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Tesla Q4: Fundamentals And Valuation Are Moving Out Of Sync
Seeking Alpha· 2026-01-29 23:06
Group 1 - Brett Ashcroft Green is a CERTIFIED FINANCIAL PLANNER™ advocating for early retirement through disciplined, tax-efficient investing [1] - He has a background in private credit and commercial real estate mezzanine financing, having worked as a business director at a large family office [1] - His experience includes working with high-net-worth and ultra-high-net-worth families across the U.S. and Asia, with significant time spent in China [1] - Brett is fluent in Mandarin Chinese in both business and legal contexts and has served as a court interpreter [1] - He has collaborated with notable commercial real estate developers such as The Witkoff Group, Kushner Companies, The Durst Organization, and Fortress Investment Group [1]
Hybrid Power Solutions Reports Q2 Financial Results
Thenewswire· 2026-01-29 23:05
Toronto, Ontario – January 29, 2026 – TheNewswire - Hybrid Power Solutions Inc. (CSE: HPSS) (OTC: HPSIF) (FSE: E092) ("Hybrid" or the "Company"), an emerging leader in the delivery of fuel-free clean power solutions, announces its financial results for the Second Quarter ending November 30, 2025. The Interim Financial Statements, Management Discussion and Analysis and financial certifications have been filed on SEDAR+ and can be viewed on the Company’s investor website at https://investhps.com/. Hybrid ...
阿里自研AI芯片“真武”亮相;北京首个人形机器人中试验证平台正式启动|数智早参
Mei Ri Jing Ji Xin Wen· 2026-01-29 23:04
丨 2026年1月30日星期五丨 NO.3 特斯拉将停产Model S/X,全力投入Optimus研发 当地时间1月28日,特斯拉首席执行官马斯克在财报会议上表示,公司将在下个季度停产Model S和 Model X车型。"现在是时候让Model S和Model X项目光荣退役了,因为我们正真正迈向以自动驾驶为 核心的未来。"马斯克表示。马斯克还透露,特斯拉正将加州弗里蒙特工厂的Model S和Model X生产线 替换为Optimus生产线,其长期目标是实现年产百万台机器人的产能。 点评:马斯克此项宣布,意味着特斯拉的战略重心正从"电动汽车制造商"转向"自动驾驶与机器人公 司"。不过,在核心汽车业务面临激烈竞争时,将资源大规模倾斜至远期且不确定的机器人项目也会带 来财务与执行风险。 (文章来源:每日经济新闻) 1月29日,阿里平头哥官网上线高端AI芯片"真武810E"产品信息,该芯片实现软硬件全自研,已在阿里 云实现多个万卡集群部署,服务了国家电网、中国科学院、小鹏汽车、新浪微博等400多家客户。这是 由通义实验室、阿里云和平头哥组成的阿里巴巴AI黄金三角"通云哥"首次浮出水面。 点评:当前,AI竞争的制高 ...
Elon Musk's $20 billion spending plan signals 'Tesla of yesterday is gone'
CNBC· 2026-01-29 23:01
In this articleTSLAElon Musk, CEO of SpaceX and Tesla, attends the Viva Technology conference at the Porte de Versailles exhibition center in Paris on June 16, 2023.Gonzalo Fuentes | ReutersAt Tesla's factory in Fremont, California, the automaker plans to make robots instead of its older cars, as it gears up to spend $20 billion this year to fund what it views as a business transformation."Forget the Tesla you knew," wrote analysts at Canaccord Genuity, in a note following Tesla's fourth-quarter earnings re ...
新浪财经隔夜要闻大事汇总:2026年1月30日
Sou Hu Cai Jing· 2026-01-29 22:52
来源:喜娜AI 一、市场: ●1月30日收盘:美股涨跌不一 微软重挫10%拖累纳指走低 北京时间1月30日凌晨,美股收盘涨跌不一。交易员消化科技股财报与美联储利率决议,苹果将在收盘 后公布业绩。道指、纳指、标普500指数均下跌,微软因云业务增长放缓、业绩指引疲软重挫约10%, 抑制大盘涨幅;Meta因强于预期的销售预测股价涨10.4%。投资者权衡美联储货币政策影响,市场下调 降息预期。此外,特朗普与民主党就避免政府停摆谈判接近民主党要求但未达成协议。贵金属价格大幅 波动,现货白银、黄金盘中先涨后跌。 [1] ●1月30日美股成交额前20:微软市值蒸发近3600亿美元 周四美股成交额前 20 中,多只股票表现各异。微软收跌 9.99%,市值蒸发近 3600 亿美元,因其难以证 明支出计划合理性、云业务增长放缓及依赖少数大客户等因素。Meta Platforms 收高 10.40%,市值增加 1760 亿美元,人工智能投资提振盈利获投资者认可。特斯拉收跌 3.45%,虽财报超预期,但宣布调整 产品线支持机器人业务。苹果收高 0.72%,完成对以色列 AI 初创企业收购且财报营收高于预期。此 外,闪迪、埃克森美孚等 ...
Elon Musk's SpaceX, Tesla, and xAI in talks to merge, according to reports
TechCrunch· 2026-01-29 22:47
Core Insights - Elon Musk's companies, SpaceX, xAI, and Tesla, are exploring potential merger scenarios, with discussions reportedly in early stages [1][2] - Two primary merger scenarios are being considered: one between SpaceX and Tesla, and another between SpaceX and xAI [1] - A merger between SpaceX and xAI could precede a planned SpaceX IPO this year, consolidating various products under one corporation [2] Company Developments - Recent corporate filings indicate the establishment of two new entities in Nevada, suggesting Musk is keeping merger options open [3] - SpaceX has previously invested $2 billion in xAI, and Tesla has also made a similar investment, indicating a trend towards resource sharing among Musk's companies [5] Valuation and Market Position - xAI was valued at $80 billion following its acquisition of X, which was valued at $33 billion, while SpaceX's secondary sale valued it at $800 billion, making it the most valuable private company in the U.S. [6]
Elon Musk's SpaceX said to consider merger with Tesla, Bloomberg News reports
Reuters· 2026-01-29 22:46
Core Insights - SpaceX is exploring a potential merger with Tesla and an alternative combination with artificial intelligence firm xAI, according to Bloomberg News [1] Company Developments - The discussions regarding the merger with Tesla and xAI indicate a strategic move to enhance capabilities in both aerospace and AI sectors [1]
隔夜美股 | 三大指数涨跌不一 微软(MSFT.US)重挫约10% 现货黄金单日振幅近500美元
智通财经网· 2026-01-29 22:37
智通财经APP获悉,周四,三大指数涨跌不一,微软(MSFT.US)重挫约10%,软件股票普遍走低令科技 股承压。 【美股】截至收盘,道指跌55.96点,跌幅为0.11%,报49071.56点;纳指跌172.33点,跌幅为0.72%,报 23685.12点;标普500指数跌9.02点,跌幅为0.13%,报6969.01点。特斯拉(TSLA.US)跌超3%,微软 (MSFT.US)跌近10%。纳斯达克中国金龙指数涨0.3%,阿里巴巴(BABA.US)跌近1%,蔚来汽车(NIO.US) 涨4%。 【欧股】德国DAX30指数跌512.65点,跌幅2.06%,报24330.89点;英国富时100指数涨10.57点,涨幅 0.10%,报10165.00点;法国CAC40指数涨4.68点,涨幅0.06%,报8071.36点;欧洲斯托克50指数跌 36.54点,跌幅0.62%,报5896.66点;西班牙IBEX35指数跌25.16点,跌幅0.14%,报17582.44点;意大利 富时MIB指数跌78.23点,跌幅0.17%,报45060.50点。 【加密货币】比特币暴跌超5%,一度跌破8.4万美元关口,以太坊暴跌超6.5%, ...
Mortgage rates hover around lowest level in three years, Sandisk stock soars on earnings
Youtube· 2026-01-29 21:53
Market Overview - The stock market closed mostly lower, with the Dow managing to finish slightly in the green, while the NASDAQ experienced its worst day in several months [1][2][3] - The S&P 500 ended with a minor loss of about 13 basis points, while the Russell 2000 small-cap index was also slightly down [3] Company Performance - Microsoft saw a significant drop, down approximately 10% at its lows, marking its worst performance in several months [4] - Tesla also declined by 3%, while Meta's stock rose by 10%, contributing to a strong performance in the communication services sector [4][5] - SanDisk reported a revenue of $3.03 billion, exceeding expectations of $2.68 billion, and its earnings per share came in at $620, significantly higher than the expected $344 [22][23] - SanDisk's stock has surged over 90% year-to-date, driven by high demand for memory products in the AI sector [24][25] Sector Analysis - The communication services sector reached a record high, while technology was the worst-performing sector, down 1.6%, primarily due to poor performance in software stocks [5][6] - The software industry faced widespread declines, with companies like SAP down 15% and Atlassian down 10% [6][7] - In the semiconductor space, companies like Lamb Research and KLA saw gains of about 3.5%, indicating a mixed performance within the sector [7] Geopolitical Impact on Oil - Crude oil prices rose to their highest levels since September, influenced by President Trump's threats of military action against Iran, which has led to a risk premium in the oil market [11][12] - Analysts noted that the market is not currently pricing in a full-scale conflict but is reacting to operational signals and geopolitical tensions [12][13] Housing Market Insights - US mortgage rates are holding steady at 6.1%, the lowest in three years, but housing affordability remains a challenge due to high home prices [44][45] - The "lock-in effect" is causing homeowners with low-rate mortgages to keep their homes off the market, contributing to tight inventory levels [48][50] - New home listings have increased, but they are still 20% below pre-pandemic levels, indicating a slow recovery in housing supply [50][56] Future Outlook - Analysts expect continued high demand for memory products, particularly in AI infrastructure, but caution against potential oversupply in the future as production ramps up [39][42] - The housing market may see improvements in inventory levels, but significant policy changes at the state and local levels are needed to address long-term supply issues [52][56]