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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Tesla (TSLA) vs Rivian (RIVN): Which is a Better EV Stock to Buy
Insider Monkey4h agobullish
Tesla (TSLA) vs Rivian (RIVN): Which is a Better EV Stock to Buy

Tesla, Inc. (NASDAQ:TSLA) and Rivian Automotive, Inc. (NASDAQ:RIVN) are both electric vehicle makers, and that is about the last thing they have in common. One is worth roughly $1.5 trillion. The other is worth about $22 billion. Neither is priced on the cars. Tesla trades at a multiple no carmaker has ever justified, because investors […]

Tesla set to formally roll out Semi electric trucks at Nevada event
Reuters5h agoneutral
Tesla set to formally roll out Semi electric trucks at Nevada event

SAN FRANCISCO, Sept 24 (Reuters) - Tesla is set to roll out its Semi trucks late on Thursday at an inauguration ‌of its plant in Sparks, Nevada, the EV maker said on ‌its website and social media, almost nine years after CEO Elon Musk unveiled the electric big ​rigs. The Semi, designed for long-haul freight with a range of up to 500 miles, was first unveiled in 2017 and production was expected to start in 2019.

Will Vertiv Holdings (VRT)’s $1.45 Billion UIG Deal Accelerate its AI Infrastructure Growth?
Insider Monkey7h agoneutral
Will Vertiv Holdings (VRT)’s $1.45 Billion UIG Deal Accelerate its AI Infrastructure Growth?

On September 2, Vertiv Holdings Co (NYSE:VRT) agreed to acquire Utility Innovation Holdings, Inc. (operating as UtilityInnovation Group or UIG) for approximately $1.45 billion in cash at closing. The deal includes up to $1.15 billion in performance-based cash earnouts over 12- and 24-month periods tied to EBITDA targets. At the initial purchase price, the transaction […]

Is Tesla (TSLA) Priced For Too Much Sales Growth After Recent Expansion Bets?
Simply Wall St.9h agoneutral
Is Tesla (TSLA) Priced For Too Much Sales Growth After Recent Expansion Bets?

Tesla closed at US$380.12 on Tuesday after a mixed run that includes a 54.3% gain over the past three years and a year to date decline of 13.2%. This puts a sharper spotlight on whether that price still lines up with what the company is generating in sales today. Over the last 3 years, Tesla has returned 54.3%, which means a lot of investor expectations are already baked into the stock and brings the link between its share price and underlying revenue into focus. Fresh headlines around...

Forget Doomsday: These 4 Real-World Risks Could Derail the AI Stock Rally
Barrons.com13h 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.

Tesla to open doors of its Nevada Semi truck factory
Yahoo Finance Video14h agoneutralVIDEO
Tesla to open doors of its Nevada Semi truck factory

The 8:30 Hosts Julie Hyman, Jake Conley, and Pras Subramanian discuss Tesla (TSLA) opening the doors to its new Semi factory in Sparks, Nev., in a showing to boost investor confidence in its electric Semi truck.

Tesla’s In-House Battery Plant Could Give Cybercab a Major Edge
Barrons.com16h agoneutral
Tesla’s In-House Battery Plant Could Give Cybercab a Major Edge

Tesla’s battery cathode plant in Texas is up and running. Battery makers, including Tesla, assemble completed batteries, but they often source cathode material from suppliers in China, Korea, Japan, and elsewhere. Tesla built the plant to improve efficiency, localize supply of key components, and secure its supply chain.

4 Not-So-Hidden Threats to the AI Stock Rally
Barrons.com16h 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.

Energy Transition Update - Fashion Industry Joins Forces For Renewable Energy Revolution
Simply Wall St.16h agoneutral
Energy Transition Update - Fashion Industry Joins Forces For Renewable Energy Revolution

Levi Strauss & Co. and Marks & Spencer have collaboratively launched the Fashion Renewable Collaborative (FRC) with Schneider Electric, aiming to advance renewable electricity across the fashion industry. Announced during New York Climate Week, this initiative seeks to overcome market barriers hindering suppliers' adoption of renewable energy by offering resources and support for a scalable transition. The FRC provides fashion suppliers with access to education, guidance, and tools such as...