Global X Autonomous & Electric V

Market reports suggest Intel and AMD plan to raise CPU prices in the coming quarters

Musk reveals Tesla will use Intel's 14A chips in its Terafab project

Tesla Announces Full Self-Driving Plan for HW3 Owners

Intel expected to report a Q1 loss of 14 cents per share and revenue of $12.41 billion

Tesla Announces V14 Lite Release for 2026

Tesla CEO Elon Musk says the company plans to use Intel's 14A manufacturing process for its Terafab project.

Musk Announces Tesla's Future Capacity Will be Primarily Directed at Autonomous Taxi Production

Musk Predicts New Roadster Will Be the Only Human-Driven Car

Musk Announces SpaceX Will Handle Initial Phase of Tesla's Battery Factory

Tesla expects Texas Gigafactory R&D to cost $3 billion

Tesla Predicts Strong Solar Demand in Second Half of Year

Tesla CEO Musk Unclear on Timeline for Full European Approval of Autonomous Rides

Tesla Executives State European FSD Same as US Version in Architecture But with More Regional Data

Tesla CFO says free cash flow will be negative for the remainder of the year

Tesla expects capital expenditure to exceed $25 billion this year

Tesla's Second Optimus Factory Under Construction, Expected to Be Operational Next Year

Tesla CFO Explains Improvement in Order Momentum

Tesla Unwilling to Publicly Display Optimus Third Generation Robot Design Plan

Rising Oil Prices Boost Tesla Orders

Musk Announces Tesla's Optimus New Factory to Start Production in 2027

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Top analyst Matt Bryson from Wedbush has expressed caution regarding Intel's stock (INTC) ahead of its Q1 earnings report. Despite a 235% surge in the past year, Bryson believes the current valuation at 60x future estimates is difficult to justify, given industry trends. He maintains a Neutral rating, suggesting the stock is overvalued by 54% with a price target of $30. Analysts generally share this sentiment, with a Hold consensus rating and an average price target indicating a potential 12-month decline of 13.5%.

- Intel (NASDAQ: INTC) stock has surged 235% over the past year but is facing valuation concerns as it trades at high levels.  
- Analyst Matt Bryson from Wedbush cautions that the stock's current valuation of 60x future estimates is difficult to justify, despite an improving backdrop and strong near-term performance potential.  
- Bryson assigns a Neutral rating, indicating that the stock may be overvalued by 54%, while the consensus rating among analysts suggests a possible 12-month decline of 13.5%.

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'Unrealistic': Top Analyst Matt Bryson Weighs In on Intel Stock (INTC) Ahead of Earnings

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Tesla's CEO Elon Musk announced during the Q1 2026 earnings call that production of the Optimus robot will commence at the Fremont factory in late July or August, following the last Model S and X vehicles in early May. Musk cautioned that initial production will be slow due to the complexity of the new line, which includes 10,000 unique parts. The transition from the Model S/X line to Optimus production is set to occur rapidly, with the dismantling of the existing line starting next month after 14 years of Model S and 11 years of Model X production.

- During Tesla’s Q1 2026 earnings call, CEO Elon Musk announced that production of the Optimus robot will start in late July or August.  
- He noted that initial output will be slow and unpredictable due to the robot's 10,000 unique parts and a new production line.  
- The last Model S and X vehicles will be produced in early May, concluding a lengthy production run, with Tesla transitioning to dismantle the existing production line to facilitate the new project.

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Tesla confirms Optimus production starting late July at Fremont on former Model S/X line

Tesla has announced a significant increase in its capital expenditures, raising the budget to $25 billion for 2026, aimed at advancing its transition to an AI and robotics company. This figure is three times higher than previous annual expenditures, reflecting investments in AI initiatives, manufacturing, and R&D. CEO Elon Musk emphasized the importance of this spending for future revenue growth, despite potential negative cash flow later this year. Tesla's current cash reserves stand at $44.7 billion, supporting its ambitious plans.

- Tesla plans to escalate its capital expenditures to $25 billion in 2026, significantly higher than previous years, to support its transition into AI and robotics.  
- This increase, driven by investments in AI infrastructure and manufacturing, aligns with a broader trend as other tech giants also raise their budgets for similar initiatives.  
- While the company will face negative cash flow later this year, it ended Q1 with $44.7 billion in cash reserves, signaling confidence in its strategic direction.

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Tesla just increased its capex to $25B. Here’s where the money is going.

TSLS

Tesla (TSLA) reported mixed Q1 financial results, with earnings per share (EPS) of $0.41 exceeding the $0.37 forecast, but revenue of $22.39 billion fell short of the $22.64 billion expectation. Sales increased by 16% year-over-year, despite challenges from declining global sales and the end of a U.S. government rebate program for electric vehicles.

- Tesla reported mixed financial results for Q1 2026, with earnings per share of $0.41 surpassing analysts' expectations of $0.37.  
- However, the company's revenue of $22.39 billion fell short of the $22.64 billion forecast, despite a 16% increase from the previous year.  
- Declining global sales and the end of a U.S. government rebate program for electric vehicles have contributed to Tesla's challenges in maintaining sales momentum.

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TSLA Earnings: Tesla Posts Mixed Financial Results as Sales Come Up Short

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Hyundai Motor Company has launched the 'Hyundai NEXT Cup Tour,' an in-game event in 'Top Eleven: Be a Football Manager,' aimed at engaging digital-native football fans. Running from April 23 to May 2, the event coincides with Top Eleven's 16th Anniversary and features a virtual tour across 10 countries, integrating Hyundai's vehicle models into gameplay. Players can earn exclusive Hyundai-branded items while experiencing a blend of football strategy and brand engagement, reflecting Hyundai's commitment to connecting with the next generation of fans.

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19:30 ETHyundai Motor Connects with Next Generation of Football Fans through 'Hyundai NEXT Cup Tour' on 'Top Eleven'

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The article discusses the competitive landscape in the AI chip market, highlighting that AMD's growth is lagging behind Nvidia, Broadcom, and Amazon. While AMD's data center division saw a 39% growth, Nvidia's grew by 75% and Broadcom's AI semiconductor division surged by 106%. Amazon's custom AI chips are also gaining traction. Despite AMD's strong performance, its stock trades at a premium compared to its peers, raising concerns about its future growth potential. Analysts suggest considering Nvidia, Broadcom, and Amazon as better investment options than AMD.

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3 AI chipmakers with far more upside than AMD

Tesla (NASDAQ:TSLA) shares fell about 1% after-hours following its Q1 earnings report, with concerns over increased spending and delayed growth drivers like robotaxis. Despite a 15.8% year-over-year revenue increase to $22.39 billion, vehicle deliveries missed forecasts. J.P. Morgan's Ryan Brinkman warns of a potential 60% downside to a $145 price target by December 2026, citing a disconnect between stock valuation and financial fundamentals. The broader consensus among analysts is a Hold rating, with an average price target of $413.89, suggesting a 7% upside from current levels.

- Tesla shares fell approximately 1% in after-hours trading following its first-quarter earnings report, which revealed rising capital expenditures and ongoing margin pressure.  
- The company reported a revenue of $22.39 billion, beating expectations, while production outpaced deliveries, leading to concerns about future profitability and cash flow.  
- Analyst Ryan Brinkman highlighted a disconnect between Tesla's stock price and fundamental performance, recommending caution for investors, despite a generally more balanced outlook from other analysts.

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Why Tesla Stock (TSLA) Slipped Today and Why J.P. Morgan Sees a 60% Crash

Intel is set to report its first-quarter results, expecting a loss of 14 cents per share and revenue of $12.41 billion. The company has seen a 20% stock increase recently, closing at $65.27. Analysts are focused on Intel's new partnerships with Google and Elon Musk's Terafab project, as well as the impact of rising memory costs on PC sales. While caution is advised regarding the PC market, strong demand for server CPUs is anticipated due to the growth of AI technology.

- Intel is set to report its Q1 results, with expectations for a loss of 14 cents per share and revenue of $12.41 billion.  
- The company recently secured a significant chip supply deal with Google and is involved in Elon Musk's Terafab project, which aims to establish a new chip production facility in Texas.  
- Analysts are particularly focused on the impact of elevated memory costs on PC sales and the rising demand for server CPUs driven by advancements in artificial intelligence.

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Intel Expected to Post Lower 1Q Revenue — Earnings Preview

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Intel shares rose 3% in after-hours trading as Musk officially announced a deal to adopt Intel's 14A product technology during the conference call

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Google announced updates to its Workspace productivity suite at Google Cloud Next, focusing on AI integration. The new Workspace Intelligence system automates tasks using user data from Gmail, Calendar, and Drive, with user control over data access. New features in Google Sheets allow users to build and fill out sheets using AI, significantly speeding up data entry. Additionally, AI writing tools in Google Docs enable users to generate and refine documents by prompting the AI. These updates aim to enhance efficiency for office workers, amidst competition from Microsoft and others.

- Google Cloud Next introduced significant updates to its Workspace productivity suite, heavily focusing on AI enhancements to automate workflows.  
- New features include Workspace Intelligence for task automation and Gemini for creating and populating Google Sheets, reportedly boosting efficiency.  
- These updates position Google advantageously in a competitive landscape against Microsoft, Apple, and startups, all aiming to simplify office tasks.

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Google updates Workspace to make AI your new office intern

Musk pointed out that the deployment of Robotaxis is limited not due to safety concerns but because of convenience issues. He mentioned that Robotaxis sometimes hesitate to cross railway crossings or stall at traffic lights. Additionally, some Robotaxis were stuck in left-turn lanes due to a collision involving Waymo and a bus

Elon Musk has delayed the unveiling of the Tesla Roadster once again, stating during the Q1 2026 earnings call that it may debut "in a month or so," surpassing the previously set late April timeline. This marks the eighth postponement since the prototype's reveal in November 2017, highlighting ongoing challenges in the Roadster's launch schedule.

- Elon Musk has delayed the unveiling of the Tesla Roadster once more, stating it might debut “in a month or so” during the Q1 2026 earnings call.  
- This postponement represents the eighth time Musk has altered the timeline since the prototype's introduction in November 2017.  
- Despite prior assertions that the unveiling would occur in late April, Musk's announcement just two days later has led to further disappointment regarding the vehicle's release.

Elon Musk pushes Tesla Roadster unveil again — now ‘maybe in a month or so’

Tesla is advancing its Optimus robot production with a new factory in Texas, aiming for 10 million units annually. The facility will expand by over 5.2 million square feet, with a construction budget of $5 to $10 billion. Initial production lines at Fremont target one million robots per year. The Texas site will also support AI and chip fabrication projects, enhancing efficiency. Elon Musk anticipates a public release of Optimus by 2027, with a projected price of $20,000 to $30,000, and sees a global demand exceeding 20 billion units.

- Tesla's Q1 2026 Update Letter reveals that production of first generation Optimus robots is advancing at the Fremont factory, aiming for one million units annually.  
- A new site preparation near Gigafactory Texas indicates plans for over 5.2 million square feet of space to be built by 2026, with an investment between $5 billion and $10 billion, targeting a long-term output of 10 million units per year.  
- The Texas facility is strategically beneficial due to its tax structure, lower labor costs, and proximity to Tesla's AI resources, supporting Optimus production and related projects.

Teslarati

Tesla isn’t joking about building Optimus at an industrial scale: Here we go

Tesla shares fell more than 2% after hours

During Tesla's Q1 2026 earnings call, CEO Elon Musk announced that unsupervised Full Self-Driving (FSD) for consumer vehicles is now expected in Q4 2026, marking another delay in a series of missed deadlines. Musk acknowledged the need for extensive validation due to complex driving conditions, which has contributed to the postponement. This follows a history of overpromising on autonomous driving capabilities, with previous targets set for 2018 and 2025 not being met.

- During Tesla’s Q1 2026 earnings call, CEO Elon Musk announced that unsupervised Full Self-Driving for consumer vehicles is now expected in Q4 2026.  
- Musk's statement highlights a history of missed deadlines, with previous promises for full autonomy by 2018 and unsupervised FSD by June 2025.  
- He explained that the rollout is delayed due to the need for extensive geographical validation and challenges like complex intersections and adverse weather conditions.

Elon Musk pushes unsupervised FSD for consumer Teslas — again

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Global X Autonomous & Electric V Stock Performance Chart

'Unrealistic': Top Analyst Matt Bryson Weighs In on Intel Stock (INTC) Ahead of Earnings

Tesla confirms Optimus production starting late July at Fremont on former Model S/X line

Tesla just increased its capex to $25B. Here’s where the money is going.

TSLA Earnings: Tesla Posts Mixed Financial Results as Sales Come Up Short

19:30 ETHyundai Motor Connects with Next Generation of Football Fans through 'Hyundai NEXT Cup Tour' on 'Top Eleven'