Yahoo Finance’s Market Hang panel debates whether the AI boom still has room to run, the vibecession weighing on many Gen Zers, David Ellison’s first moves at the newly acquired Skydance (SKYD) media empire, and Tesla’s (TSLA) reported $40 billion purchase of Nvidia (NVDA) chips. Panelists include Dan DeFrancesco, Julie Hyman, Joe Brusuelas, Chris Versace and Victoria Guida.
TSLA: Tesla Retains Top Imported-Car Sales Spot in South Korea for Eighth Straight Month · Tesla retained the top spot in South Korea's imported-car sales for eight consecutive months.
TSLA: Better Than Tesla: Buy Micron · Tesla trades at a massive premium to its sector average P/E ratio and other megacap companies.
TSLA: James Altucher: Experts Called Tesla, SpaceX, and Starlink Dead, Now It's Happening Again · James Altucher states that experts previously declared Tesla, SpaceX, and Starlink dead, suggesting a similar situation is recurring.
Gary Black Flags Waymo Leaving TSLA Behind On Autonomy Even As Tesla Beats Delivery Estimates In Q3 · In a post on X, Black pointed to Tesla’s recent delivery strength while highlighting a much tougher challenge ahead.
TSLA: Tesla Deliveries Clear the Street, BYD Widens the Gap, Rivian Holds Forecast, Ford and GM EV Sales Fall Hard · Tesla and Rivian beat third-quarter delivery estimates, BYD widened its battery-electric lead, and Ford and GM gave back last year's U.S. tax-credit rush this week.
TSLA: Tesla, Rivian Deliveries Beat Estimates; Analysts Explain Stock Divergence · Tesla and Rivian deliveries beat estimates, and analysts explained why Tesla rallied while Rivian fell.
TSLA: Tesla quarterly deliveries beat expectations · Tesla reported quarterly deliveries that came in above expectations.
TSLA: 8-K - Item 2.02 Results of Operations and Financial Condition · The SEC company submissions filing covers Item 2.02 Results of Operations and Financial Condition.
Tesla rises 1.7% premarket on deliveries beat · Tesla (TSLA.O) rose 1.7% in premarket trading because deliveries exceeded expectations.
Mobility Sweden: Tesla's 9 Swedish new-car registrations rise 38.4% year on year · Swedish auto industry body Mobility Sweden reported that Tesla (TSLA.O) new-car registrations in Sweden for 9 rose 38.4% year on year.
TSLA: Musk Teases Tesla-SpaceX Merger Again; Terafab Shows AI Could Be the Logic · Musk again hinted at a potential Tesla-SpaceX merger, with Terafab suggesting AI could be the underlying logic.
TSLA: Fitch: Tesla's Massive AI Investment May Squeeze Margins · Fitch warns that Tesla's substantial investment in artificial intelligence could pressure its profit margins.
TSLA: Fitch: Tesla Investments May Turn Mid-Term FCF Negative · Fitch said these investments will require significantly higher capital expenditure, potentially pushing mid-term free cash flow negative and increasing debt.
TSLA: Fitch: Tesla Rating Reflects BEV Leadership and AI Shift · Fitch stated that Tesla's rating reflects its strong market position as a global battery electric vehicle leader and its strategic focus on transitioning to a physical AI company.
TSLA: Tesla Robot Team Audits Factories in Yangtze River Delta, Multiple Firms Secure Orders · Industry sources say Tesla's robot team is auditing factories in the Yangtze River Delta, and several companies have received orders.
TSLA: Tesla Cybercab Tour in Mainland China, No Robotaxi Plans Yet · Tesla stated it currently has no plans to launch autonomous ride-hailing services in mainland China.
TSLA: Tesla Launches Cybercab: 2 Key Takeaways for Investors · The company is making slow but measured progress on its Cybercab/robotaxi rollout.
Musk Hints Again at Possible SpaceX, Tesla Merger · Musk hints again at a possible merger between SpaceX and Tesla.
TSLA: Tesla Establishes Subsidiary in Vietnam · Tesla has established a subsidiary in Vietnam.
TSLA: Tesla Teases Next-Gen Roadster Reveal on 10/1, SpaceX Merger Speculation Intensifies · Tesla announced it will showcase the next-generation Roadster on 10/1, fueling speculation about a merger with SpaceX.
Prediction-market platform Kalshi reportedly plans to seek approval for the first regulated U.S. perpetual futures tied to individual stocks, including Tesla, Apple, and Nvidia. The product would offer 24/7 leverage. This could broaden retail access to leveraged bets on volatile tech names.
Tesla's Cybercab is under regulatory investigation, potentially affecting its robotaxi ambitions. OpenAI faces controversy over disclosure practices, which could impact its dealings with regulators and partners. Meanwhile, a raise for the CTO underscores the company's focus on technical leadership.
The IPOs of OpenAI and Anthropic could trigger a selloff in struggling stocks such as IBM, Tesla, and AppLovin. These companies face competitive pressure from newly listed AI firms. Investor focus may shift from traditional tech to AI newcomers.
Tesla launched a limited-time promotion offering cash incentives starting from 5000 yuan for purchases of Model 3/Y in stock, while its Robotaxi may operate around the clock next month, and US regulators are investigating its safety certification.
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