Federal safety investigators have sent Tesla a detailed list of questions on its upcoming robotaxi service as part of an investigation into how the company’s “Full Self-Driving (Supervised)” software operates in low-visibility conditions.The National Highway Traffic Safety Administration’s Office of Defects Investigation wants the additional information about Full Self-Driving (Supervised) — or “FSD” — in order to “understand how Tesla plans to evaluate its vehicles and driving automation technologies for u ...

DETROIT – General Motors has hired Sterling Anderson, a former Tesla executive and cofounder of autonomous vehicle company Aurora Innovation, as its chief product officer.In the newly created position, Anderson will oversee the "end-to-end product lifecycle for both gas- and electric-powered vehicles, including hardware, software, services, and user experience," GM said on Monday. Anderson, who worked at Tesla for two years before forming Aurora in 2017, will start with the Detroit automaker on June 2. He w ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive's content includes insights across various sectors such as biotech, pharma, mining, natural resources, battery metals, oil and gas, crypto, and emerging technologies [3] Group 2 - Proactive is committed to adopting technology to enhance workflows and improve content production [4] - The company utilizes automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Summary:⚈ Tesla director Joseph Gebbia bought $1M in stock at $256.31 per share⚈ Shares rose 21.36% to $311.05, earning over $200K in under three weeks⚈Trade gains came amid tariff relief and Musk’s expected reduced government roleDirector Joseph Gebbia’s April 24 insider trade of Tesla (NASDAQ: TSLA) stock was immediately noted as unusual for being the first of its kind in years, and, by May 12, 2025, it also proved highly lucrative. The buy, as picked up by Finbold’s insider trading radar, was executed at ...

The legendary value investor Bill Miller has built up quite the resume over decades of investing. While overseeing the Legg Mason Capital Management Value Trust fund, Miller beat the broader benchmark S&P 500 index for 15 consecutive years from 1991 to 2005.Today, Miller is a billionaire. He also founded Miller Value Funds and continues to invest through the firms' various funds. Given his achievements, many market watchers pay attention to what he is buying and selling.Recently, in Patient Capital Manageme ...

Group 1: Company Overview - Cathie Wood, through ARK Invest, has made significant investments in transformative technology stocks like Tesla, predicting a rise to $2,600 per share, which would lead to a market cap of nearly $10 trillion [1] - Currently, Tesla's stock trades around $275, with investor optimism present, but underlying issues suggest a potential decline rather than an increase to the predicted price [2] Group 2: Market Share and Revenue - Tesla's market share in the U.S. for electric vehicles has decreased from 75% in Q1 2022 to 43.5% in Q1 2025, indicating a slowdown in growth [3] - Revenue has declined by 20% year over year in the last quarter, affected by increased competition in both the U.S. and international markets [4] Group 3: Profit Margins - Despite price reductions, Tesla's gross margin has fallen from nearly 30% to under 18%, and operating margin has decreased from 16% to 7.4% over the past year, suggesting ongoing financial challenges [5] Group 4: Energy Segment - The energy pack segment of Tesla has shown strong growth, with a 67% year-over-year revenue increase to $2.73 billion, but this segment has low gross margins and limited market potential [8][9] Group 5: Future Projects - Tesla is focusing on autonomous vehicles and the Optimus humanoid robot, but progress has been slow, with no working prototypes available yet [10][11] - CEO Elon Musk has high revenue expectations for the humanoid robot project, but it remains uncertain when or if these profits will materialize [11] Group 6: Valuation Concerns - Tesla's price-to-earnings (P/E) ratio stands at 151, significantly higher than the S&P 500's P/E of 20-30 and the typical automotive industry P/E of 10 or below, indicating overvaluation [13][14] - The disconnect between Tesla's stock price and its declining revenue suggests a higher likelihood of a stock price crash rather than a rise [15]

乘联分会： 4月新能源乘用车出口18.9万辆，同比增长44.2%，环比增长31.6%。其中，特斯拉公司4月 份出口了29,728辆中国制造的汽车。 ...

Group 1: Tesla Overview - Tesla has established itself as a leader in the electric vehicle (EV) market, prompting traditional automakers to recognize the technology as a significant business threat [1] - In 2024, Tesla sold nearly 1.8 million EVs across its various vehicle platforms, with the Model 3 and Model Y accounting for approximately 95% of total vehicle sales [2][4] - The Cybertruck, which began deliveries in late 2023, is included in the "other" category, which saw a nearly 50% decline in sales from Q4 2024 to Q1 2025 [5] Group 2: Rivian Overview - Rivian focuses exclusively on manufacturing and selling EV trucks for both consumer and commercial markets, ramping up production to around 50,000 vehicles annually in 2023 [6] - In Q1 2025, Rivian sold approximately 8,000 trucks, which is about 60% of the "other" vehicle sales from Tesla [7] - Rivian's business model, while showing growth potential, may face limitations due to its singular focus on EV trucks, which could restrict long-term growth opportunities [8][10] Group 3: Market Comparison - Tesla's Cybertruck has a polarizing design, while Rivian's vehicles are more traditional, potentially appealing to a broader customer base [9] - Despite Rivian's achievements, the comparison to Tesla suggests that achieving sustainable profitability may be more challenging than Rivian anticipates [10]

Group 1: Tesla's Current Market Position - Elon Musk claims Tesla could become the most valuable company in the world, potentially exceeding the combined market cap of the next five companies, which currently totals over $10 trillion [1][2] - Tesla's market cap is currently under $900 billion, suggesting a potential increase of around 10 times in price [2] - The automotive business has seen a decline, with Q1 deliveries down 13% year over year to 337,000 and automotive revenue slipping 20% year over year due to significant price cuts [3][4] Group 2: Financial Performance and Challenges - Profit margins have fallen to 7.4% over the last 12 months, leading to a decrease in earnings power [4] - There is no long-term guidance for 2025, and indicators suggest continued sales declines in major markets like China, Europe, and the United States [4] - Tesla's stock trades at a price-to-earnings (P/E) ratio of 150, significantly higher than the typical automotive stock P/E of around 10 [12] Group 3: Future Prospects and Innovations - Musk's optimism is partly based on the potential of the Tesla Optimus Robot, which he believes could generate $10 trillion in revenue by selling 100 million units at $100,000 each [7] - However, the feasibility of producing a functioning humanoid robot remains uncertain, as Tesla has yet to create a working model [8] - Management has made promises regarding the Cybercab and Optimus Bot, but these projects are not yet established businesses [13] Group 4: Investment Sentiment - Investors are beginning to recognize that Tesla's stock has been overvalued, trading below $300 at the beginning of 2021 and currently around $275 [11] - Despite Musk's claims of future valuation increases, the current state of the automotive business and high P/E ratio suggest caution for potential investors [14]

Core Insights - Elon Musk has developed a complete AI infrastructure called Dojo, which eliminates reliance on traditional tech suppliers and aims for a sovereign AI system [1][4] - The creation of Dojo was driven by the need for more control and efficiency in AI training, particularly due to high demand for Nvidia's chips [2][4] - Dojo's processor is six times more powerful than Nvidia's most popular model, specifically designed for visual AI and neural network training [3] Company Developments - Dojo currently processes 160 billion frames of video daily from Tesla vehicles worldwide, showcasing its capability in training AI [4] - The upcoming release of the Tesla Robotaxi on June 1st will be a significant test for Musk's AI, as it will operate without human controls [5] Industry Implications - Dojo has the potential to extend beyond the automotive industry, laying the groundwork for vision-based AI applications in various sectors such as smart robotics, defense, healthcare imaging, and logistics [6] - Musk has indicated the possibility of offering Dojo as a service to other companies, similar to Amazon Web Services [6] Government Support - There is government alignment with Musk's vision, highlighted by President Trump's executive order aimed at accelerating AI development for national security [7][8] - The company collaborating with Musk on the chip architecture is expected to receive significant funding from the Trump administration [8]