Some months back, I wrote an article arguing that Tesla, Inc.’s (NASDAQ: TSLA ) vision-only approach to autonomous cars created too many risks and put too many eggs in one sensory basket. As far asMarkets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful investment insights. As society ...

Core Insights - Qualcomm Inc and BMW have launched the Snapdragon Ride Pilot, an automated driving system developed over three years of collaboration [1] - The system is set to debut in the BMW iX3, showcasing advanced hands-free driving capabilities [1] Company Summary - Qualcomm Inc is leveraging its expertise in semiconductor technology to enhance automotive applications through the Snapdragon Ride Pilot [1] - BMW is integrating this technology into its vehicles, starting with the iX3, to improve driving automation and user experience [1] Industry Summary - The collaboration between Qualcomm and BMW highlights the growing trend of partnerships in the automotive industry focused on automated driving solutions [1] - The introduction of advanced driving systems like Snapdragon Ride Pilot reflects the industry's shift towards more sophisticated and safer driving technologies [1]

One analyst has come up with a unique way of explaining Elon Musk's vision of a future dominated by robots — comparing it to Christopher Nolan's 2006 science-fiction classic "The Prestige." "I was watching 'The Prestige' with my sons last Saturday night. Set in the late Victorian Era, I found many quotes by the character of Nikola Tesla (played by David Bowie) elegantly capture the zeitgeist of today's era of scientific discovery," Morgan Stanley's Adam Jonas wrote in an analyst note on Monday. The note wa ...

Core Insights - Tesla Inc.'s share of the U.S. electric vehicle (EV) market has decreased to its lowest level on record, indicating a potential loss of its competitive edge in the rapidly growing EV sector [1] Market Performance - Despite a significant boom in overall EV sales in the U.S., Tesla's market share has declined, suggesting challenges in maintaining its leading position [1] - The decline in market share occurs amidst increasing competition from other automakers entering the EV market, which may be impacting Tesla's sales performance [1]

Core Viewpoint - Kraken has expanded its xStocks tokenized equity service to European Union clients, allowing them to trade digital representations of popular U.S. stocks and ETFs through its mobile app, utilizing Backed's tokenization technology [1][3]. Group 1: Service Expansion - The xStocks service has generated over $3.5 billion in combined trading volume since its international launch in June, offering more than 60 tokenized equities to clients across 140 countries outside the U.S. [2] - The expansion to the EU addresses challenges for European investors seeking U.S. market exposure, such as currency conversion fees and delays tied to U.S. market hours [3][4]. Group 2: Competitive Landscape - Kraken joins a growing number of platforms offering tokenized U.S. equities to international customers, with competitors like Robinhood, Bybit, and KuCoin also launching similar services [5]. Group 3: Business Strategy and Growth - Kraken is reportedly seeking $500 million in new funding at a $15 billion valuation, preparing for a potential IPO targeted for early 2026, and has sought regulatory approval from the SEC for its tokenized trading platform [6]. - The company has diversified its offerings by acquiring Breakout, a proprietary trading platform, allowing qualified traders access to significant trading capital [7][8]. Group 4: Multi-Chain Strategy - Initially deployed on the Solana blockchain, xStocks has expanded to support additional networks, including BNB Chain and TRON, generating over $2.5 billion in trading volume across platforms [9]. - Future plans include launching xStocks on Ethereum as ERC-20 tokens and supporting Kraken's upcoming Ink blockchain and other high-impact networks [10]. Group 5: Regulatory Environment - Traditional market operators have raised concerns about tokenized stock offerings, citing a lack of investor protection compared to conventional markets, prompting calls for stricter regulations [11]. - Despite regulatory uncertainty, major exchanges like Nasdaq and eToro are pursuing tokenized asset strategies, with Nasdaq filing a proposal to offer its own tokenized securities platform [12].

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

The world's richest person could find himself much, much richer if he achieves the board's proposed long-term goals.It hasn't been the best year for Tesla (TSLA 0.15%) so far, with the stock down over 8% through Sept. 8 (the worst-performing of the "Magnificent Seven" stocks). Part of this has to do with the company's lackluster business performance lately, but much also has to do with its CEO, Elon Musk.Many investors had voiced their displeasure regarding Musk's divided attention, especially during his st ...

Shares of Qualcomm Inc. NASDAQ: QCOM closed around $160 on Monday, once again running into resistance at a level they have struggled to clear since June. QUALCOMM TodayQCOMQUALCOMM$158.66 -1.58 (-0.99%) 52-Week Range$120.80▼$182.10Dividend Yield2.24%P/E Ratio15.30Price Target$182.82Add to WatchlistIt is the fourth time in as many months the stock has tested this level, and, compared to many of its peers, the chart is not a flattering one. And for many investors, Qualcomm has been a frustrating name to watc ...

One of Tesla, Inc.’s (NASDAQ: TSLA ) proxy statements for the November shareholders meeting was issued last week. The statement includes proposals for the compensation of CEO Elon Musk, both for past and future performance.I am a retired engineer and company manager. I do not have a financial background or offer financial advice.The articles I write are for interest only and I try to find subjects that interest both me and my readers.I usually take a small position in the companies that a write about, long ...

Group 1: Market Trends - Wall Street ended the day positively, with all major indices finishing higher as investors monitored revised labor data [2] - Charles Schwab's monthly trading index showed a rise in August, indicating increased buying activity among traders despite overall pessimism [3][5] - The S&P 500 had a modest gain of about 1%, while tech stocks (stacks) saw a significant increase of nearly 5% in August [6] Group 2: Investor Sentiment - Investors are showing a dichotomy between their actions and sentiments, with buying activity increasing despite expressed pessimism [4][10] - Concerns among investors include macro issues like tariffs and trade policy, as well as micro concerns regarding valuations [8][9] - Generational differences in investor behavior were noted, with older generations (Gen X) being bigger buyers compared to younger generations [12] Group 3: Tesla's Battery Business - Tesla is expanding its energy storage business, unveiling new products including the Mega Pack 3 and Mega Block, which enhance energy efficiency and storage capabilities [19][20] - The energy storage segment is part of Tesla's broader sustainable energy strategy, aimed at addressing the challenges of renewable energy storage [23] - Despite a 16% decline in auto revenue in Q2 year-over-year, Tesla's battery storage revenue is growing, with strong gross profit margins in this segment [25] Group 4: Economic Indicators - Upcoming inflation data, specifically the Producer Price Index (PPI), is expected to show a slowdown, which could influence Federal Reserve interest rate decisions [26] - Chewy is forecasting a 7-8% sales growth in Q2, driven by its auto-ship program, which is anticipated to account for over 80% of sales [27] - Weekly mortgage rate application data indicates a decline for the past three weeks, suggesting a slowdown in housing market demand amid high mortgage rates [27] Group 5: Historical Market Insights - A discussion on the 1987 market crash highlighted the confluence of events leading to the crash, including international agreements and rising interest rates [28][30] - The market experienced significant volatility leading up to the crash, with a notable 10% decline over three days [33] - The crash was exacerbated by external factors, including comments from Treasury Secretary Baker that rattled foreign investors [34] Group 6: Company Earnings - GameStop reported second-quarter earnings with a net sales increase of 31% year-over-year, alongside significant Bitcoin holdings [43] - Synopsys faced challenges with its third-quarter results, as its earnings outlook fell short of expectations [45] - Rubric exceeded revenue estimates for the second quarter, with a 55% rise in subscription revenue, and raised its guidance for annual recurring revenue [46]