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🎁🎁🎁What do you think will happen to $Micron Technology(MU)$ today? Vote on this post to bet on the stock's price and win a share of 300 Tiger Coins!
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Comments
The key driver behind the rally is the robotaxi and full self-driving hype. Progress in driverless testing has renewed optimism that Tesla is moving closer to commercial autonomy. As a result, investors are increasingly valuing Tesla as an AI and autonomous mobility platform rather than just an EV maker.
That said, expectations are rising and volatility could follow. Execution risks remain, but the breakout shows the market is willing to price in future autonomous revenue well ahead of actual earnings contribution.
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Blue Owl had been in talks with Oracle and lenders about making an investment in the planned 1 gigawatt data center being constructed for $Microsoft(MSFT)$ OpenAI in Saline Township, Michigan