Earnings Reports - Microsoft and Meta both beat expectations, with Meta increasing its CapEx spending to $17 billion, a 41% growth from last year [4] - Microsoft stock fell 10% post-earnings, while Meta's stock rose 10%, indicating differing market reactions despite similar news [5] - Meta's average revenue per user reached $16.56, up 16% year-over-year, marking 10 consecutive quarters of double-digit growth [9] - Microsoft continues to see solid growth in its cloud segment, but concerns arise about reaching a peak [10] - Tesla's earnings report showed declines in deliveries and production, with the stock initially rising but then fading [12] - Apple reported record sales with iPhone revenue exceeding $85 billion and services revenue surpassing $30 billion, but the stock declined due to perceived lack of investment in AI [16] Health Insurance Sector - UnitedHealth's stock dropped 20% after projecting a revenue decline in 2026, the first such decline in decades, influenced by proposed minimal increases in payment rates [18] - Other health insurance stocks also fell, with Humana down 21%, CVS down 14%, and Molina Healthcare down 8% [19] Travel and Leisure Industry - Royal Caribbean's stock rose 19% following stronger-than-expected guidance, indicating double-digit growth in revenue and earnings [21] - Southwest Airlines also saw a 19% increase in stock price, projecting a 300% rise in EPS for 2026 compared to 2025 [22] - The performance of these companies suggests underlying demand in the travel and leisure sector [23] Upcoming Earnings - Anticipation builds for Amazon and Alphabet's earnings reports, with a focus on Amazon's AWS performance and Alphabet's investment strategies in AI [24][27] - Other notable companies reporting include Uber, Qualcomm, and several pharmaceutical firms [28] Macro Economic Insights - The upcoming jobs data is expected to be significant, with previous reports showing only 50,000 jobs added, raising concerns about potential negative revisions [36] - Consumer confidence remains low, attributed to persistent inflation and rising prices affecting daily life [39][40] - The political landscape may further influence consumer perceptions of the economy, especially with midterm elections approaching [43]

Shares of Tesla jumped more than 5% on Friday, after reports that SpaceX was in deal talks with Elon Musk's other companies stoked investor hopes that the billionaire's tech empire could be unified f... ...

SpaceX is exploring a potential merger with Tesla ( NASDAQ:TSLA ) or xAI as it prepares for an initial public offering targeted for mid-June 2026, according to reports from Bloomberg and Reuters. ...

TSLA has experienced impressive surges, with over 30% increases in less than two months happening 18 times, particularly in 2013 and 2024. There were also occasions where gains surpassed 50% within similar time frames, underscoring Tesla's capacity for swift price increases. If these trends continue, upcoming catalysts could propel TSLA stock to significant new heights, creating substantial opportunities for investors.Low-angle view of the facade of Tesla Motors dealership with logo and sign in Pleasanton, ...

Core Insights - Analysts have provided mixed perspectives on Tesla Inc.'s fourth-quarter earnings, highlighting both positive and negative factors affecting the company's outlook [1]. Group 1: Analyst Perspectives - Gary Black from The Future Fund LLC anticipates a 2-3% rise in Tesla shares following the earnings call, despite concerns over a $20 billion capital expenditure and the discontinuation of profitable S/X models [2][4]. - Black also noted positive comments from Tesla management regarding Robotaxi efforts and strong fourth-quarter electric vehicle gross margins [3]. - Ross Gerber of Gerber Kawasaki described the earnings call as marking the "end of an era" for Tesla, emphasizing the company's shift towards autonomous vehicles and the transition to a "transportation as a service" model [4][5]. Group 2: Focus on Autonomous Vehicles - Gene Munster from DeepWater Management highlighted the progress in Tesla's autonomous and Robotaxi initiatives, interpreting the sharing of active Full Self-Driving subscription figures as a sign of the company's confidence [6].

Core Viewpoint - The company will cease production of the Model S and Model X electric vehicles, which were significant models in its early electric vehicle lineup [1] Group 1 - The chief executive, Elon Musk, announced the decision to stop making the Model S and Model X this week [1]

特斯拉表示，对xAI的投资以及与该公司的合作"旨在增强特斯拉大规模开发和部署人工智能产品和服务 到现实世界的能力"。 特斯拉首席财务官Vaibhav Taneja表示，公司今年的资本支出约为200亿美元，投资将用于新建工厂、 Optimus机器人和AI算力资源。不久前，特斯拉曾与马斯克的AI初创公司xAI达成协议，将投资约20亿 美元。 周五，特斯拉(TSLA.US)涨逾4%，报433.94美元。据悉，汽车业务式微，马斯克将公司的未来寄托于AI 和机器人技术，特斯拉将从一家硬件公司向一家物理AI公司转型。马斯克表示，位于加州弗里蒙特的 Model S和Model X工厂将改建为特斯拉即将推出的Optimus机器人的生产基地。按照特斯拉官方和马斯 克的说法，Optimus机器人将于2026年底开始生产，并于2027年向公众发售。 ...

特斯拉表示，对xAI的投资以及与该公司的合作"旨在增强特斯拉大规模开发和部署人工智能产品和服务 到现实世界的能力"。 智通财经APP获悉，周五，特斯拉(TSLA.US)涨逾4%，报433.94美元。据悉，汽车业务式微，马斯克将 公司的未来寄托于AI和机器人技术，特斯拉将从一家硬件公司向一家物理AI公司转型。马斯克表示， 位于加州弗里蒙特的Model S和Model X工厂将改建为特斯拉即将推出的Optimus机器人的生产基地。按 照特斯拉官方和马斯克的说法，Optimus机器人将于2026年底开始生产，并于2027年向公众发售。 特斯拉首席财务官Vaibhav Taneja表示，公司今年的资本支出约为200亿美元，投资将用于新建工厂、 Optimus机器人和AI算力资源。不久前，特斯拉曾与马斯克的AI初创公司xAI达成协议，将投资约20亿 美元。 ...

特斯拉（TSLA）周五早盘上涨4.1%。在2025年利润下降46%并停产Model S/X以改造弗里蒙特生产线用 于生产人形机器人后，该公司表示2026年资本支出将增加一倍以上至约200亿美元，用于资助无人驾驶 技术和Optimus机器人。 责任编辑：张俊 SF065 特斯拉（TSLA）周五早盘上涨4.1%。在2025年利润下降46%并停产Model S/X以改造弗里蒙特生产线用 于生产人形机器人后，该公司表示2026年资本支出将增加一倍以上至约200亿美元，用于资助无人驾驶 技术和Optimus机器人。 责任编辑：张俊 SF065 ...

（文 / 观察者网 周盛明 编辑 / 高莘） 过去十年，汽车行业的主线是电动化。 而现在，电动化只是入场券，真正的胜负手正在转向智能化，以及更底层的AI基础设施，包括自动驾 驶算法、高算力芯片、AI算力中心、甚至通用型人工智能（AGI）。 1月29日，路透社连发三篇报道：一篇聚焦特斯拉宣布停产Model S/X、全力押注AI与人形机器人；一篇 详述SpaceX正与xAI筹划合并，意图打造"太空数据中心"；另一篇则指向中国在轨算力布局加速。 而就在前一天，特斯拉交出了史上最难看的一份年报：营收首次下滑，净利润接近腰斩，汽车业务收入 同比下降10%。 但扛着这份糟糕的财报，马斯克却抛出了更激进的计划——停产Model S/X，投资200亿美元（约合人民 币1389.14亿元）在AI、Robotaxi、人形机器人等领域，甚至计划整合旗下的公司，把算力中心放在太 空。 在特斯拉汽车业务萎靡的境地之下押注未来，从"硬件驱动型公司"向"物理AI公司"转型——马斯克展现 出了他一贯的赌徒式决策风格。对于中国汽车行业而言，这种决策方式并不适合照搬。 真正需要警惕的，其实是特斯拉的转型之路：汽车行业的竞争，也许正在新的维度展开 ...