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1 Industrials Stock Worth Your Attention and 2 That Underwhelm
StockStory41d agoneutral
1 Industrials Stock Worth Your Attention and 2 That Underwhelm

Whether you see them or not, industrials businesses play a crucial part in our daily activities. Unfortunately, this role also comes with a demand profile tethered to the ebbs and flows of the broader economy, and the industry is currently lagging as its six-month return of 2.1% has trailed the S&P 500’s 13% gain.

Morgan Stanley sends a blunt Tesla message to investors
TheStreet41d agoneutral
Morgan Stanley sends a blunt Tesla message to investors

The spending is going up. The margins are going down. Free cash flow is negative. And a Wall Street analyst who covers one of the most closely watched stocks in the market just published a note saying the next quarter has to be different. The note comes from Morgan Stanley. The company it covers is ...

Could a Tesla (TSLA)-Space Exploration Technologies (SPCX) Merger Help Elon Musk Unlock his Massive Tesla Pay Package?
Insider Monkey42d agoneutral
Could a Tesla (TSLA)-Space Exploration Technologies (SPCX) Merger Help Elon Musk Unlock his Massive Tesla Pay Package?

A potential merger between Elon Musk’s flagship companies, Tesla, Inc. (NASDAQ:TSLA) and Space Exploration Technologies Corp. (NASDAQ:SPCX), on August 12, has sparked intense debate among Wall Street analysts. The Wall Street Journal recently reported that under the massive $1 trillion pay package approved by Tesla shareholders, a loophole could allow Musk to unlock huge equity […]

Waymo doubles down on the cars America won’t let you buy
TheStreet42d agobullish
Waymo doubles down on the cars America won’t let you buy

Trade barriers are supposed to be simple machines. You raise the price of a thing until buying it stops making sense, and the buying stops. Washington built one of the tallest of those walls in modern trade policy around Chinese electric vehicles, and by the only measure most people can see, it ...

Legendary fund manager makes aggressive SpaceX prediction
TheStreet42d agoneutral
Legendary fund manager makes aggressive SpaceX prediction

The founder of Baron Capital told investors that SpaceX (SPCX) could be worth $40 trillion in the next 10 to 15 years. For context, that number is close to the value of every public company in the United States combined today. Baron is not a stranger to calls like this. He made a similar bet ...

Why Is Rivian Worth As Much As Stellantis?  It Isn’t
24/7 Wall St.42d agoneutral
Why Is Rivian Worth As Much As Stellantis? It Isn’t

A struggling EV startup with one brand and massive losses somehow carries a higher market cap than a global automaker selling millions of vehicles across a dozen household names. The math looks broken, but the reason behind it reveals something uncomfortable about the future of the car industry.