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Tesla Stock Targets 4-Day Winning Run. The Solar Business Is In Focus.
Barrons· 2026-02-11 21:15
Tesla Stock Targets 4-Day Winning Run. Why Musk's SpaceX Is Stealing Focus. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# Tesla Stock Targets 4-Day Winning Run. The Solar Business Is In Focus.By [Al Root]ShareResize---ReprintsIn this arti ...
Ford CEO says 'customer has spoken’ after EV shift drives major quarterly loss
Yahoo Finance· 2026-02-11 19:10
Ford on Tuesday posted its largest quarterly loss since 2008 amid losses in the automaker's electric vehicle (EV) division, as well as the impact of tariffs and a fire that impacted an aluminum supplier. The Detroit automaker reported a fourth quarter net loss of $11.1 billion after previously disclosing large writedowns to its EV programs, which the company is realigning in response to lower-than-expected consumer demand and changing federal subsidies. "I think the customer has spoken," Ford CEO Jim Far ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2026-02-10 21:29
TESLA SEMI: THE TRUCK THAT WILL REWRITE THE RULES OF LONG-HAUL FREIGHT @tesla_semiThe Tesla Semi is not an incremental improvement over diesel Class 8 trucks — it is a complete rearchitecture of what heavy-duty trucking can be.With deliveries ramping up and real-world fleets (PepsiCo, Walmart, UPS pilots) already logging serious miles, the numbers and physics show why it will become the dominant choice for long-haul freight in the 2030s.Straight-to-the-facts game-changers:• Operating cost collapseReal-world ...
X @Bloomberg
Bloomberg· 2026-02-10 19:06
Stellantis NV is looking to exit its US battery joint venture with South Korea’s Samsung SDI Co. as the automaker unwinds electric-vehicle bets and tries to preserve cash after announcing more than €22 billion ($26 billion) in writedowns last week. https://t.co/WhRF5iKwSB ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2026-02-10 17:39
Tesla Semi Long Range (500 mi) now $290K, up 60% from the 2017 $180K.Inflation-adjusted, that original $180K would be ~$238K today (cumulative ~32% CPI rise 2017-2026).Still beats avg electric Class 8 trucks (~$435K) by $145K savings.Killer specs: 1.7 kWh/mi, 1.2 MW charging, triple 800 kW motors.Volume production 2026. CA vouchers + Uber deals = ~4 year payback vs diesel.Freight is going electric. 🚛⚡ $TSLA ...
X @Bloomberg
Bloomberg· 2026-02-10 17:04
A slower-than-expected rollout of electric vehicles will help keep platinum in a supply shortfall, according to the CEO of miner Valterra https://t.co/a9gJG8x4J0 ...
Canadian International Trade Minister on Free Trade Agreements
Bloomberg Television· 2026-02-10 15:19
As Canada pivots trade away from the US and towards Asia, just walk us through what that strategy actually looks like in practice. Absolutely. Look, I'm happy to be here in your studios in Singapore, of course, for the Canada and Asia Conference.And it really speaks to our focus and our goal of doubling non-U.S. exports to the tune of $300 billion. And what does that mean. It means more opportunities for Canada here in the Indo-Pacific, in Asia.But of course, it means more opportunities in Europe for Canadi ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2026-02-09 19:22
TESLA SEMI: THE FUTURE OF TRUCKING IS ELECTRIC, EFFICIENT & AUTONOMOUSThe Tesla Semi isn’t just another truck—it’s a complete redefinition of long-haul trucking. With production ramping up and deliveries accelerating, it’s already proving why electric Class 8 semis will dominate the industry.Why the Tesla Semi is critically important:•Unmatched efficiency & cost savings~1.7 kWh/mile energy consumption (real-world data from PepsiCo & early fleets) — far lower than diesel equivalents. Operating costs drop dra ...
3 Chemical Specialty Stocks to Watch Amid Demand Headwinds
ZACKS· 2026-02-09 15:17
Industry Overview - The Zacks Chemicals Specialty industry is experiencing demand weakness primarily due to sluggishness in Europe, a slow economic recovery in China, and disruptions from tariffs [1] - The industry includes manufacturers of specialty chemical products used in various end-use markets such as textiles, automotive, electronics, and agriculture [3] Current Challenges - Companies in the chemical specialty space are facing headwinds from demand softness in building and construction and industrial end markets, particularly in Europe and China, due to economic slowdowns [4] - Elevated borrowing costs and inflation are negatively impacting the residential construction industry, while manufacturing activities have weakened amid softer demand for goods [4] - Specialty chemical makers are dealing with raw material and energy cost inflation, supply-chain disruptions, and elevated logistics and labor costs, which are pressuring margins [5] Strategic Responses - Industry players are implementing strategic measures such as cost-cutting, productivity improvements, and expansion into high-growth markets to navigate the challenging environment [6] - Companies are focusing on operational efficiency and strengthening their balance sheets to boost cash flows amid ongoing headwinds [6] Market Performance - The Zacks Chemicals Specialty industry has underperformed the S&P 500 and the broader Zacks Basic Materials sector over the past year, gaining only 0.4% compared to the S&P 500's 16.7% and the sector's 38% increase [9] - The industry currently trades at a trailing 12-month EV/EBITDA ratio of 12.75X, below the S&P 500's 18.97X and the sector's 16.71X [12] Company Highlights - **Sociedad Quimica y Minera de Chile S.A. (SQM)**: This company is benefiting from being a low-cost producer of potassium chloride and lithium, with strong demand driven by electric vehicle sales. SQM has an expected earnings growth of 180.6% for 2026, with a Zacks Rank of 1 (Strong Buy) [15][16] - **Element Solutions Inc (ESI)**: ESI is positioned for growth in the electronics sector, with strong organic growth offsetting weakness in industrial markets. The company has an expected earnings growth of 15.6% for 2026 and carries a Zacks Rank of 3 (Hold) [20][21] - **Flexible Solutions International Inc (FSI)**: FSI specializes in biodegradable products and has an expected earnings growth rate of 212.5% for 2026, maintaining a Zacks Rank of 3 [23][25]
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2026-02-09 14:33
https://t.co/SCGj9jGrhP ...