The third-quarter vehicle data delivered a more encouraging message for auto investors than the headlines might suggest: demand remains selective, execution still matters, and companies with product momentum are finding buyers. Ford Motor Co. (NYSE: F), Tesla Inc. (NASDAQ: TSLA) and Rivian…
Tesla, Inc. (NASDAQ: TSLA) has opened its dedicated Tesla Semi factory in Sparks, Nevada, turning the company’s electric-truck program from a long-running promise into a visible industrial ramp. The event’s central message was straightforward: Tesla believes the next meaningful EV battlefield is…
Elon Musk’s constellation of companies is giving investors a familiar, if increasingly consequential, proposition: build the digital infrastructure, the physical infrastructure and the autonomous vehicles, and let scale do the storytelling. The latest headlines around SpaceX, Tesla Inc. (NASDAQ: TSLA) and The…
NVIDIA Corp. (NASDAQ: NVDA) has spent the past several years selling the shovels for the artificial-intelligence gold rush. Its planned $12.93 billion acquisition of Hugging Face suggests it now wants a more influential place in the mine, the marketplace and perhaps the…
