Spiro said the jury's "numerical joke" was "no doubt intentional," and when added to other alleged trial errors called into question the March 20 verdict, where damagescould reach $2.5 billion. He said "further inquiry" by U.S. District Judge Charles Breyer, who oversees the case, was needed. Musk urges judge to review Twitter verdict, questions jury's integrity | Reuters Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Twitter logo and a photo of Elon Musk are ...

温馨提示 ： 点击下方图片，查看运营团队最新原创报告（共260页） 说明： 欢迎约稿、刊例合作、行业交流 ， 行业交流记得先加入 "机器人头条"知识星球 ，后添加（ 微信号：lietou100w ）微信； 若有 侵权、改稿请联系编辑运营（微信：li_sir_2020）； 正文： Optimus量产再进一程！ 外围局势已缓和， 把握核心确定性标的（重点是增量标的），静待 Optimus V3亮相！ 3月24日（消息）， 用于Optimus V4生产的得州超级工厂正式开始扩建； 弗里蒙特工厂 Optimus生产线改造已 在2月开始进行。 —— 1月29日， 马斯克X平台回复关于V3生产帖子时，表示"O ptimus V4将在得克萨斯州以更高的产量进行生产 "； （ 小编： 去年11月，就有消息提到特斯拉将扩建得州超级工厂，用于Optimus生产， 目标年产能高达1000万台 ） 如今两家Optimus生产工厂均开工建设，Optimus量产仅是时间问题，静待。 另外一则好消息是，外围局势有望迎来巨大缓和（不过分解读），T链走势有望迎来触底反转。 春节后以来， T链整体走势皆堪称"灾难" （弱反弹或下行），多数在预期 ...

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has sparked speculation that a new model could be on the horizon for the EV giant following a cryptic social media post on Tuesday.Way Cooler Than A MinivanUser Leah Libresco Sargeant took to the social media platform X, asking Musk to make a Tesla minivan after the billionaire said that the Cybertruck’s rear seat has three ISOFIX mounts, which would help it fit three child seats and enhance child occupant safety.Musk, in response to the user, shared that something “wa ...

大摩闭门会：参访特斯拉超级工厂，探讨 Robotaxi 赛博 出租车、Optimus 人形机器人、能源储能、Terafab 及 分部加总估值法 20260324 摘要 Robotaxi 2026 年年中前新增 7 城运营，重点优化奥斯汀及上下车数据； 预计 2026 年车队新增 1,000 辆（主为 Model Y），2030 年达 3 万辆， 2035 年目标 100 万辆。 FSD 无监督技术是估值核心，Robotaxi 与 FSD 网络服务合计贡献目标 价（415 美元）的 85%；未来几个月将推含更多推理功能的新版本，纯 视觉方案规模化仍是关键。 第三代 Optimus 或推迟至 2026Q2 发布，同年下半年在弗里蒙特量产 （将停产 Model S/X）；2027 年预期销量 5,000 台，初期单价 20-25 万美元，主供工业应用。 能源业务毛利>30%成现金流支柱，98%来自 Megapack；受竞争与关 税影响，预计 2026/27 年利润率分别压缩 300/200 个基点，长期稳定 在 20%左右。 Q&A 德州超级工厂考察后，关于自动驾驶出租车业务有哪些新的进展和见解，特别 是其与全自动 ...

Key Takeaways General Motors appears better positioned now, with improving margins, software growth and capital returns.GM sees North America EBIT margins at 8-10% in 2026, up from 6.8% in 2025 on lower costs and mix.TSLA is ramping up robotaxis and robotics, but the strategy is capital-heavy and its 2026 EPS view is down.Tesla (TSLA) and General Motors (GM) are two dominant players in the U.S. auto space. While Tesla remains the largest electric vehicle (EV) seller, General Motors leads in overall vehicle ...

As of last quarter, Tesla (NASDAQ: TSLA) controls more than half of the U.S. electric vehicle (EV) market. This is not unusual for the company. For years, Tesla has dominated the EV category in the U.S. What is unusual, however, is the competitive landscape moving forward. In some ways, Tesla will face more competition this year than ever before. But in other ways, the competitive landscape has improved considerably. There are two important factors to understand about Tesla's unusual competitive position ...

Core Insights - Tesla has dominated the U.S. EV market, holding over 50% market share, primarily due to the popularity of the Model Y, which represents more than 70% of its vehicle sales [1][2] - Rivian's R2 SUV, launching next month, is expected to challenge Tesla's Model Y, raising questions about the competitive landscape for both companies [2][6] Market Position - Tesla's market cap exceeds $1 trillion, while most other EV companies, including Rivian, are valued below $20 billion [1] - Rivian's current market cap is approximately $19 billion, with a significant drop in stock price recently [3] Sales Performance - The Model Y was the top-selling EV in 2025, with 317,800 units sold, while the Model S was the only sedan in the top 10 best-selling EVs [3] - The majority of the top-selling EVs are SUVs, indicating a strong consumer preference for this vehicle type [3] Competitive Landscape - Tesla's Model X, a luxury SUV, has a starting price of $90,000, which limits its market appeal, and production may be discontinued [4][5] - Rivian's R2 SUV is anticipated to be a feature-rich, long-range vehicle priced under $50,000, potentially attracting a broader customer base [5] Future Outlook - Tesla's valuation is increasingly based on its potential in AI and autonomous driving rather than solely on its auto manufacturing business [7][8] - The robotaxi market, which Tesla aims to enter, could be valued between $5 trillion and $10 trillion, suggesting significant growth opportunities beyond current auto sales [8] - Both Tesla and Rivian have opportunities for success, with Rivian likely to gain market share while Tesla targets larger markets [9]

Tesla (NASDAQ: TSLA) experienced its second straight year of declining vehicle deliveries in 2025, with volumes falling by around 9% year over year. Yet in 2024, despite declining EV sales, Tesla's stock price moved higher by more than 60%, adding another gain of roughly 10% in 2025. Why is Tesla's stock price rising despite a struggling EV business? There are many potential catalysts, but one of the biggest is the market's expectation that the company will transition from an auto manufacturing business to ...

Tesla (NASDAQ: TSLA) investors have had their pick of bad news and headlines to dwell on, there are plenty of options. CEO Elon Musk has rubbed some consumers the wrong way with politics, the automaker's limited product portfolio is aging and conceding market share, and Chinese rival BYD Company has overtaken Tesla in global EV sales and recently announced 11 new models are on the way, among many others. At first glance, Tesla announcing it would discontinue production of the Model S and X during the seco ...

Core Viewpoint - Electric vehicle (EV) stocks, excluding Tesla, have faced challenges, but there are opportunities in two specific companies, Lucid Group and Rivian, with differing levels of speculation and growth potential [1]. Group 1: Lucid Group - Lucid Group is viewed as a speculative investment with high upside potential, primarily focusing on becoming a technology supplier rather than just an auto manufacturer [2][3]. - The company currently lacks a mass-market vehicle, with its lowest-priced model exceeding $70,000, resulting in fewer than 17,000 units shipped last year [5]. - Despite a market cap of $3.5 billion, the lack of a clear path to scaling a mass-market vehicle makes investment in Lucid akin to a lottery ticket [6]. Group 2: Rivian - Rivian is identified as a top growth stock for 2026, with a significant growth catalyst expected soon [7][8]. - The company is set to begin deliveries of its R2 model, priced under $50,000, which is anticipated to enhance real-world sales traction [10]. - Rivian has invested heavily in AI, which will support the launch of its R2 SUV and future models, potentially providing a competitive edge in data collection for self-driving capabilities [10]. - The current market environment for EVs is more favorable than when Tesla launched its Model 3, with SUVs representing over 50% of total auto sales last year, positioning Rivian well for growth [13].