Automakers, airlines, ride-hailing, logistics, shipping, electric vehicles, and the transportation economy.
A recent market report argues that even as regulators and critics challenge Tesla’s safety claims around its driver-assistance technology, Elon Musk retains a key advantage. The post does not provide additional, verifiable detail on what that advantage is or how it would translate into near-term operating results for Tesla.
THE APEX TIMES
THE APEX TIMES
Analyst Jefferies cut its Tesla (TSLA) target to $375 and warned that Wall Street could increasingly treat Tesla’s stock as tied to SpaceX, should merger-talk momentum build.
THE APEX TIMES
Archer Aviation CEO Adam Goldstein offered an optimistic roadmap for the company’s eVTOL aircraft business, drawing comparisons to Tesla’s approach as the stock trade opened lower.
THE APEX TIMES
In a market discussion carried by Yahoo Finance, Chamath compared the price of a “cursor” purchase to how stock-based terms could look cheaper if SpaceX’s valuation rises sharply. The comments were framed around the idea that a Tesla-SpaceX merger could be structured with shares.
THE APEX TIMES
The maintenance and engineering services group says the first phase of a fleet renewal tender is complete, with the first 150 electric vehicles expected to be delivered this year.
THE APEX TIMES
A new report says Elon Musk has increased his Tesla voting stake to just under one-fifth. The move could further concentrate shareholder power at a company where he also controls other businesses, and it has prompted renewed speculation about whether a major combination of assets could follow.
THE APEX TIMES
With FedEx due to report Q4 results alongside Micron’s latest AI memory information and the latest inflation readout from the Federal Reserve’s preferred measure, investors are bracing for fresh outlines on corporate demand and consumer prices.
THE APEX TIMES
A new market commentary says investors should be highly skeptical of Elon Musk’s stated revenue targets for SpaceX, pointing to a pattern of ambitious forecasts that may not arrive on schedule. The piece also highlights how the credibility of those projections can spill into broader market sentiment around companies tied to Musk.
THE APEX TIMES
A packed earnings and macro schedule centers on the Federal Reserve’s preferred inflation gauge and U.S. new-home sales, alongside reports from FedEx and several major consumer and technology companies.
