Tesla’s chief designer hinted at new robotaxi models beyond the Cybercab, suggesting a broader strategy to address various passenger needs. 2025 is set to be a crucial year for Tesla product launches, including the “Model Q” and a long-wheelbase Model Y for China. The company is also exploring autonomous vehicle testing in Austin, Texas. Analysts predict a potential $2 trillion market cap for Tesla by 2025.
Ark Invest, led by Cathie Wood, sold Tesla and Palantir shares on Thursday. Tesla sales followed a recent stock surge, while Palantir’s sale comes after a large contract win. Ark Invest also bought Tempus AI shares, showing diversified trading strategies. These decisions reflect complex market dynamics and investment considerations.
Baird analyst Ben Kallo offers contrasting assessments of Tesla and Rivian. Tesla remains a top pick due to its long-term growth potential, driven by new models and cost efficiencies. Rivian, however, faces a tougher near-term outlook due to demand concerns and production challenges, resulting in a neutral rating. The analysis reflects the complex dynamics shaping the EV market in 2025.
The Dow Jones Industrial Average closed lower for the ninth consecutive session, extending its longest losing streak since 1978, while the CNN Fear & Greed Index remained in the neutral zone. Mixed economic data and varied individual stock performance contributed to the market uncertainty. Tesla surged following an upgrade, while Nvidia shares fell. Investor focus now turns towards upcoming earnings reports.
Wall Street analysts upgraded several major companies, including Ecolab, Zimmer Biomet, Cloudflare, Quest Diagnostics, and Tesla. These upgrades reflect positive sentiment and increased price targets, suggesting a bullish outlook on the future performance of these stocks. However, remember that investing always involves risk.
Tesla’s new lithium refinery in Texas has begun production, representing a major step toward vertical integration and domestic battery production. Despite current low lithium prices, the refinery is seen as a strategic move supported by the Inflation Reduction Act. This development comes as analysts predict an oversupply of lithium until 2027, yet Tesla remains optimistic about battery production growth.
The Trump transition team reportedly seeks to eliminate a car-crash reporting requirement that impacts Tesla significantly. This move could reduce scrutiny on Tesla’s Autopilot system, but critics argue the data is crucial for safety investigations. The debate highlights the tension between fostering innovation and ensuring accountability in the autonomous driving space.
Tesla’s Optimus robot is learning to walk, and its somewhat clumsy attempts have sparked a viral debate. A video showing Optimus stumbling while navigating an uneven surface has elicited humorous and concerned responses online, highlighting anxieties about advanced robotics and their potential impact. The incident underscores the need for responsible AI development and ethical considerations.
President-elect Trump’s team plans to end car crash reporting requirements, citing excessive data. Tesla, which reported many crashes, and its CEO Elon Musk, are central to the debate. This move raises concerns about potential safety risks and conflicts of interest, as NHTSA data has been vital in identifying and addressing safety hazards. Critics argue it could hinder timely safety interventions.
Tesla and Elon Musk have been given the green light to appeal a Delaware court ruling that voided Musk’s $56 billion compensation package. The appeal process could take up to a year, and the company also faces a separate appeal regarding attorney fees.
