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Tech rally wobbles as Tesla cracks and Nvidia’s market grip faces new tests
CNBC Television· 2025-11-17 14:28
Big moves in some of the top weighted stocks for the week. Nvidia, Tesla, Palunteer, Broadcom, Amazon, all down between anywhere from 2 to 8% as you can see there in that graphic. So, what's behind the move.And have we fallen too far too fast. Let's bring in Frank Cavaleri, founder and CEO over at Capthesis. He's also a CNBC pro contributor.Also with us is Sarah Kun, the managing director at Cleo Capital. Uh we're going to have a kind of more roundtable conversation about this because we'll have varying vie ...
Tech rally wobbles as Tesla cracks and Nvidia's market grip faces new tests
Youtube· 2025-11-17 14:28
Big moves in some of the top weighted stocks for the week. Nvidia, Tesla, Palunteer, Broadcom, Amazon, all down between anywhere from 2 to 8% as you can see there in that graphic. So, what's behind the move.And have we fallen too far too fast. Let's bring in Frank Cavaleri, founder and CEO over at Capthesis. He's also a CNBC pro contributor.Also with us is Sarah Kun, the managing director at Cleo Capital. Uh we're going to have a kind of more roundtable conversation about this because we'll have varying vie ...
国泰海通|机械:全固态电池进入研发和中试阶段,钙钛矿产业再迎政策催化
报告导读: 上周( 2025/11/10-2025/11/14 )机械设备指数涨跌幅为 -1.83% 。 特 斯拉进一步加速人形机器人产能建设,钙钛矿产业再迎政策催化。 法律声明 报告来源 以上内容节选自国泰海通证券已发布的证券研究报告。 报告名称: 全固态电池进入研发和中试阶段,钙钛矿产业再迎政策催化;报告日期:2025.11.16 报告 作者: 肖群稀(分析师),登记编号:S0880522120001 丁嘉一(分析师),登记编号:S0880525080009 重要提醒 本订阅号所载内容仅面向国泰海通证券研究服务签约客户。因本资料暂时无法设置访问限制,根据《证 券期货投资者适当性管理办法》的要求,若您并非国泰海通证券研究服务签约客户,为保证服务质量、 控制投资风险,还请取消关注,请勿订阅、接收或使用本订阅号中的任何信息。我们对由此给您造成的 不便表示诚挚歉意,非常感谢您的理解与配合!如有任何疑问,敬请按照文末联系方式与我们联系。 特斯拉进一步加速人形机器人产能建设, Optimus 量产路径持续兑现。 11 月 11 日,特斯拉确认将 再度扩建得克萨斯超级工厂 ,规划建设专属 Optimus 的量产基地,以 ...
X @Herbert Ong
Herbert Ong· 2025-11-17 14:21
🚨 $TSLA Stock Rises as TD Cowen Repeats Buy RatingTD Cowen kept its Buy rating on Tesla and a $509 price target after visiting Giga Texas and testing FSD v14. They said the rides felt smooth and impressive, which made them more confident in Tesla’s self-driving plans.The firm also said Cybercab is making strong progress. They now estimate it could cost about $0.30 per mile to operate, which is lower than they expected before.TD Cowen believes the planned April 2026 production start shows Tesla is confident ...
IEA Predicts 20M Electric Car Sales in 2025: ETFs Poised to Gain
ZACKS· 2025-11-17 14:07
According to the International Energy Agency’s (“IEA”) flagship report, the World Energy Outlook, published on Nov. 12, 2025, global electric car sales are expected to reach more than 20 million in 2025, accounting for over one-in-four cars sold worldwide. This reflects an increase of 17.6% from the previous year’s electric car sales. Against this backdrop, investors interested in making an entry in the electric vehicle (EV) market space may consider keeping a watch on prominent EV-focused exchange-traded f ...
Elon Musk Just Spoke at an Investor Conference. Tesla Stock Is Falling.
Barrons· 2025-11-17 13:48
Core Insights - Tesla CEO Elon Musk engaged in a discussion with investor Ron Baron, covering various topics related to Tesla's future and market strategies [1] Group 1: Company Strategy - Musk emphasized Tesla's commitment to innovation and expanding its product lineup, including advancements in battery technology and autonomous driving [1] - The conversation highlighted Tesla's plans to increase production capacity and meet growing demand, with a focus on scaling operations globally [1] Group 2: Market Outlook - Musk shared insights on the competitive landscape, noting that Tesla aims to maintain its leadership position in the electric vehicle market despite increasing competition [1] - The discussion included projections for Tesla's market share and revenue growth, indicating optimism about future performance [1]
Tesla’s Big Promise Vs. Today’s Reality (NASDAQ:TSLA)
Seeking Alpha· 2025-11-17 13:40
I take a neutral stance on Tesla, Inc. ( TSLA ) and stick with a Hold. The company stands at an interesting turning point. It is making real progress running its business, keeps a strongWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I don’t chase narratives. I follow t ...
X @Herbert Ong
Herbert Ong· 2025-11-17 13:37
🚨 Stifel just raised its $TSLA price target from $483 to $508, citing strong progress in FSD and Robotaxi as key driversThey highlight improving Q3 results, expanding Robotaxi plans for up to 10 cities by 2025, and major updates coming in FSD v14.Stifel also notes that new lower-priced Model 3 and Model Y trims should help soften the impact of the EV tax credit ending, while Optimus remains a major long-term opportunity. ...
What Jim Cramer sees in Nvidia, Tesla that most investors miss; and why it matters
Invezz· 2025-11-17 13:30
Core Insights - CNBC's Jim Cramer emphasizes the importance of focusing on fundamental aspects of companies rather than getting caught up in valuation and AI hype [1] Group 1 - Cramer identifies a shift in investment focus towards tangible, real-world factors that drive company performance [1] - The mainstream Wall Street narrative often overlooks these fundamental elements, which could present unique investment opportunities [1]
X @Herbert Ong
Herbert Ong· 2025-11-17 13:27
🚨 Tesla Robotaxi Coming to Japan?The company just posted new “Vehicle Operator, Autopilot” jobs in Kanagawa with the same description as the U.S. roles.This could mean Tesla is getting ready to expand its self-driving program into Japan.$TSLA https://t.co/GrU9wLBoKTMing (@tslaming):$TSLA 🇯🇵 BREAKING 🚨 Robotaxi operations might be launching in Japan "in 2 weeks" 🔥Tesla's job postings reveal that they are hiring for the position of "Vehicle Operator, Autopilot" in Kanagawa Prefecture, Japan with almost the sa ...