Even the specter of decades of AI dominance can't spark the "Magnificent Seven" right now. Every Magnificent Seven stock is down double-digit percentages from its 52-week high, according to data from Yahoo Scout (see chart below). Microsoft (MSFT) is down more than 30% from its highs after a quarter that showed slowing sales growth rates and big promises of aggressive capital expenditures. "I'm just not sure that right now is the time to jump in [on the Mag 7] — I think there's a little bit more downs ...

Quick Read Despite Tesla’s stock decline, Elon Musk’s net worth is increasing. Musk’s 43% stake in SpaceX is significantly more valuable than his Tesla holdings and exceeds the combined wealth of several top billionaires. Future growth in SpaceX valuation and Tesla performance could push Musk’s net worth toward or beyond the trillion-dollar mark. Have You read The New Report Shaking Up Retirement Plans? Americans are answering three questions and many are realizing they can retire earlier than expe ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

U.S. equity markets are facing significant downward pressure during midday trading this Thursday, March 26, 2026, as a combination of escalating geopolitical conflict in the Middle East and a disruptive technological announcement from the tech sector sours investor sentiment. After a brief relief rally on Wednesday, the major indexes have reversed course, with the tech-heavy Nasdaq leading the declines as energy prices surge and semiconductor valuations are reassessed.Major Market Indexes PerformanceAs of m ...

Tesla Inc. (NASDAQ:TSLA) is one of the tech stocks to sell right now, according to Cathie Wood. ARK Investment Management’s Q3 2025 stake in Tesla Inc. (NASDAQ:TSLA) stood at 3.59 million shares worth $1.6 billion, but by Q4 it had pared back 19%, leaving 2.91 million shares valued at $1.31 billion. Tesla, Inc. (TSLA) Sourcing $2.9B Solar Equipment in China amid Burgeoning AI Energy Opportunity david-von-diemar-ZBWn5DvO0hg-unsplash On March 19, Reuters reported that Tesla Inc. (NASDAQ: TSLA) is in talks ...

记者|杜波 每经记者｜杜波 每经编辑｜程鹏 纳斯达克中国金龙指数一度下跌2%，截至发稿，跌1.51%。 编辑|程鹏 杜恒峰 校对|段炼 北京时间3月26日晚，美股三大指数集体低开，纳指跌1.08%，道指跌0.18%，标普500指数跌0.55%。 截至发稿，道指翻红涨0.11%，纳指跌0.56%，标普500指数跌0.32%。3002只个股上涨，2089只个股下跌。 美股芯片存储板块普跌，闪迪跌6.6%，西部数据、美光科技、希捷科技均跌超4%。 | 交易中 03/26 10:13:29 (美东) | | | | 三十分 | | --- | --- | --- | --- | --- | | 最高 4641.491+ | | 4753.519 今 开 | | 4705.282 | | 最低 -220.415 -4.53% | | 4623.265 昨 收 | | 4861.906 | | 成交量 2038.51万股 市盈率(静） | | 68.04 市 值 | | 7235.93亿 | | 成交额 84.84亿 换手率 | | 0.92% 流通值 | | 6978.39亿 | | 上 涨 | 1 平 盘 | -- ...

Since peaking near $498, Tesla (TSLA) slipped to a recent low of $364.46 on March 20 before the oversold stock started to pivot. Last trading at $386 per share, I’d like to see Tesla initially retest $420 thanks to what Morgan Stanley calls "the most important catalyst." www.barchart.com According to analyst Andrew Percoco, the company’s robotaxi rollout is that most important catalyst. Percoco believes that “superior robotaxi unit economics are supported by vertical integration and innovative Cybercab p ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 Equity Research U.S. Autos & Mobility 20 March 2026 Tesla, Inc. Chips as the pillar of Tesla's next era of growth, and why Tesla needs a Terafab Key takes: 1. Terafab needed to achieve mega-scale, de-risk geopolitics, control design; 2. Partnership could be more logical path on Terafab with Samsung, TSMC or even Intel; 3. Terafab could cost ~$20-25bn for lower volume aspirations, $40-50bn with more aggressive volume plans. More than five years ago at Tesla's 2020 Battery Day, Te ...

March 25, 2026 09:30 AM GMT Global Autos Global Auto Sales: weakening further Key Takeaways Gaining global market share in February: China OEMs (again) > Stellantis (again) > Tesla (again) > Toyota (again) > Kia (again) > Suzuki (again), Hyundai (again) > Ford. Losing global market share in February: BYD (again) > > > GM > VW group (again) > Nissan (again), Renault (again), Honda (again) > MBG (again) > Volvo (again) > JLR (again) > Porsche (again), BMW. Gaining global market share MoM: Stellantis (again) > ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 24 March 2026 | 8:12PM EDT Equity Research Tesla Inc. (TSLA): Terafab announcement, and views on 1Q26 deliveries On 3/21, Elon Musk gave a presentation on the Terafab project, which is a joint effort across Tesla, SpaceX, and xAI, and with a goal of having 1 TW of output over time in order to meet future chip demand. Per the presentation, Terafab will include memory, logic, lithography mask making, test, and packaging capabilities. The majority of the output would be for space-r ...