Tesla (TSLA) jumped as much as 10% on Monday following the long-anticipated launch of its driverless robotaxi service in Austin, TX — a pivotal move in the electric carmaker’s push toward full autonomy. Investors can capitalize on the growth with ETFs having a substantial allocation to this luxury carmaker. These include Simplify Volt TSLA Revolution ETF (TESL) , Consumer Discretionary Select Sector SPDR Fund (XLY) , Vanguard Consumer Discretionary ETF (VCR) , The Nightview Fund (NITE) and Fidelity MSCI Con ...

Group 1: Alphabet - Alphabet is considered one of the "Magnificent Seven" stocks, trading at around 20 times earnings, which is a discount compared to peers and the overall market [2] - The company has a low dividend yield of 0.5% with a payout ratio of 8.9%, indicating significant room for future dividend growth [3] - Alphabet is focusing on share repurchases and investing in AI growth rather than increasing dividends [3] - The company is innovating in AI, introducing features like "AI Overviews" and "AI Mode" in Google Search, which are expected to monetize similarly to traditional search [4] - Alphabet's Gemini 2.5 LLM has gained traction, quickly rising in developer rankings and leading in various applications [5] - The company has three other significant businesses: YouTube, Google Cloud, and Waymo, with YouTube growing by double digits and Google Cloud achieving a $50 billion annual revenue run-rate with 28% growth last quarter [7] - Waymo is a leader in the autonomous taxi industry, conducting over 250,000 autonomous rides weekly across four cities [8] Group 2: Applied Materials - Applied Materials is a leading semiconductor equipment supplier, currently 33% below its July 2024 highs, but recognized for its high-quality business [9] - The company specializes in etch and deposition equipment essential for AI-related semiconductor production, with a services business contributing 22% of revenue [9][10] - Applied Materials pays a 1.1% dividend with a low payout ratio of 19.5%, allowing for potential future dividend growth, including a recent 15% increase [10][11] Group 3: Target - Target is trading at just 11 times earnings with a substantial 4.6% dividend, but is down 64% from its all-time highs [13] - The company is experiencing revenue declines but remains profitable, with competitive store locations despite not being known for ultra-low prices [14] - Target's focus on discretionary items has been impacted by inflation, but signs of recovery are emerging as inflation appears to be easing [15] - The digital business grew in the mid-single digits last quarter, with a notable 36% growth in same-day delivery [16] - Target has a long history and has successfully navigated crises, suggesting potential for recovery and stability in the future [17]