One of life's abiding mysteries—at least to this writer—has been Tesla's enduring success over recent years despite offering so few choices for customers. With the death of the low-volume and antiquated Models S and X to free factory space for CEO Elon Musk's stated desire to build billions of humanoid robots, the car company now sells just two models outside the US (and effectively in the US, giv...
One of life's abiding mysteries—at least to this writer—has been Tesla's enduring success over recent years despite offering so few choices for customers. With the death of the low-volume and antiquated Models S and X to free factory space for CEO Elon Musk's stated desire to build billions of humanoid robots, the car company now sells just two models outside the US (and effectively in the US, given languishing Cybertruck sales ). That could be changing, though. According to a Reuters report this morning , Tesla is working on a smaller, cheaper EV. The claim is based on accounts from four anonymous sources, all of whom work for companies that supply Tesla. They say Tesla is developing a new, smaller EV, an all-new design rather than something based on the Model 3 or Model Y. Reuters claims the under-development EV is 168 inches (4.3 m) long, significantly shorter than either a Model 3 (185.8 inches/4.7 m) or a Model Y (188.7 inches/4.8 m). But before anyone gets too excited, it's possible that this new small EV—should it ever happen—won't go on sale here in the US, at least not at first or without complications. Three of Reuters' sources claim the new EV will be built in China, which means any imports to the US would be subject to a 100 percent tariff, one of the few Biden administration policies that has met muster with the Trump administration . The other source told the news agency that adding production to Tesla's factories in the US and Germany could be possible at a later date. Read full article Comments
Datadog could gain ground due to growing demand for solutions that support developers' work on artificial intelligence models, according to Guggenheim. The investment firm upgraded the software platform provider to buy from neutral. It also set a $175 price target on shares, implying 50.2% upside from Wednesday's close. "Based on our industry research and checks, we believe that Datadog is a prima...
Datadog could gain ground due to growing demand for solutions that support developers' work on artificial intelligence models, according to Guggenheim. The investment firm upgraded the software platform provider to buy from neutral. It also set a $175 price target on shares, implying 50.2% upside from Wednesday's close. "Based on our industry research and checks, we believe that Datadog is a primary beneficiary of AI-driven growth in data volumes and IT complexity," analyst Howard Ma said in a note to clients. Datadog offers several tools that provide insights into security, performance and costs to help developers troubleshoot and improve their applications. DDOG YTD mountain DDOG year to date As part of its offerings, the company also provides tools for large-language model observability, or the practice of monitoring AI models trained on large data sets to evaluate their behavior and performance. Those types of products, alongside Datadog's AI-powered, autonomous, or semi-autonomous service could give Datadog's shares a boost, according to Guggenheim. "AI observability … and sales capacity and productivity increases are all potential levers for upside," Ma wrote. The analyst added that Datadog has strong revenue contribution from multiple products, including its Bits AI, which is an AI-powered agent that helps engineers investigate and fix production incidents. He also noted that Datadog has "a sophisticated backend architecture that is a deep moat against competition and potential commoditization via [large language models]." Guggenheim's call aligns with consensus on Wall Street. Of the 49 analysts covering Datadog, 44 have a buy or strong buy on the stock, according to LSEG. Shares have fallen 16% in the year to date, underperforming the overall market.
Shmeasefire By Molly Schwartz, cross-asset macro strategist of Rabobank The trouble with ceasefires is that they often require both sides to agree to a set of terms, and then actually cease fire. However, if the set of terms are not comprehensively established and neither side can be held accountable to pause hostilities, then the so-called “ceasefire” loses all meaning. Yesterday morning, Secreta...
Shmeasefire By Molly Schwartz, cross-asset macro strategist of Rabobank The trouble with ceasefires is that they often require both sides to agree to a set of terms, and then actually cease fire. However, if the set of terms are not comprehensively established and neither side can be held accountable to pause hostilities, then the so-called “ceasefire” loses all meaning. Yesterday morning, Secretary of War, Pete Hegseth spoke about the Iran war ceasefire in a press conference. According to Hegseth, the US has achieved a “historic and overwhelming victory.” We have previously highlighted that in order for the US to achieve its stated goal of ending Iranian nuclear programs, regime change plays a fundamental role. Hegseth has explicitly said that regime change has been achieved, echoing Trump who posted on social media that Iran “has gone through what will be a very productive Regime Change!” However, the rhetoric out of the IRGC and the continued execution of Iranian protestors may indicate otherwise. Hegseth also said that Iran will “never have nuclear weapons” and that the Strait of Hormuz was indeed open for business. At around 1:00pm ET yesterday, it was announced that the Strait of Hormuz was closed amid dispute over ceasefire terms. When a ceasefire is typically negotiated, this includes some formal written agreement . While that may be the case with the current “ceasefire”, the public has yet to see one. A lack of clearly defined and agreed upon terms leaves room for confusion. Just to show how much of a shitshow this whole thing is: Qalibaf says that restraining Israel from attacks in Lebanon was the "first clause" of the 10-point proposal, but it wasn't the first clause in versions published by Iran's state news agency or IRGC-affiliated Tasnim… https://t.co/a3hbA8nNf7 — Gregg Carlstrom (@glcarlstrom) April 8, 2026 Israel conducted what was referred to as the “largest attack yet” on Hezbollah in Lebanon yesterday, with Israeli PM Netanyahu asserting that Leb...
We just covered Jim Cramer Discussed The Iran Ceasefire & Commented On These 19 Stocks. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks discussed by Jim Cramer. eCommerce and cloud computing giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 20% over the past year and down by 6% year-to-date. Banking giant Wells Fargo discussed the […]
We just covered Jim Cramer Discussed The Iran Ceasefire & Commented On These 19 Stocks. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks discussed by Jim Cramer. eCommerce and cloud computing giant Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 20% over the past year and down by 6% year-to-date. Banking giant Wells Fargo discussed the […]
The S&P 500 Index ($SPX ) (SPY ) today is down -0.04%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.18%. June E-mini S&P futures (ESM26 ) are down -0.08%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is down -0.04%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.18%. June E-mini S&P futures (ESM26 ) are down -0.08%, and June E-mini Nasdaq futures...
The Trade: Buy the REGN June $700/$850 Bull Call Spread. Target entry around $78-$79 debit. Max gain is ~$71–72; max loss is the premium paid. Risk/reward of roughly 1:1 if the stock reaches the short strike by expiration. Regeneron's (REGN) Dupixent, the approval of the oncology drug linvoseltamab, the anticipated approval of another oncology drug, odronxtamab and, maybe, the ongoing COURAGE obes...
The Trade: Buy the REGN June $700/$850 Bull Call Spread. Target entry around $78-$79 debit. Max gain is ~$71–72; max loss is the premium paid. Risk/reward of roughly 1:1 if the stock reaches the short strike by expiration. Regeneron's (REGN) Dupixent, the approval of the oncology drug linvoseltamab, the anticipated approval of another oncology drug, odronxtamab and, maybe, the ongoing COURAGE obesity study, give the Tarrytown, New York-based biotech a catalyst-rich pipeline to offset competitive risks in other areas. After a strong break above the 150-day moving average in a bullish-to-bearish reversal, the stock needed to consolidate. It has been doing so since late 2025 and may now be poised to resume its recovery. At roughly $765 as I write this, consolidating a about a 60% run the past seven months but well below the 2025 highs above $1100, REGN may have caught its breath. There are two catalysts between now and the June options expiration. The first is earnings, which are expected on April 29. The company's annual shareholder meeting is scheduled for early June. This is a pipeline-optionality story hiding inside a cash-flow machine. Fiscal year 2026 expected free-cash-flow yield is more than 6%. Dupixent reached $17.8 billion in global sales in 2025 and is now approved for eight indications, with its recent entry into the COPD market opening a new multi-billion-dollar growth opportunity. Meanwhile, EYLEA HD has been converting over some of the U.S. legacy Eylea franchise volume, which is otherwise threatened by Roche's (RHHBY) Vabysmo. At the moment, Eylea retains nearly 60% share in the category. Arguably, the most important story in pharma at the moment is obesity drugs. Here, Regeneron is lagging Eli Lilly and Novo Nordisk . It is merely mid-stage (possibly five years away), but the downsides of the competitors' GLP-1s may not yet be well understood or broadly publicized. One known drawback is muscle loss. Regeneron's offering is intended to combine weight l...
Czech Philharmonic/Bychkov (Pentatone) Semyon Bychkov’ Mahler symphony cycle with the Czech Philharmonic is meticulous, imaginative and deserves to be placed alongside the very best sets Semyon Bychkov’s Czech Philharmonic Mahler cycle has been appearing one symphony at a time since 2022. Curiously, Pentatone has decided to cut to the chase, releasing a box set, including the remaining four, all i...
Czech Philharmonic/Bychkov (Pentatone) Semyon Bychkov’ Mahler symphony cycle with the Czech Philharmonic is meticulous, imaginative and deserves to be placed alongside the very best sets Semyon Bychkov’s Czech Philharmonic Mahler cycle has been appearing one symphony at a time since 2022. Curiously, Pentatone has decided to cut to the chase, releasing a box set, including the remaining four, all in one go. Previous results have been absorbing, the Fourth and Fifth especially notable, but the freshly released Six, Seven, Eight and Nine symphonies, reviewed here, earns the set a place in a starry pantheon. With its relentless tread, the Sixth is one of the hardest symphonies to tame. Bychkov leans into the contrasts, the “Alma theme” glowing with inner fire and a slow movement that shimmers like a limpid Austrian lake. The finale is imposing, a considered approach illuminating the darkest of corners. Continue reading...
CoreWeave has struck a $21 billion deal to supply computing power to Meta Platforms through 2032, deepening its business with the social media giant. Anurag Rana has more on "Bloomberg Open Interest." (Source: Bloomberg)
CoreWeave has struck a $21 billion deal to supply computing power to Meta Platforms through 2032, deepening its business with the social media giant. Anurag Rana has more on "Bloomberg Open Interest." (Source: Bloomberg)
We just covered Jim Cramer Discussed The Iran Ceasefire & Commented On These 19 Stocks. Oracle Corporation (NYSE:ORCL) is one of the stocks discussed by Jim Cramer. Data center giant Oracle Corporation (NYSE:ORCL)’s shares are up by 15% over the past year and are down by 26% year-to-date. Mizuho discussed the firm on April 2nd […]
We just covered Jim Cramer Discussed The Iran Ceasefire & Commented On These 19 Stocks. Oracle Corporation (NYSE:ORCL) is one of the stocks discussed by Jim Cramer. Data center giant Oracle Corporation (NYSE:ORCL)’s shares are up by 15% over the past year and are down by 26% year-to-date. Mizuho discussed the firm on April 2nd […]
Tesla (NASDAQ:TSLA) and Ford (NYSE:F) closed 2025 with results that crystallize their diverging futures. Tesla reported fourth quarter earnings leaning into autonomy and AI while Ford showed a massive EV write-down but its commercial truck business posted its best numbers in years. Robotaxis and Regulatory Credits vs. Super Duty and Software Subscriptions Tesla’s automotive story ... Tesla vs. For...
Tesla (NASDAQ:TSLA) and Ford (NYSE:F) closed 2025 with results that crystallize their diverging futures. Tesla reported fourth quarter earnings leaning into autonomy and AI while Ford showed a massive EV write-down but its commercial truck business posted its best numbers in years. Robotaxis and Regulatory Credits vs. Super Duty and Software Subscriptions Tesla’s automotive story ... Tesla vs. Ford: Don’t Buy Either Stock Until You Read This
We just covered Jim Cramer Discussed The Iran Ceasefire & Commented On These 19 Stocks. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks discussed by Jim Cramer. Microsoft Corporation (NASDAQ:MSFT) has been a constant feature on Jim Cramer’s radar over the past couple of months. The CNBC TV host has repeatedly discussed the firm’s AI […]
We just covered Jim Cramer Discussed The Iran Ceasefire & Commented On These 19 Stocks. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks discussed by Jim Cramer. Microsoft Corporation (NASDAQ:MSFT) has been a constant feature on Jim Cramer’s radar over the past couple of months. The CNBC TV host has repeatedly discussed the firm’s AI […]
NATO Secretary General Mark Rutte reacts during a one-on-one interview with Reuters on the Iran crisis and Ukraine war, at the Alliance headquarters in Brussels, Belgium March 5, 2026. Yves Herman | Reuters NATO Secretary General Mark Rutte has briefed some capitals that U.S. President Donald Trump wants concrete commitments within the next few days for help securing the Strait of Hormuz, two Euro...
NATO Secretary General Mark Rutte reacts during a one-on-one interview with Reuters on the Iran crisis and Ukraine war, at the Alliance headquarters in Brussels, Belgium March 5, 2026. Yves Herman | Reuters NATO Secretary General Mark Rutte has briefed some capitals that U.S. President Donald Trump wants concrete commitments within the next few days for help securing the Strait of Hormuz, two European diplomats told Reuters on Thursday. Rutte met with Trump in Washington on Wednesday, amid tensions within the alliance over the Iran war. "We note the frustration in Washington, but they did not consult allies either before or after starting this war," said one of the diplomats. "NATO as such would not play a role in the war against Iran, but allies want to be helpful in seeking longer-term solutions for Hormuz. With negotiations ongoing with Iran, this could be helpful," the diplomat said. The U.S. president has repeatedly called NATO a "paper tiger" and threatened to withdraw from the 32-member transatlantic alliance in recent weeks, arguing that Washington's European allies have relied on U.S. security guarantees while providing inadequate support for the U.S.-Israeli bombing campaign in Iran. Although Trump said on Tuesday the attacks on Iran would be paused under a two-week ceasefire, the fallout from the conflict has continued to strain ties. Trump posted on Truth Social after the meeting in capitalized letters that "NATO wasn't there when we needed them, and they won't be there if we need them again." Dutchman Rutte, known in Europe as a "Trump whisperer" and who has faced criticism for frequently praising the U.S. leader, said in an interview with CNN after Wednesday's meeting that Trump "is clearly disappointed with many NATO allies, and I can see his point". Early planning under way but questions remain Britain is leading a group of around 40 countries seeking to come up with a military and diplomatic plan to reopen and safeguard Hormuz but there is little i...