoint - Tesla has previewed its fourth quarter delivery estimates, indicating a significant drop in deliveries compared to the previous year, which may reflect challenges in the market and the impact of the loss of the EV tax credit [1][3]. Delivery Estimates - For Q4, Tesla's compiled delivery consensus is 422,850 units globally, representing a 15% decline year-over-year [1]. - This figure is lower than Bloomberg's estimate of 445,000 units, which would indicate a 10% drop [2]. - The median estimate reported by Tesla is 420,399 units [2]. Annual Deliveries - For the full year, Tesla's consensus estimates stand at 1,640,752 deliveries, marking an 8% decline compared to 2024, and indicating the second consecutive year of sales declines [4]. - Deutsche Bank analysts suggest that the Wall Street consensus of over 1.6 million units may be overly optimistic, projecting 1.62 million units based on Q4 assumptions, which implies a 9% year-over-year decline [4]. Market Reactions - Despite the anticipated drop in deliveries, Tesla's stock has gained nearly 14% this year, with a forward P/E ratio exceeding 200 [5]. - Analysts argue that the fundamentals may not significantly impact Tesla's stock price, as it is viewed more as a bet on future technologies like mobility, robotics, and AI rather than traditional automotive metrics [5]. Robotaxi Prospects - Analysts from Deutsche Bank and Wedbush express optimism regarding Tesla's robotaxi initiatives, despite the current fleet size being smaller than expected [6]. - The narrative surrounding robotaxi remains strong, with indications of a potential wider rollout following the removal of safety drivers in Austin for internal validation testing [7].

Core Viewpoint - Tesla shares experienced significant growth in 2023 and 2024 but faced substantial declines during the first half of 2025 [1] Company Summary - Tesla's stock performance showed a stark contrast between the previous two years and the first half of 2025, indicating potential volatility in investor sentiment [1]

Core Viewpoint - Tesla is projected to sell 1.64 million vehicles in 2025, which represents a decline from the 1.79 million sold in 2024 and the 1.8 million sold in 2023 [1] Summary by Relevant Categories - **Sales Projections** - Expected vehicle sales for Tesla in 2025 are 1.64 million [1] - This figure is lower than the sales of 1.79 million in 2024 [1] - It also falls short of the 1.8 million vehicles sold in 2023 [1]

Financial giants have made a conspicuous bearish move on Tesla. Our analysis of options history for Tesla (NASDAQ:TSLA) revealed 378 unusual trades.Delving into the details, we found 38% of traders were bullish, while 41% showed bearish tendencies. Out of all the trades we spotted, 205 were puts, with a value of $12,232,565, and 173 were calls, valued at $12,607,683.Projected Price TargetsAfter evaluating the trading volumes and Open Interest, it's evident that the major market movers are focusing on a pric ...

In today's rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a comprehensive industry comparison, evaluating Tesla (NASDAQ:TSLA) against its key competitors in the Automobiles industry. By examining key financial metrics, market position, and growth prospects, we aim to provide valuable insights for investors and shed light on company's performance within the industry.Tesla Ba ...

Group 1 - Meta is acquiring AI startup Mattis for $2 billion, marking its entry into the AI agent market [1][2] - The acquisition positions Meta to compete with Microsoft's co-pilot and Salesforce's Agent Force, indicating a growing urgency in the AI sector [2][8] - Meta has approximately $45 billion in cash, suggesting it has the financial capacity to pursue such acquisitions [3] Group 2 - The S&P 500 has historically averaged gains of 1.3% during the holiday season, with positive returns occurring about 78% of the time [4] - There is a notable trend of cash accumulation among S&P companies, with a total of about $7 trillion in cash available [7] - The market is experiencing a rotation and profit-taking, particularly in AI-related stocks, as concerns about an AI bubble persist [27][28] Group 3 - The acquisition of Mattis is seen as a strategic move for Meta to enhance its AI capabilities, which currently lack foundational applications [10][11] - Analysts suggest that the deal reflects a broader trend of companies opting for mergers and acquisitions to expedite technology development rather than building in-house [8][9] - The startup's advanced AI capabilities, which include sophisticated functions beyond simple chatbots, are expected to significantly enhance Meta's offerings [13][14] Group 4 - Mining companies are highlighted as strong investment opportunities due to rising metal prices and increased demand driven by geopolitical factors [21][23] - The U.S. has placed silver on its critical minerals list, indicating a strategic focus on securing resources amid global competition [22] - Analysts predict that the days of cheap silver are over, with significant price increases expected in the metals market [21][25]

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists, ensuring independent content production [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

知情人士补充称，相关磋商仍在进行中，发行规模和时间仍可能变化。 【特斯拉官微公开新款Model Y高性能版设计手稿】 凤凰网财经讯 12月30日，美股三大指数小幅低开，道指跌0.04%，标普500指数跌0.03%，纳指跌 0.05%。 美股矿业股普涨，金田、哈莫尼黄金、泛美白银涨超3%。百度高开超4%，其港股今日收涨近9%。 公司消息 【阿里巴巴、阿布扎比投资局等据悉将参投MiniMax的6亿美元IPO】 据知情人士透露，中国人工智能初创企业MiniMax已确定阿里巴巴集团控股和阿布扎比投资局作为其即 将在香港进行的首次公开募股(IPO)的关键支持者。 知情人士透露，MiniMax计划通过此次IPO筹集逾6亿美元资金。公司最早将于周三开始接受投资者认 购，并在1月上市。除了阿布扎比主权财富基金和阿里巴巴外，IDG资本、高毅资产及韩国的未来资产 也将成为此次发行的基石投资者。 12月30日，特斯拉官微宣布Model Y L设计师手稿首度公开，并公开了新款Model Y Performance车型设 计手稿。今年9月，特斯拉宣布新款Model Y高性能版在美国上市，起售价为5.75万美元。目前，新款 Model ...