Charles Schwab expands overnight trading to more than 1,100 securities

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GLJ Research on Tesla (TSLA): 'We See Results Coming in Largely In line'

July 22, 2025 7:45 AM EDT

GLJ Research analyst Gordon Johnson reiterated a Sell rating and $19.05 price target on Tesla (NASDAQ: TSLA).

The analyst comments "Tesla 2Q25 Earnings Preview We See Results Coming in Largely In line Due to Bitcoin Gain + Aggressive FSD Revenue Recognition Offsetting Neg. FOREX Hit + Margin Slashing Rate Buy-Downs. Tesla 2Q25E Earnings Preview. In this note, we adjust our 2Q25E TSLA model after our review of: (a) our expectation for an increase in gross profit/car sold QoQ as other cars sold saw price increases (i.e., +$5K for all... More

Nvidia resuming GPU shipments to China will benefit this Taiwan-based name: MS

July 21, 2025 4:00 PM EDT

Morgan Stanley said in a note Monday that there is a Taiwan-based company well placed to benefit from NVIDIA's (NASDAQ: NVDA) expected resumption of GPU shipments to China.

Foxconn Industrial Internet is the company in question. The bank cited Foxconns deep exposure to cloud service providers and a growing role in the AI server... More