Tesla

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Crypto.com· 2025-08-06 03:01
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Tesla: Always The Pacesetter, Never The Winner
Seeking Alpha· 2025-08-05 20:30
Core Insights - Tesla, Inc. has played a crucial role in mainstreaming battery electric vehicles (BEVs) and has driven innovation in related technologies such as energy storage and AI-powered driver assistance [1] Group 1: Company Overview - Tesla is led by CEO Elon Musk, who has been instrumental in the company's growth and technological advancements [1] - The company has contributed to the acceleration of various auxiliary technologies associated with electric vehicles [1] Group 2: Investment Analysis - The analysis utilizes Cash Flow Returns On Investment based DCF valuation tools from ROCGA Research, which has over 20 years of experience in investment analysis [1] - ROCGA Research aims to identify undervalued and quality companies in the market [1]
Tesla sales sink in UK, Germany as Europeans warm to Chinese rival BYD
New York Post· 2025-08-05 16:56
Tesla sales plunged in Europe's two biggest car markets over the past year, while low-cost Chinese rival BYD continued to race ahead — marking what industry watchers are calling a fundamental shift in the electric vehicle landscape. Elon Musk's pioneering EV company registered just 1,110 new vehicles in Germany last month, a 55% year-over-year drop in its largest European market, according to data released Tuesday. In Britain, Tesla's No. 2 market in Europe, Tesla sales cratered by nearly 60% year over year ...
Tesla faces shareholder lawsuit after Robotaxi test raises safety concerns
Proactiveinvestors NA· 2025-08-05 16:07
Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has bureaus and studios in key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2][3] Group 2 - The company is focused on sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] - Proactive adopts technology to enhance workflows and improve content production [4] - All content published by Proactive is edited and authored by humans, ensuring adherence to best practices in content production and search engine optimization [5]
Shareholders sue Tesla and Elon Musk on heels of deadly self-driving verdict, alleging its robotaxi violates traffic laws
Business Insider· 2025-08-05 15:35
Tesla debuted a test of its robotaxis — fully autonomous cars available through a ride-hailing service — on June 22. There were some hiccups. According to videos posted by influencers and Tesla shareholder who participated in the test in Austin, some cars drove in the wrong lane, exceeded the speed limit, braked at inappropriate times, and had trouble parking without intervention. The National Highway Traffic Safety Administration said it was looking into the irregularities depicted in videos. A group of Te ...
Tesla stock price prediction after Musk is slapped with Robotaxi lawsuit
Finbold· 2025-08-05 15:16
Core Viewpoint - Tesla is facing a class-action lawsuit alleging securities fraud related to its Full Self-Driving (FSD) and Robotaxi technology, which could negatively impact its valuation and investor sentiment [1][2]. Group 1: Legal Issues - Shareholders have filed a lawsuit against CEO Elon Musk and Tesla, claiming misleading information about the safety and capabilities of FSD and Robotaxi technology [1]. - The lawsuit covers the period from April 2023 to June 2025 and follows a June test where Tesla's Robotaxis displayed erratic behavior [2]. Group 2: Stock Performance - Tesla's stock is currently trading at $308.06, down nearly 1% for the day and 18% year-to-date [2]. - The ongoing legal challenges are expected to weigh on TSLA's stock, which is attempting to recover amid a difficult year [2]. Group 3: Market Sentiment and Predictions - A significant portion of Tesla's valuation is linked to anticipated revenue from autonomous vehicle technologies, and legal setbacks could negatively affect market sentiment [5]. - In the short term, Tesla's stock is projected to trade between $275 and $295 due to negative sentiment and unresolved legal issues [6]. - In a downside scenario involving deeper scrutiny, Tesla's stock could decline further, potentially trading between $240 and $270 [7]. Group 4: Influencing Factors - Key factors likely to influence Tesla's stock include the progress of court proceedings, potential regulatory investigations, and updates from the upcoming earnings report regarding FSD safety and deployment timelines [9].
Tesla sales in Britain and Germany fall by more than 55% as China's BYD soars
CNBC· 2025-08-05 12:06
Summary of Key Points Core Perspective - Tesla's new car sales have significantly declined in both the U.K. and Germany, indicating a prolonged downturn in the European market for the company [1][2]. Sales Performance - In the U.K., Tesla's new car sales fell by nearly 60% in July, totaling 987 units compared to 2,462 units in the same month last year [1]. - In Germany, Tesla's sales dropped to 1,110 units in July, representing a 55.1% decrease from July 2024. For the period of January to July, sales in Germany plummeted by 57.8% to 10,000 units [2]. Competitive Landscape - In contrast to Tesla's decline, BYD, a Chinese electric vehicle manufacturer, experienced substantial growth in both the U.K. and Germany. BYD sold 3,184 units in the U.K. in July, more than quadrupling its sales from the previous year [3]. - In Germany, BYD achieved a year-on-year sales increase of nearly 390%, highlighting its competitive advantage in the European market [3].
Tesla Tech Is Worth 'A Lot More,' Jim Cramer Says: As For Accenture? 'What The Heck
Benzinga· 2025-08-05 11:43
On CNBC's "Mad Money Lightning Round," Jim Cramer recommended buying Tesla TSLA. "It's in transition from being a car company to being a technology company, and you want to be in there because the tech is worth a lot more than what it's selling for right now," he added. Tesla announced in a filing that the company approved an award of 96 million shares of restricted stock to Musk under the company's 2019 Equity Incentive Plan. The board approved the payment plan on Sunday. Ford, on July 30, reported second- ...
台积电-关于汽车半导体代工动态的思考;增持(评级)TSMC-Thoughts about auto semi foundry dynamics; OW
2025-08-05 03:20
Summary of TSMC Conference Call Company and Industry - **Company**: TSMC (Taiwan Semiconductor Manufacturing Company) - **Industry**: Semiconductors, specifically focusing on automotive semiconductors and AI technologies Key Points and Arguments Tesla Foundry Orders - TSMC's key customer, Tesla, has signed a **US$16.5 billion** chip contract with Samsung Electronics, which is expected to have limited impact on TSMC's earnings per share (EPS) assumptions for 2027 [2][4] - The new AI5 chip, set to launch in January 2026, will be manufactured using TSMC's **3nm process node** and is projected to deliver **4-5 times** higher performance than its predecessor, AI4 [2] - Future manufacturing of Dojo 3 ASIC chips may be challenging for Samsung due to the complexity of TSMC's system on wafer technology [2] China Smart/AI Car Development - TSMC is positioned to benefit from the growth of smart and AI cars in China, with Alchip being a key design service partner for Li Auto, designing a **5nm autonomous chip** [3][10] - The contribution of auto semiconductors to TSMC's revenue was **5%** in Q2 2025, with an estimated **2-3%** of total revenue linked to China’s smart/AI car market [12] Business Impact and Revenue Projections - The shift of some Tesla orders to Samsung is expected to result in a **1% loss** of TSMC's projected revenue for 2027, assuming a **US$2 billion** foundry opportunity per year [6] - TSMC will continue to produce cloud AI semi chips for Tesla and x.AI, which may contribute an additional **0.5%** to TSMC's 2027 revenue [6] Strategic Insights - TSMC does not aim to capture **100% market share** in leading-edge foundry services, as customers typically require a second source for better pricing and support [5] - TSMC's pricing flexibility is limited compared to its peers due to its technology leadership, and it is cautious about entering captive foundry relationships [5] Valuation and Market Outlook - TSMC is rated as **Overweight** with a target price of **NT$1,388**, representing a **20% upside** from the closing price of **NT$1,160** on July 31, 2025 [8] - The company is expected to maintain a strong EPS growth trajectory, with projected EPS of **NT$84.20** for 2027 [8] Risks and Considerations - Potential risks include increased competition leading to pricing pressures, slower-than-expected demand for AI semiconductors, and challenges in maintaining high gross margins [17][21] - Upside risks involve stronger-than-expected demand for AI chips and successful project wins in the hyperscaler market [18] Other Important Content - TSMC remains a top pick in the semiconductor sector, with a favorable industry outlook driven by advancements in AI and automotive technologies [12] - The conference call highlighted the importance of strategic partnerships and technological advancements in maintaining TSMC's competitive edge in the semiconductor market [10][12]
Tesla: Robotaxi Questions Mount
Seeking Alpha· 2025-08-05 00:00
The information contained herein is for informational purposes only. Nothing in this article should be taken as a solicitation to purchase or sell securities. Before buying or selling any stock, you should do your own research and reach your own conclusion or consult a financial advisor. Investing includes risks, including loss of principal. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for ...