Core Viewpoint - Tesla is recalling nearly 13,000 electric vehicles due to a battery pack issue that may lead to a loss of drive power, as reported by the National Highway Traffic Safety Administration (NHTSA) [1][2]. Summary by Sections Recall Details - The recall affects approximately 7,925 Model Y (2025) vehicles and 5,038 Model 3 (2026) sedans [1][2]. - The issue involves a battery pack contactor that can fail, resulting in a "sudden loss of propulsion," which increases the risk of a crash [2]. Company Response - Tesla has identified 36 warranty claims and 26 field reports related to the battery issue but has not been informed of any accidents or injuries resulting from it [2]. - The company will replace the battery packs of the affected vehicles at no cost to the owners, with notifications expected to be sent by December 9 [2]. Historical Context - In 2025, Tesla has experienced only nine recalls, with most affecting a small number of vehicles. Notably, four recalls impacted over 1,000 cars, including a significant recall of about 376,000 older Model 3 and Model Y vehicles for a power steering issue [4]. - In contrast, other automakers, such as Ford, have issued a record-breaking 126 recalls in 2025, affecting millions of vehicles [4]. Related Investigations - This recall follows a recent NHTSA investigation into Tesla's "Full Self-Driving" features, which are under scrutiny for potential traffic law violations, including running red lights [5].

Tesla shares traded lower on Wednesday morning as investors awaited the electric vehicle maker's third-quarter results, expected after the closing bell. At the time of writing, the Tesla stock was dow... ...

Core Viewpoint - Tesla's stock has experienced significant volatility in 2025, currently up 95% in six months, translating to a year-to-date increase of approximately 10% [1] Group 1: Earnings and Investor Focus - Earnings day for Tesla is critical, with investors eager to see if the recent stock rally can be sustained [1] - Investors are particularly interested in updates regarding Tesla's robotaxi rollout, which is viewed as a key factor justifying the company's high valuation [1] Group 2: Vehicle Sales Outlook - There are expectations for questions regarding the future of vehicle sales, especially after Tesla's recent delivery figures exceeded estimates [2] - The removal of the federal EV tax credit raises concerns about potential declines in sales in upcoming quarters [2] - Tesla is set to release its earnings results shortly after the market closes, with an analyst call scheduled for later in the evening [2]

Group 1: Market Overview - US stock futures are expected to open flat, indicating a stable market environment [2] - Gold and silver prices are under scrutiny following significant sell-offs, marking their steepest declines in years [2] Group 2: Earnings Reports - Netflix's stock has dropped approximately 7% in pre-market trading due to a disappointing earnings report [3] - Netflix reported earnings per share of $5.87, which fell short of analyst expectations and the company's own forecast of $6.87 [4] - Tesla is set to report its earnings after the market closes, with Q3 sales showing positive momentum [4] Group 3: Notable Deals - AI company Anthropic is in discussions with Google regarding a multi-billion dollar cloud deal, highlighting ongoing trends in tech partnerships [1]

I focus on producing objective, data-driven research, mostly about small- to mid-cap companies, as these tend to be overlooked by many investors. From time to time, though, I also look at large-cap names, just to give a fuller sense of the broader equity markets.Analyst’s Disclosure:I/we have a beneficial long position in the shares of FRMO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (oth ...

Key Points Each of the "Magnificent Seven" stocks has grown huge -- recently worth more than $1 trillion. Several of the seven are reasonably to attractively valued right now despite rapid this growth. Facebook, Microsoft, and Meta Platforms all offer a compelling growth proposition today. 10 stocks we like better than Nvidia › You know the "Magnificent Seven" stocks, right? They're Google parent Alphabet, Amazon, Apple, Facebook parent Meta Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT), Nvi ...

Core Insights - The primary focus for investors regarding Tesla is on cost management and profitability, particularly in the automotive sector [2][3][8] - There is a significant interest in Tesla's advancements in AI, robotics, and the potential market for these technologies, which is estimated to exceed $10 trillion [4][10] - Tesla's stock valuation is perceived as overvalued, primarily driven by speculative interest in its AI capabilities rather than its automotive business alone [12][14][13] Automotive Performance - Tesla achieved a record delivery of 497,000 vehicles in the second quarter, with expectations for the third quarter to exceed 470,000 vehicles to be considered a beat [6][7] - The company is projected to generate approximately $1.1 billion to $1.2 billion in free cash flow [7] - Price reductions on vehicles are expected to stabilize demand and potentially accelerate sales in the automotive sector next year [8] AI and Robotics Focus - Investors are particularly keen on updates regarding Tesla's robo-taxi and full self-driving initiatives, as any negative guidance could significantly impact the stock price [10][11] - The robotic sector is anticipated to contribute 40% to 50% of Tesla's future revenue, with full self-driving accounting for another 30% [16] - The company's growth is heavily reliant on its ability to scale its AI and robotics technologies effectively [10][16] Market Perception and Valuation - Tesla's current stock price is influenced more by its AI potential than by its automotive sales, suggesting a disconnect between its valuation and traditional automotive metrics [12][14][13] - The company is viewed as part of a transformative group of tech companies, despite having weaker fundamentals compared to its peers [14] - Elon Musk's vision and promises regarding robotics and AI are seen as critical to maintaining investor interest and stock performance [18][19]

It's Tesla's earnings day, which means another chance for Elon Musk's company to trade in its EV label for AI. From robotaxis to humanoid robots, Tesla has moved well beyond its initial core of just building electric vehicles.BI's William Edwards has a breakdown on all the big projects Wall Street analysts are keen to hear more about on this afternoon's earnings call. Tesla has been subtly pivoting its strategy for years, but it's now reaching a tipping point. The end of the federal EV tax credit last mon ...

Market Overview - U.S. stocks exhibited mixed performance as investors await earnings results from the "Magnificent Seven" stocks, starting with Tesla (TSLA) after market close on Wednesday [2][3] - The S&P 500 index and Nasdaq Composite were nearly flat, while the Dow Jones Industrial Average increased by 0.5% [3] Tesla Earnings Expectations - Tesla is anticipated to report earnings per share (EPS) of $0.56, following three consecutive quarters of missing consensus estimates [3] - In the same quarter last year, Tesla reported an EPS of $0.72 [3] Netflix Performance - Netflix (NFLX) stock declined in pre-market trading after the company fell short of revenue and profit expectations [4] - Despite Netflix's miss, 85% of S&P 500 firms that have reported earnings thus far have exceeded profit expectations, indicating a strong earnings season [4] - If the trend continues, the third quarter of 2025 may be the best earnings quarter since 2021 [4] Futures Market - Stock futures for the S&P 500, Nasdaq 100, and Dow Jones are mixed ahead of the market open on Wednesday [4] - S&P 500 futures rose nearly 0.1%, while Nasdaq 100 futures fell by 0.3%, and Dow Jones futures declined by 0.1% [4]

Core Insights - Toyota Motor North America (TMNA) is launching several initiatives to enhance the experience for 2026 Toyota bZ battery electric vehicle (BEV) drivers, including performance improvements and expanded charging options [1][7]. Expanded Charging Network - The 2026 Toyota bZ will provide access to over 25,000 charging plugs in North America through the Tesla Supercharger Network, in addition to existing networks like IONNA, ChargePoint, and EVgo [2][4]. - The Tesla Supercharger Network will be the first to support Plug & Charge functionality for 2026 BEV owners, simplifying the charging process [4]. Charging Convenience Features - All 2026 Toyota BEVs will include adapters for backward compatibility with SAE J1772 and Combined Charging System (CCS) stations, enhancing charging flexibility [5][6]. - Starting in November, owners of model year 2023-25 Toyota bZ4X will receive a complimentary NACS charging adapter [5]. Apple Maps EV Routing - Toyota has introduced support for Apple Maps EV Routing via Apple CarPlay for all 2023 and newer Toyota BEVs, allowing real-time navigation to compatible chargers [7][8].