Core Point - The ongoing conflict between Elon Musk and Sam Altman has intensified, with Apple now at the center of the dispute, particularly regarding allegations of antitrust violations related to the App Store and AI technologies [1][2]. Group 1: Musk's Allegations - Musk has threatened Apple with immediate legal action, claiming that Apple is favoring OpenAI's ChatGPT over his company's Grok chatbot in the App Store, which he argues constitutes an antitrust violation [2][3]. - Musk asserts that Apple's behavior makes it impossible for any AI company other than OpenAI to achieve the top position in the App Store, although he did not provide evidence to support this claim [3]. Group 2: Apple's Partnership with OpenAI - Apple partnered with OpenAI in mid-2024 to integrate ChatGPT into its devices, including iPhones, iPads, and Macs, which may have contributed to the competitive tensions with Musk's xAI [3]. Group 3: Altman's Response - Altman responded to Musk's accusations by highlighting Musk's alleged manipulative practices on his platform, X, to benefit his own companies and harm competitors [4]. - Altman referenced a report indicating that Musk made significant changes to the platform after acquiring Twitter, which included prioritizing his tweets, suggesting a potential conflict of interest [4].

Core Viewpoint - Tesla's stock is experiencing a five-day winning streak, but analysts suggest it may face pressure due to a 'Sell' rating from Guggenheim, with a price target of $175, indicating a potential 48% decline from its current trading price of $339 [1][4]. Group 1: Analyst Perspectives - Guggenheim analyst Ronald Jewsikow maintains a skeptical view on Tesla's near-term valuation, suggesting that technological advancements and the early deployment of Robotaxi services may not justify the current stock price [6]. - Another analyst, Gordon Johnson, highlights concerns regarding Tesla's Full Self-Driving (FSD) technology, noting that it has yet to achieve full autonomy despite years of promises, with regulators flagging performance and reliability issues [8][9]. Group 2: Company Developments - CEO Elon Musk announced the upcoming public trial of Tesla's Robotaxi service in Austin, which is set to open next month, ahead of market expectations [4]. - The latest version of the FSD system, v14, reportedly features ten times more parameters than previous versions, which bullish investors view as a significant milestone [4][5]. Group 3: Financial Performance - Tesla's stock is down 15.2% year-to-date, contrasting with the S&P 500's increase of 8.5% during the same period, indicating underperformance in the market [7]. - Concerns about shrinking profit margins and weakening cash flow are prevalent, contributing to the bearish outlook on Tesla's stock [7].

NEW YORK , Aug. 12, 2025 /PRNewswire/ -- Levi & Korsinsky, LLP notifies investors in Tesla, Inc. ("Tesla, Inc." or the "Company") (NASDAQ: TSLA) of a class action securities lawsuit. CASE DETAILS: The filed complaint alleges that defendants made false statements and/or concealed that: (i) Tesla overstated the effectiveness of its autonomous driving technology; (ii) there was thus a significant risk that the Company's autonomous driving vehicles, including the Robotaxi, would operate dangerously and/or in vi ...

Tesla is recruiting test drivers in New York to operate cars with "automated driving systems," but the company hasn't applied for the permits it would need to test autonomous vehicles in the nation's largest city. A job opening on Tesla's website says the company is looking to hire vehicle operators in the borough of Queens. The hires will be "responsible for driving an engineering vehicle for extended periods, conducting dynamic audio and camera data collection for testing and training purposes." Any compa ...

Investment Rating - The report initiates coverage with an "Add" rating for Tesla [5]. Core Views - Tesla is transitioning from an automotive manufacturer to an AI company, with significant investments in AI infrastructure, which is expected to reshape the automotive and transportation industries [7][8]. - The report highlights that Tesla's financial performance is under pressure due to declining automotive sales, but the company is leveraging its existing automotive business and energy storage to support its AI transformation [8][9]. - The new valuation logic for Tesla is based on breakthroughs in autonomous driving technology leading to new business models and cash flows, which will enhance its price-to-earnings (P/E) ratio [8][9]. Summary by Sections 1. Introduction - The significance of studying Tesla from both fundamental and investment perspectives is emphasized, noting its role in leading the electrification and intelligent transformation of the automotive industry [14][17]. 2. Transformation - Tesla is making a significant shift towards AI, with nearly 30% of its new capital expenditures (CapEx) directed towards AI infrastructure, while automotive production has not seen new capacity investments for eight consecutive quarters [8][40]. - The report discusses the divergence between Tesla's stock price and automotive delivery volumes since Q2 2024, indicating a shift in market perception away from viewing Tesla solely as a car manufacturer [8][54]. 3. Autonomous Driving/FSD/Robotaxi - The report outlines a new valuation logic for Tesla's autonomous driving business, suggesting that successful technology breakthroughs will lead to new business models and cash flows, ultimately enhancing the company's valuation [8][9]. 4. Automotive Sales & Energy Storage - Tesla's automotive and energy storage businesses are identified as cash cows that support its transformation into an AI company, with a focus on maximizing the potential of existing production lines [8][9]. 5. Robotics/Optimus Business - The report notes that Tesla's robotics business is still in its early stages and not fully valued by the market, but it is expected to contribute to long-term growth [8][9]. 6. Financial Forecast and Valuation - The financial projections for Tesla indicate expected revenues of $99.02 billion in 2025, with a net profit of $5.57 billion, reflecting a significant growth trajectory despite current challenges [5][8].

Core Viewpoint - Tesla stock has faced challenges in 2025, including political conflicts, declining sales, and increased competition, but new catalysts may improve its long-term outlook, with shares appreciating nearly 6% in the last five trading days despite high valuations at approximately 195x forward earnings [2] Group 1: Political and Regulatory Environment - Elon Musk's relationship with President Trump has improved, potentially alleviating regulatory uncertainties for Tesla, as Trump has expressed a desire for Musk's business to thrive [3] - Recent regulatory changes, including a 25% tariff on imported vehicles, may benefit Tesla, which manufactures all U.S. vehicles domestically, while competitors may face higher costs due to their manufacturing locations [7][8] Group 2: Business Strategy and Innovations - Musk's return to focus on Tesla's mission includes enhancing EV production, launching robotaxis, and developing AI-powered robotics, with a new compensation agreement for Musk tied to ambitious performance targets [4] - Tesla is positioned as a proxy for "physical AI," integrating advanced software, hardware, and manufacturing capabilities, which could lead to significant opportunities in the emerging sector [5][6] Group 3: Market Position and Financial Performance - Despite a 13.5% decline in Q2 deliveries to 384,122 vehicles, Tesla's cost management and low-cost structure allow it to maintain profitability and defend its market share [7][8] - The potential for Tesla's robotaxi service is significant, with the company already having a large fleet and securing a ride-share license in Texas, which could tap into a substantial revenue pool in the ride-hailing market [9][10]

What happened CloudAlpha Capital Management Limited/Hong Kong reported increasing its position in Tesla by 276,400 shares in Q2 2025, according to a Securities and Exchange Commission (SEC) filing published August 6, 2025. The $83.09 million trade brought the fund's Tesla holdings to 605,000 shares, valued at $192.18 million based on the August 5, 2025, closing price. The trade represented a 4.3% increase relative to CloudAlpha's $1.93 billion in 13-F reportable assets under management (AUM). After the tran ...

Wall Street personality Jim Cramer just shared one of the most controversial statements on Tesla stock that I've heard in a long time. It's no secret that Tesla (TSLA 2.85%) is one of the most popular -- and polarizing -- stocks on the market. What makes Tesla stock unique is its position at the intersection of long-term investing and short-term trading. Despite the stock's stomach-churning volatility, plenty of investors remain gung ho about Tesla's future. Why is that? In my view, it all comes down to one ...

TSLA alert confirms early strength in TSLA By incorporating order flow analytics into their trading strategies, market participants can better interpret market conditions, identify trading opportunities, and potentially improve their trading performance. But let's not forget that while watching smart money flow can provide valuable insights, it is crucial to incorporate effective risk management strategies to protect capital and mitigate potential losses. Employing a consistent and effective risk management ...

Core Viewpoint - A class action securities lawsuit has been filed against Tesla, Inc. alleging securities fraud that affected investors between April 19, 2023, and June 22, 2025 [1][2]. Group 1: Allegations of Fraud - The lawsuit claims that Tesla overstated the effectiveness of its autonomous driving technology [2]. - It is alleged that there was a significant risk that Tesla's autonomous vehicles, including the Robotaxi, could operate dangerously or violate traffic laws [2]. - The lawsuit suggests that these issues increased the likelihood of heightened regulatory scrutiny on Tesla [2]. - Consequently, Tesla's business and financial prospects were claimed to be overstated, making public statements materially false and misleading [2]. Group 2: Legal Process and Participation - Investors who suffered losses during the specified timeframe have until October 3, 2025, to request to be appointed as lead plaintiff [2]. - Participation in the lawsuit does not require serving as a lead plaintiff to share in any potential recovery [2][3]. Group 3: Legal Representation - Levi & Korsinsky, LLP has a strong track record in securities litigation, having secured hundreds of millions of dollars for shareholders over the past 20 years [4]. - The firm has been recognized in ISS Securities Class Action Services' Top 50 Report for seven consecutive years as one of the leading securities litigation firms in the United States [4].