Core Viewpoint - The company Xpeng aims to rebrand itself as a "physical AI" company rather than merely a car manufacturer, indicating a strategic shift towards advanced technologies beyond traditional automotive offerings [1] Group 1: Company Strategy - Xpeng is preparing to launch street trials of robotaxis, showcasing its commitment to integrating AI technology into transportation solutions [1] - The company plans to start mass production of humanoid robots later this year, further emphasizing its focus on AI and robotics [1]

Mobileye Global (NASDAQ:MBLY), which develops advanced driver-assistance systems (ADAS) and autonomous driving technologies, closed Wednesday’s session at $12.24, up 0.49%. The action followed premarket news of Mobileye’s $900 million acquisition of Mentee Robotics.Trading volume reached 50.8 million shares, approximately 800% above its three-month average of 5.8 million. Mobileye IPO'd in 2022 and has fallen 58% since going public. How the markets moved today The S&P 500 (SNPINDEX:^GSPC) slipped 0.34% t ...

We're back here on Morning Trade Live. We're going to focus on Tesla. The stock's up more than 20% so far in 2025 and up over 125% from its April lows after hitting an all-time high during yesterday's session.Shares are down about 2% from those levels uh in the market in early trading today, but the optimistic trade continues. Let's bring in uh our next guest and that's going to be Marley Kaden uh Schwab Network contributor here to help us break down what's going on here because I did see a note yesterday f ...

Group 1 - Tesla, Inc. is highlighted as one of the 8 high growth EV stocks to consider for investment [1] - Analyst Andres Sheppard from Cantor Fitzgerald expresses optimism regarding Tesla due to potential support from President Trump's U.S. manufacturing program for affordable vehicles [2] - The proposed program includes vehicles priced between $8,000 and $13,000, which may benefit Tesla and other companies in the EV sector [3] Group 2 - Tesla's U.S. sales experienced a significant decline, dropping approximately 23% to 39,800 vehicles in November, marking the lowest sales since January 2022 [4] - The introduction of lower-cost models of the Model Y SUV and Model 3 compact sedan did not lead to an increase in overall sales, as demand for cheaper versions appeared to cannibalize premium model sales [5]

Robotaxis and humanoid robots may grab the spotlight, but Tesla's EV business is still holding up the entire production.It's becoming fashionable to say that Tesla's (TSLA +3.06%) electric vehicle (EV) business is losing importance. Growth has slowed, competition has intensified, and investors increasingly talk about robotaxis and humanoid robots as the company's "real" future.That framing is understandable, but it's also incomplete.Tesla's EV business may no longer be the star of the story, but it remains ...

Core Viewpoint - Alphabet is positioned as a leading AI stock for the next decade, potentially surpassing competitors like Nvidia, Tesla, and Meta due to its comprehensive involvement in various AI sectors [2][7][14] AI Ecosystem - AI encompasses a wide range of technologies, with large language models (LLMs) being a significant focus since the launch of ChatGPT [4] - Cloud platforms play a crucial role in AI development, with Nvidia's GPUs being the standard for AI model deployment [5] Alphabet's Strengths - Alphabet's Google Gemini 3.0 is recognized as a powerful LLM, enhancing its position in AI model development [8] - Google Cloud is experiencing rapid growth in AI applications, outpacing larger competitors like AWS and Azure [9] - Alphabet's Waymo unit is leading in the robotaxi market, providing services in five cities and planning to expand to twelve more, including London [10] - The company is also developing humanoid robots through its Gemini Robotics models in collaboration with Apptronik [10] Future Innovations - Alphabet is integrating AI into smart glasses through a partnership with Warby Parker, and aims to develop artificial general intelligence (AGI) by 2030 [11] - Google Workspace tools are being enhanced with agentic AI, and the company is working on a universal AI assistant [12] Investment Proposition - While smaller companies may outperform Alphabet in stock performance over the next decade, Alphabet is viewed as offering the best overall risk-reward proposition in the AI sector [14]

Core Viewpoint - Michael Burry criticizes Tesla's valuation, claiming it has become unrealistic and disconnected from the company's fundamentals, particularly in light of its recent performance and competition in the electric vehicle market [1][4][7] Group 1: Valuation Concerns - Burry argues that Tesla's stock is trading over 15 times forward sales estimates, which is 1,515% higher than the sector average [4] - The stock is also trading more than 335 times forward GAAP earnings, representing a staggering 1,620% premium over the sector average [5] Group 2: Performance and Growth Issues - Tesla has experienced multiple quarters of declining sales and weakening deliveries, contrasting sharply with the strong numbers that previously supported its high valuation [7] - The company is attempting to pivot its growth narrative by promoting new technologies like Robotaxis and humanoid robots, but Burry views this as a desperate attempt to justify its inflated price [2][3] Group 3: Broader Market Context - Burry links Tesla's situation to a broader "AI-fueled bubble" affecting Big Tech, suggesting that the valuation issues are not isolated to Tesla but part of a larger trend [3][6] - His recent bearish positions against AI companies like Nvidia and Palantir further emphasize his concerns about inflated valuations across the tech sector [4][6]

Elon Musk on demand for 🤖“For humanoid robots there will likely be tens of billions of them and everyone will want their own personal robot”https://t.co/c4tJcnd8MR ...

"With Tesla, we wanted to make electric cars compelling and affordable. With respect to humanoid robotics, there are no actually useful humanoid robots. And I think Tesla's going to make the first actually useful humanoid robots."— Elon Musk https://t.co/M8BEWsnkoH ...

Group 1 - The "Magnificent Seven" includes Nvidia, Microsoft, Apple, Alphabet, Amazon, Meta Platforms, and Tesla, representing 35% of the S&P 500 value [1] - Tesla's core business growth is slowing, contrasting with the strong revenue growth of other companies in the group [4][5] - Tesla's electric vehicle deliveries declined in the first half of 2025, with automotive revenue growing only 6% year over year and operating margin dropping to 5.8% [6] Group 2 - Other companies in the "Magnificent Seven" have strong revenue streams, such as Apple's iPhone and services, Amazon Web Services, and Nvidia's compute and networking segment [5] - Tesla's Robotaxi business is beginning to roll out, but its autonomous Cybercab is not yet in production, highlighting a key difference from its peers [7] - Tesla's valuation is considered astronomically high compared to other companies in the group [7]