December is a pretty good month for shares of the electric-vehicle maker. ...

CHONGQING, CHINA NOVEMBER 30: A pedestrian walks past a Tesla showroom displaying one of the brand's electric vehicles on November 30, 2025, in Chongqing, China. Tesla continues to strengthen its sales network and service presence in China as competition in the country's rapidly growing electric-vehicle market remains intense. (Photo by Cheng Xin/Getty Images)Getty ImagesTesla (NASDAQ:TSLA) finds itself at a sensitive juncture as 2025 comes to an end. On one hand, its stock price indicates a company on the ...

每经AI快讯，12月2日，据乘联分会，特斯拉公司11月售出86,700辆中国产汽车。 每经AI快讯，12月2日，据乘联分会，特斯拉公司11月售出86,700辆中国产汽车。 ...

Tesla 's China-made electric vehicle sales rose 9.9% in November from a year earlier, as the U.S. automaker grapples with intense competition in China and Europe. ...

Michael Burry, famed for shorting the housing market during the Great Recession, recently made headlines by saying Nvidia Corp. ...

Core Insights - Tesla's brand appeal is declining among new-car buyers in Europe, with one in three considering it mainstream rather than premium [1][3] - Chinese automotive brands are gaining consumer trust and interest, with significant increases in consideration for purchasing [4][5] Tesla Brand Sentiment - Sentiment towards Tesla is now more negative than positive, with 38% of new-car buyers feeling the brand's novelty has worn off [2] - Tesla leads in charging infrastructure but lags behind competitors in design, quality, and emotional appeal, with 33% of buyers stating it is not as advanced as before [3] Chinese Automotive Brands - Consideration for Chinese car brands has jumped from 31% to 47% year-on-year, marking the largest increase among international brands [5] - Trust in Chinese brands has improved from 22% in 2024 to 28% in 2025, with BYD ranking eighth in positive perception among all brands [6] Market Dynamics - Traditional automakers face pressure from the rise of Chinese brands and must innovate to maintain market share [7] - European automakers need to justify their premium pricing through genuine technological and design leadership to remain competitive [7] Consumer Perceptions - 42% of consumers indicate that the Chinese ownership of a European car brand is acceptable as long as product quality is good [15] - Tesla competes better against mainstream brands in technology and charging speed but falls short in styling and build quality [15]

Michael Burry, the investor famed for predicting the 2008 housing market collapse, has taken a fresh short position against Tesla Inc., arguing that the electric-vehicle maker's valuation has reached ... ...

Core Insights - Investor Ross Gerber has identified significant mapping issues with Tesla's Full Self-Driving (FSD) system, stating that its effectiveness is contingent on the quality of the maps used [2][3] - Gerber compared Tesla's mapping approach, which relies on crowd-sourced data, to Waymo's high-definition maps created using LiDAR and sensors, noting that while Waymo's method is more accurate, Tesla's approach allows for broader deployment [3] - Gerber has previously praised recent updates to Tesla's FSD system but continues to emphasize the need for improvements in mapping [3] - He questioned when Tesla would assume liability from drivers, suggesting that doing so would indicate a significant advancement in the FSD system's autonomy level [4] - Tesla is currently offering free Supervised FSD rides in several European countries, including Germany, France, and Italy, ahead of a planned deployment next year [5] - Despite these efforts, Tesla's sales in Europe have declined, with new registrations dropping to 6,964 in October, reflecting a 48.5% year-over-year decrease [5] - Tesla's performance metrics indicate strong momentum, satisfactory quality and growth, but poor value, with a favorable price trend in the medium and long term [6] - At market close, Tesla's stock price was $430.14, experiencing a slight decline in after-hours trading [6]

"The Big Short" investor Michael Burry, known for his profitable bet against the U.S. housing market during the 2008 financial crisis, has slammed Tesla Inc.'s (NASDAQ:TSLA) valuation. Could the EV giant be his next target?‘Ridiculously Overvalued,' Says Michael BurrySharing his thoughts in a blog post on Monday, the investor criticized the EV giant's valuation. "Tesla’s market capitalization is ridiculously overvalued today," Burry said in the blog post, adding that market cap and valuation have been overv ...

Market Overview - The stock market is experiencing a downturn, with the Dow down approximately 0.8% or over 360 points, while the S&P 500 and NASDAQ are both down around 0.5% [1][2] - The Bank of Japan's hints at raising interest rates have led to a rise in US rates, with the 10-year Treasury yield up 8 basis points to 4.09% and the 30-year yield similarly up to 4.74% [2][3] Sector Performance - Energy is the only sector showing gains, up more than 1%, while utilities, which are sensitive to interest rates, are the biggest losers [5][6] - The Russell 2000, representing small-cap stocks, is down 1%, reversing recent outperformance [4][5] - In the tech-heavy NASDAQ 100, Nvidia and Apple are up about 1%, but Broadcom is down about 4% [7][8] Cryptocurrency Market - Bitcoin is under pressure, trading around $85,000, down from a peak of over $92,000, marking a 9% decline since the start of the year [9][10] - Bitcoin ETFs have experienced their worst monthly outflows on record, contributing to the selloff [11] - Concerns over the Japanese yen have previously led to significant drops in Bitcoin prices, indicating potential volatility ahead [12] Consumer Behavior and Retail - The holiday shopping season is underway, with strong Black Friday sales, but consumer confidence remains low [33][34] - Bath & Body Works reported upbeat sales driven by aggressive promotions, indicating a potential recovery after a lackluster third quarter [62][63] - E-commerce trends are relatively strong, with growth expected in the upper single digits, particularly benefiting major players like Amazon and Walmart [105][106] AI and Technology Sector - AI is projected to contribute at least half a percentage point to annual growth, with significant spending in data centers expected to support economic growth [72][73] - The demand for AI chips, particularly GPUs, is anticipated to remain strong through 2026, with Nvidia expected to maintain a dominant market position [42][43] - Concerns about the sustainability of AI valuations are present, with expectations for execution on new programs being critical for maintaining investor confidence [49][50] Company-Specific Insights - Disney's "Zootopia 2" has performed well at the box office, grossing $156 million in North America and $556 million globally, marking a significant win for the company [54][56] - Toast has been upgraded to outperform by BMP Paribas, indicating optimism about its growth potential in the restaurant software market [58][60] - Tesla faces scrutiny over its valuation and market share, particularly in Europe, where sales have declined amid increasing competition [88][95]