To The Moon

Tesla's Q4 revenue is expected to be $27.195 billion, adjusted net income is $2.66 billion, and adjusted EPS is $0.748, according to Bloomberg's consistent expectations.Tesla will post its financial r

Looking to invest in artificial intelligence stocks this year and worried you've missed the boat?Don't worry, a pivot away from obvious winners like Tesla and Nvidia is the solution.That's according to Morningstar's chief U.S. market strategist David Sekera, who believes investors will have to take a more selective approach to the theme in 2025.His view is based on the idea that Big Tech companies' capital expenditure levels can't carry on rising at such a fast pace, more than two years after the launch of OpenAI's ChatGPT kicked off an AI spending war."We're not going to see that explosive increase in demand of the past two years again," Sekera told Barron's. "It will still increase, but we won't see anywhere near the same upside surprises in spending on AI hardware as this megatrend is better understood.". This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

Investors looking to buy or sell shares of the Magnificent Seven may want to consider selling Microsoft and buying Nvidia.The so-called Magnificent Seven is the group of megacap stocks that has driven much of the stock market's gains over the past few years. It includes Nvidia, Meta, Amazon, Alphabet, Microsoft, Apple, and Tesla.However, these $1 trillion+ companies have not all fared equally well, Jefferies analysts led by Desh Peramunetilleke pointed out in research released Friday. They ranked the seven companies based on growth, sell-side sentiment, price momentum, valuation, yield, and more.The best-rated stock according to this model is chip maker Nvidia, which has led returns among the Mag 7 since 2020. Google-parent Alphabet comes in second, followed by Facebook-parent Meta, and iPhone maker Apple.While Nvidia ranks well across indicators, Alphabet stands out as the best anti-momentum value play, Peramunetilleke said. Tesla is the most volatile stock with extreme exposure to se

Morgan Stanley analyst Adam Jonas hosted a bull/bear lunch in New York recently to discuss Tesla."After establishing that consensus is expecting a 15%-type 4Q gross auto margin ... and 10% to 15% volume growth in 2025, there was extremely little discussion about the Tesla core auto business," wrote Jonas in a report Thursday.Both things look doable. Tesla posted third-quarter automotive gross profit margin of about 17%, excluding any regulatory credit sales, in the third quarter. And CEO Elon Musk is targeting 20% to 30% volume growth, helped partly by a new lower-priced model due early this year.In short, artificial intelligence, said Jonas. Investors want to see AI-trained, self-driving Tesla cars on the road. They also want to see more development of Optimus, Tesla's AI-trained humanoid robot.Jonas rates Tesla shares Buy and has a $430 price target on the stock. The car business only accounts for $89, or 21%, of his target price. For Jonas, "anything but cars" makes some sense.This

This is commentary by Allan Sloan, an independent business journalist and seven-time winner of the Loeb Award, business journalism's highest honor.Elon Musk and Donald Trump, two of the biggest egotists in American public life, have been hanging out together for several months now. A major result of this late-breaking mix is that Musk, who spent $277 million backing Trump and other Republicans in the 2024 campaign, is getting even more attention than in his pre-Trump days and has gotten tons of publicity by opining endlessly about a variety of subjects.If you've watched Trump's behavior for years, as I have, the fact that his bromance with Musk is still going strong is more than a little surprising.Trump doesn't like people sharing the spotlight with him, which Musk -- the dominant shareholder of Tesla, X , and various other companies, including SpaceX -- has clearly been doing.Sure, Musk spent a ton of money to help Trump get elected. But he has made megatons of money on his Tesla ho

This is commentary by Allan Sloan, an independent business journalist and seven-time winner of the Loeb Award, business journalism's highest honor.Elon Musk and Donald Trump, two of the biggest egotists in American public life, have been hanging out together for several months now. A major result of this late-breaking mix is that Musk, who spent $277 million backing Trump and other Republicans in the 2024 campaign, is getting even more attention than in his pre-Trump days and has gotten tons of publicity by opining endlessly about a variety of subjects.If you've watched Trump's behavior for years, as I have, the fact that his bromance with Musk is still going strong is more than a little surprising.Trump doesn't like people sharing the spotlight with him, which Musk -- the dominant shareholder of Tesla, X , and various other companies, including SpaceX -- has clearly been doing.Sure, Musk spent a ton of money to help Trump get elected. But he has made megatons of money on his Tesla ho

This is commentary by Allan Sloan, an independent business journalist and seven-time winner of the Loeb Award, business journalism's highest honor.Elon Musk and Donald Trump, two of the biggest egotists in American public life, have been hanging out together for several months now. A major result of this late-breaking mix is that Musk, who spent $277 million backing Trump and other Republicans in the 2024 campaign, is getting even more attention than in his pre-Trump days and has gotten tons of publicity by opining endlessly about a variety of subjects.If you've watched Trump's behavior for years, as I have, the fact that his bromance with Musk is still going strong is more than a little surprising.Trump doesn't like people sharing the spotlight with him, which Musk -- the dominant shareholder of Tesla, X , and various other companies, including SpaceX -- has clearly been doing.Sure, Musk spent a ton of money to help Trump get elected. But he has made megatons of money on his Tesla ho

Jan. 20 is shaping up to be an important date for Tesla investors.

Wells Fargo has just reaffirmed on its bearish Tesla call, ignoring the stock's rally and as a reminder to investors that bears still persevere on Wall Street. Despite the underweight rating, the bank forecasts Tesla shares will collapse another 70% to $125 in the next year.Wells Fargo's analyst commented that the grim prediction is driven by weak business fundamentals. They point to Tesla's struggles to prop up vehicle deliveries despite deep discounts, and they warn about fierce competition from Chinese EV players.The analyst added that the potential to repeal the Inflation Reduction Act tax credits may impact a serious threat to Tesla's pricing power and U.S. market demand.Also, Tesla's futuristic CyberCab and humanoid robot Optimus fail to impress Wells Fargo. These innovations have always been exciting, but the bank warns they are in development and are still incredibly expensive, even though they are operational in some form.GF Score for Tesla is 78 per 100, highlights company's

Elon Musk is praising data that he claims shows Tesla is on the verge of achieving unsupervised Full Self-Driving, when in fact, it shows it is still years away and he is misrepresenting it.