Auto dealers across the country have been seeing a surge in sales of EVs in recent weeks. That's because tomorrow that $7,500 federal EV tax credit will expire. Philo is watching that story today.Morning, Phil. A busy weekend for the dealers if they were selling electric vehicles. In fact, I checked in with one on Saturday.His answer when I said, "How strong are sales?" He goes, "If they were thinking about it, they're probably buying or leasing right now." And that's why you're going to see record numbers ...

You can now buy a used EV for almost the same price as its gas-powered sibling https://t.co/2o96CJUJYY ...

RT Wilfried Eckl-Dorna (@eckldorna)This week, @Porsche hit the brakes on EV investments. The sports-car maker isn't alone in having a hard time selling pricey luxury EVs. Our @Bloomberg story with @WillWilkesNews and @MonicaRaymunt explains how @MercedesBenz, @BMW and others are faring: https://t.co/D6q3urowtc ...

BEVERLY HILLS, CA / ACCESS Newswire / September 23, 2025 / Green Rain Energy Holdings (OTC:$GREH) is pleased to announce the renaming and rebranding of its wholly owned subsidiary Green Rain Solar Inc. to Green Rain Development Inc. This revamping of $GREH's subsidiary is a nod to its true purpose as the incubator for numerous projects spanning several areas of the clean tech industry. Through Green Rain Development, Green Rain Energy can fast-track EV and solar farm production while utilizing battery compo ...

RT EVject (@EVjectOfficial)Avoid getting nerfed.Video from @theXtakeover produced by @teslaownersSV https://t.co/kVF9VlC7QF ...

Company Overview - London-based smartphone maker Nothing raised $200 million from investors led by Tiger Global at a valuation of $1.3 billion, aiming to integrate artificial intelligence into its products [1][2] - Founded in 2020 by Swedish tech entrepreneur Carl Pei after leaving OnePlus, Nothing launched its first smartphone in 2022 and has since introduced earbuds, shipping millions of devices and surpassing $1 billion in total sales [2][3] Product and Market Strategy - The company is starting with smartphones, audio products, and smartwatches, with plans to expand its operating system into smart glasses, humanoid robots, electric vehicles, and other future technologies [3] - The global smartphone market is currently dominated by major players like Apple and Samsung, with few European companies like Fairphone and HMD Global attempting to compete [1]

Core Insights - Elon Musk has purchased nearly $1 billion worth of Tesla stock, reinforcing his control over the company [1] - Tesla shares rose over 8% in premarket trading following Musk's stock purchase [1] - The company is transitioning from an electric vehicle maker to a technology leader, focusing on robotaxis, artificial intelligence, and robotics [1] Stock Purchase Details - Musk acquired 2.57 million shares at prices ranging from $372.37 to $396.54 per share [2] - Following the stock purchase, Tesla shares increased by more than 7% on Friday, continuing a trend of gains [2] - Despite being down about 2% this year, the stock is poised for a third consecutive session of gains if premarket trends hold [2] Governance and Leadership - Musk has sought a larger stake and increased voting power, threatening to develop AI and robotics products outside of Tesla if he does not receive 25% voting power [3] - Tesla's board proposed a trillion-dollar compensation plan for Musk, indicating strong confidence in his leadership despite challenges in the market [3] Market Concerns - Board chair Robyn Denholm addressed concerns regarding Musk's political activities affecting sales, stating he is now "front and center" at Tesla [4] - Musk's political engagements and public disputes with Donald Trump have raised investor concerns about potential distractions and lost sales [4]

Elon Musk purchased $1 billion worth of Tesla shares, signaling his commitment to the EV maker. Its shares jumped in premarket trading. https://t.co/kEtY0pEwKL ...

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the "Mag 7" companies, which include Apple, Alphabet, Amazon, Meta, Microsoft, NVIDIA, and Tesla, highlighting their capital allocation strategies and financial performance in the technology sector. Core Insights and Arguments 1. **Capital Allocation Priorities** - The Mag 7 are projected to generate approximately USD 900 billion in cash flows from operations by the end of 2025, with a total cash pile of around USD 209 billion, leading to a capital allocation budget exceeding USD 1 trillion [9][10][11]. - Capital allocation is primarily directed towards capital expenditures (capex) at 45% in 2025, with significant allocations also for share buybacks at 26% [2][13][24]. 2. **Differentiated Spending Strategies** - Companies like Amazon, Microsoft, and Tesla prioritize capex, while Apple and NVIDIA focus on share buybacks. Alphabet and Meta adopt a mixed approach [2][11][12]. - Apple aims to become net cash neutral, focusing heavily on buybacks, while also indicating potential increases in capex to catch up in AI [39][49]. 3. **AI-Driven Capex Increase** - The report notes a "supercycle" in AI-driven capex across major tech firms, with Microsoft and Meta significantly increasing their capex guidance for FY25 [14][36]. - Microsoft plans to spend USD 88.7 billion on capex in FY25, while Meta has raised its capex guidance to USD 66-72 billion [14][72]. 4. **M&A Activity and Antitrust Concerns** - M&A activity is expected to remain muted, with only Alphabet's acquisition of Wiz for USD 32 billion noted for 2025, pending antitrust approval [15][36]. - The report highlights the potential for increased M&A as a capital allocation strategy if buybacks do not significantly boost EPS [36][38]. 5. **Shareholder Returns** - The Mag 7 collectively dedicated USD 239 billion to share buybacks, with Apple leading in shareholder remuneration [16][19]. - Despite a decrease in dividends by 2.1% in Q1 2025, buybacks have surged, indicating a preference for this method of returning capital to shareholders [16][19]. Important but Overlooked Content 1. **Performance Metrics** - The report indicates that buybacks have contributed modestly to EPS growth, with Apple and Alphabet showing the highest contributions at 2.6% and 2.2% respectively [37][46]. - The performance of buyback-focused companies has been mixed, with Apple underperforming relative to its peers despite high buyback levels [29][38]. 2. **Future Outlook** - The report anticipates that Apple may need to redirect resources towards investment in AI to enhance growth, given its current lag in this area [50][51]. - Microsoft is expected to continue returning a significant portion of its free cash flow as dividends and buybacks, with no major acquisitions anticipated due to antitrust scrutiny [84]. 3. **Capex vs. Buybacks** - The balance between capex and buybacks is crucial, with the report suggesting that companies may face constraints in increasing capex due to supply chain issues, potentially leading to a greater focus on M&A [36][37]. 4. **Long-term Strategies** - Companies like Meta are expected to maintain high levels of capex for AI infrastructure, while also continuing share buybacks to offset stock-based compensation dilution [78][79]. This summary encapsulates the key points from the conference call, providing insights into the capital allocation strategies and financial outlook of the Mag 7 companies in the technology sector.

Tesla Board Chair Robyn Denholm dismissed concerns that Elon Musk’s political activity has depressed sales at the EV maker and gave him wide latitude on future electoral engagement https://t.co/NdUPfPVNIv ...