Technology & Innovation - Tesla's new Redwood City Supercharger achieves 500kW power output, setting a new EV charging record [1] - The 500kW power is equivalent to roughly 670 horsepower [1] - Next-gen V4 chargers utilize liquid-cooled cables to manage high current and prevent overheating [1] - Potential for 1-megawatt charging is anticipated due to advancements in power grids and solid-state batteries [2] Charging Performance - The Supercharger can provide a Cybertruck with 200 miles (321.87 kilometers) of range in just 15 minutes [1] - Highway pit stops can achieve 10-80% charge in under 20 minutes [1]

Big Tech Earnings & AI - Microsoft's earnings were not massively disappointing, and the OpenAI news is positive for the company in the long term [2] - The market is waiting for Amazon's earnings report [3] - Alphabet's search business is strong, with growth in Gemini [3] - AI is a significant theme for all companies, influencing capex decisions [4] Market Inflection & Strategy - The market is in a phase of digestion, pausing to assess recent Fed announcements and earnings reports, while awaiting further earnings and ECB updates [4] Commodity Focus: Uranium & Gold - Uranium miners are a recommended theme due to exploding global power demand driven by AI, EV, and electrification [5][6] - The uranium market is undersupplied, with rising demand from data centers and new reactors, making it a durable commodity story [6] - Gold is currently in a consolidation phase, with clients happy to hold it, and potential for institutional investment [7][8]

Hard to parse because you're seeing GM and Ford have these strong earnings reports, huge moves in the stock. President Trump is is taking victory laps over this on true social. And yet this morning our colleague David Welch in in Detroit had the scoop that GM is laying off hundreds of workers.So you have this this situation where as you say, the amount of of sales these companies are pulling off with full size SUVs. You know, the Ford Expeditions, the Chevy Tahoe, those sorts of vehicles are really hot in s ...

Tesla’s safety regulators in Europe are joining an expanding global effort to more closely scrutinize the door handle design popularized by the world’s top EV maker https://t.co/8tjCfnSpo9 ...

Read about who benefits from Trump's hydrogen cuts, plus Germany's latest multi-billion EV package on today's Green Daily. Subscribe here: https://t.co/72M5MQBnVU ...

Look. the math makes senseThe cards get 1% of allo.It's trading between 13-20b premarket.5000 cards.EV is $26-40kI fleeced someone ...

RT Tesla Owners Of San Joaquin Valley (@SjvTesla)⚰️Scary month... For some they might be dead already👻 and unaware 😳... NFA #evsforall https://t.co/Y5AyIhzus9 ...

Tesla stock, the biggest gainer among members of the Magnificent Seven in the third quarter, has lost ground in recent days despite a better-than-expected deliveries report from the EV maker. Monitor these crucial chart levels. https://t.co/VnPdep8osb ...

Electric Vehicle (EV) Market Trends - The U S is becoming more accessible for EV chargers [1] - The market for electric vehicles is slowing down [1]

And now let's bring in our next guest. He's former Ford CEO Mark Fields. He's going to discuss what this morning's data means for the industry.Uh Mark, I'd sort of actually like to get you started there on a point that Phil said doesn't get much attention. And I'm wondering if you can add your perspective about the energy deployed, 12.5% gawatt. Uh that's the highest on record for Tesla. What does that mean for the industry and what's your view on that.Well, obviously it's a a a growing part of Tesla's busi ...