Tesla designs, manufactures and sells electric vehicles, energy generation and storage systems, and related services and software. Its automotive lineup includes the Model 3, Model Y, Cybertruck, and the recently launched Model YL, with the Cybercab autonomous vehicle and Tesla Semi commercial truck entering production. Tesla operates vehicle manufacturing facilities in California, Texas, Shanghai, and Berlin with combined installed annual capacity exceeding 2.25 million vehicles. The company's energy business produces Megapack utility-scale battery storage, Powerwall residential batteries, and solar energy systems, with manufacturing in California, Nevada, Shanghai, and an upcoming Megafactory in Texas. Tesla develops Full Self-Driving (FSD) autonomous driving software deployed across its vehicle fleet and operates a commercial Robotaxi ride-hailing service in multiple U.S. metropolitan areas. The company is building Optimus, a humanoid robot, with first-generation production lines being installed. Tesla also pursues vertical integration through in-house battery cell manufacturing (4680 cells, LFP cells), lithium refining, cathode material production, AI training compute infrastructure, and semiconductor fabrication. The company operates one of the world's largest EV charging networks with over 8,700 Supercharger stations and 82,000+ connectors globally. Updated
Bonds returned 14% over the decade, well short of the 39% rise in inflation, while Nvidia returned 13,127%. That gap explains why so many portfolios now lean hard on a handful of AI names.
Last 10 Years...
NVIDIA $NVDA: +13,127%
Bitcoin $BTC: +12,645%
$AMD: +7,733%
Tesla $TSLA: +2,607%
Apple $AAPL: +1,177%
Microsoft $MSFT: +938%
Google $GOOGL: +755%
Amazon $AMZN: +509%
Meta $META: +460%
S&P $SPY: +319%
Gold $GLD: +220%
US Inflation: +39%
US Bonds $AGG: +14%
Kalshi traders now price a Tesla-SpaceX combination at 60% within a year, a record, and one of Tesla's most-followed commentators just pushed it to his feed. That is a crowd probability only.
RT @Kalshi: BREAKING: 60% chance Tesla and SpaceX merge within the next year — an all-time high. https://t.co/O89YScRooX
Back-to-back Musk earnings days land October 20 and 21, so Tesla's report arrives with SpaceX numbers already setting the mood.
SpaceX has announced that they will release their Q3 earnings on October 20th (next Tuesday). Tesla's Q3 earnings will be on October 21st (next Wednesday). https://t.co/AaAXvJN4TO
Tesla bulls dominated the boards today with 981 comments, the loudest single-stock chatter on the list, while Nvidia talk is souring fast even as it draws the most upvotes. Traders are also leaning bearish on the S&P 500 tracker, a tell worth watching.
Diversification pitch: Korean memory selling in SK Hynix and Samsung is bleeding into US data center names
Schwab called a buy near $94, under 15x this year's earnings, after AI displacement fears knocked it from $114
Chevron preferred over Exxon on a swap; Home Depot held as the most rate-levered name he knows
Trim half of Oracle after the run; Microsoft left alone into earnings on Azure strength
Cramer is pulling money toward consumer staples, retailers and oils while the data center complex cracks, and he is framing Schwab's selloff on AI-agent worries as a repeat of the 2023 banking scare that proved a buying opportunity. For anyone concentrated in AI hardware, the Oracle half-sell is the clearest sell discipline he offered all episode.
The Roadster reveal lands today at a SpaceX site in Texas, and whether Musk actually demonstrates flight is the detail that decides how much of a stock catalyst it becomes.
$TSLA - TESLA TO UNVEIL NEW ROADSTER — FLIGHT CAPABILITY REMAINS UNCONFIRMED
Tesla is preparing to unveil its long-awaited next-generation Roadster today at a SpaceX testing facility in Texas.
Elon Musk has hinted that the vehicle could feature flight capabilities using
Hot CPI, up 0.6% from August to September, plus rising oil leaves the next Fed move genuinely unclear
Bank stocks sold off on good quarters: Morgan Stanley dropped seven bucks, Citi and Wells Fargo found no footing
CoreWeave's slide and distressed neocloud debt are dragging on the broader tape
Amazon, Walmart and Costco seen as the retailers that would roll back prices if oil collapses
Cramer's point for anyone holding bank stocks: solid results are no longer being rewarded, and the charts have turned ugly regardless. The bigger swing factor is oil. If the war ends, he expects crude to be cut in half, which would reset inflation and the Fed debate overnight.
Four years from the Oct 12, 2022 bottom: $10,000 in the S&P became $23,061, in Nvidia $197,505
Cramer traced the Mag 7's birth to the 2023 banking crisis, when balance sheets beat credit needs
Hardware leadership is fading as enterprise software roars back since the summer hedge fund unwind
His rule: keep buying through rate scares, tariffs and war headlines
Trading the headlines failed: nothing from the banking crisis to the tariff shock derailed a $40 trillion move. The live call inside Cramer's anniversary scorecard is the rotation, with semis and disk drives losing their shine while software names regain leadership.
Cramer splits the market in two: credit-dependent names like Caterpillar, Ford and IBM versus AI borrowers that price near Treasuries
SpaceX seeking $40 billion to buy Nvidia chips at triple-B rating, while Paramount Skydance bondholders got hit at 8%
Oracle flagged as the one data-center name still exposed to credit market scrutiny
Caller advice: swap Western Digital into cheaper Micron; Vertiv the pick after GE Vernova on data center infrastructure
AI and data-center names no longer trade off Treasury auctions, so a weak auction hits the industrial and consumer side of your book while chip and power names sail through, with Oracle the named exception. On the calls, he pushed Micron over Western Digital and ranked Vertiv right behind GE Vernova on infrastructure.
Tesla's energy arm now dispatches power like a utility peaker plant, with 601 MW pulled from California homes during peak demand.
Tesla just had the biggest residential Virtual Power Plant event in history.
During peak demand in California yesterday, 85,774 homes with @Tesla Powerwalls delivered 601 MW to the grid, with the total fleet peaking at a record 634 MW, roughly the output of a large utility-scale https://t.co/JpjwkFbLUE
Nvidia (NASDAQ: NVDA | NVDA Price Prediction) announced a deal with Volvo yesterday. Volvo is far from one of the world’s largest car companies. However, Zhejiang Geely Holding Group, which owns it,…
Investors keep debating Tesla's car margins while a completely different business quietly rewrites the company's growth story. The real question is whether the market is pricing the wrong Tesla entirely.
Analysts have nearly united behind one mega-cap while remaining deeply split on the other, and the price targets reveal exactly why these two stocks belong in completely different conversations.
Intel just lost a third of its value while rivals AMD and NVIDIA kept climbing, yet one prominent analyst sees a path that leaves the consensus in the dust. The bull case…
A sports car that flips in midair is giving Tesla (NASDAQ:TSLA | TSLA Price Prediction) a lift. Tesla stock is up 4% to $375.29 in morning trading, rising after the company revealed…
Tesla just launched a car that can hop over a Cybertruck and spin in midair, but the real question heading into earnings season is whether a 2028 halo car with no price…
Bill Gates calls Elon Musk brilliant even as Musk attacks him over a Tesla short that may have cost Gates billions. Their feud reveals two competing visions of wealth, legacy, and what…
Bybit now lets you swap crypto for over 1,000 US stocks, but what you actually own depends on which version of the service you use, and the difference matters more than most…
Tesla trades at multiples that make traditional automakers look like bargain bins, and whether that premium survives depends on a set of bets that have never been more consequential or more uncertain.
Tesla just posted record deliveries and sits on a $43 billion cash pile, yet margins are crumbling and free cash flow turned negative. Whether the bull case survives the next few quarters…
Waymo just crossed a milestone that directly threatens the premium investors pay for Tesla's autonomy story, and Alphabet has a nearly unlimited funding engine to keep pushing. Whether Tesla's camera-only bet can…
A single Barclays research note sent two trillion-dollar stocks sliding and put a ticking clock on one of the biggest potential deals in corporate history, but neither Tesla nor SpaceX has signed…
Uber sits 30% below its 52-week high while robotaxi fears and weak guidance batter the stock, but one Wall Street analyst just planted a flag that stands far above where even the…
CoreWeave (NASDAQ:CRWV) stock is at $70.37 down 10% in morning trading, as a spike in its bond yields revives questions about how the AI-focused cloud provider pays for its chips. Lenders are…