Tesla's stock steadied on Wednesday after a volatile prior session, as investors digested a growing list of competitors positioning themselves for opportunities in artificial intelligence, autonomous ... ...

We talk about export controls every day in Washington. You're on the other end of this, of course, looking at Nvidia's balance sheet and forecasts, trying to figure out how to factor this in. How significant is this to crack back into the Chinese market.Look, there's one ship in the world fueling the air revolution and that's in Libya. And you really need to give them access to the China market. I think that's the understanding that that's been well understood now in the Beltway.It's important because the r ...

Tesla shares are near a record as the company confirming robo taxi tests without a driver are underway in Austin. Tech analyst Dan Ives saying Tesla's ambitions and the autonomous business could drive it to a $3 trillion valuation by the end of 2026. But we talked to Garrett Nelson, CFRA research analyst.He's not quite as confident. >> Looking at consensus numbers for 26 and 27, we think they're too high still. and we haven't seen the worst of the drop off in their EV sales.Um, in in a couple weeks when the ...

There's also a chance he says that it could hit a three trillion market cap by the end of that year. For more, let's bring him in. He's here on set with me, Dan Ives as Wed Bush, global head of technology research.Welcome. >> Great to be here. >> You could have picked an easier one.You know, maybe Nvidia, like why Tesla to you. Is it still so clear for all the ups and downs for the auto industry, for all of its ambitions, everything they want to do is always delayed. Granted, the market cap, you know, is st ...

Market Overview & Investment Thesis - Tech industry is in a bull market expected to continue for another two years, presenting golden buying opportunities [2] - Current nervousness is shortsighted, with street underestimating numbers by 20-30% over the next 12-18 months [2] - US is ahead of China in tech for the first time in 30 years, indicating a fourth industrial revolution [8] - Focus on long-term potential rather than short-term valuations to avoid missing transformational tech stocks [15] AI & Capex - Demand for chips is significantly outstripping supply, with demand increased approximately 30% since June [2] - Hyperscalers are in a capex super cycle, building a new economy on the consumer and enterprise front [2] - For every $1 spent on Nvidia chips, there's an 8 to 10 times multiplier across the rest of tech [10] - For every $1 invested in capex, companies are expected to make $8 to $10 in return over the coming years [2] Company Specific Analysis - Meta and Oracle are table pounders, with sell-offs representing golden buying opportunities [3] - Oracle is only 2% penetrated within its install base when it comes to AI, indicating massive renaissance potential [4] - Expects US enterprise AI adoption to increase from 3% to 20% over the next 18-24 months [5] - Tesla could reach a $2 trillion to $3 trillion market cap due to its dominance in autonomous technology [7]

Core Insights - Joby Aviation successfully completed the first test flight of its hybrid defense aircraft in collaboration with L3Harris, demonstrating its capability to quickly transition from concept to demonstration to meet military needs [1][2][3] Group 1: Collaboration and Investment - Joby and L3Harris announced their collaboration on a military craft with autonomous or piloted capabilities in August [2] - The U.S. government is heavily investing in autonomous and defense technology, with plans for a $175 billion missile defense system under the Trump Administration [2] Group 2: Market Dynamics and Technology - The defense landscape is evolving, as seen in conflicts like the Russia-Ukraine war, where commercial technologies are being rapidly deployed [3] - Joby is known for its electric vertical takeoff and landing aircraft (eVTOLs) and is working towards FAA certification for commercial flights, with its stock price doubling this year [3] Group 3: International Expansion - Joby is focusing on Saudi Arabia as a testing ground for its technology and has signed an agreement to introduce air taxis in the region, also collaborating with the UAE [4] Group 4: Competitive Landscape - Archer Aviation, named the official air taxi provider for the 2028 Los Angeles Olympics, has seen an 86% stock surge, while Amazon-backed Beta Technologies recently debuted on the NYSE [5] - Joby believes there is significant potential for a hybrid version of its aircraft in the commercial sector, aiming to compete with single-aisle regional transport [6] Group 5: Future Plans - Joby plans to allow government agencies to start testing the hybrid aircraft next year [6]

They step back. Okay. Just for anyone who might be confused.There's no check written out right now for $1,000,000,000,000. There's a major bar to clear. Just walk us through the targets that the board is now set for to see how Elon Musk was teased about 2018.I mean, those targets, everyone's like, there's no way Tesla would hit them and they exceeded them. So, look, I think it just comes back to when it looks at robotics and you look at autonomous. I mean, this is the most important chapter, I think, in the ...

Core Viewpoint - The discussion centers around Tesla's ambitious market cap targets and the critical role of Elon Musk in achieving these goals, particularly in the context of autonomous vehicles and robotics. Group 1: Market Cap Targets - Tesla's current market cap is $1.5 trillion, with aspirations to reach $8.5 trillion over the next decade, contingent on significant transformations within the company [4] - The targets set for Tesla are seen as optimistic but achievable if the company executes effectively [3][4] Group 2: Autonomous Vehicle Market - Tesla is projected to capture 80% of the global market for autonomous vehicles, with potential production scaling from 2 million to 7 million vehicles annually [5] - The focus on robotaxi services and autonomous technology is viewed as a pivotal aspect of Tesla's future growth [5][15] Group 3: Leadership and Control - Elon Musk's leadership is deemed essential for Tesla's success, with a need for him to maintain a significant ownership stake to ensure control over the company's direction [6][9] - Concerns exist regarding Musk's potential distractions from his role, particularly in relation to political engagements [12] Group 4: Current Market Challenges - Tesla faces challenges in the European market, with a noted decline in vehicle sales, selling only 750 vehicles in Germany for October, which is less than half of last year's figures [9][10] - Despite these challenges, there is a belief in stabilization and potential recovery in global demand for Tesla's vehicles [10] Group 5: Future Outlook - The narrative suggests that Tesla is in a critical phase of development, with expectations for significant advancements in autonomous vehicle production and regulatory clarity in the coming months [15][16] - The overall sentiment is that Tesla remains undervalued in the market relative to its growth potential in the autonomous and robotics sectors [16]

Tesla is holding its annual meeting today. A key focus, of course, will be the results of that shareholder vote on Elon Musk's trillion dollar, potentially trillion dollar pay package. Philo, of course, watching this closely, as are all shareholders here, Phil, given Musk has said if he doesn't get this comp plan, you know, he may be out the door. >> Yeah. And I don't think most people believe that's going to happen, David. And I and look, when you talk with most people, they believe ultimately this is goin ...

Core Points - Tesla is holding its annual meeting with a focus on the shareholder vote regarding Elon Musk's potentially trillion-dollar pay package, which is contingent on achieving specific performance metrics [1] - The pay package is structured in tranches, requiring Musk to meet targets such as an $8.5 trillion market cap, delivering 20 million Teslas, deploying a million robo-taxis, and a million humanoid robots over the next 10 years [1] - Musk has expressed a desire for greater influence over the development of humanoid robots, indicating he would not feel comfortable proceeding without having a say in their future [1] - Support for the pay package comes from Musk, Arc Invest, and Ron Baron, while opposition includes several pension funds and advisory firms like ISS and Glass Lewis, citing the package as excessive [1] - Other votes at the meeting include establishing political neutrality for Tesla and a potential investment in X AI, which Musk views as crucial for the company's future growth [1][2] - X AI was last valued at around $200 billion, highlighting its significance in Tesla's strategic direction towards AI, robotics, and autonomy rather than just electric vehicles [2][3]