To The Moon

Even though CEO Elon Musk is in Trump’s inner circle, Tesla CFO Vaibhav Taneja said Wednesday that the EV maker could be affected by tariffs imposed by Trump.Just because Elon Musk is Donald Trump’s self-designated “first buddy” doesn’t mean his EV company won’t be hurt by the President's policies, according to Tesla’s CFO.Chief financial officer Vaibhav Taneja said on the company’s fourth quarter earnings call Wednesday that Trump’s tariff policies could be especially damaging.“Over the years, we've tried to localize our supply chain in every market, but we are still very reliant on parts from across the world for all our businesses. Therefore, the imposition of tariffs, which is very likely, will have an impact on our business and profitability,” he said.“I see a path. I'm not saying it's an easy path but I see a path of Tesla being the most valuable company in the world by far,” he said on Wednesday’s earnings call.

$MicroStrategy(MSTR)$ stock could surge more than 50% with the company's Bitcoin strategy, according to Mizuho Securities analysts.Mizuho analysts led by Dan Dolev initiated coverage of MicroStrategy

ASML Holding NV’s orders in the fourth quarter beat estimates as the artificial intelligence boom drove demand for its chipmaking machines, potentially easing concerns sparked by Chinese startup DeepS

Investors bet on Nvidia share recovery with buying of leveraged ETFs By Suzanne McGee

The Chinese AI service has Wall Street worried that it will be cheaper than expected to develop models. But as chip stocks sink, some analysts see a silver lining.That's the big question on the minds of investors Monday, given newfound attention on DeepSeek, a Chinese AI app that has climbed to the top of the U.S. App Store. The company reportedly was able to build a model that functions like OpenAI's ChatGPT without spending to the same degree."If DeepSeek's innovations are adopted broadly, an argument can be made that model training costs could come down significantly even at U.S. hyperscalers, potentially raising questions about the need for 1-million XPU/GPU clusters as projected by some," Raymond James analyst Srini Pajjuri wrote in a note to clients over the weekend.That number corresponds to DeepSeek-V3, a "mixture-of-experts" model that "through a number of optimizations and clever techniques can provide similar or better performance vs other large foundational models but requi