Core Insights - Tesla is transitioning from selling vehicles to offering short-term rentals due to a significant decline in US demand for electric vehicles [1][4][13] - The new rental program allows customers to rent Tesla models for three to seven days, starting at approximately $60 per day, and includes features like free Supercharging and Full Self-Driving (Supervised) [4][5][13] - The initiative is part of Tesla's strategy to increase driver engagement and sales amid challenges such as the expiration of federal EV tax credits and increased competition [5][14] Rental Program Details - The rental program is currently available in Southern California, with plans for expansion before the end of the year [8][10] - Customers can rent various Tesla models, including Model 3, Model Y, Model S, Model X, and Cybertruck, with no mileage limits [4][13] - Renters are restricted from taking vehicles out of the state where they are booked, but those who purchase a Tesla within a week of renting receive a $250 credit [5][11] Market Context - Tesla's US sales have decreased by 24% in the first eight months of 2025 compared to the previous year, with market share dropping to 38% from nearly 80% in previous years [14] - The expiration of the $7,500 federal EV tax credit has negatively impacted consumer demand and profit margins for Tesla [7][14] - The rental program is framed as an extended test-drive initiative aimed at converting potential buyers rather than competing with traditional rental agencies [11][13]

RT Dana Chandler 🇨🇦🖖 (@nursedanakay)Good morning! ☀️🪾Another no hands, no stress commute. Letting FSD do the deed while I bask in the beauty of nature.😊🌅 https://t.co/7Kn1VGxbsd ...

What the future looks like https://t.co/GZyYIv6IrL ...

Core Insights - GOAT Industries Ltd. is acquiring Source Gaming Company and Vroom, enhancing its portfolio in the sports and interactive technology sectors [1][15][19] - Source Gaming specializes in digital media and technology for sports engagement and monetization, operating primarily in the U.S. and Ontario, Canada [2][10] - The BETSource product suite integrates sports betting with live content, offering personalized user experiences and monetization opportunities for media owners and casinos [3][4][8] Business Overview of Source Gaming - Source Gaming generates revenue through subscriptions, advertising, sponsorships, and affiliate-based revenues, holding licenses in over 15 U.S. states and Ontario [2][10] - The company’s core product, BETSource, enhances user engagement during live sports events and provides various monetization features [3][4] Commercial Agreements and Technology Framework - Source Gaming has established multiple commercial agreements, including licensing and subscription arrangements with casino clients, generating fixed service fees and revenue shares [6][10] - The technology framework includes partnerships with AI and data science providers, enhancing audience targeting and content recognition capabilities [7] Market Positioning - BETSource aims to create an advanced sports and sports-betting content network, focusing on the U.S. tribal casino market [8][9] - The network is designed to deliver a seamless user experience that combines live sports, personalized wagering, and dynamic advertising [9] Financial Overview - As of October 31, 2025, Source Gaming's revenue is primarily from fixed-fee service income and technology licensing, with expectations for growth from recent casino-network activations [10] Role of Vroom - Vroom serves as the sales and marketing division for Source Gaming, responsible for partner acquisition and advertising sales, leveraging industry relationships to drive revenue growth [11][12] Strategic Alignment - The acquisition aligns with GOAT's investment strategy focused on emerging technology and digital media, expanding its portfolio into the sports and interactive technology sectors [15][16] Transaction Consideration - The terms of the acquisition were determined through negotiations reflecting Source Gaming's growth potential and market comparables, with a focus on establishing a position in the sports-gaming affiliate space [19][20][21]

Core Insights - Tesla shareholders approved a significant new pay package for CEO Elon Musk, which is expected to influence the company's future direction and growth strategy [1][5] Sales Performance - Tesla's October auto sales in China fell to approximately 26,000 units, marking the lowest level in three years, indicating a decline in market share despite increased shipments to other markets [2][9] - The decline in sales is contributing to a drop in Tesla's stock price, which recently fell more than 2% amid broader market declines [3][4] Investor Focus - Investor attention has shifted towards broader strategic questions following the shareholder vote, although vehicle sales remain crucial as they constitute the majority of Tesla's revenue [4][6] - The recent vote alleviated concerns regarding Elon Musk's commitment to Tesla, allowing the company to focus on ambitious targets, including delivering 20 million vehicles and achieving 10 million active subscriptions for its self-driving software [5][6] Market Context - Despite the drop in sales, Tesla's deliveries in the latest quarter exceeded expectations, although this may have been influenced by the expiration of U.S. subsidies that could have pulled forward demand [7]

Tesla stock was jittery in early trade on Thursday, declining more than 2% as fresh analyst commentary and new global sales data pointed to broad-based weakness in October deliveries. ...

核心观点 国内总量红利淡化，2026年新能源购置税优惠力度减弱 。汽车总量表现受宏观经济周期（10年+）/产业周期（5年+）/政策周期（1-3年）三重影响。当前中国汽车行业从成长 期迈入成熟期（2010-2023年销量复合增速4%)，2025年在购置税和地补政策下销量增长提速，预计批发销量（含出口）有望超3400万辆（+11%），其中新能源乘用车、乘用车 出口增速预计分别为23%、15%。2026年随着新能源购置税优惠力度减弱，预计汽车行业销量整体持平，新能源乘用车销量增速预计有所放缓（+15%）。 品牌化和全球化稳住基盘量利 。 新能源汽车进入成长期中后段，车企竞争白热化，品牌化和全球化是反内卷的两条重要路径。品牌化：底层思路在于对细分赛道产品的极致打 磨形成品牌溢价，或以更高维技术建立壁垒（智能化等），看好鸿蒙智行产业联盟及其产业链、小米汽车产业链公司。全球化：整车从"出口"到"出海"，国产品牌后续出海增 量支撑在于海外布局产能、渠道以及服务体系铺设、新品和新技术的投放，此外，国内汽车零部件承接全球汽车工业数十年，生产工艺和成本管控能力优秀，近年来逐步跟随 客户进行属地化供货（北美、墨西哥、欧洲、东南亚等 ...

Key Takeaways Tesla faces slowing sales, tighter margins and intensifying competition in key global markets.QuantumScape's new Cobra process speeds up solid-state separator production by 25 times.QS deepens ties with automakers as first customer billings mark early commercial traction.Electric vehicle (EV) adoption may have been slower than expected, and the theme isn’t as hot as it once was — but the future of transportation is undoubtedly electric. And when we talk EVs, the first name that comes to mind i ...

New Tesla Megapack factory in HoustonMario Nawfal (@MarioNawfal):🇺🇸 TESLA HIRING FOR $200M MEGAFACTORY OUTSIDE HOUSTONTesla is bringing clean energy muscle to Brookshire, Texas, and they’re hiring like crazy.41 jobs are open now, from welders to engineers, all stamped with one word: “Megafactory.”The site will mirror Tesla’s California https://t.co/mLhCuFSCjk ...

智通财经APP获悉，周二，美股涨跌不一，纳指跌0.53%，明星科技股多数走弱，英伟达(NVDA.US) 、 美光科技(MU.US)跌超3%，Meta Platforms(META.US)、特斯拉(TSLA.US)跌超1%，苹果(AAPL.US)涨 超1%。消息面上，软银出售了所持的全部英伟达股份，在这笔交易中入账58亿美元。随着估值担忧加 剧，人工智能相关交易近期一直面临压力。 ...