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US digest: Tesla gains, PCE unchanged, consumer sentiment slips
Invezz· 2025-09-26 20:06
US markets closed higher on Friday as investors weighed fresh inflation data, weakening consumer sentiment, and mixed corporate developments. Tesla shares edged up on optimism over its artificial inte... ...
Dan Ives: Tesla's at the most important chapter for growth ever
Youtube· 2025-09-26 20:06
We are back on the closing bell. Tesla leading the mag 7 this month and one top analyst doubling down on the name. Let's bring in Wed Bush global head of technology research Dan Ies.Dan, you are getting even more bullish on Tesla. Tell us why. I mean, look, I think this is now going to be the start of probably the most important chapter of growth ever for Tesla in terms of autonomous.I believe we're going to see 30 cities, you know, potentially over the next 3 to 6 months and that's going to be the start be ...
Tesla's Q3 will be the last good one for a while, says The Westly Group's Steve Westly
Youtube· 2025-09-26 19:55
Is Tesla on pace to soar to new highs in the year ahead. Well, joining me now right here on set is Steve Wesley, the founder of Wesley Group and a former Tesla board member. It's so great to have you here in person. >> Great to be here.>> All right, so what do you think is is is this the beginning of the next chapter for Tesla. >> Well, I think it's a tale of two cities. Look, I think they're going to post a solid Q3, 465,000 vehicles, about 25 billion for the year. They're going to be a little up in China, ...
Tesla Board Prints Billions In Pay As Musk Buys $1B, And I'm Shorting The Signal (TSLA)
Seeking Alpha· 2025-09-26 18:49
It seems to me that fewer and fewer people realize that Tesla (NASDAQ: TSLA ) is still primarily a car manufacturer. Sales in Q2 2025 fell by 12% YoY, andHi, I'm Martin, I focus on maintaining a delta neutral portfolio. I want to be long/short at the same time and benefit from market volatility. I specialize in using options through which I enter and exit trades. I look for market opportunities primarily in small companies, and my search takes me into the waters of mid-sized companies as well.Analyst’s Disc ...
Car or A.I. Company? Key Question Puts TSLA Value in Question
Youtube· 2025-09-26 18:30
It's time to discuss the latest with Tesla. Joining us now is Marley Kaden, host for the Schwab network to discuss all of the positives that we take away from what Bush's Dan Ives note. I mean, $600 price target is I think the the headline story there because that would imply some nice upside and is well above the average right now, which I believe is roughly like $347 a share.Yeah. Well, it's about a 40% a little more than a 40% upside with a $6 $600 price target. It's a street high price target as well.up ...
Tesla Pi phone: is Elon Musk’s rumored smartphone actually real?
The Economic Times· 2025-09-26 18:12
has become one of the most searched topics in tech news. For years, social media posts and YouTube videos have claimed that Starlink satellite support, solar charging, crypto mining, and Neuralink integration. But as of September 2025, there is no official confirmation from Tesla. Elon Musk himself has said the company is not making a phone, unless future circumstances force them to.Musk has been asked about smartphones several times. His answer has been consistent: Tesla would only consider building a pho ...
Wedbush raises Tesla price target, August inflation data boosts rate cut hopes,
Youtube· 2025-09-26 17:44
通胀数据与美联储政策 - 8月核心PCE通胀率为2.9% 与预期一致 但仍高于美联储2%的目标水平[1] - 个人消费支出保持强劲 消费者在餐饮、娱乐服务等可自由支配领域支出增加 显示经济韧性[1] - 服务通胀特别是医疗保健通胀出现粘性停滞 长期通胀预期面临上行压力[1] - 市场预计美联储将在10月和12月各降息一次 但若经济保持韧性和通胀粘性 12月降息存在风险[2] - 密歇根大学消费者信心指数9月降至55.1% 低于预期 但高收入群体因股市强劲保持稳定支出[5] 关税政策影响 - 新关税政策涉及厨柜等商品税率达50%-100% 但制药公司因在美国建设产能可能获得豁免[2] - 实际关税影响低于理论水平 有效关税率约为9% 远低于18%的理论值 因企业通过转口贸易和成本吸收缓解冲击[11] - 与墨西哥和中国的关税暂停协议将分别于10月底和11月10日到期 届时可能对通胀产生更大影响[2] - 特朗普政府考虑推行"1:1"芯片政策 要求企业在美国生产的芯片数量与进口数量相匹配[5][9] 房地产市场动态 - 新屋销售8月增长超过20% 达2022年以来最快增速 但数据可能存在大幅修正[3] - 抵押贷款利率从年初6.9%的高点降至6.3% 帮助稳定住房需求[3] - 建筑商通过利率买断和其他激励措施应对负担能力挑战 高端市场表现更为强劲[3] - Toll Brothers因专注于东北沿海地区豪华住宅市场 且客户群体财富水平较高 对利率敏感度较低 被分析师看好[3] 科技与AI行业趋势 - 纯存储公司推出FlashBlade产品 声称性能比竞争对手高5倍 专注于企业AI数据存储解决方案[4] - OpenAI年化收入达130亿美元 预计年底将达200亿美元 但年度资本支出计划达600亿美元引发市场担忧[7][8] - 83%的企业领袖认为AI对增长至关重要 但仅11%认为AI将减少工作岗位 多数视为工作流程转型机会[9] - 科技巨头AI投资已开始产生回报 Meta数字广告业务因AI支持实现20%以上增长[7] 航空运输业状况 - 政府 shutdown 可能影响TSA安检效率 但Breeze Airways因主要服务低客流机场受影响较小[13] - Breeze Airways计划1月开通国际航线 利用周六航班空闲运力提供普罗维登斯至坎昆等航线[13] - 超低成本航空公司面临挑战 因使用大型飞机与主流航空公司直接竞争 而Breeze采用137座较小机型差异化运营[14] 媒体行业变革 - 广播电视面临压力 Jimmy Kimmel节目遭Sinclair和Nextar停播 可能加速内容向流媒体转移[11] - 行业整合加速 Hulu将被并入Disney+ Paramount可能收购华纳兄弟探索[12] - 广播公司依赖体育内容特别是NFL保持生存 但周四夜赛已转向亚马逊 更多内容可能转向流媒体[12] - TikTok美国业务估值140亿美元 因字节跳动将保留一半利润 算法和用户内容体验将保持不变[12]
Veradigm: A Relisting Special Situation With Strategic Optionality
Seeking Alpha· 2025-09-26 16:59
To understand the opportunity, it helps to understand the wreckage. Veradigm (OTCMKTS: MDRX ) , known as Allscripts until 2022, has been around long enough to live through several cycles in healthcare IT. The company rebranded after sellingWe are a group of experienced investors that like to dig deeper into stocks to find growth stories at a reasonable price with strong economic moats. We also aim to conduct high-quality analysis by deep diving into valuations, key business drivers, risk/reward, and differe ...
Deutsche Bank Raises Tesla Price Target To $435, Maintains Buy Rating
Financial Modeling Prep· 2025-09-26 16:53
Deutsche Bank increased its price target on Tesla (NASDAQ: TSLA) to $435 from $345 while maintaining a Buy rating, citing stronger-than-expected third-quarter deliveries and improved investor sentiment following CEO Elon Musk’s renewed focus on key initiatives. The firm said Tesla was poised to benefit from its leadership in embodied AI, with Musk prioritizing the robotaxi and Optimus projects. Analysts forecast third-quarter deliveries of 461,500 units, above consensus of 433,000, supported by the launch o ...
Tesla's AI And Robotaxi Push Could Add $1 Trillion, Analyst Says
Benzinga· 2025-09-26 16:51
Tesla (NASDAQ: TSLA) and its CEO, Elon Musk, are entering a pivotal phase as artificial intelligence and robotaxis reshape the company's growth story.Analysts view Tesla as positioned to dominate the autonomous vehicle market, with the expansion of robotaxis and AI initiatives driving its next growth chapter.Wedbush analyst Daniel Ives maintained an Outperform rating on Tesla with a price forecast of $500.Also Read: Tesla Aims For Record Deliveries, AI And Self-Driving Edge Over Rivals: AnalystIves argued t ...