Every report the desk has filed, searchable by full text, topic, format, symbol and date range.
Automakers including Tesla began pulling vehicles from Chinese roads after regulators flagged a door-handle safety flaw, triggering a broad selloff in EV shares.
Tesla and other automakers began a record vehicle recall in China over door-handle safety, and EV shares fell in response.
Reports of an August Cybercab debut in Austin sent Uber and Lyft lower as investors reprice the terminal value of human-driver networks against Tesla's autonomous fleet ambitions.
A report that Tesla will launch its purpose-built Cybercab robotaxi in Austin this month pressured Uber and Lyft shares, reviving the structural bear case around driver-based ride-hailing economics.
Tepper adds, Loeb exits entirely and Soros buys puts, exposing a widening institutional divide over whether hyperscaler capital spending is a durable earnings engine or a late-cycle peak.
Divergent positioning among high-profile investors in Nvidia — accumulation, full liquidation and outright put buying — highlights unresolved disagreement over the sustainability of AI infrastructure spending, even as Amazon, Alphabet and Microsoft commit close to $600 billion in capital expenditure.
A 33% drawdown in the private valuation collides with a target implying a 53-fold revenue increase by 2030, anchored on terrestrial and orbital data centre compute rather than launch cadence.
SpaceX has retraced a third of its peak valuation even as Elon Musk projects revenue rising 53-fold to $1 trillion by 2030. The gap between mark and ambition rests almost entirely on an unproven pivot into data centre compute, including orbital infrastructure — a thesis with enormous optionality and correspondingly wide error bars.
The broker identifies discrete year-end value inflections across Starship cadence, Starlink subscriber economics and government contracting, even as independent modelling questions the path to $1trn in annual sales.
Morgan Stanley flagged four near-term catalysts capable of re-rating SpaceX equity into year-end, sharpening institutional focus on private-market space exposure. Separate analysis stress-tests Elon Musk's implied trillion-dollar revenue ambition, concluding the arithmetic requires Starlink to become a global telecom utility rather than a launch adjacency.
Regional divergence deepens across the electrification cycle even as Ford commits to repatriating Lincoln production from China by 2030, underscoring the tariff-driven redrawing of automotive supply chains.
July global electric vehicle registrations rose, but the composition was lopsided: European strength compensated for softness in China and North America. Separately, Ford plans to move Lincoln manufacturing to the United States from China by the end of the decade.
The world's largest sovereign wealth fund reveals a material unlisted stake in Elon Musk's launch and satellite operator, underscoring how the migration of value creation into private markets is reshaping index-benchmarked mandates.
Norges Bank Investment Management has disclosed a $1.22bn holding in SpaceX. The position highlights the structural problem facing passive-benchmarked giants as the largest technology franchises delay or forgo public listings.
Elon Musk's tunneling venture is raising new capital at a valuation of about $20 billion, roughly four times its level four years ago.