What began as a fairly harmless exchange between two outspoken corporate leaders quickly turned messy, with the discussions spiralling into name-calling and public insults. In the latest twist to the Starlink row, Elon Musk has escalated the war of words with the billionaire CEO of Europe's biggest airline, Michael O’Leary.The CEO of Ryanair Holdings on Wednesday ruled out the proposal of installing SpaceX’s Starlink internet across the low-cost airline’s fleet because of fuel costs from the weight and drag ...

Rivian Automotive (NASDAQ:RIVN) stock outperformed the market in 2025, despite the company delivering fewer electric vehicle than the previous year. The company's next major catalyst that could send shares higher is coming "soon," according to CEO RJ Scaringe.Rivian's R2 Deliveries Coming To Consumers SoonSince unveiling the R2 in March 2024, the new electric SUV from Rivian has been a key talking point for the company and a future catalyst for the stock.On Thursday, Scaringe shared an update on the highly ...

With the big robotaxi boom underway, it's not hard to imagine that Tesla (NASDAQ:TSLA) shareholders are more than willing to pay up a premium price tag to get into the driver's seat of a company that may very well become one of the leaders in the emerging, lucrative market. ...

Tesla stock (NASDAQ: TSLA) has fallen into the red on Friday as investors trim positions ahead of the automaker's Q4 2025 earnings report scheduled for January 28 after market close. ...

Deep-pocketed investors have adopted a bullish approach towards Tesla (NASDAQ:TSLA), and it's something market players shouldn't ignore. Our tracking of public options records at Benzinga unveiled this significant move today. The identity of these investors remains unknown, but such a substantial move in TSLA usually suggests something big is about to happen.We gleaned this information from our observations today when Benzinga's options scanner highlighted 468 extraordinary options activities for Tesla. Thi ...

以下文章来源于字母PRO ，作者苗正 特斯拉近期向美国证券交易委员会（SEC）提交的一份关键文件显示，公司向汽车业务高级副总裁朱晓彤（Tom Zhu）授予了520021份股票期权，行权价格 定为435.80美元，授予日期为2026年1月8日。 按照授予时的市价计算，这份期权的理论面值高达2.26亿美元，也就是约16亿人民币，如果10年内特斯拉市值冲上马斯克许诺的8万亿美元，那这份期权的 价值将膨胀到约100亿人民币。 熟悉马斯克的人不难发现，这压根不是他的风格。因为马斯克这个人向来以冷酷著称。 2022年10月收购推特后，他在短短数周内裁掉了超过50%的员工，约3700人被一纸邮件扫地出门，CEO帕拉格·阿格拉瓦尔等四位核心高管，更是在交易完 成当天即被解雇，毫无商量余地。 在特斯拉，他同样不留情面。2024年4月，为削减成本应对利润压力，马斯克突然宣布全球裁员超过10%，涉及约14000名员工，甚至包括特斯拉超级充电团 队的负责人，也是整个特斯拉充电网络的灵魂人物丽贝卡·蒂努奇。 马斯克的管理哲学简单粗暴，谁不能立即创造价值，谁就没有存在的必要。然而对于朱晓彤，马斯克却反其道而行之。这种长周期锁定在马斯克的 ...

Market Overview - The market this week was driven by two main themes: the investigation rumors surrounding Federal Reserve Chairman Jerome Powell and the fluctuating geopolitical situation regarding Iran, impacting gold, silver, and oil prices [2][3] - The US dollar index faced initial pressure due to political uncertainty but later strengthened, supported by better-than-expected economic data and reduced rate cut expectations, aiming for a third consecutive week of gains [2] - Gold prices reached a historical high of $4642.85 per ounce before settling at $4583 per ounce, while silver peaked at nearly $93.70 per ounce, marking a nearly 30% increase this year [3] Federal Reserve Insights - Concerns over the independence of the Federal Reserve have led to speculation that it may adopt a more hawkish stance, as indicated by various financial institutions [5] - Multiple Federal Reserve officials emphasized the need to maintain independence and base decisions on data rather than political pressure, with some suggesting that current economic data does not support immediate rate cuts [12][13] Geopolitical Developments - The geopolitical situation in Iran has seen a temporary easing, with the US indicating a reduced likelihood of large-scale military action, although military readiness remains [14][15] - Diplomatic efforts from Middle Eastern countries have contributed to the de-escalation of tensions, with the US maintaining a stance of observing Iran's actions closely [15] Investment Strategies - The introduction of dynamic margin requirements for precious metals by CME is expected to increase market volatility, particularly affecting high-leverage traders [16] - The National Grid of China plans to invest 4 trillion yuan in the construction of a new power system during the 14th Five-Year Plan, marking a 40% increase from the previous plan [21] Corporate Earnings - Major banks such as Goldman Sachs and Morgan Stanley reported strong quarterly earnings, driven by a rebound in investment banking activities and robust trading revenues [27] - TSMC reported a record net profit of NT$505.7 billion (approximately $16 billion) for Q4 2025, with a 35% year-on-year increase, attributed to strong demand for AI-related chips [24]

Core Viewpoint - Technology stocks, particularly Tesla, have been under scrutiny due to a disconnect between promises made by CEO Elon Musk and the company's actual performance, especially in light of the upcoming earnings report on January 28, 2026 [1][3]. Group 1: Company Performance - Tesla's stock gained only 11.4% last year, underperforming the S&P 500 and Nasdaq Composite, which rose by 16.4% and 20.4% respectively [2]. - The company provided a preview of its fourth-quarter earnings, revealing expected deliveries of 422,850 for Q4 and 1,640,752 for the full year of 2025, which were later missed with actual deliveries of 418,227 and 1,636,129 vehicles [5][6]. - Declining vehicle deliveries, which are Tesla's primary source of revenue and profit, raise concerns about the company's financial health and market share [7]. Group 2: Market Sentiment - As of January 12, 2026, Tesla's stock is at breakeven, with some brief rallies expected leading up to the earnings report [8]. - Despite missing Wall Street's delivery estimates, Tesla's stock continues to trade at a premium, indicating a potential disconnect between market sentiment and actual performance [9].

Company News - Italy has launched an investigation into Microsoft, accusing the company of "misleading and coercive" sales practices related to its games [1] - Huawei and Xiaomi have been included in Apple's trade-in program for iPhones [1] - Tesla has applied for the trademark "Tesla Smart" in China [1] - JPMorgan executives anticipate a fruitful year for mergers and acquisitions, planning to hire more personnel across Europe [1]

Futures are higher, and trading near record territory, led by tech as this year’s great rotation shows no sign of slowing, broadening the base of names driving Wall Street’s push back towards all time highs. As of 8:00am, S&P 500 futures were 0.3% higher with Nasdaq 100 contracts up 0.4% as the latest wave of enthusiasm for technology stocks carried into Friday. Overnight headlines were mostly muted. Pre-market, Mag 7 are mostly higher led by NVDA +1.1%; AI names (AMD +3.2%, AVGO +1.3%, MU +2%) continued th ...