$TSLA

SpaceX targets $1.75 trillion IPO valuation with March filing, aiming to fund Starship, Mars colonization, and orbital datacenter expansion involving 1 million satellites.

Oracle's cloud business surges 34% YoY with $300B OpenAI deal; Tesla targets $20K-$30K Optimus robots by year-end 2025 as AI powerhouses diverge strategically.

Peter Thiel liquidated his entire $74M portfolio in Q4 2024, exiting $TSLA, $MSFT, and $AAPL positions. The move reflects growing skepticism about AI spending valuations and tech sector fundamentals.

Tesla submits critical crash data to NHTSA on March 9, potentially reframing safety concerns around its autonomous driving technology and robotaxi fleet.

US-Taiwan tensions escalate amid tariff shifts. Amazon invests $12B domestically while Apple relocates Mac production to Texas. AI developments dominate sector headlines.

Lucid Group's stock fell 50% since August reverse split; company reports $3.08 per-share losses amid production challenges, though maintains $4.6B liquidity buffer.

Rivian trades at a significant valuation discount to Tesla, but faces execution risks ahead of its R2 launch in 2026. Success depends on scaling production while reaching profitability.

BYD launches aggressive zero-percent financing with $4.20 daily payments to combat five consecutive months of declining sales in China's competitive EV market.

Tesla slashed Cybertruck prices to $59,990, sparking order surge through February 28. The discount addresses declining sales amid competitive EV market pressures.

Thiel Macro liquidated its entire public equity portfolio in Q4 2025, exiting Tesla, Microsoft, and Apple positions. The fund is shifting strategy toward private market investments.

Tech executives at seven major companies sold $8.4B in stock despite record valuations, signaling possible concerns about current market pricing versus company fundamentals.

Wall Street projects S&P 500 to deliver 12% returns in 2026, driven by earnings growth, AI investment, and rate cuts. Year-end target: 7,650.

Xpeng plans a humanoid robot factory in Guangzhou, targeting mass production of its IRON robot by end of 2026, aiming for over 1 million units by decade's end.

Thiel Macro liquidated entire tech portfolio including Nvidia, Tesla, Microsoft, and Apple, moving to cash amid AI competition, macro uncertainty, and geopolitical tensions.

Tesla redirects Fremont factory to mass-produce Optimus humanoid robots by year-end, positioning robotics as a major revenue stream alongside vehicles.

British autonomous driving startup Wayve raises $1.5B, reaching $8.6B valuation. The funding supports its software licensing model for automakers and Uber robotaxi expansion.

VTI offers low-cost broad U.S. market exposure with a 0.06% expense ratio, making it an efficient foundational investment for long-term portfolio diversification across all market caps.

Lucid's software revenue strategy faces execution risks against well-funded competitors like Tesla and Rivian, hindered by limited capital and smaller real-world driving data.

Tesla's valuation hits 5-year peak at 371 P/E ratio as investors bet on AI and robotics ambitions, though execution risk remains high with wide analyst disagreement.

Ford shares rose 4.4% as European auto market weakness, particularly Tesla's declining sales, improved the automaker's competitive position despite a routine safety recall.