
The stock market rallied to close mixed even as yields and oil prices kept rising. Taiwan Semi is a buy. A Tesla Semi event is on tap.
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The stock market rallied to close mixed even as yields and oil prices kept rising. Taiwan Semi is a buy. A Tesla Semi event is on tap.

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.

TSLA's record Semi deal boosts commercial momentum, but shrinking margins, heavy spending and a rich valuation keep execution risks in focus.

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.
While Tesla’s EU registrations surged in August, growth across the broader EU, EFTA and UK market was much slower at 4%.

Tesla’s Bitcoin stash is worth nearly $1 billion after last week’s rally.

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.

This is an extremely ambitious company whose early shareholders have profited nicely.

Stanley Druckenmiller recently initiated a large position in Tesla, but his investment thesis might not have anything to do with artificial intelligence.

Elon Musk says The Boring Company is working on a high-speed tunnel between Austin and San Antonio that could cut travel times to less than 30 minutes. Speeds Above 200 MPH In a post on X, Musk shared an old...

The future of EVs requires scale and cost advantages.

Meta surged 11% as investors embraced its Muse AI agent, which surpassed 2.5 million downloads and briefly topped Apple’s U.S. App Store.
SpaceX provides Tesla with compute, connectivity and capital, while Tesla contributes robots, data, energy and manufacturing expertise.

Tesla stock is jumping to start the week, just as the company announced an update for its upcoming halo vehicle, the Roadster.

Elon Musk says The Boring Company is working on a high-speed tunnel between Austin and San Antonio that could cut travel times to less than 30 minutes. Speeds Above 200 MPH In a post on X, Musk shared an old...

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 (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 […]

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.
Barclays expects Tesla to deliver 475,000 vehicles in Q3, above the 466,000 estimate reportedly compiled by Bloomberg, according to The Fly.

Four straight delivery updates, four down days for the stock -- and the next report may face the electric-car maker's toughest bar yet.

Most investors still see Alphabet as a search-and-ads company with a cloud kicker, but there is a commercial-scale robotaxi network buried inside the valuation that changes the entire risk-reward calculation.

Tesla and SpaceX are both bets of the future.

Institutional investors have long been interested in Ford's lucrative dividend, but now there could be new reasons for Wall Street's interest in Ford.
Three California depots expand freight infrastructure without revealing contract value, utilization or truck demand.

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%.

Four automakers with nothing in common are surging in lockstep Thursday morning, and the reason behind that unusual uniformity tells investors something important about whether the gains will stick.
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