It's time now for our 360 round. We're discussing the EV market today. Joining us now, Joseph Voluone, the CEO of Charscape.Joseph, thanks for taking the time to be with us. You know, I'd love to start before we talk more broadly about the sector to just get some of your thoughts on this article we're seeing from the Wall Street Journal about Tesla reportedly encouraging its suppliers to not use any uh China based parts or China created parts for any of its US cars. Well, I think it's part of a broader tren ...

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Core Insights - The new price target for Tesla set by Stifel is primarily based on the company's advancements in Full Self-Driving and robotaxi technologies [1] Group 1 - Stifel's price target reflects confidence in Tesla's technological innovations [1]

A California state judge has ruled that 6,000 Black workers at Tesla's flagship assembly plant cannot sue over alleged racial harassment as a class, reversing an earlier ruling in a major victory for ... ...

Tesla stock traded higher on Monday after several analysts reiterated bullish views on the electric vehicle maker, citing optimism over its Full Self-Driving (FSD) technology and progress on the compa... ...

Core Insights - Tesla CEO Elon Musk engaged in a discussion with investor Ron Baron, covering various topics related to Tesla's future and market strategies [1] Group 1: Company Strategy - Musk emphasized Tesla's commitment to innovation and expanding its product lineup, including advancements in battery technology and autonomous driving [1] - The conversation highlighted Tesla's plans to increase production capacity and meet growing demand, with a focus on scaling operations globally [1] Group 2: Market Outlook - Musk shared insights on the competitive landscape, noting that Tesla aims to maintain its leadership position in the electric vehicle market despite increasing competition [1] - The discussion included projections for Tesla's market share and revenue growth, indicating optimism about future performance [1]

I take a neutral stance on Tesla, Inc. ( TSLA ) and stick with a Hold. The company stands at an interesting turning point. It is making real progress running its business, keeps a strongWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I don’t chase narratives. I follow t ...

Elon Musk, the founder of xAI, has revealed the latest model of his AI venture, xAI’s Grok 5, with a staggering 6 trillion parameter model and a higher intelligence density in 2026.Grok 5 Trained On Multimodal Data On Friday, Musk, in conversation with billionaire investor Ron Baron, discussed the new features of Grok 5 at Baron Capital’s annual investment conference.According to Musk, this will be the largest model as compared to Grok 3 and Grok 4, which are based on a 3 trillion parameter model.He also st ...

Core Insights - The stock market's current highs are significantly driven by the AI hardware boom, with companies like Nvidia and Broadcom experiencing substantial growth due to the demand for generative AI support [1] - Nvidia's stock has surged approximately 1,600% since its 2022 low, raising questions about whether investors have missed the opportunity in AI hardware stocks [2] - Nvidia's market capitalization is currently at $4.6 trillion, down from a peak of over $5 trillion, indicating the challenges of further growth given its size [3] Company Performance - Nvidia is not the only major player in the AI hardware sector; Broadcom has a market cap of $1.6 trillion, and Taiwan Semiconductor has reached $1.5 trillion, making significant future gains unlikely in the near term [4] - Other companies in the AI technology space, such as Tesla, are facing high earnings multiples, with Tesla's P/E ratio exceeding 270, while IonQ lacks profitability and has a P/S ratio around 150 [5] Market Growth Potential - The AI market is projected to grow at a compound annual growth rate (CAGR) of 32% through 2033, with the AI chip market expected to grow at a 29% CAGR and the cloud computing market at 23% CAGR, providing a positive outlook for AI hardware stocks [6] - Not all AI hardware stocks are at peak valuations; for instance, ASML has a market cap of just under $400 billion and a P/E ratio of 38, which is above the S&P 500 average but significantly lower than Tesla's [7] Investment Opportunities - Despite some AI stocks trading at elevated valuations, there may still be opportunities in individual AI hardware stocks that could outperform Nvidia [8]

Elon Musk is 55 years old. He is already the world’s richest man, with an estimated current net worth of about $480 billion. Contingent on meeting certain performance criteria at Tesla Inc, he could well become the world’s first trillionaire. Depending on your point of view, Musk is enigmatic, mercurial, brash, unfiltered, hyperactive, intensely competitive and vile—or visionary, charismatic, innovative, strategic and boldly disruptive. As the name Tesla implies, the company co-founded by Musk was a pioneer ...