Last week, it was reported that Tesla Inc (NASDAQ: TSLA) had produced its final Model S and Model X vehicles at its Fremont, California factory, drawing the curtain on 14 years of Model S production and 11 years of Model X production. It won’t have come as a big surprise, given CEO Elon Musk had guided that this would happen back in January, describing the two models as being due for an "honorable...
Last week, it was reported that Tesla Inc (NASDAQ: TSLA) had produced its final Model S and Model X vehicles at its Fremont, California factory, drawing the curtain on 14 years of Model S production and 11 years of Model X production. It won’t have come as a big surprise, given CEO Elon Musk had guided that this would happen back in January, describing the two models as being due for an "honorable discharge," but seeing it actually happen is something else. For a company built on the back of those vehicles, it's the kind of milestone that gives pause for thought. And yet, the more you look at what Tesla is pivoting toward, the harder it becomes to frame this as anything other than a deliberate and confident bet on the future. The Fremont factory, for example, isn't just going dark. Tesla plans to convert it into an assembly plant for Optimus, its much-lauded humanoid robot project, with Musk suggesting recently that production could begin before the end of the year. That’s a pretty clear message to send, and it effectively says that Tesla is going all-in on its next growth chapter. However, with the stock currently trading back below $410 as it fights to hold onto its gains over the past six weeks, investors are right to wonder what all this means for Tesla’s prospects. This pivot isn’t exactly new news either—so has it already been priced in, or is there still real upside ahead? Let's jump in and take a closer look below. The Pivot Is Real, and the Numbers Are Starting to Reflect It What's easy to miss in the noise around Tesla's transformation is how much of it is already generating tangible momentum rather than simply forward-looking hype. For example, its Full Self-Driving (FSD) subscriber count is growing more than 50% year over year, a pace that matters not just for the revenue it generates but for what it says about the product itself. Users are staying on the subscription, indicating the technology delivers enough value to keep them paying month after month....
Key Points Interested in Tesla, Inc.? Here are five stocks we like better. Tesla has just produced its final Model S and Model X vehicles, making clear just how dramatically the company's ambitions have shifted. With FSD growth accelerating, robotaxi expansion underway, Optimus production imminent, and energy storage gaining ground, the bull case has never been more diversified, or more dependent ...
Key Points Interested in Tesla, Inc.? Here are five stocks we like better. Tesla has just produced its final Model S and Model X vehicles, making clear just how dramatically the company's ambitions have shifted. With FSD growth accelerating, robotaxi expansion underway, Optimus production imminent, and energy storage gaining ground, the bull case has never been more diversified, or more dependent on flawless execution. Analysts have been cooling on the stock, and with Tesla trading at a stretched multiple, investors are being asked to take a significant leap of faith in a transformation that's still very much in progress. Last week, it was reported that Tesla Inc (NASDAQ: TSLA) had produced its final Model S and Model X vehicles at its Fremont, California factory, drawing the curtain on 14 years of Model S production and 11 years of Model X production. It won’t have come as a big surprise, given CEO Elon Musk had guided that this would happen back in January, describing the two models as being due for an "honorable discharge," but seeing it actually happen is something else. For a company built on the back of those vehicles, it's the kind of milestone that gives pause for thought. → The Pentagon's AI Pivot Supercharges Defense Stocks And yet, the more you look at what Tesla is pivoting toward, the harder it becomes to frame this as anything other than a deliberate and confident bet on the future. The Fremont factory, for example, isn't just going dark. Tesla plans to convert it into an assembly plant for Optimus, its much-lauded humanoid robot project, with Musk suggesting recently that production could begin before the end of the year. That’s a pretty clear message to send, and it effectively says that Tesla is going all-in on its next growth chapter. However, with the stock currently trading back below $410 as it fights to hold onto its gains over the past six weeks, investors are right to wonder what all this means for Tesla’s prospects. This pivot isn’t exactly ...
hapabapa/iStock Editorial via Getty Images Investment overview I wrote about Sweetgreen ( SG ) previously with a hold rating as demand remains weak, margins are falling as well, and the new store opening outlook isn’t great as well. After looking at Q1 2026, my view has not changed. Q1 actually confirmed that the core business is still under pressure, especially traffic and RLM. The only reason I ...
hapabapa/iStock Editorial via Getty Images Investment overview I wrote about Sweetgreen ( SG ) previously with a hold rating as demand remains weak, margins are falling as well, and the new store opening outlook isn’t great as well. After looking at Q1 2026, my view has not changed. Q1 actually confirmed that the core business is still under pressure, especially traffic and RLM. The only reason I am not more negative is that wraps, pricing changes, and operational fixes now give SG a path to prove demand can stabilize. 1Q26 earnings review SG’s 1Q26 results were weak from the first line of the P&L all the way down to store-level profit. Revenue came in at $161.5 million, down 2.9% y/y. Same-store sales [SSS] fell 12.8%, and what’s worse is that the weakness was mostly traffic-led, with traffic down >11%. Mix was also negative, while price added just 0.7%, which was nowhere near enough to offset the drop in customer visits. I think it is very clear at this point that SG still has a demand problem. It is not just that customers are spending a bit less. Fewer customers are coming through the store, and that pretty much is the most important thing for a restaurant business because this is a fixed-cost business. In terms of store count, total restaurants were up slightly to 285 vs. 251 last year, which may sound great, but what matters is per-unit economics. On average, unit sales volume was $571k, down 14.7% y/y, and that is the more important signal to me. Margins showed the same problem. Restaurant-level profit was down close to 50% y/y to $16.2 million, with restaurant-level margin [RLM] down 790 bps y/y to 10%. Below the restaurant level, SG remained loss-making on an operating basis. Operating loss widened to $34.3 million vs. $28.5 million last year, with adj. EBITDA coming in at -$8.1 million vs. $0.3 million last year. Demand is still weak As noted, SG continued to see very weak demand, and I don’t think there is any way to spin this into a positive one. That sa...
This article first appeared on GuruFocus. Advanced Micro Devices (AMD, Financials) was in focus after CEO Lisa Su met with Chinese Vice Premier He Lifeng in Beijing on Monday. The meeting comes as semiconductor companies continue navigating strained U.S.-China relations, export restrictions and shifting demand from Chinese technology customers. AMD remains one of the key U.S. chipmakers exposed to...
This article first appeared on GuruFocus. Advanced Micro Devices (AMD, Financials) was in focus after CEO Lisa Su met with Chinese Vice Premier He Lifeng in Beijing on Monday. The meeting comes as semiconductor companies continue navigating strained U.S.-China relations, export restrictions and shifting demand from Chinese technology customers. AMD remains one of the key U.S. chipmakers exposed to global demand for processors used in data centers, personal computers and artificial intelligence workloads. Any signs of stronger communication with Chinese officials are closely watched because China remains an important market for the broader chip industry. The meeting also followed recent talks between President Donald Trump and Chinese officials, keeping trade policy near the center of investor attention. For AMD, the main issue is whether geopolitical tensions will affect sales opportunities, supply chains or access to advanced AI chip markets.
Advanced Micro Devices (AMD, Financials) was in focus after CEO Lisa Su met with Chinese Vice Premier He Lifeng in Beijing on Monday. The meeting comes as semiconductor companies continue navigating strained U.S.-China relations, export restrictions and shifting demand from Chinese technology customers. AMD remains one of the key U.S. chipmakers exposed to global demand for processors used in data...
Advanced Micro Devices (AMD, Financials) was in focus after CEO Lisa Su met with Chinese Vice Premier He Lifeng in Beijing on Monday. The meeting comes as semiconductor companies continue navigating strained U.S.-China relations, export restrictions and shifting demand from Chinese technology customers. AMD remains one of the key U.S. chipmakers exposed to global demand for processors used in data centers, personal computers and artificial intelligence workloads. Any signs of stronger communication with Chinese officials are closely watched because China remains an important market for the broader chip industry. The meeting also followed recent talks between President Donald Trump and Chinese officials, keeping trade policy near the center of investor attention. For AMD, the main issue is whether geopolitical tensions will affect sales opportunities, supply chains or access to advanced AI chip markets.
View of the trading floor of New York Stock Exchange by Lev Radin via Shutterstock The S&P 500 Index ($SPX) (SPY) today is up +0.27%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.09%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.55%. June E-mini S&P futures (ESM26) are up +0.26%, and June E-mini Nasdaq futures (NQM26) are up +0.52%. Stock indexes are moving higher today, recovering s...
View of the trading floor of New York Stock Exchange by Lev Radin via Shutterstock The S&P 500 Index ($SPX) (SPY) today is up +0.27%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.09%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +0.55%. June E-mini S&P futures (ESM26) are up +0.26%, and June E-mini Nasdaq futures (NQM26) are up +0.52%. Stock indexes are moving higher today, recovering some of this week’s losses, amid lower bond yields and strength in semiconductor stocks. The 10-year T-note yield is down -2 bp to 4.65%, falling back from Tuesday’s 16-month high as inflation expectations retreat amid a decline in WTI crude oil prices of more than -2%. Semiconductor stocks are climbing today, providing support to the broader market. Nvidia is up +0.6% ahead of its earnings results after today’s close. Nvidia’s earnings will provide an update on the state of the AI economy, with Q1 sales expected to be up 80%, but the markets will be focused on what the company has to say about ramping up production and fending off competitors. US MBA mortgage applications fell -2.3% in the week ended May 1, with the purchase mortgage sub-index down -4.1%, and the refinancing mortgage sub-index down -0.1%. The average 30-year fixed rate mortgage rose +10 bp to 6.56% from 6.46% in the prior week. WTI crude oil prices (CLM26) remain extremely volatile and are susceptible to headlines from the Iran war. Prices are down by more than -2% today, with NATO discussing escorting ships through the Strait of Hormuz should the route be closed after early July, which could return some crude supplies to the global market. Late Monday, President Trump said he called off a strike on Iran scheduled for Tuesday after Gulf allies asked for more time to give diplomacy a chance. Last Wednesday, the International Energy Agency (IEA) said in a monthly report that global oil inventories declined at a rate of about 4 million bpd in March and April, and the market will remain “severely undersupplied”...
Having personally recently tested a bunch of MagSafe power banks for an upcoming piece, let me tell you that it’s tough to find a low-cost model that offers a bunch of features. Anker’s 10,000mAh Zolo power bank is an exception to the rule, with its built-in, braided USB-C cable, MagSafe magnets to stay attached to your iPhone, plus a kickstand to hold your phone upright as it charges. The black a...
Having personally recently tested a bunch of MagSafe power banks for an upcoming piece, let me tell you that it’s tough to find a low-cost model that offers a bunch of features. Anker’s 10,000mAh Zolo power bank is an exception to the rule, with its built-in, braided USB-C cable, MagSafe magnets to stay attached to your iPhone, plus a kickstand to hold your phone upright as it charges. The black and white versions are currently $39.99 ($10 off) at Amazon , which is their biggest — and only — discount since late 2025. The black version is $44.99 at Newegg with offer code EDF25447 used at checkout. Anker Zolo MagSafe power bank (10,000mAh, Qi 7.5W) Where to Buy: $49.99 $39.99 at Amazon $49.99 $44.99 at Newegg (with code EDF25447) While the charger only offers Qi 7.5W speeds to iPhones (well below the 25W peak wireless charging speeds of most newer iPhones), it’s fast enough to keep your device topped up while you work, or as you’re watching videos. It’s plenty speedy with wired charging, though, delivering up to 30W of power via USB-C. It can charge three devices at once — one via wireless charging, one with its built-in cable, and another with its spare USB-C port — but the total speed will drop to 15W. Again, not bad at all if you just want to keep your devices afloat.
We’re about to find out if the systems designed to make deepfakes and AI-generated content easy to spot are actually up to snuff. SynthID and C2PA Content Credentials, two distinct technologies for invisibly tagging image, video, and audio files with information about their origins, are getting their biggest expansion to date, and with it, the opportunity to turn the tide against unlabelled AI fak...
We’re about to find out if the systems designed to make deepfakes and AI-generated content easy to spot are actually up to snuff. SynthID and C2PA Content Credentials, two distinct technologies for invisibly tagging image, video, and audio files with information about their origins, are getting their biggest expansion to date, and with it, the opportunity to turn the tide against unlabelled AI fakery that’s deceiving people online. Yesterday during its I/O conference, Google announced that the ability to verify whether images carry SynthID markers — the invisible watermarking system that’s applied to content generated by Google AI models — is coming to Chrome and Search. That’s significant because Chrome absolutely dominates the global market share for web browsers and search engines, so AI verification tools are being shoved in front of more eyeballs. It also streamlines the checking process; if you currently want to check an image for SynthID markers, you’re expected to upload it to the Gemini app. Not only that, but Google’s verification interfaces will now also check if these files contain C2PA information — provenance metadata that’s embedded into content at the point of creation to tell us how it was made or manipulated, and if AI tools were used during the process. This C2PA adoption allows users to check suspicious images from a single interface instead of jumping between the Gemini app and dedicated C2PA verification portals since files might have only one type of label or neither. Now Google provides the best of both worlds. Image by The Verge This is the sort of collaborative effort we’ve been waiting for. While both systems work differently, both Google and the Content Authenticity Initiative (which exists to promote the C2PA standard) have made similar claims about what’s needed for them to work: for everyone to be onboard. That means more AI models need to embed this data, and online platforms where AI fakery is most often shared need to clearly displa...
OPC Energy Ltd. press release ( OPCEF ): Q1 consolidated adjusted FFO of $75M. EBITDA (after proportionate consolidation) of $124M (+10% Y/Y). More on OPC Energy Ltd. OPC Energy Ltd. 2026 Q1 - Results - Earnings Call Presentation Financial information for OPC Energy Ltd.
OPC Energy Ltd. press release ( OPCEF ): Q1 consolidated adjusted FFO of $75M. EBITDA (after proportionate consolidation) of $124M (+10% Y/Y). More on OPC Energy Ltd. OPC Energy Ltd. 2026 Q1 - Results - Earnings Call Presentation Financial information for OPC Energy Ltd.
The creators of NanoClaw — the hit open source, enterprise-friendly variant of autonomous AI agent harness OpenClaw — are moving towards commercializing their technology for enterprises at scale, aiming to provide them with secure AI agents, and an ever-updating library of workplace context, for each human employee the enterprise has approved. The duo, including former Wix.com engineer Gavriel Coh...
The creators of NanoClaw — the hit open source, enterprise-friendly variant of autonomous AI agent harness OpenClaw — are moving towards commercializing their technology for enterprises at scale, aiming to provide them with secure AI agents, and an ever-updating library of workplace context, for each human employee the enterprise has approved. The duo, including former Wix.com engineer Gavriel Cohen and his brother Lazer Cohen, also founder of tech public relations firm Concrete Media , shared with VentureBeat that their new startup, NanoCo AI , has received a $12 million oversubscribed seed round was led by Valley Capital Partners. The round features a roster of strategic backers that reads like an enterprise infrastructure all-star team, including Docker, Vercel, monday.com, Factorial Capital, and Hugging Face CEO and founder Clem Delangue. Buoyed by the seed round, NanoCo AI wants to move beyond basic automation to offer every enterprise worker a secure "professional assistant." Yet they are still committed to building out and maintaining NanoClaw as an MIT Licensed, enterprise-friendly, open source standard — just offering specialized commercial managed services integration atop it. The new killer use case: an informed, ever-updating personal assistant for each human worker Gavriel, now CEO of NanoCo AI, sees this personalized approach as the ultimate unlock for the modern worker. “The killer use case is the the one to one we're calling it professional assistant,” Cohen explained in a recent exclusive interview with VentureBeat. "If you can give someone an agent and make them twice, three times as effective, then you probably want more people as well, right?" He noted that as users forward emails, documents, and call notes to the agent, it systematically builds an "LLM wiki" — similar to the "LLM Knowledge Base" concept articulated by influential AI researcher Andrej Karpathy — effectively creating a dynamic knowledge graph of the user's specific job and project...
Tesla is in focus as investors watch for updates on robotaxi progress, vehicle demand, and margins after a volatile stretch for the stock. The company remains a key U.S. EV and autonomy story. Tesla remains one of the most closely watched U.S. stocks because it combines electric vehicles, energy storage, software, and autonomy in one business. For retail investors in Germany and the U.S., the stoc...
Tesla is in focus as investors watch for updates on robotaxi progress, vehicle demand, and margins after a volatile stretch for the stock. The company remains a key U.S. EV and autonomy story. Tesla remains one of the most closely watched U.S. stocks because it combines electric vehicles, energy storage, software, and autonomy in one business. For retail investors in Germany and the U.S., the stock often trades on expectations around delivery growth, pricing, and self-driving milestones rather than on traditional auto metrics alone. As of 20.05.2026 By the editorial team – specialized in equity coverage. At a glance Name: Tesla, Inc. Tesla, Inc. Sector/industry: Consumer discretionary / electric vehicles and clean energy Consumer discretionary / electric vehicles and clean energy Headquarters/country: United States United States Core markets: North America, Europe, China, and other international markets North America, Europe, China, and other international markets Key revenue drivers: Vehicle deliveries, automotive regulatory credits, energy generation and storage, software features Vehicle deliveries, automotive regulatory credits, energy generation and storage, software features Home exchange/listing venue: Nasdaq: TSLA Nasdaq: TSLA Trading currency: USD Tesla: core business model Tesla generates most of its revenue from battery-electric vehicles, but the company is also building a second growth leg in energy storage and software. That mix matters because investors do not treat Tesla like a conventional automaker; valuation often reflects expectations for recurring software income, autonomy, and scale in energy products. The company’s strategy has centered on vertical integration, direct sales, and manufacturing efficiency. It produces vehicles in the U.S., China, and Europe, which makes Tesla relevant for U.S. investors not only as a domestic EV leader but also as a global industrial name exposed to China demand, European regulation, and U.S. consumer spending tr...
The companies will work together to quickly bring advanced packaging technologies for next-generation chips and systems to market as demand for AI soars. The Applied Materials logo is displayed on a smartphone screen placed on a reflective surface. (Photo by Samuel Boivin/NurPhoto via Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... L...
The companies will work together to quickly bring advanced packaging technologies for next-generation chips and systems to market as demand for AI soars. The Applied Materials logo is displayed on a smartphone screen placed on a reflective surface. (Photo by Samuel Boivin/NurPhoto via Getty Images) Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Loading... Applied Materials and Broadcom struck a new R&D partnership to develop advanced packaging technologies for AI chips. The partnership will leverage resources available through Applied’s global network of innovation centers, including the EPIC Center in Silicon Valley. Applied’s Silicon Valley EPIC facility is on track to be operational this year. As the artificial intelligence race drives demand for faster, more power-efficient chips, semiconductor companies are also focusing on a critical part of the supply chain: advanced packaging. Semiconductor solutions provider Applied Materials (AMAT) and chipmaker Broadcom (AVGO) announced a new research and development partnership on Wednesday, under which the companies will develop advanced packaging technologies for artificial intelligence chips. As part of the partnership, Broadcom will leverage Applied’s resources through the company’s global network of innovation centers, including the new Equipment and Process Innovation and Commercialization (EPIC) Center in Silicon Valley. Read Next Loading... Loading... The Silicon Valley EPIC facility is on track to be operational this year, which, according to Applied, is “the largest-ever U.S. investment in advanced semiconductor equipment R&D.” Shares of Applied Materials are up more than 2% in early open market trading, while Broadcom shares are trading up marginally. Significance Of The Partnership The collaboration between the companies comes amid soaring demand for artificial intelligence, which has led to a...
Google DeepMind has agreed to enter formal talks with UK tech workers that could lead to trade union representation amid growing staff concerns about the use of its AI by the US and Israeli governments’ defence and intelligence. In a groundbreaking move, the artificial intelligence arm of the multi-trillion dollar Google empire, led by the Nobel prize winner Demis Hassabis, has agreed to meet the ...
Google DeepMind has agreed to enter formal talks with UK tech workers that could lead to trade union representation amid growing staff concerns about the use of its AI by the US and Israeli governments’ defence and intelligence. In a groundbreaking move, the artificial intelligence arm of the multi-trillion dollar Google empire, led by the Nobel prize winner Demis Hassabis, has agreed to meet the Communications Workers Union and Unite at the Advisory, Conciliation and Arbitration Service (Acas) after several hundred workers at its London headquarters this month voted to unionise. Google DeepMind declined to voluntarily recognise the unions for collective bargaining purposes, but said in a staff email on Wednesday that talks at Acas “may lead to a formal ballot in a few months’ time, giving all eligible employees the opportunity to vote on whether they want to be represented by the unions”. Google is facing a court challenge from a DeepMind AI researcher of Palestinian heritage who alleges he was wrongfully dismissed after protesting against its work for the Israeli government. The researcher is a member of the United Tech and Allied Workers’ Union, a branch of the CWU. Google disputes his account of his departure. Israeli officials have credited Google’s cloud computing with enabling “phenomenal things [to] happen in combat” during the Gaza conflict. Hundreds of workers have signed petitions raising concerns about the application of the technology, with concern rising since the company’s 2025 decision to drop a promise not to allow its technologies to be used in harmful weapons or surveillance that violated international norms. In its message to staff on Wednesday, Google said its team’s “ability to listen to one another and collaborate together has always been central to our culture … We fully respect the labour rights of all our employees, including the right to choose whether or not to be a union member. Your choice will not affect how you are treated at GDM.” A ...
Micron Technology has become a key beneficiary of the AI-driven demand surge for advanced memory, but the stock remains exposed to sharp earnings swings. Recent quarterly figures and guidance highlight both the momentum and the volatility investors need to watch. Micron Technology is back in the spotlight as the memory specialist rides a powerful wave of demand for high?performance DRAM and NAND u...
Micron Technology has become a key beneficiary of the AI-driven demand surge for advanced memory, but the stock remains exposed to sharp earnings swings. Recent quarterly figures and guidance highlight both the momentum and the volatility investors need to watch. Micron Technology is back in the spotlight as the memory specialist rides a powerful wave of demand for high?performance DRAM and NAND used in artificial intelligence data centers and advanced devices. The company’s latest fiscal second?quarter 2025 results showed a sharp rebound in revenue and profitability as memory prices improved and AI?related orders accelerated, according to Micron investor relations as of 03/26/2025. At the same time, management signaled that the upturn follows one of the deepest downturns in memory history, underlining how cyclical the business remains for stock market investors. In that fiscal Q2 2025 report for the period ended 02/27/2025, Micron disclosed that revenue more than doubled year over year as pricing and volumes improved across DRAM and NAND, while the company swung back to positive earnings per share, according to Micron investor relations as of 03/26/2025. The company’s commentary emphasized strong demand for high?bandwidth memory for AI accelerators and for server DRAM, but also cautioned that the industry still faces typical supply?demand balancing issues. As of: 20.05.2026 By the editorial team – specialized in equity coverage. At a glance Name: Micron Technology Micron Technology Sector/industry: Semiconductors, memory and storage Semiconductors, memory and storage Headquarters/country: Boise, Idaho, United States Boise, Idaho, United States Core markets: Data centers, PCs, smartphones, automotive, industrial Data centers, PCs, smartphones, automotive, industrial Key revenue drivers: DRAM and NAND solutions for servers, AI, mobile and embedded systems DRAM and NAND solutions for servers, AI, mobile and embedded systems Home exchange/listing venue: Nasdaq (ticker:...