Tesla, Inc. (NASDAQ:TSLA) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. Cramer noted that the company delivered a “surprisingly strong set of numbers,” as he remarked: Tesla reported too. As I told you on Monday, this is the Magnificent Seven stock where the numbers barely matter, especially this time, because we already had Tesla’s production and delivery results, both of which we know fell short of expectations. So when Tesla reported tonight and delivered ...

By Chris Kirkham and Ross Kerber Jan 30 (Reuters) - Elon Musk fans and the man himself have long mused about Musk Inc, a merger of companies owned by the world's richest man. But with SpaceX expected to go public later this year, and Tesla facing a challenging transition from human-driven EVs to robotaxis and robots, even ​some proponents of a sprawling Musk conglomerate want to start smaller. Reuters reported on Thursday that SpaceX is close to a deal to buy xAI, a move that would pave the ‌way for Mu ...

Tesla, Inc. (NASDAQ:TSLA) is one of the stocks Jim Cramer put under the microscope. Cramer said that investors need more details on how the company’s autonomous taxis and robots are doing when it reports. The Mad Money host remarked: Tesla’s the last Mag Seven company reporting on Wednesday, and it’ll be the one I’m actually paying least attention to because this is the only Mag Seven stock that we don’t own for the Charitable Trust. At the same time, Tesla doesn’t really trade on the numbers at all. If i ...

Core Viewpoint - Rheinmetall's share price has significantly increased, reflecting a broader trend in European defense stocks driven by geopolitical tensions and increased defense spending across Europe [1][2]. Group 1: Stock Performance - Rheinmetall's share price reached €1,960, its highest since October, and is close to its all-time high of €2,010, marking a nearly 40% increase from its lowest point in December [1]. - Other European defense stocks, such as BAE Systems and Babcock International, have also seen substantial gains, with BAE Systems rising by 35% from its December low [2]. Group 2: Geopolitical Context - Rising tensions between the European Union and the United States have contributed to the surge in defense stocks, as European countries reassess their security strategies [2][3]. - Donald Trump's statements regarding military force and tariffs have prompted European nations to increase their defense budgets, reflecting a shift in reliance on U.S. support [3]. Group 3: Defense Spending - Germany has increased its defense budget to €108.2 billion, the largest on record, with significant allocations to the Bundeswehr and a special fund [4]. - Other European countries, including France, Italy, and Spain, are also increasing their defense spending, which is expected to benefit companies like Rheinmetall [5]. Group 4: Financial Performance - Rheinmetall's backlog has surged to €80 billion, up from €54 billion in 2024 and €38 billion in 2023, indicating strong demand for its products [6]. - The company's revenue is projected to grow from €7.17 billion in 2023 to between €11.3 billion and €12.2 billion in 2025, with an operating margin expected to reach 15.5% [6]. Group 5: Valuation Concerns - Despite strong growth prospects, there are concerns about the company's valuation, with a forward P/E ratio exceeding 40 and a PEG ratio of 1.18, suggesting the stock may be priced for perfection [7]. Group 6: Technical Analysis - Rheinmetall's stock has rebounded from a low of €411 in December to €1,958, surpassing key moving averages and approaching resistance at €2,010 [10][11]. - A breakout above €2,010 could lead to further gains, potentially reaching €2,125, according to technical analysis [11].

Core Insights - The transition of autonomous vehicles from pilot programs to commercial deployment marks a significant shift in the industry, indicating that the technology is moving closer to mainstream adoption [1] Group 1 - Autonomous vehicles have faced years of delays but are now beginning to enter the commercial market [1] - The shift from pilot programs to commercial reality suggests increased confidence in the technology and its viability [1] - This transition may lead to new business models and opportunities within the automotive and technology sectors [1]

Group 1 - Tesla, Inc. is recognized as one of the "Magnificent Seven" stocks, with CEO Elon Musk praised for his business acumen and showmanship [1] - The company's electric vehicle business has faced challenges, with earnings down approximately 60% from their peak in 2022, and the core business described as "awful" [1] - Despite the struggles in the electric vehicle sector, investors remain focused on future opportunities in robotaxis and humanoid robots, which are currently being tested in Austin, Texas [1] Group 2 - Tesla designs and sells electric vehicles and develops solar energy and storage systems for various customer segments, including residential, commercial, and industrial [2] - The company is also engaged in the development of autonomous vehicles and robots, indicating a diversification of its business model [2]

Core Insights - Mobileye has announced the acquisition of Mentee Robotics, which is a significant development in its growth strategy [2] - The company is collaborating with Volkswagen's MOIA Group to advance autonomous vehicle technology in the U.S. and Europe [2] Company Developments - The acquisition of Mentee Robotics is expected to enhance Mobileye's capabilities in the robotics sector [2] - Mobileye continues to focus on partnerships with major automotive players, exemplified by its work with Volkswagen [2] Industry Context - The automotive industry is increasingly moving towards autonomous vehicle technology, with collaborations between tech companies and traditional automakers becoming more common [2]

Autonomous vehicles (AV) are poised for explosive growth in 2026, with advancements in artificial intelligence (AI) reasoning models and sensor technology enhancing safety and reliability. ...

Core Insights - Drones are increasingly viewed as essential for productivity and safety in mining, particularly as operations expand into deeper and more remote areas [1] - The integration of advanced communication and management systems is crucial for optimizing mining operations and enhancing productivity [2][4] - The adoption of 5G IoT networks has significantly improved mine communication systems, allowing for better connectivity and management of mining operations from remote locations [3] Technology Adoption - Australasian miners are leading globally in the adoption of productivity and safety technologies, with 38.5% fully implementing mine communication systems, 33.3% mine management software, and 30.8% drones [5] - The Global Mine-Site Technology Adoption Survey indicates a strong trend towards embracing technologies that enhance productivity, safety, and cost-efficiency, especially in remote areas [6] - The Australian mining industry invested $30 billion in technology development and research from 2005 to 2022, focusing on various technologies including communication systems and autonomous vehicles [7] Drones and Safety Technologies - Drones are capable of conducting site surveys more cost-effectively than humans and can enhance safety by detecting gas and managing ventilation systems [8] - While investment in critical safety technologies like collision avoidance and fatigue detection is moderate, Australasian miners still lead globally in these areas [9] - Australia has been an early adopter of fatigue detection technology, with over 60 updated mining safety standards for 2025 reflecting a commitment to safety [11] Autonomous Vehicles and Future Investments - Despite limited current investment in autonomous vehicles, industry experts view them as essential for productivity, particularly for deeper extractions [12] - Australia has over 1,000 autonomous or autonomous-ready surface mining trucks, ranking second globally after China [13] - Future investments are expected to prioritize predictive maintenance, which can significantly reduce downtime costs in mining operations [14][16] AI and Digital Technologies - AI is projected to play a crucial role in the technological transformation of mining, with spending expected to grow from $2.7 billion in 2024 to $13.1 billion by 2029 [23] - Major companies like Rio Tinto are leveraging AI for various applications, including real-time monitoring and biodiversity efforts, leading to significant productivity gains [24][25][26] - Investment in digital twin technology is anticipated to increase, as it helps mining companies assess risks and test scenarios before implementation [19][20]

Core Viewpoint - Recent service disruptions of Waymo autonomous vehicles in San Francisco highlight the critical challenge of reliance on a single network or network access technology in autonomous mobility [1] Group 1: Service Disruptions - Waymo vehicles faced difficulties in maintaining reliable 5G connectivity during a widespread power and infrastructure outage [1] - The disruptions led to service pauses and stalled operations for Waymo vehicles [1]