US Morning News Call | 2025 First Triple Witching Day Arrives Today

In an unannounced all-hands meeting streamed live, Elon Musk reassured $Tesla (TSLA.US)$ employees to "hang onto" their stock despite the company's challenging year, marked by a 40% stock drop and political backlash, while outlining a bright future driven by advancements in autonomous vehicles and the Optimus robot. Musk also hinted at considering future ventures in aviation, specifically electric vertical take-off and landing (eVTOL) aircraft, amidst ongoing efforts to expand Tesla's product offerings and technology.

$NVIDIA (NVDA.US)$ CEO Jensen Huang retracted his skepticism on $Quantum Computing (LIST2594.US)$ timelines, acknowledging market impacts, and announced the Nvidia Accelerated Quantum Research Center in Boston to advance quantum and AI integration.

$Micron Technology (MU.US)$ exceeded Q1 CY2025 revenue and EPS expectations, reporting a 38.3% year-on-year sales growth to $8.05 billion, and provided an optimistic Q2 guidance above analyst estimates, despite rising inventory levels.

$NIO Inc (NIO.US)$ 's Q4 net loss widened and its Q1 guidance fell short of expectations, leading to a drop in Chinese EV stocks. CEO William Bin Li announced a new product cycle starting in 2025, focusing on premium, mass market, and international expansion through their NIO, ONVO, and Firefly brands, respectively.