Wall Street is giving off mixed signals about Tesla Inc. Analysts are increasingly skeptical of the electric-vehicle maker’s earnings potential this year, but their expectations for the company’s stock price keep climbing. “Tesla is truly unique in capital markets,” said Nicholas Colas, co-founder at DataTrek Research. “It is much more like a VC-funded startup than public equity. As long as the vi...
Wall Street is giving off mixed signals about Tesla Inc. Analysts are increasingly skeptical of the electric-vehicle maker’s earnings potential this year, but their expectations for the company’s stock price keep climbing. “Tesla is truly unique in capital markets,” said Nicholas Colas, co-founder at DataTrek Research. “It is much more like a VC-funded startup than public equity. As long as the vision is bold enough, the valuation levers off that rather than earnings and cash flows.” Most Read from Bloomberg Over the past 12 months, the average forecast for Tesla’s 2026 net income has tumbled 56% from $14.1 billion to $6.1 billion. Yet, during the same period, analysts have raised their average 12-month price target for Tesla shares to $409.49 from $337.99. The stock is up 7% in that time after closing Tuesday at $435.20, well above Wall Street’s expectations for a year from now. The dynamic is “very unusual,” Colas said, since higher price targets typically go hand-in-hand with improving earnings estimates, not dimming expectations. The company reports its fourth-quarter and full-year results on Wednesday. A Tesla representative did not respond to a request for comment. Tesla’s stock, which raced to an all-time high in December before retreating some, trades at more than 195 times its expected earnings over the next 12 months. That’s by far the most-expensive valuation among the Magnificent Seven tech giants, which combined trade for around 29 times anticipated earnings. By comparison, its next closest peers in the group are Apple Inc., Alphabet Inc., Microsoft Corp. and Amazon.com Inc., all of which are priced between 25 and 30 times forward earnings. The shares also have the second-highest multiple in the entire S&P 500 Index, trailing only takeover target Warner Bros. Discovery Inc. and well ahead of number three Palantir Technologies Inc. “If the stock was trading closer to peers, we might be inclined to suggest the risk/reward is appealing,” HSBC analyst Mike ...
Wall Street is giving off mixed signals about Tesla Inc. Analysts are increasingly skeptical of the electric-vehicle maker’s earnings potential this year, but their expectations for the company’s stock price keep climbing. “Tesla is truly unique in capital markets,” said Nicholas Colas, co-founder at DataTrek Research. “It is much more like a VC-funded startup than public equity. As long as the vi...
Wall Street is giving off mixed signals about Tesla Inc. Analysts are increasingly skeptical of the electric-vehicle maker’s earnings potential this year, but their expectations for the company’s stock price keep climbing. “Tesla is truly unique in capital markets,” said Nicholas Colas, co-founder at DataTrek Research. “It is much more like a VC-funded startup than public equity. As long as the vision is bold enough, the valuation levers off that rather than earnings and cash flows.” Most Read from Bloomberg Over the past 12 months, the average forecast for Tesla’s 2026 net income has tumbled 56% from $14.1 billion to $6.1 billion. Yet, during the same period, analysts have raised their average 12-month price target for Tesla shares to $409.49 from $337.99. The stock is up 7% in that time after closing Tuesday at $435.20, well above Wall Street’s expectations for a year from now. The dynamic is “very unusual,” Colas said, since higher price targets typically go hand-in-hand with improving earnings estimates, not dimming expectations. The company reports its fourth-quarter and full-year results on Wednesday. A Tesla representative did not respond to a request for comment. Tesla’s stock, which raced to an all-time high in December before retreating some, trades at more than 195 times its expected earnings over the next 12 months. That’s by far the most-expensive valuation among the Magnificent Seven tech giants, which combined trade for around 29 times anticipated earnings. By comparison, its next closest peers in the group are Apple Inc., Alphabet Inc., Microsoft Corp. and Amazon.com Inc., all of which are priced between 25 and 30 times forward earnings. The shares also have the second-highest multiple in the entire S&P 500 Index, trailing only takeover target Warner Bros. Discovery Inc. and well ahead of number three Palantir Technologies Inc. “If the stock was trading closer to peers, we might be inclined to suggest the risk/reward is appealing,” HSBC analyst Mike ...
This article first appeared on GuruFocus. Tesla (TSLA, Financials) is hitting a rough patch in Europe, where its sales slowed sharply last year while Chinese rival BYD (BYDDF) continued to gain momentum. Industry data show Tesla's new registrations across Europe fell 27% in 2025 to around 239,000 vehicles, with December alone down 20% from a year earlier. BYD moved in the opposite direction, selli...
This article first appeared on GuruFocus. Tesla (TSLA, Financials) is hitting a rough patch in Europe, where its sales slowed sharply last year while Chinese rival BYD (BYDDF) continued to gain momentum. Industry data show Tesla's new registrations across Europe fell 27% in 2025 to around 239,000 vehicles, with December alone down 20% from a year earlier. BYD moved in the opposite direction, selling nearly 188,000 cars a stunning 269% increase and lifting its market share to 1.4% from just 0.4% in 2024. Its more affordable electric models are proving popular with European drivers as the region's EV market becomes more competitive and price sensitive. Electric cars now make up 17.4% of all new cars sold in the EU, up from 13.6% a year ago. At the same time, traditional petrol and diesel automobiles are losing ground. The data show that Tesla is under more and more pressure from new competitors and changing customer needs as Europe's vehicle market welcomes a new generation of electric brands.
UPS reported fourth-quarter earnings per share of $2.38 from sales of $24.5 billion. Wall Street was looking for EPS of $2.20 from sales of $24 billion.
UPS reported fourth-quarter earnings per share of $2.38 from sales of $24.5 billion. Wall Street was looking for EPS of $2.20 from sales of $24 billion.
Key Points Palantir has profited from the rapid adoption of AI. By addressing the AI knowledge gap, the company has driven robust revenue and earnings growth. Its valuation is concerning for some investors, but Palantir's long-term prospects shouldn't be ignored. 10 stocks we like better than Palantir Technologies › The emergence of artificial intelligence (AI) marked a major leap forward in techn...
Key Points Palantir has profited from the rapid adoption of AI. By addressing the AI knowledge gap, the company has driven robust revenue and earnings growth. Its valuation is concerning for some investors, but Palantir's long-term prospects shouldn't be ignored. 10 stocks we like better than Palantir Technologies › The emergence of artificial intelligence (AI) marked a major leap forward in technology, and the number of use cases for generative AI continues to grow. These sophisticated algorithms are being deployed to streamline business processes, increase productivity, and save money. As a result, businesses are scrambling to adopt these systems for fear of being left behind. One of the undeniable beneficiaries of this trend is Palantir Technologies (NASDAQ: PLTR). The stock has climbed an incredible 2,250% since AI first went viral in early 2023 (as of this writing). However, the commensurate increase in the stock's valuation has raised concerns among investors. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Palantir is scheduled to report its fourth-quarter results after the market close on Monday, Feb. 2. Let's review the company's most recent results and what Wall Street is saying ahead of the big day. Decades of AI expertise Palantir has been providing AI solutions to U.S. government agencies and allies for more than 20 years. However, it was the release of Palantir's Artificial Intelligence Platform (AIP) in early 2023 that was the catalyst for the company's explosive growth. The ability of this system to plug into a variety of enterprise business systems and provide keen insight and actionable intelligence made it a hit with enterprise users. The coup de grace was Palantir's hands-on boot camps, which pair users with Palantir engineers. "These immersive, hands-on sessions allow new and existing customers to build live alongside Palantir engineers, all working toward the...
Key Points Southern Copper produced nearly 235 million tons of copper in the third quarter of 2025. The company has new copper projects scheduled to open in 2027 and 2028. Copper is one of the key metals used in electrical systems. 10 stocks we like better than Southern Copper › Many investors are so focused on the technology stocks that support artificial intelligence (AI) that they overlook the ...
Key Points Southern Copper produced nearly 235 million tons of copper in the third quarter of 2025. The company has new copper projects scheduled to open in 2027 and 2028. Copper is one of the key metals used in electrical systems. 10 stocks we like better than Southern Copper › Many investors are so focused on the technology stocks that support artificial intelligence (AI) that they overlook the supply chain that allows AI to exist. Yes, Nvidia is an exciting chipmaker, and companies like SoundHound make exciting products powered by AI. But none of that would be possible without something as simple as the industrial metal copper. That's why investors might want to examine miner Southern Copper (NYSE: SCCO). What does Southern Copper do? Southern Copper is a copper miner, as noted. But it is important to understand what it means to be a miner. A location must contain valuable minerals; approval to develop a mine must be obtained; the mine must be built and operated; and the location must be returned to its natural state when the mine is depleted. It is a time-consuming and highly capital-intensive process. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » No company can simply open up a copper mine overnight. In fact, supply and demand are major factors to monitor in commodity markets like copper. Right now, AI is driving a lot of demand. At the end of the third quarter of 2025, Southern Copper estimated that global copper inventories covered only eight days of demand. The market could actually fall into a deficit, with more demand than supply. Copper responds to supply-and-demand imbalances like any other commodity. Rising demand generally leads to rising prices, particularly if supply isn't keeping pace. This dynamic is already helping Southern Copper, as the 235 million tons of copper it produced in Q3 2025 was a lower number than in Q3 2024. Ho...
Key Points Palantir has profited from the rapid adoption of AI. By addressing the AI knowledge gap, the company has driven robust revenue and earnings growth. Its valuation is concerning for some investors, but Palantir's long-term prospects shouldn't be ignored. 10 stocks we like better than Palantir Technologies › The emergence of artificial intelligence (AI) marked a major leap forward in techn...
Key Points Palantir has profited from the rapid adoption of AI. By addressing the AI knowledge gap, the company has driven robust revenue and earnings growth. Its valuation is concerning for some investors, but Palantir's long-term prospects shouldn't be ignored. 10 stocks we like better than Palantir Technologies › The emergence of artificial intelligence (AI) marked a major leap forward in technology, and the number of use cases for generative AI continues to grow. These sophisticated algorithms are being deployed to streamline business processes, increase productivity, and save money. As a result, businesses are scrambling to adopt these systems for fear of being left behind. One of the undeniable beneficiaries of this trend is Palantir Technologies (NASDAQ: PLTR). The stock has climbed an incredible 2,250% since AI first went viral in early 2023 (as of this writing). However, the commensurate increase in the stock's valuation has raised concerns among investors. Palantir is scheduled to report its fourth-quarter results after the market close on Monday, Feb. 2. Let's review the company's most recent results and what Wall Street is saying ahead of the big day. Image source: Getty Images. Decades of AI expertise Palantir has been providing AI solutions to U.S. government agencies and allies for more than 20 years. However, it was the release of Palantir's Artificial Intelligence Platform (AIP) in early 2023 that was the catalyst for the company's explosive growth. The ability of this system to plug into a variety of enterprise business systems and provide keen insight and actionable intelligence made it a hit with enterprise users. The coup de grace was Palantir's hands-on boot camps, which pair users with Palantir engineers. "These immersive, hands-on sessions allow new and existing customers to build live alongside Palantir engineers, all working toward the common goal of deploying AI in operations," Palantir said. The unprecedented demand for AIP has taken Pala...
March S&P 500 E-Mini futures ( ESH26 ) are up +0.26%, and March Nasdaq 100 E-Mini futures ( NQH26 ) are up +0.60% this morning, buoyed by gains in technology stocks, while investors await the start of the Federal Reserve’s two-day policy meeting, as well as a new round of U.S. economic data and corporate earnings reports. Futures on the Nasdaq 100 outperformed as chip stocks advanced in pre-market...
March S&P 500 E-Mini futures ( ESH26 ) are up +0.26%, and March Nasdaq 100 E-Mini futures ( NQH26 ) are up +0.60% this morning, buoyed by gains in technology stocks, while investors await the start of the Federal Reserve’s two-day policy meeting, as well as a new round of U.S. economic data and corporate earnings reports. Futures on the Nasdaq 100 outperformed as chip stocks advanced in pre-market trading, led by a more than +5% gain in Micron Technology ( MU ) after the company said it will invest an additional $24 billion in Singapore over the next decade to expand manufacturing capacity amid an AI-driven memory chip shortage. In yesterday’s trading session, Wall Street’s main stock indexes ended in the green. Most members of the Magnificent Seven stocks advanced, with Apple ( AAPL ) rising nearly +3% and Meta Platforms ( META ) gaining more than +2%. Also, Arista Networks ( ANET ) climbed over +5% and was the top percentage gainer on the S&P 500 after Wells Fargo analyst Aaron Rakers said he sees Microsoft’s launch of its second-generation Maia 200 AI chips as a “derivative positive” for the company. In addition, Baker Hughes ( BKR ) rose over +4% after the company posted better-than-expected Q4 results and said it plans to double its data center equipment order target to $3 billion over three years. On the bearish side, Revolution Medicines ( RVMD ) plunged over -16% after The Wall Street Journal reported that Merck is no longer in talks to acquire the company. Economic data released on Monday showed that U.S. durable goods orders climbed +5.3% m/m in November, stronger than expectations of +3.1% m/m, and core durable goods orders, which exclude transportation, rose +0.5% m/m, stronger than expectations of +0.3% m/m. On the trade front, President Trump on Monday threatened to raise tariffs on goods imported from South Korea to 25% from 15%, citing what he described as the failure of the country’s legislature to formalize the trade deal agreed last year. The Fede...
Nvidia will provide financial support to assist CoreWeave. Credit: NVIDIA Corporation. Nvidia has expanded its partnership with CoreWeave to support the construction of more than five gigawatts (GW) of AI factories by 2030. The initiative aims to facilitate broader adoption of AI technologies globally. As part of the agreement, Nvidia has purchased $2bn in CoreWeave Class A common stock at $87.20 ...
Nvidia will provide financial support to assist CoreWeave. Credit: NVIDIA Corporation. Nvidia has expanded its partnership with CoreWeave to support the construction of more than five gigawatts (GW) of AI factories by 2030. The initiative aims to facilitate broader adoption of AI technologies globally. As part of the agreement, Nvidia has purchased $2bn in CoreWeave Class A common stock at $87.20 per share. The collaboration will see CoreWeave develop and operate AI factories using Nvidia’s accelerated computing platform technology to address the increasing demand for computational resources required for AI. Nvidia will provide financial support to assist CoreWeave in securing land, power, and infrastructure needed to build these facilities. Both companies plan to test and validate CoreWeave’s AI-native software and reference architectures, such as SUNK and Mission Control, with a view to integrating them into Nvidia’s reference architectures for cloud service providers and enterprise clients. GlobalData Strategic Intelligence US Tariffs are shifting - will you react or anticipate? Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis. By GlobalData Learn more about Strategic Intelligence Nvidia founder and CEO Jensen Huang said: “AI is entering its next frontier and driving the largest infrastructure buildout in human history. “CoreWeave’s deep AI factory expertise, platform software and unmatched execution velocity are recognised across the industry. Together, we’re racing to meet extraordinary demand for Nvidia AI factories — the foundation of the AI industrial revolution.” CoreWeave will also deploy multiple generations of Nvidia hardware across its cloud platform, including upcoming Nvidia Rubin computing architecture, Vera CPUs and BlueField storage systems. CoreWeave co-founder, chairman and CEO Michael Intrator said: “From the very beginning, our collaboration has been guided by a simple conviction: AI succeeds ...
S&P 500 Futures 6,998.25 +0.24% Bloomberg Dollar Spot Index 1,186.61 -0.11% Hang Seng Index 27,126.95 +1.35% Spot gold 5,086.2 +1.55% Bitcoin 87,685.89 -0.33% Market data as of 06:23 am EST. Market data may be delayed depending on provider agreements. Five things you need to know Global stocks are pressing toward fresh record highs , with technology shares leading the advance as the earnings seaso...
S&P 500 Futures 6,998.25 +0.24% Bloomberg Dollar Spot Index 1,186.61 -0.11% Hang Seng Index 27,126.95 +1.35% Spot gold 5,086.2 +1.55% Bitcoin 87,685.89 -0.33% Market data as of 06:23 am EST. Market data may be delayed depending on provider agreements. Five things you need to know Global stocks are pressing toward fresh record highs , with technology shares leading the advance as the earnings season moves into its busiest phase. Gold gained while the dollar steadied. Shares of US health insurers are tumbling premarket after the US proposed holding payments to private Medicare plans flat next year. UnitedHealth, meanwhile, forecast a decline in revenue as it sheds assets in a bid to improve profits. The EU and India concluded a free trade agreement after nearly two decades of negotiations, as they seek to deepen economic ties and offset the impact of Washington’s tariffs. US airlines are still paring back flights as a deep freeze hampers the restart of operations at some major hubs following an intense winter storm. The industry is bracing for another arctic blast later this week. Puma shares soar 21% in Frankfurt after the billionaire Pinault family agreed to sell its 29% stake in the sneaker maker to China’s Anta Sports, paring back its holdings beyond the luxury-goods industry as it focuses on a turnaround at Gucci. Crypto struggles for relevance Gold has surged past $5,000. Stocks keep booming. The dollar is falling again. Yet Bitcoin is sitting out the action . Its price is stalling, volumes are limp, and longtime believers are looking to equities, precious metals and prediction markets . The original cryptocurrency is down 25% since October and has shed 6% in the past seven days. Investors have pulled more than $1.3 billion from Bitcoin-linked funds over the last week, part of a broader retreat from crypto ETFs. Bitcoin has been hailed as both a momentum and a debasement trade, whereby investors shift from currencies and sovereign bonds, which are vulnerable to ...
In this article UPS Follow your favorite stocks CREATE FREE ACCOUNT United Parcel Service's (UPS) newly launched electric delivery truck is seen in Compton, California, U.S., September 13, 2023. Andrew Kelly | Reuters United Parcel Service forecast higher annual revenue on Tuesday, as it reduces low-margin deliveries for its biggest customer, Amazon , and shifts toward higher-paying shipments...
In this article UPS Follow your favorite stocks CREATE FREE ACCOUNT United Parcel Service's (UPS) newly launched electric delivery truck is seen in Compton, California, U.S., September 13, 2023. Andrew Kelly | Reuters United Parcel Service forecast higher annual revenue on Tuesday, as it reduces low-margin deliveries for its biggest customer, Amazon , and shifts toward higher-paying shipments. The world's largest package delivery company expects 2026 revenue to be $89.7 billion, compared to the $88.7 billion it reported last year. It forecast an adjusted operating margin of 9.6% for 2026. "Looking ahead, upon completion of the Amazon glide-down, 2026 will be an inflection point in the execution of our strategy to deliver growth and sustained margin expansion," CEO Carol Tome said in a statement. Shares of the company were up 3.7% in premarket trading, while rival FedEx gained about 1%. UPS reported fourth-quarter consolidated revenue of $24.5 billion, compared with $25.3 billion a year earlier.
Key Points The majority of Americans don't believe they're saving as much for retirement as they should. It's possible to fatten your retirement account, even if you start out with small contributions. Employer matches are one of the easiest ways to collect "free" money. The $23,760 Social Security bonus most retirees completely overlook › If you lie awake at night, worried that you're not saving ...
Key Points The majority of Americans don't believe they're saving as much for retirement as they should. It's possible to fatten your retirement account, even if you start out with small contributions. Employer matches are one of the easiest ways to collect "free" money. The $23,760 Social Security bonus most retirees completely overlook › If you lie awake at night, worried that you're not saving enough for retirement, you're in good company. An Allianz Life retirement study found that 64% of Americans worry more about running out of money than dying, and 62% say they're not saving as much for retirement as they would like. In other words, building a nest egg is not as easy as some may lead you to believe, and you may have to get creative. While there are many ways to save money, some are more Draconian than others and are difficult to stick with. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » Here are three ideas that are doable and may encourage you enough to come up with your own saving techniques. 1. Do some (nearly) painless trimming The truth is, you could severely cut your budget by buying fruit just before it goes bad and leaving your thermostat set to 79 all summer, but why take drastic action you're unlikely to stick with? Instead, scan your monthly budget (if you don't have one, now's the time to put one together). What you're looking for are expenses you can cut without feeling deprived. For example, if you're paying for a gym membership or home exercise program that you haven't used in a year, cancel it. If you have subscriptions you can live without -- including grooming boxes, makeup deliveries, or streaming channels you rarely visit -- cancel them. If you occasionally forget to pay a bill and get hit with penalties, make sure all your monthly bills are set to auto-pay so they're paid even when you're busy. In the event you spend more than you intend when you're ou...
UnitedHealth’s stock tumbles, after a lower 2026 revenue outlook came along with disappointing Medicare Advantage rates announced by the Trump administration.
UnitedHealth’s stock tumbles, after a lower 2026 revenue outlook came along with disappointing Medicare Advantage rates announced by the Trump administration.
*Other Operating Data Consensus Source: Bloomberg More on UPS UPS Is Out Of The Hole, And My Portfolio (Downgrade) United Parcel Services: Valuation, Fundamentals, And Technicals Are Unitedly Buy United Parcel Service's Turnaround Story: Lower Expectations Doesn't Mean The Plan Is Working UPS Non-GAAP EPS of $2.38 beats by $0.18, revenue of $24.5B beats by $490M UPS Q4 2025 Earnings Preview: What ...
*Other Operating Data Consensus Source: Bloomberg More on UPS UPS Is Out Of The Hole, And My Portfolio (Downgrade) United Parcel Services: Valuation, Fundamentals, And Technicals Are Unitedly Buy United Parcel Service's Turnaround Story: Lower Expectations Doesn't Mean The Plan Is Working UPS Non-GAAP EPS of $2.38 beats by $0.18, revenue of $24.5B beats by $490M UPS Q4 2025 Earnings Preview: What to Expect
Keith Gill, a Reddit user credited with inspiring GameStop's rally, during a YouTube livestream arranged on a laptop at the New York Stock Exchange on June 7, 2024. Michael Nagle | Bloomberg | Getty Images Five years after a band of online traders sent GameStop skyrocketing and upended Wall Street's assumptions about "dumb money," the influence of retail investors has proven more durable and long-...
Keith Gill, a Reddit user credited with inspiring GameStop's rally, during a YouTube livestream arranged on a laptop at the New York Stock Exchange on June 7, 2024. Michael Nagle | Bloomberg | Getty Images Five years after a band of online traders sent GameStop skyrocketing and upended Wall Street's assumptions about "dumb money," the influence of retail investors has proven more durable and long-lasting than many expected. What began as a dramatic short squeeze in early 2021 has evolved into a persistent force in equity markets, reshaping trading dynamics, pushing hedge funds to adapt and providing a steady source of dip-buying flows of cash that helped underpin one of the longest bull markets on record. "Retail investors were always signals to me," said Tom Lee, head of research at Fundstrat, whose flagship exchange-traded fund exceeds $4 billion in assets. "When they were buying dips, the bull market was healthy. From 2009 to 2020, institutions acted like retail didn't exist. That changed completely after 2020. Retail investors are difference-makers. They can move markets with size and conviction." Loading chart... Before the pandemic, retail trading accounted for only a small fraction of daily equity volumes in the U.S. That changed as lockdown-era government stimulus payments, zero-commission trading and social media-fueled coordination pulled millions of new investors into markets. "A lot of people assumed that once Covid cleared and everyone went back to their daily lives, retail participation would fall off," said Steve Quirk, chief brokerage officer at Robinhood Markets. "What surprised me a little is just how strong it's been." On average, individual investor participation in U.S. equities has risen to nearly 20% of daily trading volume, up from low single digits before Covid, according to Jeff Shen, co-chief investment officer and co-head of systematic active equities at BlackRock. "There is certainly a social aspect of it that is quite foreign to a class...
undefined On a summer evening in July 2022, a group of investors and business figures gathered at a private villa overlooking Qiandao Lake, a scenic reservoir on the outskirts of Hangzhou in Zhejiang province, known for its high-end vacation properties. The invitation described the trip as shareholder and board meetings of Baolide Holdings Group Co. Ltd. , once one of East China’s largest private ...
undefined On a summer evening in July 2022, a group of investors and business figures gathered at a private villa overlooking Qiandao Lake, a scenic reservoir on the outskirts of Hangzhou in Zhejiang province, known for its high-end vacation properties. The invitation described the trip as shareholder and board meetings of Baolide Holdings Group Co. Ltd. , once one of East China’s largest private luxury-car dealers. But one attendee later said the formal meetings were largely a pretext.