Cathie Wood just made a major shift in her portfolio, cutting a huge chunk of her most iconic holdings while doubling down on a top AI stock. ARK Invest sold nearly $38 million worth of Tesla (TSLA) stock and redeployed a whopping $50 million to buy the dip in Broadcom (AVGO), a subtle shift in where it views the near-term opportunities. Clearly, the investing world has gotten somber with Warren Buffett’s retirement. Watching the Oracle hang up his spurs feels like the end of an era in the slow, steady, ...

Tesla Supercharger station with a Model 3 highlights EV charging infrastructure expansion. Key Points Tesla heads into earnings with its long-term uptrend intact, even as sharply opposing analyst views show how polarized expectations have become. Bulls point to structural tailwinds and a stock that continues to defy bearish logic, while bears focus on weakening fundamentals and an unforgiving valuation. With earnings just two weeks away, investors face a clear choice between conviction and caution. In ...

Tesla Inc. will discontinue the outright sale of its Full Self-Driving (FSD) system, transitioning the software into an exclusively monthly subscription service. The policy change, which will come into effect after February 14, 2026, was announced by its Chief Executive Officer (CEO) Elon Musk on social media platform X (formerly Twitter) on Wednesday.The move eliminates the option for a one-time $8,000 upfront payment. Currently, the subscription is priced at $99 per month.Musk didn’t gave an explanation f ...

Group 1 - The core viewpoint of the article highlights a significant surge in technology stocks, particularly in the semiconductor sector, driven by strong earnings from TSMC, which reported a 35% year-on-year profit increase, boosting investor confidence in AI themes [2][13] - TSMC's stock rose over 6%, reaching a historic high, with a total market capitalization exceeding $1.8 trillion, surpassing Broadcom to become the sixth largest in the U.S. stock market [2] - The Philadelphia Semiconductor Index experienced a substantial increase of 3%, reflecting the overall positive sentiment in the semiconductor sector [2] Group 2 - Other semiconductor companies also saw gains, with ASML rising approximately 6%, Micron Technology and Broadcom increasing around 3% each, indicating a broad rally in the sector [2] - The market is also reacting to a recent announcement by former President Trump regarding a 25% tariff on certain semiconductors, although this does not apply to chips imported for building the U.S. technology supply chain [5] - Financial stocks also performed well, with Morgan Stanley and Goldman Sachs reporting better-than-expected fourth-quarter earnings, leading to stock increases of over 4% and 3%, respectively [5]

Core Insights - Tesla's entry into the Indian market with the Model Y SUV has faced significant challenges, leading to targeted discounts to manage excess inventory [1][11] Group 1: Inventory and Sales Performance - After launching in mid-2025, Tesla imported approximately 300 Model Y units to India, with nearly one-third remaining unsold months later [2] - To address the inventory issue, Tesla is offering discounts of up to Rs 2 lakh ($2,200) on select Model Y variants, indicating a tactical approach rather than a broad promotional campaign [2] - Reports indicate that only about 227 Tesla vehicles were registered in India throughout 2025, falling short of earlier expectations of nearly 600 bookings, with many early reservations canceled [4] Group 2: Pricing and Market Position - The Model Y is priced between Rs 60-68 lakhs ex-showroom, significantly impacted by India's 110% import tariff on completely built units (CBUs), making it less competitive against locally assembled vehicles [3][5] - The high pricing, starting near US$70,000 after import duties, has led to muted demand, as many Indian buyers find the imported electric SUV prohibitively expensive [4][5] Group 3: Strategic Approach - Tesla has no immediate plans to manufacture vehicles locally in India and continues to rely on imports, despite the Indian government's incentives for local production [6][7] - The company is pursuing a "retail-first" strategy, expanding showrooms and service hubs in major cities while building its Supercharger network [6] Group 4: Competitive Landscape - Competition is intensifying as legacy automakers and global EV brands introduce more affordable, locally assembled offerings, diminishing the appeal of the Model Y for aspirational buyers [8] - BYD Co. has achieved over 10,000 electric vehicle deliveries in India, establishing a strong presence with a diverse portfolio [9] - Mercedes-Benz has also strengthened its EV presence, selling approximately 19,000 cars in 2025, with a 12% year-over-year growth in battery electric vehicle sales [10]

Tesla stock (NASDAQ: TSLA) surged on Thursday in a swift reversal after two major catalysts reignited investor optimism around Elon Musk's ecosystem. The EV maker's stock climbed nearly 1.5% intraday,... ...

Tesla's decision to flip to a subscription model for its self-driving software may not land well with some Tesla buyers, but it doesn't come as a total surprise. In November, Tesla's shareholders approved an eye-watering pay package for Musk that consolidates even more power at the company with the mercurial billionaire, with the promise of a payout that could be worth $1 trillion. One of the pay package milestones Musk must hit to unlock the biggest executive payout in history? Boosting Tesla's Full Self-D ...

Amidst the fast-paced and highly competitive business environment of today, conducting comprehensive company analysis is essential for investors and industry enthusiasts. In this article, we will delve into an extensive industry comparison, evaluating Tesla (NASDAQ:TSLA) in comparison to its major competitors within the Automobiles industry. By analyzing critical financial metrics, market position, and growth potential, our objective is to provide valuable insights for investors and offer a deeper understan ...

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以下文章来源于字母PRO ，作者苗正 字母PRO . 了解互联网巨头们的一切。 这意味着整个方案实际上是一个为期五年的留任计划，期权将于2031年3月全部归属。 本文来自微信公众号： 字母PRO ，作者：苗正，题图来自：视觉中国 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 ...