Three mega-cap tech companies reported earnings on Wednesday, and the market's verdict was swift and brutal for one company while two Magnificent 7 members received stamps of approval. ...

TD Cowen raised the firm’s price target on Tesla (TSLA) to $519 from $509 and keeps a Buy rating on the shares. The firm said the Q4 outcome was fairly consistent with Cowen’s balanced setup view, as a solid margin beat and positive RoboTaxi updates were in part offset by the capex guide and absence of a specific timeline for unsupervised customer FSD. Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See Insiders’ Hot Stocks on TipRanks >> R ...

Core Viewpoint - The company, YouSheng Co., Ltd. (友升股份), confirmed its supply of components for Tesla's Model 3, Model Y, and CyberTruck, indicating stability despite the discontinuation of Model S and Model X production [1]. Group 1 - The company supplies parts for three Tesla models: Model 3, Model Y, and CyberTruck [1]. - The discontinuation of Model S and Model X production does not impact the company's operations [1].

Core Viewpoint - Tesla's decision to invest $2 billion in Elon Musk's private AI company xAI comes amidst a significant decline in its profits, with a reported 61% drop in Q4 of FY2025, raising concerns among investors [2][3]. Financial Performance - Tesla's Q4 revenue decreased by 3% to $24.9 billion, and the total revenue for FY2025 also fell by 3% year-over-year to $94.8 billion [3]. - The company's electric vehicle sales in 2025 saw a 9% decline compared to the previous year, with a gap of nearly 600,000 units behind BYD, which has become the global sales leader in electric vehicles [3]. Investment in xAI - Tesla's investment in xAI is surprising, especially after shareholders recently voted against a non-binding proposal to invest in the company, with more votes against than in favor [2]. - xAI's valuation has skyrocketed from $24 billion in summer 2024 to $120 billion, indicating significant growth potential [2]. Strategic Shift - Tesla is undergoing a strategic shift towards AI and robotics, with executives indicating a future focus on service models, such as robotaxi services, rather than solely increasing vehicle sales [13]. - The investment in xAI is seen as a critical step in this transformation, as Tesla aims to pivot from electric vehicle sales to AI and robotics technology [15]. Controversies and Challenges - The investment has faced strong opposition from shareholders, who are concerned about Musk's use of Tesla's resources for personal AI ambitions [13]. - xAI's operations have come under scrutiny from the EPA due to the use of diesel generators at its Memphis data center, raising environmental concerns [13]. - Tesla's reputation has declined in traditional markets like California and Europe, impacting its electric vehicle sales, particularly after Musk's involvement in partisan politics [15].

Firefly Aerospace Inc. (NASDAQ:FLY) shares declined in early-morning trading on Friday, as investors digested reports of potential merger discussions between Tesla Inc. (NASDAQ:TSLA) and SpaceX.The stock’s decline comes amid broader market speculation following reports that Elon Musk‘s SpaceX is exploring merger possibilities with Tesla. According to a Benzinga report published Wednesday, a cryptic post from Musk in November has resurfaced, where he stated, “My companies are, surprisingly in some ways, tren ...

Tesla Stock Rises As Elon Musk's SpaceX Reportedly Mulls Merger | Investor's Business DailyBREAKING: [Trump Names Warsh New Fed Chairman]---Elon Musk's SpaceX reportedly is considering a merger with Tesla (TSLA) or xAI before the private space company's expected IPO later this year. Tesla stock rose modestly Friday after falling Thursday following earnings. SpaceX is mulling a combination with the EV giant or Musk's artificial intelligence startup xAI, Bloomberg reported late Thursday, citing sources. Any d ...

Core Insights - Chery aims to compete with Tesla by focusing on both localized charging infrastructure and advanced AI technology, indicating a comprehensive strategy to catch up with the industry leader [1][2]. Group 1: Strategic Initiatives - Chery has established a joint venture with Zhidatech to develop localized charging infrastructure in Europe, the Middle East, Latin America, and Southeast Asia, aiming for a "car-to-pile" approach [1]. - The company is actively benchmarking Tesla's Full Self-Driving (FSD) technology and is committed to embracing AI innovations, including humanoid robots and brain-machine interfaces [1]. Group 2: Challenges in AI Development - Chery faces significant challenges in data collection and utilization, as Tesla's FSD is backed by nearly 100 billion kilometers of real driving data, which Chery needs to systematically gather and process [2]. - The company has established a chip research institute but encounters difficulties related to design complexity, high costs, stringent automotive certification, and long application cycles [2]. Group 3: Financial Viability - While Tesla has begun monetizing its AI capabilities, Chery's current AI applications primarily enhance user experience and product features, raising concerns about the transition to a sustainable profit model [2]. Group 4: Internal Challenges - Chery's leadership acknowledges the complexity of modern automotive software systems, which can introduce bugs and reliability issues throughout the vehicle's lifecycle [3]. - The company also faces challenges in AI decision-making transparency, as the complexity of training data leads to uncertainties in AI behavior, which is critical for safety in automotive applications [3]. Group 5: Future Direction - Chery is seeking a balance between manufacturing heritage and innovation in the evolving automotive landscape, indicating a strategic pivot towards integrating advanced technologies with traditional manufacturing strengths [3].

当地时间1月28日，特斯拉首席执行官埃隆·马斯克出席公司2025年四季度及全年财报发布电话会议。在 被问及如何看待特斯拉人形机器人在全球范围内面对的竞争时，马斯克说，特斯拉的最强对手来自中 国，和中国企业的竞争将是"一场硬仗"。 三审丨彭治国 埃隆·马斯克："我确实认为，迄今为止特斯拉人形机器人最大的竞争对手来自中国。中国非常擅长扩大 制造业规模，同时擅长运用人工智能技术，并处在持续进步的进程中，因此绝对是特斯拉最强劲的竞争 对手。我们没有看到任何来自中国以外的强力竞争对手，和中国的竞争绝对是一场硬仗。任何人都不要 低估中国，中国是极具潜力和更高层级的对手。" 一审丨陈舒仪 二审丨薛琳 来源：央视新闻、参考消息 编辑丨陈舒仪 ...

1月22日，美国企业家埃隆·马斯克在瑞士达沃斯举办的世界经济论坛2026年年会上发言。新华社记者连漪摄 新华财经北京1月30日电据多家媒体29日报道，美国企业家埃隆·马斯克正考虑整合旗下资产，从而推进太空算力布局。 据知情人士向美国彭博新闻社披露，马斯克正考虑合并太空探索技术公司（SpaceX)和他旗下人工智能企业xAI公司的可能性，或是合并太空探索技术公司和 特斯拉公司。 报道称，马斯克在太空部署人工智能数据中心的设想将可能通过上述不同路径实现。如果工程技术允许，其中一个方向是，太空探索技术公司在轨数据中心 将为xAI输送庞大算力。另一个方向是，特斯拉制造储能系统的能力，将可帮助太空探索技术公司在太空利用太阳能运行这些数据中心。 知情人士说，马斯克尚未作出最终决定，细节可能会变化，相关公司也可能保持独立。马斯克还探讨了使用太空探索技术公司新一代重型运载火箭"星舰"将 特斯拉"擎天柱"机器人运送到月球和火星。 路透社当天率先报道太空探索技术公司可能与xAI合并一事。据一名知情人士披露，两家企业可能换股。 据彭博社报道，太空探索技术公司正考虑6月首次公开募股(IPO)，募集多达500亿美元。（卜晓明） （文章来 ...

Key Takeaways BYD overtook Tesla in 2025, selling 2.25M EVs and ending Tesla's two-year growth streak.China's CASC plans orbital AI data centers to process Earth-collected data in space.SpaceX, Google, NVIDIA and Blue Origin are racing to deploy solar-powered AI satellites.After Tesla (TSLA) lost its electric vehicle (EV) crown to China’s BYD Co Ltd (BYDDY) , CEO Elon Musk may now be facing an even bigger challenge, and this time in space. As Musk’s SpaceX prepares for a high-profile IPO, China’s growing am ...