Optimus - filings, earnings calls, financial reports, news

🚨 Elon Musk says Tesla is working hard on scaling Optimus.Not “will be”, but “is”. 😎HUGE difference. $TSLA https://t.co/bq4OmehRufElon Musk (@elonmusk):@BasedBeffJezos Tesla is working hard on scaling Optimus ...

Tesla(US:TSLA)

Optimus

Wall Street Analysts Are Catching Up to Tesla Stock's Climb With Deliveries Data Coming

Yahoo Finance· 2025-09-26 16:38

Getty Images Cybertruck maker Tesla has seen its shares power higher in recent weeks. Key Takeaways Big-picture optimism regarding Elon Musk's commitment, AI and robotaxis has helped pull shares of Tesla higher this month. That also has several Wall Street analysts playing catch-up with their price targets. Some investors, however, may return their attention to the company's EV business next week, when third-quarter deliveries figures are expected to land. Wall Street analysts have largely been behi ...

Tesla(US:TSLA)

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Artificial Intelligence

The Maximum Valuation For Tesla (NASDAQ:TSLA)

Seeking Alpha· 2025-09-26 16:16

Tesla, Inc. (NASDAQ: TSLA ) has shot up 30% over the past month, yet the rally seems driven less by fundamentals and more by a speculative narrative around future disruptive ventures. The idea that Robotaxis, Optimus can justify multi-trillion-dollarAs an investor I focus on small and midcap names with asymmetric upsides. In the beginning of my professional career I was handed the Industrials and chemicals sector on the sell side. More recently I worked as the Manager of Finance & Technology at a Canadian c ...

Chang Sha Wan Bao· 2025-09-26 07:19

长沙晚报掌上长沙9月26日讯（全媒体记者周丛笑）昨天市场震荡上行，沪深两市成交额2.37万亿，较上一个交易日放量443亿。盘面上热点轮动速度加快，多只个股盘中创新高。板块方面，游戏、AI应用、可控核聚变等板块涨幅居前，港口航运、贵金属、油气等板块跌幅居前。消息面，昨日央行副行长邹澜在参加香港固定收益及货币论坛时表示，近期人民银行将支持各类境外机构投资者在中国债券市场开展债券回购业务，提高人民币债券的使用效率。公募基金总规模突破36万亿，今年以来第五次创历史新高，其中8月股票基金规模增长超6200亿元，混合基金规模增长超3300亿元，货币基金规模增长超1900亿元，而债券基金规模下降超280亿元。天风证券认为，铜冶炼行业"反内卷"重中之重在于"产能的优化"。首先，淘汰一批落后产能；其次，现有产能降本增效，包括采用先进冶炼技术以及智能化、绿色化；最后，新扩建产能需建设高水平冶炼厂，鼓励配套铜矿产能，或有效利用再生资源。铜行业利润长期有望回归正值，产能布局实现优化。参考供给侧改革成果，预计通过"反内卷"矿冶之间的匹配度将提升，铜冶炼行业存在扭亏为盈的预期。此外，随着国企改革深化提升行动的深入 ...

午评：创业板指半日跌1.17% 风电板块逆势走强

Zhong Guo Jin Rong Xin Xi Wang· 2025-09-26 04:05

机构观点华泰证券：看好"十五五"容量电价与峰谷价差孕育的投资机会，认为2027-2030年全国大部分地区峰谷价差会达到0.4元／度左右，配合适当的容量电价机制，火电、电化学储能和抽蓄可以获得合理回报。重点关注设备龙头、火电和抽蓄运营的龙头、核电运营商。转自：新华财经新华财经北京9月26日电（胡晨曦）A股三大指数9月26日早间集体低开，沪指震荡调整，创业板指冲高回落跌超1%。沪深两市半日成交额1.37万亿，较上个交易日缩量1733亿。盘面上，风电板块逆势走强，威力传动、吉鑫科技等多股涨停；化纤板块集体走高，神马股份、新凤鸣涨停；半导体产业链局部回暖，赛微微电触及涨停续创历史新高，紫光国微触及涨停。下跌方面，游戏股集体退潮，吉比特跌停；光刻机概念股回调，凯美特气跌停，洪田股份、波长光电、蓝特光学纷纷下挫。截至午间收盘，沪指报3846.33点，跌幅0.18%，成交5959亿元；深证成指报13339.82点，跌幅0.79%，成交7738亿元；创业板指报3198.02点，跌幅1.17%，成交3631亿元。科创50指数报1466.84点，跌幅 0.52%，总成交额约600亿元。热点板块盘面上，风 ...