Lucid stock has cratered while rivals like Tesla and Rivian held their ground, and the company's latest financials reveal a tension between surging revenue and an alarming cash burn that puts every…
Lemonade's CEO claims the way auto insurance has always worked quietly punishes the majority of drivers, and his company is betting a radical repricing model around telematics and Tesla's self-driving miles can…
Elon Musk's brief stint as the world's first trillionaire is slipping away fast, and the forces dragging him back down reveal deep cracks in two of his most powerful companies.
Tesla's August numbers out of China signal trouble for a company already struggling to find a win in 2026, and the problems extend well beyond one month of weak demand.
Douglas A. McIntyre Tesla posted record deliveries and 25% revenue growth in the same quarter it missed earnings by nearly 40% and burned over a billion in free cash flow. Wall Street cannot agree on…
Elon Musk is running two separate companies toward the same AI finish line, but their strategies, cash positions, and timelines could not be more different. One already earns revenue from compute today…
Alex Sirois Tesla's management is pitching investors on an AI future while the income statement tells a very different story, and the gap between those two realities is getting harder to ignore.
Jim Cramer is calling the Magnificent Seven a generational buying opportunity, but the argument only holds for some of them, and getting that distinction wrong is an expensive mistake.
Omor Ibne Ehsan SCHG markets itself as a diversified large-cap growth fund, but a closer look at its holdings reveals a much narrower bet, and that structural quirk may explain why growth investors keep watching…
Omor Ibne Ehsan Tesla launched the Cybercab without asking a single regulator for permission, and now the federal government wants to know how that was even possible. The answer sits inside a legal gray zone…
AJ Tiarsmith Tesla just put driverless Cybercabs on Austin streets, but the loudest question on Wall Street has nothing to do with robotaxis. Prediction markets are pricing something far bigger, and it could redefine…
Jeremy Phillips Tesla's Cybercab made its Austin debut with rides and fanfare, but the launch raised more questions than it answered about scale, safety approvals, and who actually profits if the robotaxi bet pays…
Nine hundred million dollars in call premium flooded into Tesla before the Cybercab reveal, and options desks called the flow notably bullish. What traders rarely tell you is why that kind of…
Omor Ibne Ehsan Elon Musk promised a billion humanoid robots will outproduce all of humanity within a decade, then turned around and pledged tens of thousands of new human jobs in Austin to build them.…
Jeremy Phillips A trader just put $10 million on the line betting Elon Musk's rocket company can reclaim a price it has not touched in months, and the options tape shows this may not…
