Lucid unveiled what it calls America's most powerful three-row crossover on the same day its stock extended a brutal year-to-date slide, and investors appear to be reading the fine print of today's…
Ford sells America's best-selling vehicle and dominates the truck market, yet its entire company is valued at a sliver of what investors hand Tesla. The gap between those two realities raises a…
While AI was supposed to gut Google's core business and rivals like Meta and Tesla have stumbled badly this year, Alphabet's founders are sitting on a jaw-dropping windfall that tells a very…
Tesla just hiked Cybertruck prices on a vehicle that has been called the biggest flop in automotive history, and the reasoning behind that decision is nearly impossible to defend.
Wall Street obsesses over Tesla delivery numbers, but there is a quieter metric quietly reshaping what Tesla actually is as a company, and it has nothing to do with how many cars…
XPeng's robotics unit just attracted Tencent and Alibaba in China's largest embodied AI funding round, yet the stock is tanking anyway as a revenue miss and a conservative outlook raise questions about…
Insider disposals, bearish options positioning, and fading retail sentiment are flashing caution on NVIDIA even as the fundamentals keep accelerating. Here is why our model reads that tension as an opportunity rather…
Elon Musk just made a candid public admission about China's AI strength, and days later a Chinese robot showed up with hardware evidence that may have left even him at a loss…
AI has already gutted white-collar tech jobs by the hundreds of thousands, but the next wave targets something far bigger: the physical economy and the wages of workers who never touched a…
Rich Duprey Tesla just posted record deliveries while SpaceX reported explosive revenue growth, and for the first time investors can compare both Musk empires on equal footing. The numbers point in a direction that…
Tesla is surging while two other companies that got the exact same regulatory approval barely moved, and a safety crisis in its most important overseas market is somehow not slowing the rally…
Moderna has now swung violently in both directions for three straight sessions on the same unchanged clinical news, and the options chain hints at why this whipsaw is far from over.
Ford and General Motors share nearly identical business models and faced the same market session Thursday, yet one dropped sharply while the other climbed. The reason behind their split reveals something important…
Pure-play EV stocks are surging past their legacy rivals Wednesday, but no earnings beat or product launch explains the move. The real catalyst traces back to a quiet Treasury Department announcement that…
Tesla's cars are funding something far larger than an auto business, and Wall Street has barely started to price it in. The real question is whether the income statement ever catches up…
