XPeng, NIO, and Li Auto delivered a combined 106,184 vehicles in November, up about 6% from a year ago.
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Earth Equity Advisors’ Peter Krull likes infrastructure, biotech, semiconductors, and EVs.
Long Read
The EV stock has risen more times than it has fallen the day after Thanksgiving.
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Alphabet fell and Nvidia rose Wednesday. Investors are betting Alphabet can become a dominant player in AI.
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Another Musk tweet, this time about robo-taxis, appears to be helping Tesla stock early on Wednesday.
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Shares are down 24% so far this year, with falling sales and earnings weighing on investor sentiment.
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NIO posted a third-quarter per share loss of 16 cents versus a 30 cent loss a year ago. Wall Street was looking for a 23 cent loss.
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Car markers are struggling with what self-driving technology means for their business models.
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Evercore ISI cut its rating on the pioneer in solid-state lithium-ion batteries to Hold from Buy.
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Tesla CEO Elon Musk pointed out on Sunday that Tesla has an AI chip business, too.
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Alphabet stock continues its surge on the back of excitement around Google’s latest large-language model, while Tesla rises after CEO Elon Musk indicates the electric-vehicle maker has designed AI chips for its cars and data centers.
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It looks like retail investors in Tesla and Nvidia got burned this week by the time-tested strategy of buying the dip.
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The lithium miner is swinging wildly due to uncertainty around global lithium supply.
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Tesla stock rose early Thursday—then fell. Investors can thank Nvidia for both things.
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Zoox is offering self-driving rides in San Francisco. Tesla has a permit for self-driving in Arizona., according to Reuters.
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The Wall Street Journal reported that Elon Musk’s xAI was on the verge of a $15 billion investment valuing the start-up at about $230 billion.
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Nvidia and Microsoft unveil a massive AI partnership with Anthropic, Home Depot reduces its full-year sales outlook, and Cloudflare reports widespread outages.
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The biggest thing impacting the EV maker’s shares this week highlights its shift to being an AI play.
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Alphabet rose after Berkshire Hathaway disclosed that it bought $4.3 billion worth of shares in the third quarter.
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XPeng reports a third-quarter per-share loss of 1 cent from sales of $2.9 billion.
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The average analyst price target for Tesla stock passed $400 for the first time this past week, according to FactSet.
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Sometimes the way commodity producers’ shares trade can be confounding at first glance.
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Morgan Stanley analyst Adam Jonas is thinking about 2026 and what it means for AI, robots, and Tesla.
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Stocks turned mostly higher on Friday, rebounding from a brutal selloff.
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Competing with disruptors isn’t always easy for established companies. Disruptive technology, however, doesn’t always directly equate to stock market performance.
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