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Tesla's Robotaxi Delays: Who Benefits Most from Waymo's Lead?
247Wallst· 2026-01-26 14:32
Elon Musk admitted something Tesla bulls didn't want to hear: the Cybercab and Optimus rollout will be "agonizingly slow.†While Tesla stumbles on promises made years ago, Waymo (NASDAQ:GOOGL) is already operating robotaxis in San Francisco, Phoenix, Los Angeles, and Austin. Tesla's delay isn't just a missed deadline. It's a market share transfer to competitors who moved faster. The Companies Fighting for Autonomous Dominance Four companies stand to gain from Tesla's admission that full autonomy remains dist ...
Is Tesla Stock a Good Bet? How to Use Magnificent 7 Earnings Volatility to Your Advantage.
Barrons· 2026-01-26 12:28
In this articleAAPLMSFTMETATSLASPXA Tesla Cyber truck caught in snow that fell across the U.S. over the weekend. Coming into Monday trading, the EV maker's stock was flat year to date and up 10% over the past 12 months. (Getty Images)More than 100 U.S. companies worth a combined $20 trillion report earnings this week, including four Magnificent Seven names: Apple, Microsoft, Meta Platforms, and Tesla. ...
Musk's self-driving ambitions key for Tesla results
Reuters· 2026-01-26 11:22
Core Viewpoint - Tesla investors are anticipating evidence of progress in Elon Musk's self-driving initiative as the company prepares for its earnings report, despite facing increasing operational challenges [1] Group 1: Company Performance - The upcoming earnings report is expected to reveal the financial health of Tesla amidst growing strains on its operations [1] - Investors are particularly focused on the developments related to Tesla's self-driving technology, which has been a significant point of interest for the company [1] Group 2: Market Expectations - There is a heightened expectation among investors for tangible results from Tesla's long-promised self-driving capabilities, which could influence the company's stock performance [1] - The market is closely monitoring how Tesla's operational challenges may impact its overall growth and profitability in the near term [1]
Tariffs, Rate Decisions, and Inflation: Your Week Ahead Brief
Investing· 2026-01-26 09:11
Market Analysis by covering: US Dollar Japanese Yen, US Dollar Index Futures. Read 's Market Analysis on Investing.com ...
India To Slash Tariffs On EU Car Imports To 40%: How This Move Could Affect Elon Musk's Tesla, Stellantis - Tesla (NASDAQ:TSLA)
Benzinga· 2026-01-26 08:05
The Indian government has reportedly reached an agreement with the EU to lower tariffs on cars imported into India from the bloc from 110% to 40%.Tariffs Could Go LowerThe two governments are expected to announce the deal this week, with the tariffs on imported cars further going down to 10% over time, Reuters reported on Sunday.The agreement would see an immediate reduction in tariffs by the Indian government on cars with an import price of around 15,000 Euros (approximately $17,700), anonymous sources cit ...
Week Ahead: Fed, Shutdown Risk, and Earnings Set Up a High-Stakes Week
Investing· 2026-01-26 07:59
Market Analysis by covering: . Read 's Market Analysis on Investing.com ...
The Zacks Analyst Blog Tesla, Cummins, BorgWarner and Rivian
ZACKS· 2026-01-26 07:36
Core Viewpoint - Tesla is set to report its Q4 2025 earnings on January 28, with expectations of growth in its Energy Generation and Storage business despite a decline in vehicle deliveries [2]. Group 1: Tesla's Performance - Tesla's Q3 production totaled 447,450 units, a 5% year-over-year decline, while Q4 deliveries reached a record 497,099 cars, up 7.4% from the previous year [3]. - Total automotive revenues for Tesla were $21.2 billion, reflecting a 6% year-over-year increase, surpassing estimates of $18.86 billion [4]. - Energy Generation and Storage revenues were $3.4 billion in Q3 2025, a 44% increase year-over-year, exceeding estimates of $2.9 billion [5]. Group 2: Energy Generation and Storage Business - The Energy Generation and Storage segment is experiencing robust growth, driven by strong demand for products like Megapack and Powerwall [6]. - In Q4, Tesla deployed 14.2 GWh of energy storage products, setting a new record, with expected revenues of $3.4 billion, indicating an 11% year-over-year increase [7]. - The segment boasts a gross margin estimate of 31.1%, an improvement of 5.9 percentage points from the previous year, highlighting its profitability [8]. Group 3: Earnings Projections - The Zacks Consensus Estimate for Tesla's upcoming quarter is $25.11 billion in sales and earnings of 44 cents per share, with a slight decrease in the earnings estimate over the past month [9]. - Tesla's current Earnings ESP is +3.15%, but the model does not predict a definitive earnings beat due to a lack of favorable conditions [10]. Group 4: Competitor Insights - Cummins Inc. is expected to report Q4 results on February 5, with an Earnings ESP of +4.82% and a Zacks Rank of 3 [11]. - BorgWarner is scheduled to report on February 11, with an Earnings ESP of +4.47% and a Zacks Rank of 3 [12]. - Rivian Automotive, set to report on February 12, has an Earnings ESP of +12.02% and a Zacks Rank of 3 [13].
Dollar drops on Yen intervention risk, gold rises
BusinessLine· 2026-01-26 07:29
The dollar fell against most of its major peers as potential US involvement in foreign-exchange intervention in Japan hurt sentiment toward the world’s reserve currency. Gold rose above $5,000 for the first time on haven demand.The Bloomberg Dollar Spot Index slid as much as 0.5% to the lowest level since September after a rate check Friday by the Federal Reserve Bank of New York spurred speculation the US may assist Japan in efforts to weaken the greenback versus the yen. Japan’s currency jumped as much a ...
Elon Musk Says Space-Based Industries Will Exceed Entire Earth's Value Because Of This Reason — Jim Chanos Says 'There It Is' - Tesla (NASDAQ:TSLA)
Benzinga· 2026-01-26 05:34
Core Viewpoint - Elon Musk predicts that space-based industries will surpass the value of all terrestrial industries combined, emphasizing the vast potential of harnessing solar energy from space [2]. Group 1: Space Industry Valuation - Musk stated that SpaceX is more valuable than all six major US defense companies combined, highlighting the growing significance of the space sector [2]. - He believes that space-based industries could reach a total valuation of $100 trillion, with plans for lunar factories and orbital data centers for AI [3]. Group 2: Energy Potential - Musk argues that even if humanity could harness 100,000 times more solar energy than what is available on Earth, it would still represent less than a millionth of the Sun's total energy output, indicating the immense energy potential in space [2]. Group 3: Criticism and Market Sentiment - James Chanos, a notable short-seller, criticized Musk's comments, suggesting that the total addressable market (TAM) for space companies is theoretically infinite, which he views with skepticism [4].
中国汽车行业 “走出去”:对欧洲供应商意味着什么China Going Global_ What It Implies for European Suppliers
2026-01-26 02:50
January 22, 2026 12:01 AM GMT Autos & Shared Mobility | Europe China Going Global: What It Implies for European Suppliers Competitive pressure from Chinese suppliers is increasingly shifting to onshore in Europe, with China emerging as the marginal price setter across several component categories. EU local content rules may offer short-term relief but do not alter the long-term trajectory for supplier pricing power. China competition is moving onshore. Recent EU discussions around replacing tariffs with min ...