I believe Alphabetâs increasing CapEx is a positive indicator, signaling confidence in their AI strategy. Click here to read why GOOG stock is a Strong Buy...
Continue ReadingAI threats are real, but brand power plus measured AI adoption may preserve Google's dominance. Find out why I maintain a Hold rating for GOOG stock...
Continue ReadingBaupost Group's 13F portfolio value decreased to $3.43B. Check out the new stakes, significant stake increases, and major disposals of the holdings...
Continue ReadingThe selection of showroom spaces follows a meeting between Indian Prime Minister Narendra Modi and Tesla CEO Elon Musk in the US last week...
Continue ReadingU.S. President Donald Trump has said that if Tesla were to build a factory in India to circumvent that country's tariffs, it would be "unfair" to the U.S., in an interview with Fox News which aired on Tuesday. Trump called out India's high duty on cars during Prime Minister Narendra Modi's visit to the U.S. last week, but agreed to work towards an early trade deal and resolve their standoff over tariffs. Tesla's CEO Elon Musk has long criticised India for having import tariffs of around 100% on EVs which protect local automakers such as Tata Motors in the world's third largest auto market, where EV adoption is still at a nascent stage...
Continue ReadingInstitutional investors and professional traders rely on The Fly to keep up-to-the-second on breaking news in the electric vehicle and clean energy space, as well as which stocks in these sectors that the best analysts on Wall Street are saying to buy and sell. From the hotly-debated high-flier Tesla (TSLA), Wall Street’s newest darling Rivian (RIVN), traditional-stalwarts turned EV-upstarts GM (GM) and Ford (F) to the numerous SPAC-deal makers that have come public in this red-hot space, The Fl...
Continue ReadingPresident Donald Trump proposed new 25% tariffs that could target semiconductor, automobile, and pharmaceutical imports into the US. Lopez Research founder Maribel Lopez joins Morning Brief to highlight this as a starting point for negotiations, emphasizing that the actual tariff rate is yet to be determined. "This is really an opening volley by Trump to say he's really serious about tariffs. Tariffs will happen. The amount of the tariff and what the negotiation standpoint is still unknown," Lopez explains.She highlights that industries like the automotive sector, with a strong US presence, may have a better chance of negotiating exemptions. "The call to action for everybody right now is to try to figure out what they can do to make a play to say that they're going to invest in America — to either create manufacturing jobs, to create investment in some other type of category that we would consider as beneficial to the economy," Lopez explains.While acknowledging the seriousness of tariffs, Lopez reassures that the market (^DJI, ^IXIC, ^GSPC) is not overreacting yet as the Trump administration continues to negotiate with international officials. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. This post was written by Josh Lynch...
Continue ReadingTesla showroom locations secured in New Delhi's Aerocity and Mumbai's Bandra Kurla Complex...
Continue ReadingHave you ever wondered what it would be like to have Elon Musk's fortune? A new website lets you do just that—at least hypothetically. With an estimated net worth of $398 billion, according to Bloomberg, Musk remains the richest person in the world. Now, thanks to an online tool, anyone can attempt to “spend” his wealth on everything from AirPods to mega yachts, and the results are staggering. How the Website Works The website Spend-elon-fortune.com starts by giving you an imaginary bank account...
Continue ReadingTesla stock was rising after President Donald Trump and one of his biggest fans, Elon Musk, sat down for an interview with Fox News’ Sean Hannity. Shareholders always want to know what CEO Musk is thinking and what he is spending his time on. Musk heads the president’s Department of Government Efficiency, or DOGE, which has been linked to controversial spending freezes, access to Americans’ personal data, and government layoffs...
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