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Forget Doomsday: These 4 Real-World Risks Could Derail the AI Stock Rally
Barrons.com8h agobullish
Forget Doomsday: These 4 Real-World Risks Could Derail the AI Stock Rally

To state the obvious, the trillion-dollar, or near-trillion-dollar, valuations of SpaceX Anthropic, and OpenAI aren’t built on current sales or earnings. Demand for AI applications and agents needs to grow—fast—or else the entire has a problem. Shortly after its initial public offering, SpaceX stock traded for about 900 times its estimated 2027 earnings, according to FactSet.

4 Not-So-Hidden Threats to the AI Stock Rally
Barrons.com11h agobullish
4 Not-So-Hidden Threats to the AI Stock Rally

To state the obvious, the trillion-dollar, or near-trillion-dollar, valuations of SpaceX Anthropic, and OpenAI aren’t built on current sales or earnings. Demand for AI applications and agents needs to grow—fast—or else the entire has a problem. Shortly after its initial public offering, SpaceX stock traded for about 900 times its estimated 2027 earnings, according to FactSet.

Tesla wins lead role in 2,500-truck electric Class 8 order
FreightWaves1d agobullish
Tesla wins lead role in 2,500-truck electric Class 8 order

The order is the largest for electric trucks in the U.S. to date, organizers say. Deployments will concentrate in 10 freight hubs from Los Angeles to Newark. The post Tesla wins lead role in 2,500-truck electric Class 8 order appeared first on FreightWaves.

Tesla (TSLA)’s Autopilot Software Wins Over a Sixth European Country
Insider Monkey4d agobullish
Tesla (TSLA)’s Autopilot Software Wins Over a Sixth European Country

On September 8, 2026, Reuters reported that Slovenia approved Tesla, Inc. (NASDAQ:TSLA)’s FSD Supervised driver-assistance system for its roads. Slovenia became the sixth European country to clear the software ahead of a potential European Union-wide vote that Tesla expects as early as October 6. The Netherlands was the first EU country to provisionally approve FSD […]

Intel Corporation (INTC)’s Terafab Partnership Could Give Its AI Foundry Ambitions a Major Boost
Insider Monkey5d agobullish
Intel Corporation (INTC)’s Terafab Partnership Could Give Its AI Foundry Ambitions a Major Boost

Intel Corporation (NASDAQ:INTC) is targeting a potentially significant opportunity through its strategic Terafab partnership with companies associated with Elon Musk, including SpaceX, Tesla, and xAI. The initiative is part of an ambitious semiconductor manufacturing project focused on producing advanced chips for artificial intelligence (AI), robotics, autonomous vehicles, and other compute-intensive applications. On September 15, Tigress […]

3 Reasons to Avoid TSLA and 1 Stock to Buy Instead
StockStory6d agobullish
3 Reasons to Avoid TSLA and 1 Stock to Buy Instead

Over the last six months, Tesla’s shares have sunk to $365.62, producing a disappointing 6.9% loss - a stark contrast to the S&P 500’s 14% gain. This might have investors contemplating their next move.

Tempus AI Stock Surges as Revenue Optimism Boosts Winning Streak
Barrons.com7d agobullish
Tempus AI Stock Surges as Revenue Optimism Boosts Winning Streak

Clarity on how much revenue Tempus AI will bring in through Medicare reimbursements for two of its cancer screenings appeased investors this week as shares surged Thursday. Tempus stock added 15% Thursday as part of a 36% advance over the last five sessions. in which Tempus is the third-largest position behind Tesla and SpaceX rose 4.3%.