$TSLA

Uber CEO Khosrowshahi addresses autonomous vehicle concerns, positioning AVs as growth driver rather than threat. Plans 15-city AV rollout by end-2026.

U.S. EV registrations fell 0.4% in 2025, marking the first decline in ten years. December plunged 48% after federal tax credits expired, though Tesla maintains dominance.

Tesla's Model Y outperformed broader EV market decline in December, with registrations down just 24% versus 48% EV market decline, retaining top-selling EV position.

Tesla shares pull back from $500 highs with support forming at $370-$400. Technical indicators suggest sector-wide EV growth reassessment.

S&P 500 reportedly considers rule changes to accelerate SpaceX's index entry after planned IPO, potentially triggering billions in forced buying from index-tracking funds.

$NIO reports first quarterly profit, beats expectations, delivers 72% YOY growth with 18% margins. Stock surges 10% on China's booming EV market outlook.

Lucid Group lacks Tesla and Rivian's AI strategy and autonomous capabilities, making it a riskier EV investment despite strong fundamentals and Saudi backing.

$LRN investor Kadensa liquidates $23.4M stake as stock falls 50% post-earnings, though some analysts see value at 10x forward multiples amid 8% enrollment growth.

S&P 500 hits lowest level since November amid stagflation fears, weak growth, and surging oil prices driven by Iran conflict tensions.

Tesla expected to mature as profitable EV leader by 2028 with emerging autonomy revenue from select robotaxi operations and early Optimus factory deployment, supporting mid-single to low double-digit annual delivery growth.

Tesla scales Cybercab production at Giga Texas ahead of April launch, but analyst cautions buyer hesitation over steering-wheel-less design may slow initial sales.

Rivian gains analyst upgrades as the R2 mass-market EV launch nears, offering $45,000 pricing and near-term profitability potential while Tesla pursues AI development.

Sunrun installed 1.5 GWh of residential battery storage in 2025, capturing nearly half the U.S. market and operating 237,000 systems with 4.0 GWh capacity.

Tesla and Rivian face EV market headwinds, but Tesla's diversified business and stronger execution give it an edge over the luxury EV startup for long-term investors.

$UBER fell 12% in three months despite 22% growth and surging free cash flow, as autonomous vehicle competition from Waymo, Tesla, and Amazon's Zoox weighs on investors' long-term outlook.

Elon Musk's net worth reaches $839 billion, surpassing the combined wealth of 693 billionaires. SpaceX IPO and Tesla FSD monetization could make him the world's first trillionaire.

Analyst questions $LCID investment thesis, citing Tesla and Rivian's superior positioning in AI, autonomy, and capital resources despite lower valuation.

Market concentration in mega-cap stocks mirrors 1930s-60s patterns. Research shows concentration doesn't predict risk or returns.

SpaceX's $50B IPO targeting June 2026 draws criticism from investment chief Ross Gerber over unusual demand for Nasdaq-100 index inclusion, bypassing traditional price discovery.

US equity rally faces risks from AI spending slowdowns, persistently high rates, and concentrated mega-cap tech leadership. Narrative shifts could trigger significant volatility.