Seeking Alpha·2025-12-19 18:05分组1: Micron Technology (MU) - Micron's earnings rose by 10% and added another 7%, reaching a new high, with a year-to-date increase of approximately 217% [5][6] - The company projects historic high margins and is sold out through fiscal year 2026, driven by strong demand, particularly in the AI sector [6][8] - This contrasts with Broadcom (AVGO), which warned of lower margins due to the increasing share of AI products in its revenue mix [7][8] 分组2: Ford Motor Company (F) - Ford announced a $19.5 billion write-down for its EV business, indicating a pivot away from certain EV products, particularly the F-150 Lightning trucks [9][10] - The company is focusing on down-market and hybrid models while launching a battery energy storage systems business targeting larger clients [10][11] - Ford is reframing its EV business to emphasize energy solutions, aligning with the growing demand for power in data centers [12][13] 分组3: Rivian Automotive (RIVN) - Rivian's stock rallied significantly after its AI and autonomy event, gaining 12% on one day and an additional 15% the following week [15][16] - The company reported a 32% increase in deliveries and a 78% rise in revenue, indicating progress towards profitability [16][17] - Rivian is positioning itself as more than just an EV company by focusing on AI chips and autonomous technology [17][18] 分组4: Tesla, Inc. (TSLA) - Tesla's stock reached a new high for the first time in nearly a year, up 44% since Elon Musk returned to focus on the company [19][20] - The stock's rise is attributed to optimism surrounding Robotaxi developments, reinforcing Tesla's identity as a technology company [21][20] - Despite concerns about valuation and increasing competition in the EV and autonomous vehicle markets, investor confidence is returning as Musk re-engages with the company [21][22] 分组5: Economic Data - The job market added 64,000 jobs in November, surpassing expectations, but the unemployment rate rose to 4.6%, the highest since September 2021 [22][24] - CPI showed an annual inflation growth rate of 2.7%, indicating a moderation from previous months, although challenges remain [25][26] - Upcoming economic reports, including GDP and housing starts, are expected to have limited market impact due to the holiday season [27]