GOOD NEWS š° RBC Capital analyst Tom Narayan published a research note reiterating his Outperform rating on $TSLA while maintaining a $480 price target š„ The primary focus of this update is a preview ahead of Tesla's upcoming Q3 delivery report š„ Narayan estimates Tesla will deliver approximately 464,000 vehicles in Q3, modestly above the current market consensus expectation of around 454,000 vehicles š„
GOOD NEWS š° RBC Capital analyst Tom Narayan published a research note reiterating his Outperform rating on $TSLA while maintaining a $480 price target š„ The primary focus of this update is a preview ahead of Tesla's upcoming Q3 delivery report š„ Narayan estimates Tesla will deliver approximately 464,000 vehicles in Q3, modestly above the current market consensus expectation of around 454,000 vehicles š„
Everybody wants a 10X stock. Almost nobody can sit through the plummet that comes first! $PLTR: 87% drop (2021ā22) $AMZN: ~90ā95% drop (1999ā2001) $NFLX: 82% drop (2011ā12) $TSLA: 65ā75% drop (2021ā23) $NVDA: ~66% drop (2021ā22) $CVNA: 99% drop (2021ā22) The 10X happens after most people have already sold. Volatility is the price of admission.
Everybody wants a 10X stock. Almost nobody can sit through the plummet that comes first! $PLTR: 87% drop (2021ā22) $AMZN: ~90ā95% drop (1999ā2001) $NFLX: 82% drop (2011ā12) $TSLA: 65ā75% drop (2021ā23) $NVDA: ~66% drop (2021ā22) $CVNA: 99% drop (2021ā22) The 10X happens after most people have already sold. Volatility is the price of admission.
Fitch gives Tesla its first-ever BBB investment-grade credit rating. Fitch highlighted Teslaās EV leadership, strong profitability, $43.5B in cash and investments, and āunmatchedā vertical integration as it expands into AI, Robotaxi and Optimus. This is huge. š„
Fitch gives Tesla its first-ever BBB investment-grade credit rating. Fitch highlighted Teslaās EV leadership, strong profitability, $43.5B in cash and investments, and āunmatchedā vertical integration as it expands into AI, Robotaxi and Optimus. This is huge. š„
Tesla recent FSD Supervised approvals across more EU countries (now 7 including Czechia), Fitch's first-time BBB investment-grade rating expanding financing options for the $25B+ AI buildout, and catalysts like the Sep 24 Semi event plus Oct 1 Roadster reveal. Stock closed near 379 after consecutive gains, leaving shorts underwater on the uptrend.
Tesla recent FSD Supervised approvals across more EU countries (now 7 including Czechia), Fitch's first-time BBB investment-grade rating expanding financing options for the $25B+ AI buildout, and catalysts like the Sep 24 Semi event plus Oct 1 Roadster reveal. Stock closed near 379 after consecutive gains, leaving shorts underwater on the uptrend.
Recent FSD Supervised approvals across more EU countries (now 7 including Czechia), Fitch's first-time BBB investment-grade rating expanding financing options for the $25B+ AI buildout, and catalysts like the Sep 24 Semi event plus Oct 1 Roadster reveal. Stock closed near 379 after consecutive gains, leaving shorts underwater on the uptrend.
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. President Trump said Iran āwill never have a nuclear weaponā remains the administrationās only objective, adding that he has a ābig decisionā to make regarding the conflict. He also reiterated that he believes the U.S. and Iran will reach a deal after the U.S. election, while saying he would āgive no credence to the electionā when making decisions on Iran. The remarks come as the administration continues weighing both military and diplomatic options amid ongoing talks with Tehran. 2. Meta $META continues expanding Museās ecosystem through new partnerships aimed at turning the AI assistant into a broader consumer platform. The latest integrations include Instacart for grocery shopping and delivery, PayPal for shoppi
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. President Trump said Iran āwill never have a nuclear weaponā remains the administrationās only objective, adding that he has a ābig decisionā to make regarding the conflict. He also reiterated that he believes the U.S. and Iran will reach a deal after the U.S. election, while saying he would āgive no credence to the electionā when making decisions on Iran. The remarks come as the administration continues weighing both military and diplomatic options amid ongoing talks with Tehran. 2. Meta $META continues expanding Museās ecosystem through new partnerships aimed at turning the AI assistant into a broader consumer platform. The latest integrations include Instacart for grocery shopping and delivery, PayPal for shoppi
Mag 7 so far this year: $AAPL +25% $NVDA +21% $META +12% $GOOGL +10% $AMZN +9.8% $MSFT +2.5% $TSLA -17% Apple has done the best, most likely because of its lack of exposure to capex. Nvidia is second best due to unbelievable levels of growth, probably deserves Appleās multiple. Meta has just taken the lead ahead of Google and Amazon. It was lagging behind all year. Google went flat after the $85B equity raise. Amazon just hasnāt been able to move after its last earnings pump. Microsoft is flat but +40% from the lows when it was effectively in a bear market for most of the year with IGV and SaaS. Tesla is the only one negative YTD and is probably going to need to show earnings growth accelerate again before the street easily gives it the $450 range that it kept it at until Q2ās numbers. In
Mag 7 so far this year: $AAPL +25% $NVDA +21% $META +12% $GOOGL +10% $AMZN +9.8% $MSFT +2.5% $TSLA -17% Apple has done the best, most likely because of its lack of exposure to capex. Nvidia is second best due to unbelievable levels of growth, probably deserves Appleās multiple. Meta has just taken the lead ahead of Google and Amazon. It was lagging behind all year. Google went flat after the $85B equity raise. Amazon just hasnāt been able to move after its last earnings pump. Microsoft is flat but +40% from the lows when it was effectively in a bear market for most of the year with IGV and SaaS. Tesla is the only one negative YTD and is probably going to need to show earnings growth accelerate again before the street easily gives it the $450 range that it kept it at until Q2ās numbers. In
BREAKING: Michael Burry has disclosed updated positions. He shorted more: -Micron $MU -Nebius $NBIS -Semi ETF $SOXX -Palantir $PLTR And purchased more (long): -QXO $QXO -Build-A-Bear $BBW -Sprouts $SFM -Birkenstock $BIRK -Mercado-Libre $MELI He says he will look to cover his shorts if the market takes them to new highs.
BREAKING: Michael Burry has disclosed updated positions. He shorted more: -Micron $MU -Nebius $NBIS -Semi ETF $SOXX -Palantir $PLTR And purchased more (long): -QXO $QXO -Build-A-Bear $BBW -Sprouts $SFM -Birkenstock $BIRK -Mercado-Libre $MELI He says he will look to cover his shorts if the market takes them to new highs.
$SOFI BECOMES FIRST U.S. NATIONAL BANK TO GO LIVE WITH STABLECOIN SETTLEMENT ACROSS MASTERCARDāS NETWORK SoFi is moving its full debit and credit card program, expected to process more than $25B in annualized volume, onto blockchain-based settlement using SoFiUSD, which is redeemable 1:1 for U.S. dollars. Merchants wonāt need to hold stablecoins or build new infrastructure. They can receive funds directly into a SoFi Bank account and withdraw them as cash. SoFi is also in discussions with major U.S. retailers and technology platforms, while it and Mastercard $MA are exploring cross-border payments and remittances next.
$SOFI BECOMES FIRST U.S. NATIONAL BANK TO GO LIVE WITH STABLECOIN SETTLEMENT ACROSS MASTERCARDāS NETWORK SoFi is moving its full debit and credit card program, expected to process more than $25B in annualized volume, onto blockchain-based settlement using SoFiUSD, which is redeemable 1:1 for U.S. dollars. Merchants wonāt need to hold stablecoins or build new infrastructure. They can receive funds directly into a SoFi Bank account and withdraw them as cash. SoFi is also in discussions with major U.S. retailers and technology platforms, while it and Mastercard $MA are exploring cross-border payments and remittances next.
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Today was a green day. The Nasdaq jumped 2.26% to a record close of 27,122.09, while the S&P 500 gained 1.49% to 7,764.70, finishing just 0.4% below its all-time high. The rally was fueled by a powerful AI and semiconductor rebound, with $AMD topping a $1T market cap for the first time, $INTC climbing roughly 12%, $ARM surging about 17%, and Meta jumping around 11% after bullish analyst commentary and strong early traction for $META Muse. Falling oil prices and easing Treasury yields also supported risk assets. The S&P 500 added roughly $1T in market value during the session, though leadership remained concentrated in mega-cap AI names while energy stocks lagged as crude pulled back. 2. Meta $META surged 11
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Today was a green day. The Nasdaq jumped 2.26% to a record close of 27,122.09, while the S&P 500 gained 1.49% to 7,764.70, finishing just 0.4% below its all-time high. The rally was fueled by a powerful AI and semiconductor rebound, with $AMD topping a $1T market cap for the first time, $INTC climbing roughly 12%, $ARM surging about 17%, and Meta jumping around 11% after bullish analyst commentary and strong early traction for $META Muse. Falling oil prices and easing Treasury yields also supported risk assets. The S&P 500 added roughly $1T in market value during the session, though leadership remained concentrated in mega-cap AI names while energy stocks lagged as crude pulled back. 2. Meta $META surged 11
Teslas sold out in the U.S. for 2026 (new orders): ⢠Model 3 RWD ⢠Model Y L Launch Series Teslas almost sold out in the U.S. for 2026 (new orders): ⢠Model Y RWD ⢠Model Y AWD