Today, Tesla, Inc. ( TSLA ) is a titan of global markets, boasting a market cap of over $1.5 trillion. However, I believe there is a strong cognitive dissonance between the financial & commercial reality of this company going forwardHello. I am a graduate from Bocconi University with a degree in Economics and a concentration in Quantitative Economics. I am currently working at a management consultancy, with aspirations of working as an investment analyst. Previously, I have done internships in private equit ...

Key Takeaways Tesla's stock climbed to an all-time high Tuesday, setting its first record in a year, as investors buy into the electric vehicle maker's plans for autonomous driving, robotics, and AI.Tesla launched a pilot of its robotaxi program in Austin earlier this year, and analysts say improvements to its self-driving software could allow the program to expand quickly. Tesla's (TSLA) stock is powering up, notching its first record high in a year. The shares added about 3% Tuesday to finish near $4 ...

For hardly the first time in recent days, investors have become excited about the prospect of a significant change in U.S. drug laws.Will he or won't he? This is the question that's been front of mind for many marijuana stock investors over the past few days, as both credible media reports and President Trump himself fueled speculation that he will begin the process of decriminalizing the drug. Comments from the President late Monday injected new bullishness into weed stocks the following day. Sector mainst ...

SpaceX, the rocket company owned by billionaire Elon Musk, is preparing for what financial experts are calling a monumental moment in economic history. Reports have confirmed that the company is making plans to list its shares on the stock market. This move, known as an Initial Public Offering (IPO), would allow members of the public to buy a piece of the company for the first time.The decision comes after the massive success of Starlink, the company's satellite internet business, which has caused the total ...

What started off as a particularly rough year for Tesla investors is turning into quite the celebration.Following a 36% plunge in the first quarter, the stock's worst period since 2022, Tesla shares have rallied all the way back, reaching an all-time high of $489.48. That tops its prior intraday record of $488.54 reached almost exactly a year ago. The stock got a spark this week after CEO Elon Musk, the world's richest person, said Tesla has been testing driverless vehicles in Austin, Texas with no occupant ...

Group 1: Tesla's Market Position and Future Prospects - Tesla shares are experiencing stability after approaching an all-time closing high, with discussions around the testing of driverless robo taxis and Ford's retreat from EV ambitions [1] - The potential for Tesla to achieve significant market cap growth is highlighted, with estimates suggesting it could reach another trillion or two next year [1][2] - The company is expected to face challenges in the EV market, including declining sales in Europe and the US, but the vision for full self-driving and autonomous driving remains a key driver for its valuation [3][4] Group 2: Robo Taxi Development and Market Impact - The successful rollout of the cyber cab and full self-driving technology is seen as crucial for Tesla's future, although the timeline for approval and implementation may be slower than anticipated [4] - The potential for significant stock price increases is discussed, with projections suggesting a rise to the 500-600 range over the next couple of years [4] Group 3: Competitive Landscape with Uber - Uber's stock has seen a decline, attributed to Tesla's advancements in testing robo taxis, raising questions about Uber's business model [6] - Despite the challenges, Uber is viewed as a strong platform with a loyal user base and potential benefits from the integration of AI and robo taxi technology, which could improve margins by reducing driver costs [7][8] - Uber's position as a market leader in ride-sharing and its expansion into verticals like Uber Eats provide a defensible market position, even amidst profit-taking after a strong year [8]

Economic Data and Labor Market - The November jobs report indicated payrolls rose by 64,000, surpassing the estimate of 50,000, but the unemployment rate increased to 4.6% for the fourth consecutive month [4][6]. - The labor market is showing signs of weakness, particularly in the private sector, with significant job losses attributed to government-related factors [5][6]. - There is a decoupling between GDP growth and the labor market, with solid GDP growth expected despite a weakening labor market [6][11]. Federal Reserve and Inflation - The Federal Reserve faces challenges as inflation remains around 3%, while the labor market weakens [6][12]. - The bond market is experiencing fluctuations, with concerns about the potential for increased Treasury supply impacting yields [21][22]. - The central scenario for economic growth is uncertain, with a 50% probability assigned to solid growth above 2% and equal probabilities for a non-inflationary boom or stagflation [11][12]. Tesla and Autonomous Vehicles - Tesla's stock is near record highs, driven by advancements in its Robo Taxi division, with projections suggesting a potential $3 trillion valuation by the end of 2026 [29][41]. - Key goals for Tesla include expanding Robo Taxi operations to 30 cities, achieving driverless tests, and demonstrating volume production of autonomous vehicles [36][41]. - Analysts express mixed views on Tesla's future, with some cautioning against overly optimistic sales projections amid changing market conditions [30][32]. Retail Sector Insights - Retail sales data for November showed a year-over-year growth of approximately 4.7%, despite flat month-over-month sales [95][96]. - Consumer spending trends indicate that higher-income households are driving spending, reflecting a K-shaped economic recovery [99][100]. - Apparel remains the top category for holiday spending, with expectations for strong sales driven by gift cards and toys [102][103]. Housing Market and Construction - Builder sentiment remains low, with many builders cutting prices to move inventory amid rising construction costs and economic uncertainty [70][81]. - The construction industry anticipates some relief from recent Federal Reserve rate cuts, but mortgage rates are expected to remain above 6% for most of 2026 [72][75]. - Local land use policies and labor shortages are identified as significant bottlenecks to increasing housing supply and affordability [84][86].

Tesla is creating the conditions to produce up to 8 gigawatt hours of battery cells a year at its German gigafactory in Gruenheide near Berlin starting in 2027, the U.S. automaker said in a statement ... ...

Tesla shares are near a record as the company confirming robo taxi tests without a driver are underway in Austin. Tech analyst Dan Ives saying Tesla's ambitions and the autonomous business could drive it to a $3 trillion valuation by the end of 2026. But we talked to Garrett Nelson, CFRA research analyst.He's not quite as confident. >> Looking at consensus numbers for 26 and 27, we think they're too high still. and we haven't seen the worst of the drop off in their EV sales.Um, in in a couple weeks when the ...

While retail investors debated the headlines on Tesla, Inc. (NASDAQ:TSLA) , the "smart money" was quietly picking sides during the third quarter. TSLA stock is at all-time highs. See the chart and price action here. The 13F filings for Q3 reveal a split among Wall Street’s elite: one side ran for the exits and the other poured hundreds of millions into Tesla right before the stock’s massive year-end breakout. Tesla Q3 BullsRead Next: Elon Musk Prepares SpaceX IPO Valued At More Than RTX, Boeing, Lockheed Co ...