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$Tesla (TSLA.US)$
Tesla CEO Elon Musk took to X to dismiss Waymo’s progress in autonomous driving, claiming that the Alphabet-owned company “never really had a chance against Tesla” and that this will be “obvious in hindsight.”
The comment came as a direct response to a discussion about Waymo’s newly released safety data - a level of transparency that Tesla has yet to match.
The exchange started when Google DeepMind Chief Scien...
Tesla CEO Elon Musk took to X to dismiss Waymo’s progress in autonomous driving, claiming that the Alphabet-owned company “never really had a chance against Tesla” and that this will be “obvious in hindsight.”
The comment came as a direct response to a discussion about Waymo’s newly released safety data - a level of transparency that Tesla has yet to match.
The exchange started when Google DeepMind Chief Scien...
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🚀📈 Dan Ives Just Drew the Map for 2026 — and Tesla + Nvidia Sit Directly at the Center of the Next Tech Repricing Cycle
GOOD NEWS for the two companies shaping the AI and autonomy landscape:
Dan Ives of Wedbush is calling 2026 a “Magical Year” for both $TSLA and $NVDA, while bears, in his words, remain stuck “watching through the window.”
1️⃣ Tesla’s Autonomous Curve = A Trillion-Dollar Revaluation
Ives argues that autonomy alone adds $1 trillion to Tesla’s valuation trajectory.
And the reason...
GOOD NEWS for the two companies shaping the AI and autonomy landscape:
Dan Ives of Wedbush is calling 2026 a “Magical Year” for both $TSLA and $NVDA, while bears, in his words, remain stuck “watching through the window.”
1️⃣ Tesla’s Autonomous Curve = A Trillion-Dollar Revaluation
Ives argues that autonomy alone adds $1 trillion to Tesla’s valuation trajectory.
And the reason...
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After AI tech stocks repeatedly notched fresh all-time highs, short-term risk signals in the options market are heating up significantly. $Taiwan Semiconductor (TSM.US)$ set a record at $313.98 yesterday but slipped 2% to around $302 today; $Alphabet-C (GOOG.US)$ also pulled back from recent highs to $313. Though the declines aren’t steep, both companies saw large, directionally clear options flows right at cr...
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The S&P 500 and Nasdaq began Thursday's session with losses, driven by a 14% drop in Oracle.
Oracle’s less than stellar results have pulled some other tech and AI related plays. May tech stocks are down at the moment.
Once again, the narrative of AI bubble and overvalued tech valuations is back again.
Well. What’s new?
$Oracle (ORCL.US)$ $Palantir (PLTR.US)$ $NVIDIA (NVDA.US)$ $Tesla (TSLA.US)$ $Microsoft (MSFT.US)$ $Meta Platforms (META.US)$ $Alphabet-A (GOOGL.US)$ $GameStop (GME.US)$ $Amazon (AMZN.US)$ $Netflix (NFLX.US)$ $Invesco QQQ Trust (QQQ.US)$ $SPDR Dow Jones Industrial Average Trust (DIA.US)$ $Broadcom (AVGO.US)$
Oracle’s less than stellar results have pulled some other tech and AI related plays. May tech stocks are down at the moment.
Once again, the narrative of AI bubble and overvalued tech valuations is back again.
Well. What’s new?
$Oracle (ORCL.US)$ $Palantir (PLTR.US)$ $NVIDIA (NVDA.US)$ $Tesla (TSLA.US)$ $Microsoft (MSFT.US)$ $Meta Platforms (META.US)$ $Alphabet-A (GOOGL.US)$ $GameStop (GME.US)$ $Amazon (AMZN.US)$ $Netflix (NFLX.US)$ $Invesco QQQ Trust (QQQ.US)$ $SPDR Dow Jones Industrial Average Trust (DIA.US)$ $Broadcom (AVGO.US)$
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$NVIDIA (NVDA.US)$ saw the biggest trading in borrowed tech stocks that were sold short before $Oracle (ORCL.US)$'s disappointing financial results added fuel to concerns over a potential bubble in artificial intelligence spending.
$Nextdoor Holdings (NXDR.US)$, $Rigetti Computing (RGTI.US)$, $Ondas Holdings (ONDS.US)$ and $Apple (AAPL.US)$ round out the top five tech stocks with the biggest short volume Wednesd...
$Nextdoor Holdings (NXDR.US)$, $Rigetti Computing (RGTI.US)$, $Ondas Holdings (ONDS.US)$ and $Apple (AAPL.US)$ round out the top five tech stocks with the biggest short volume Wednesd...
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DISNEY INVESTS $1B IN OPENAI, EXPANDS IP ACCESS TO AI TOOLS
$DIS will invest $1B in OpenAI and license over 200 characters from Disney, Marvel, Pixar, and Star Wars for use in AI-generated content via Sora and ChatGPT Images. The three-year deal excludes talent likeness and voices, focusing solely on character imagery and storytelling.
META SECURES AI NEWS DEALS TO ENHANCE META AI
$META signed commercial data agreements with major publishers including CNN, Fox News, and Le Monde ...
$DIS will invest $1B in OpenAI and license over 200 characters from Disney, Marvel, Pixar, and Star Wars for use in AI-generated content via Sora and ChatGPT Images. The three-year deal excludes talent likeness and voices, focusing solely on character imagery and storytelling.
META SECURES AI NEWS DEALS TO ENHANCE META AI
$META signed commercial data agreements with major publishers including CNN, Fox News, and Le Monde ...
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Oracle just delivered one of its strongest AI-driven quarters yet—surging cloud demand, massive GPU deployments, and a backlog that keeps breaking records.
But instead of rallying with the AI tide, $Oracle (ORCL.US)$ dropped sharply.
This raises 2 questions for investors:
1. Is Oracle’s AI build-out a long-term power play or a near-term drag?
2. With the Mag 7 leading the AI arms race - $NVIDIA (NVDA.US)$ $Microsoft (MSFT.US)$ $Apple (AAPL.US)$ $Alphabet-A (GOOGL.US)$ $Amazon (AMZN.US)$ $Meta Platforms (META.US)$ $Tesla (TSLA.US)$ is the ma...
But instead of rallying with the AI tide, $Oracle (ORCL.US)$ dropped sharply.
This raises 2 questions for investors:
1. Is Oracle’s AI build-out a long-term power play or a near-term drag?
2. With the Mag 7 leading the AI arms race - $NVIDIA (NVDA.US)$ $Microsoft (MSFT.US)$ $Apple (AAPL.US)$ $Alphabet-A (GOOGL.US)$ $Amazon (AMZN.US)$ $Meta Platforms (META.US)$ $Tesla (TSLA.US)$ is the ma...
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