MP Materials (MP) trade down after Tesla (TSLA) announces EV motor with no rare earth metals

Morgan Stanley questions how competition can keep up with Tesla (TSLA); Reiterates Outperform

Morgan Stanley reiterated an Outperform rating and $220.00 price target on Tesla (NASDAQ: TSLA) following the electric vehicle makers 2023 investor day.

The company revealed their master plan 3 with vertical integration and new technologies to support CEO Elon Musks dream of creating a sustainable energy economy. However, vertical integration efforts only pay off if you manufacture at an extraordinarily high scale (1mn-2mn units per model, >1mm units per factory).

Analyst, Adam Jonas wrote in a note, The word 'petawatt'... More

Tesla (TSLA) sold 74,402 China-made EVs in February

According to China Passenger Car Association (CPCA) data released on Friday, electric vehicle maker, Tesla (NASDAQ: TSLA) sold 74,402 China-made electric vehicles (EV) in February, up 31.65% from a year earlier and 12.6% QoQ.

Tesla had planned to run its Shanghai plant at an average weekly output rate... More

Aehr (AEHR) CEO comments on Tesla's (TSLA) silicon carbide statements

Gayn Erickson, CEO of Aehr Test Systems (NASDAQ: AEHR), spoke today at the Power America conference on Wide Bandgap Semiconductors on Aehrs interpretation of Teslas (NASDAQ: TSLA) statements made at Teslas Investor Day on March 1, 2023.

During Teslas investor day, the electric vehicle maker discussed plans for a next... More

J.P. Morgan underwhelmed at Tesla (TSLA) investor day; reiterates underweight

J.P. Morgan reiterated an Underweight rating and $120.00 price target on Tesla (NASDAQ: TSLA) following the electric vehicle companys most recent investor day presentation.

Tesla and CEO Elon Musk held their investor day Wednesday, where the billionaire revealed his Master Plan Part 3. The plan was centered around creating a sustainable energy economy through electrification. However, the presentation... More

JPMorgan Reiterates Underweight Rating on Tesla (TSLA), 'Expect Negative Reaction'

JPMorgan analyst Ryan Brinkman reiterated an Underweight rating on Tesla (NASDAQ: TSLA).

The analyst comments "Our estimates and fundamental view on Tesla shares are unchanged after the firms investor day yesterday which was heavy on discussion relative to clean energy transition and on the companys approach to designing and developing vehicles generally, but short on specifics or measurable metrics to track its progress. From our conversations with investors heading into the event, it seems clear expectations were higher than Tesla met with regard to certain elements of the product road... More

MP Materials (MP) falls 10.6% after Tesla announces EV motor with no rare earth metals

MP Materials (NYSE: MP) falls 10.6% in pre-open trading after Tesla announces an EV motor with no rare earth metals.

Tesla (TSLA) falls 5.6% following disappointing Investor Day

Tesla (NASDAQ: TSLA) falls 5.6% following disappointing Investor Day

Deutsche Bank Reiterates Buy Rating on Tesla (TSLA), PT $250, 'Lack of next-gen details disappointing but thesis intact'

Deutsche Bank analyst Emmanuel Rosner reiterated a Buy rating and $250.00 price target on Tesla (NASDAQ: TSLA).

The analyst comments "All in, we observed glimpses of technology and manufacturing improvements from the companys various presentations on ways in which it is looking to achieve 50% reduction in the cost of the next-gen platform. While specific financial details were... More

Elon Musk speaks on his 'Master Plan' for a future of sustainable energy at Tesla's (TSLA) investor day

Elon Musk and Tesla (NASDAQ: TSLA) held their 2023 investor day today. Musk opened with a presentation of "Master Plan 3", focused on creating a future with sustainable energy.

According to the presentation, in our current combustion energy-based economy, 80% of global energy comes from fossil fuels. However, only 1/3rd of global energy is converted to use for work or heat.

Elon Musk stated during the presentation that, The thing that is needed at a very... More

After-hours movers: Salesforce surges on beat, Silvergate falls on 'going concern' warning

After-Hours Stock Movers:

Funko (NASDAQ: FNKO) 27% LOWER; reported Q4 EPS of ($0.35), $0.26 worse than the analyst estimate of ($0.09). Revenue for the quarter came in at $333.04 million versus the consensus estimate of $315.51 million. Lowers guidance.

Silvergate Capital (NYSE: SI) 24% LOWER; delayed 10-K, 'going concern' warning

Salesforce (NYSE:... More

Tesla (TSLA) says Cybertrucks, Optimus, and futures vehicles will be 48V

Tesla (NASDAQ: TSLA) says Cybertrucks, Optimus, and futures vehicles will be 48V

Tesla (TSLA) said next drive unit will use zero rare earths

Tesla (NASDAQ: TSLA) said next drive unit will use zero rare earths

Tesla (TSLA) said next drive unit will be even more scalable

Tesla (NASDAQ: TSLA) said next drive unit will be even more scalable with 75% reduction in silicon carbide. All-in cost down $1,000.

Tesla (TSLA) executive discusses reducing costs by more than 50% by building more efficiently

Tesla (NASDAQ: TSLA) executive discusses reducing costs by more than 50% by building more efficiently.

Tesla (TSLA) executive confirms CyberTruck coming this year

Tesla (NASDAQ: TSLA) executive confirms CyberTruck coming this year

Tesla (TSLA) shows two additional unveiled cars on slide that will sell 300M and 700M vehicles, respectively

Tesla (NASDAQ: TSLA) shows two additional unveiled cars on slide that will sell 300M and 700M vehicles, respectively.

Tesla (TSLA) investor day starts

Tesla (NASDAQ: TSLA) investor day starts.

Tesla (TSLA) call put ratio 1.4 calls to 1 put into 2023 Investor Day

Tesla (NASDAQ: TSLA) March weekly call option implied volatility is at 111, March is at 70; compared to its 52-week range of 49 to 96 into 2023 Investor Day today. Call put ratio 1.4 calls to 1 put.

S&P 500 slips as 10Y Treasury briefly tops 4% on fresh signs of sticky inflation

By Yasin Ebrahim

Investing.com The S&P 500 slipped Wednesday, struggling to shake off shackles following a slump in February as Treasury yields continued to advance amid signs the disinflation in goods has run out of steam.

The S&P 500 fell 0.57%, the Dow Jones Industrial Average fell 0.17%, or 54 points, and the Nasdaq Composite was down 0.73%.

The February ISM Manufacturing PMI rose to 47.7 from 47.4, but a deeper dive into the data showed fresh signs of price pressures.

The prices paid index of the ISM manufacturing report rose out of... More

Active options: TSLA AMZN NVDA AAPL AMC GOOGL META RIVN

Active options: TSLA AMZN NVDA AAPL AMC GOOGL META RIVN

U.S. NTSB cites speeding in fatal Tesla 2021 Florida crash

By David Shepardson

WASHINGTON (Reuters) -The National Transportation Safety Board said on Wednesday the probable cause of a fatal September 2021 Tesla Model 3 crash in Coral Gables, Florida, was the driver decision to travel at high speed.

The crash occurred on a residential street with a 30-mile-per-hour (48-kph) speed limit and resulted in the deaths of the 20-year-old driver and a 19-year-old passenger.

The NTSB said the vehicle was traveling... More

Tesla (TSLA) March weekly option implied volatility at 110 into 2023 Investor Day

Tesla (NASDAQ: TSLA) March weekly call option implied volatility is at 110, March is at 69; compared to its 52-week range of 49 to 96 into 2023 Investor Day today. Call put ratio 1.3 calls to 1 put.

Factbox-Tesla CEO Musk to unveil Part 3 of Master Plan at Investor Day

By Akash Sriram and Hyunjoo Jin

(Reuters) - Tesla Inc Chief Executive Elon Musk has promised to unveil the third part of his Master Plan on Wednesday, in which he has set out bold goals for growth of the electric-car maker.

PART I (2006)- THE SECRET TESLA MOTORS MASTER PLAN (JUST BETWEEN YOU AND ME):

BUILD SPORTS CAR AND AFFORDABLE EVs

Before Tesla put out its first production car, Musk set expectations for three vehicles: a sports car, a cheaper four-door family car and an even more affordable third model.

The plan was... More

Tesla vows to halve EV production costs, Musk keeps affordable car plan under wraps

By Hyunjoo Jin, Joseph White and Akash Sriram

SAN FRANCISCO (Reuters) -Tesla Inc will cut assembly costs by half in future generations of cars, engineers told investors on Wednesday, but Chief Executive Elon Musk did not unveil when it will debut a much-awaited affordable electric vehicle.

Shares fell more than 5% in after hours trade following the company's investor day from its Texas headquarters.

More than a dozen Tesla executives led by Musk discussed everything from a white-paper plan for the globe to embrace sustainable energy to the company's innovation in managing its operations from manufacturing to service.

Midday movers: Novavax, Eli Lilly, Kohl's and more

By Liz Moyer

Investing.com -- Stocks edged lower on Wednesday to start a new month after ending lower for February. Here are the midday movers for March 1.

Tesla (TSLA) down 1.6% into investor day starting at 4PM ET today

Tesla (NASDAQ: TSLA) shares are down 1.6% into investor day starting at 4PM ET today.

Tesla (TSLA) March weekly option IV increases into Investor Day

Tesla (NASDAQ: TSLA) March weekly call option implied volatility is at 108, March is at 78; compared to its 52-week range of 49 to 96 into 2023 Investor Day. Call put ratio 1.3 calls to 1 put.

Active options: TSLA NVDA AMC NIO AAPL LAZR RIVN BABA META MSFT

Active options: TSLA NVDA AMC NIO AAPL LAZR RIVN BABA META MSFT

Tesla plans gigafactory in first Mexico investment

MEXICO CITY (Reuters) -Tesla will open a gigafactory in Mexico, Chief Executive Elon Musk said on Wednesday, as the electric vehicle behemoth pushes to expand its global output.

Mexico on Tuesday said Tesla had chosen the northern border state of Nuevo Leon for a new factory worth more than $5 billion, calling it the "the biggest electric vehicle plant in the world".

Tesla will ramp up output at all of its gigafactories, Musk said at an Investor Day event Austin, Texas. The company laid out plans to cut assembly costs by half in future generations of cars and... More

Kohl's, Rivian and AMC Entertainment fall premarket; GM and Procter&Gamble rise

By Peter Nurse

Investing.com -- Stocks in focus in premarket trade on Wednesday, March 1st. Please refresh for updates.

Kohl's (NYSE: KSS) stock fell 7.3% after the department store chain reported a holiday-quarter loss and forecast full-year profit below expectations as customers tightened their spending.

Lowes (NYSE:... More

Dow futures rise 60 pts; ISM manufacturing PMI, retail sector in focus

By Peter Nurse

Investing.com -- U.S. stocks are seen opening higher Wednesday, rebounding after a losing month ahead of the release of manufacturing activity data as well as more earnings from the retail sector.

At 07:00 ET (12:00 GMT), the Dow futures contract was up 60 points, or 0.2%, S&P 500 futures traded 12 points, or 0.3% higher, and Nasdaq 100 futures climbed 60 points, or 0.5%.

February was a difficult month for stocks, with strong economic data prompting concerns that the Federal Reserve will raise borrowing costs to a higher level than previously... More

Tesla (TSLA) working on revamped Model Y

Reuters reports Wednesday, citing three people familiar with the matter, that electric vehicle giant, Tesla Inc. (NASDAQ: TSLA) is readying a production revamp of its top-selling Model Y.

The changes to the Model Y code-named Project Juniper at Tesla - involve the exterior and interior of the crossover electric vehicle... More

Tesla set to confirm new factory in Mexico after striking water deal

Investing.com -- Tesla (NASDAQ: TSLA) is set to confirm on Wednesday that it will build an assembly plant in Mexico, after President Andres Manuel Lopez Obrador appeared to drop some of his objections to the electric carmakers plans.

At a news conference on Tuesday, Lopez Obrador had claimed that the Tesla company is coming, without giving away too much further detail. More information is expected from Teslas Investor Day event later on Wednesday.

The investment is set to be the biggest yet in Mexico to benefit from the Biden Administrations... More

Tesla (TSLA) option implied volatility bid into 2023 Investor Day

Tesla (NASDAQ: TSLA) March weekly call option implied volatility is at 94, March is at 69; compared to its 52-week range of 49 to 96 into 2023 Investor Day today. Call put ratio 1.6 calls to 1 put.

Stocks expected to have increasing option volume:TSLA PLUG PSTG NIO SPCE FSLR DELL KR COST

Stocks expected to have increasing option volume: TSLA PLUG PSTG NIO SPCE FSLR DELL KR COST

Exclusive-Tesla readies revamp of Model Y codenamed 'Juniper' - sources

SHANGHAI/SAN FRANCISCO (Reuters) - Tesla is readying a production revamp of its top-selling Model Y, according to three people with knowledge of the plan.

The changes to the Model Y code-named Project Juniper - involve the exterior and interior of the electric vehicle (EV) with a target of starting production in 2024, according to two of the people, who asked not to be identified because the planning remains private.

A revamp of the Model Y would mean Tesla is on track to offer new versions of its top-selling models over the next two years, addressing pressure in... More

The road to Tesla's first Mexico factory

By Brendan O'Boyle

MEXICO CITY (Reuters) - Electric car maker Tesla Inc has chosen the northern Mexican state of Nuevo Leon as the site for its first plant in the country, Mexican President Andres Manuel Lopez Obrador said on Tuesday.

The announcement followed months of speculation over the global auto giant's plans for a "gigafactory" in the Latin American country as it aims to meet an ambitious global plan to sell 20 million electric vehicles a year by 2030.

Here is an overview of the events that led up to the deal.

2022

June 13: News outlet... More

Tesla (TSLA) call put ratio 1.6 calls to 1 put into investor day

Tesla (NASDAQ: TSLA) March weekly call option implied volatility is at 96, March is at 69; compared to its 52-week range of 49 to 96 into 2023 Investor Day on March 1, 2023. Call put ratio 1.6 calls to 1 put.

Active options: TSLA AMC META AAPL NVDA LAZR AMZN COIN MARA

Active options: TSLA AMC META AAPL NVDA LAZR AMZN COIN MARA

Tesla (TSLA) suffers from aging product line as sales slow in China

Data from China Merchants Bank International showed Tuesday that Teslas (NASDAQ: TSLA) sales in China rose last week but were still running short of the pace seen in the fourth quarter, indicating a bump from discounted prices in its biggest overseas market is waning.

According to the data, the electric vehicle maker nearly... More

Mexico announces new Tesla (TSLA) plant to be built in Monterrey

Mexican President Andres Manuel Lopez Obrador announced Tuesday morning that the government has reached an agreement with electric vehicle maker, Tesla (NASDAQ: TSLA) over the company's plan to build a new plant in the northern city of Monterrey.

Speaking at a news... More

Tesla (TSLA) call put ratio 2 calls to 1 put into Investor Day

Tesla (NASDAQ: TSLA) March weekly call option implied volatility is at 97, March is at 71; compared to its 52-week range of 49 to 96 into 2023 Investor Day on March 1, 2023. Call put ratio 2 calls to 1 put.

Active options: TSLA AMC META NVDA AAPL TGT ZM AMD OXY AMZN BABA

Active options: TSLA AMC META NVDA AAPL TGT ZM AMD OXY AMZN BABA

Tesla to build new plant in Mexico worth over $5 billion, government says

By Dave Graham and Daina Beth Solomon

MEXICO CITY (Reuters) -Tesla Inc will build a new assembly plant in northern Mexico, the country's president announced on Tuesday, marking a push by the electric vehicle maker to broaden operations outside the U.S. in a deal an official said was worth over $5 billion.

President Andres Manuel Lopez Obrador said "the whole Tesla company" was coming to Mexico to build a "very big" automotive plant, noting that potential investment in batteries was still pending. He did not reveal what models it would produce.

One Mexican official... More

Tesla (TSLA) Will Build Plant In Monterrey: Amlo - Bloomberg

Tesla (NASDAQ: TSLA) Will Build Plant In Monterrey: Amlo - Bloomberg

Tesla's China sales slow as price-cut boost wanes

SHANGHAI (Reuters) - Tesla Inc's electric vehicle (EV) sales in China rose last week but were still running short of the pace seen in the fourth quarter, indicating the bump from discounted prices in its biggest overseas market is waning.

The U.S. automaker nearly doubled weekly retail sales in the week of Feb. 20 to 10,703 vehicles versus a week prior, showed data from China Merchants Bank International (CMBI) on Tuesday, which tracks weekly retail sales based on car insurance registrations.

The tally was the highest after that of the week of Jan. 9 when Tesla sold 12,654 Model 3... More

Tesla (TSLA) call put ratio 1.3 calls to 1 put

Tesla (NASDAQ: TSLA) March weekly call option implied volatility is at 88, March is at 69; compared to its 52-week range of 49 to 96 into 2023 Investor Day on March 1, 2023.

Elon Musk recruits team to develop OpenAI's ChatGPT rival - The Information

(Reuters) -Elon Musk has approached AI researchers in recent weeks about forming a new research lab to develop an alternative to OpenAI's ChatGPT, the Information reported on Monday, citing people with direct knowledge of the effort.

Tesla and Twitter chief Musk has been recruiting Igor Babuschkin, a researcher... More

Stock market today: Dow ends higher as bruised growth stocks attract dip buyers

By Yasin Ebrahim

Investing.com -- The Dow closed higher Monday, as dip buying in beaten-down growth stocks helped the broader market recover following its worst week of the year.

The Dow Jones Industrial Average rose 0.22%, or 72 points, the Nasdaq Composite gained 0.63%, and S&P 500 was up 0.32%.

Tesla (NASDAQ: TSLA) led the gains in consumer discretionary as investors looked ahead to the electric vehicle makers investor day on Wednesday.

We expect the company to introduce Master Plan 3 and present the main... More

Elon Musk Retakes Spot As World's Richest Person - Blomberg

Elon Musk Retakes Spot As World's Richest Person - Blomberg

Active options: TSLA AMC AAPL NVDA AMZN GOOG META GOOGL FSR

Active options: TSLA AMC AAPL NVDA AMZN GOOG META GOOGL FSR

Dan Niles sees room for growth for Meta Platforms, says NVIDA an AI beneficiary

Founder and Senior Portfolio Manager for the Satori Fund, Dan Niles, said Monday that Meta Platforms (NASDAQ: META) stock would "go vertical" if TikTok was banned in the US.

The hedge fund manager explained in a Twitter Spaces with Investing.com and Street Insider that Meta Platforms' September quarter earnings,... More

Tesla (TSLA) March weekly option implied volatility at 88, March at 70

Tesla (NASDAQ: TSLA) March weekly call option implied volatility is at 88, March is at 70; compared to its 52-week range of 49 to 96 into 2023 Investor Day on March 1, 2023.

Dan Niles says Tesla (TSLA) is a 'fantastic company' but its valuation question at 52x EPS

Dan Niles says Tesla (NASDAQ: TSLA) is a 'fantastic company' but its valuation question at 52x EPS, says short-term self-driving is too hyped, long-term probably not enough (LINK)

Tesla (TSLA) March weekly option implied volatility bid into Investor Day

Tesla (NASDAQ: TSLA) March weekly call option implied volatility is at 88, March is at 72; compared to its 52-week range of 49 to 96 into 2023 Investor Day on March 1, 2023.

Tesla (TSLA) Conviction Remains High - Cathie Wood

(Updated - February 27, 2023 10:40 AM EST)

(Updated - February 27, 2023 10:33 AM EST)

Active options: TSLA NVDA AAPL AMC AMZN FSR NFLX CCL AMD SNAP

Active options: TSLA NVDA AAPL AMC AMZN FSR NFLX CCL AMD SNAP

Tesla (TSLA) Extends Gain, Up 4.3%

Tesla (NASDAQ: TSLA) Extends Gain, Up 4.3%

Tesla (TSLA) Paused Rollout Of Fsd Beta Feature Pending Software Fix - Blomberg

Tesla (NASDAQ: TSLA) Paused Rollout Of Fsd Beta Feature Pending Software Fix - Blomberg

MP Materials (MP) PT Raised to $34 at Deutsche Bank

Deutsche Bank analyst Corinne Blanchard raised the price target on MP Materials (NYSE: MP) to $34.00 (from $33.00) while maintaining a Hold rating.... More

Seagen, Union Pacific and Tesla rise premarket; Pfizer falls

By Peter Nurse

Investing.com -- Stocks in focus in premarket trade on Monday, February 27th. Please refresh for updates.

Seagen (NASDAQ: SGEN) stock rose about 14% after the Wall Street Journal reported that drugs giant... More

Dow Jones, Nasdaq, S&P 500 weekly preview: Fed tightening forecasts are inching up

Last week, the S&P 500 (SPX) recorded the biggest weekly drop since early December as investors increasingly expect the Fed to continue tightening amid recent hotter-than-expected inflation data.

S&P 500 fell 2.67% with the bears securing the first weekly close below 4000 since mid-January. The index closed the week with its forward 12-month P/E ratio at 17.7, below the 5-year average (18.5) and above the 10-year average (17.2).

As expected, the rate-sensitive Nasdaq Composite Index (IXIC) dropped 3.3% to close below the 200 weekly moving average, which is now expected to act as resistance.

After three weeks of hovering just above the 100 weekly... More

BYD says price cuts were part of promotions by some dealers

Chinese conglomerate and auto maker, BYD Company is down 1.65% today in Chinese markets after reports that the company cut prices on their vehicles. However, the company replied to reports, saying that the price cuts were not its official move, after the matter sparked discussion over the... More

Dow futures rise 125 pts; durable goods, pending home sales data due

By Peter Nurse

Investing.com -- U.S. stocks are seen opening higher Monday, recovering ground after last weeks losses ahead of the release of a raft of U.S. economic data which should provide more insight on the near-term path of interest rates.

At 07:00 ET (12:00 GMT), the Dow futures contract was up 125 points, or 0.4%, S&P 500 futures traded 18 points, or 0.5% higher, and Nasdaq 100 futures climbed 68 points, or 0.6%.

The major indices closed sharply lower Friday, suffering their worst week so far this year after the Federal... More

Tesla (TSLA) German plant reaches 4k cars per week ahead of schedule

Electric vehicle maker, Tesla (NASDAQ: TSLA) announced Monday that its plant in Brandenburg near Berlin is now producing 4,000 cars per week. According to a recent production plan viewed by Reuters, the company reached this goal three weeks ahead of... More

Musk's plan for a cheap Tesla car is what fans hope to hear this week

By Hyunjoo Jin

SAN FRANCISCO (Reuters) - Tesla Chief Executive Elon Musk has for years teased the world with his dream of an affordable electric car. This week, fans hope, he will explain what he has in mind - and perhaps how he can afford to build it.

Musk said last year he shelved the plan for a $25,000 car, known as Model 2, and he hasn't mastered the new battery technology that he has stated would be crucial to the cheap cars.

Expanding into the mass market is critical to meeting Tesla's goal to increase vehicle deliveries... More

Tesla (TSLA) option implied volatility into 2023 Investor Day

Tesla (NASDAQ: TSLA) February weekly call option implied volatility is at 77, March is at 69; compared to its 52-week range of 49 to 96 into 2023 Investor Day on March 1, 2023.

Tesla's German plant hits 4,000 cars per week ahead of schedule

By Victoria Waldersee

BERLIN (Reuters) -Tesla's German plant in Brandenburg near Berlin is now producing 4,000 cars per week, the company said on Monday, quadrupling from May when Chief Executive Elon Musk had compared investment in Tesla's new plants to "gigantic money furnaces."

The Berlin plant hit the production target three weeks ahead of a production schedule reviewed by Reuters.

Shares of Tesla were up 4% at $204.93 on Monday.

At its new weekly output, Tesla's plant in Germany would have annual output of over 200,000 vehicles. The maximum capacity planned for the... More