Group 1: SpaceX and xAI Merger Discussion - The potential merger of SpaceX and xAI is being considered ahead of SpaceX's anticipated IPO in 2026, drawing parallels to Elon Musk's previous merger of SolarCity with Tesla [1][2] - Analysts suggest that combining SpaceX with xAI could enhance its attractiveness to investors, especially in a competitive IPO market where many capital-intensive companies are vying for attention [1][4] - There is skepticism about the actual merger occurring, with some analysts viewing the current interactions between Musk's companies as resource exchanges rather than formal mergers [4][6] Group 2: Investment Sentiment and Market Dynamics - The current market environment is characterized by a rush to IPO among AI companies, with significant capital available, which may delay the need for these companies to go public [6][7] - Investors are questioning the sustainability of business models for companies like SpaceX and xAI, which are not yet profitable and are burning cash [6][7] - The sentiment around Tesla is that it is primarily an investment in Elon Musk's vision rather than just its automotive products, which could lead to a shift in investor interest if more options become available [9] Group 3: Tech Earnings Insights - Meta and Microsoft reported earnings with contrasting market reactions; Meta's strong ad revenue growth was well-received, while Microsoft's heavy CapEx spending raised concerns about its valuation [11][12] - Analysts believe that Microsoft's significant investment in AI could be a positive indicator, but the market is uncertain about the long-term implications of such spending [12][13] - Meta's revenue is heavily reliant on advertising, and its ability to maintain user engagement is crucial for its financial performance [15][16] Group 4: SaaS Market Trends - The SaaS market is experiencing significant declines, with many stocks down over 30%, prompting discussions about potential investment opportunities [26] - Companies like Netflix and The Trade Desk are highlighted as potential picks, with Netflix's management being trusted to navigate current challenges despite its mature status [26][28] - The Trade Desk is seen as having potential for recovery despite recent operational challenges, particularly as ad spending is expected to rise in midterm election years [28][29] Group 5: Company-Specific Insights - Axon Enterprise is viewed as a long-term investment despite high valuations and potential near-term earnings concerns, with expectations for continued growth in its market [30][31] - Toast is recognized for its strong management and unique market position in the restaurant software space, although macroeconomic concerns could impact its valuation [32][34] - Salesforce is considered a solid investment due to its potential to leverage AI for incremental improvements, despite facing increased competition [35]

Tesla stock extended its recent rebound on Tuesday, rising for a third consecutive session as investors weighed analyst commentary, strategic developments in the company's energy business, and changes... ...

Raj Jegannathan, who was once tasked with managing Tesla's sales and service team in North America, announced his departure from the company on Monday. Jegannathan, Tesla's vice president of IT, took over the sales organization shortly after Troy Jones, the former vice president of North America sales and service, left the company in July. During his time on the team, Jegannathan worked to incorporate more AI tools in sales and service team workflows, five people with knowledge of the issue told Business I ...

Tesla stock continued to decline on Thursday, falling more than 3% and extending a recent sell-off as investors assessed mounting evidence of weakening demand and strategic uncertainty. The stock slip... ...

Tesla, Inc. (NASDAQ:TSLA) will release earnings results for its fourth quarter, after the closing bell on Wednesday, Jan. 28.Analysts expect the Austin, Texas-based company to report quarterly earnings at 45 cents per share, down from 73 cents per share in the year-ago period. The consensus estimate for Tesla's quarterly revenue is $24.78 billion, versus $25.71 billion a year earlier, according to data from Benzinga Pro.The company has beaten analyst estimates for revenue in two straight quarters and in fou ...

“I’m often invited to simply choose between countries,” Starmer said in an interview with Bloomberg before departing London for four days of talks with officials including President The UK leader is bringing a delegation heavy on British banking executives — from HSBC Holdings Plc, Barclays Plc and Standard Chartered Plc — and cultural emissaries representing the arts and sports. A range of manufacturers are also making the trip, including Airbus SE, AstraZeneca Plc, Brompton Bikes, Jaguar Land Rover and ...

Tesla stock (NASDAQ: TSLA) has fallen into the red on Friday as investors trim positions ahead of the automaker's Q4 2025 earnings report scheduled for January 28 after market close. ...

Tesla, Inc. ( TSLA ) stock has essentially traded flat since my latest downgrade to Sell in October 2025 . Since then, we have received two important sets of new data points, namely Q3 financials andExcellent academic Finance background and Finance professional with over five years of cumulative experience in Consulting & Audit Firms including a professional Valuation position, FP&A and Controlling positions, and Financial writing.My approach is mostly value-oriented. However, valuation is rarely an appropr ...

Tesla stock price has suffered a big reversal and moved into a technical correction in the past few days. It has dropped in the last nine consecutive days, reaching a low of $438, its lowest level sin... ...

Core Insights - Tesla Inc. (NASDAQ:TSLA) triggered a significant Power Inflow alert at a price of $479.46, indicating a bullish trend in trading activity [2][3] - Following the alert, both retail and institutional interest shifted towards buying, resulting in a rise in stock price to a post-alert high of $485.33, reflecting a 1.22% increase [3][6] - The Power Inflow signal is a proprietary indicator developed by TradePulse, highlighting significant shifts in order flow towards buying activity, suggesting a high probability of bullish price movement for the day [4][6] Order Flow Analytics - Order flow analytics examine real-time buying and selling trends by analyzing volume, timing, and order size among retail and institutional traders, providing insights into price behavior and market sentiment [5] - The Power Inflow alert is issued within the first two hours of trading, serving as a strategic entry point for active traders [4] TSLA Performance - At the time of the Power Inflow alert, TSLA was priced at $479.46, and the subsequent intraday high reached $485.33, demonstrating the effectiveness of the Power Inflow signal [6] - Traders who acted on the Power Inflow signal could have realized short-term gains, showcasing the value of order flow analytics in identifying bullish intraday activity and potential stock price reversals [6]