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Fidelity Electric Vehicles and Future Transportation ETF
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Citi 2026 semis outlook: MCHP top pick, AVGO, ADI, MU, NXPI, TXN buy-rated

Citi Research forecasts the AI supercycle extending into 2026, highlighting Microchip Technology (MCHP) as its top pick due to expected sales and margin recovery. Buy-rated stocks include Broadcom (AVGO), Micron Technology (MU), Texas Instruments (TXN), NXP Semiconductors (NXPI), and Analog Devices (ADI). Citi anticipates significant earnings growth for MCHP and TXN, and favors Synopsys (SNPS) over Cadence Design Systems (CDNS) for margin expansion potential.

MSN·
US
NXPI
+1.18%
US
TXN
+1.44%
MSN·
US
NXPI
+1.18%
US
TXN
+1.44%

EV Sales In Europe Are On Track For A Fantastic Year. Here Are The Winners And Losers

EV sales in Europe are booming, with a 37.3% increase in November and a 27.4% rise from January to November 2025. Tesla leads the market, but its dominance is slipping. The Tesla Model 3 was the best-selling EV in November, while the Model Y topped sales from January to November despite a decline. Volkswagen, Renault, and Skoda are strong competitors. PHEV sales also rose, with BYD leading the segment. Overall, new car sales in Europe increased by 1.9%.

InsideEVs·
US
TSLA
+1.56%
InsideEVs·
US
TSLA
+1.56%

Tesla FSD (Supervised) v14.2.2 starts rolling out

Tesla has begun rolling out Full Self-Driving (Supervised) v14.2.2, which includes enhancements such as smoother real-world performance, better obstacle awareness, and precise end-of-trip routing. Key improvements include an upgraded vision encoder neural network, new Arrival Options, real-time vision-based detours, and improved handling of various driving scenarios. The update also adds features like pulling over for emergency vehicles, automatic narrow-field camera washing, and enhanced reliability. Users can now view their FSD statistics under Controls > Autopilot.

Teslarati·
US
TSLA
+1.56%
US
TSDD
-3.24%
US
TSLL
+3.26%
Teslarati·
US
TSLA
+1.56%
US
TSDD
-3.24%
US
TSLL
+3.26%

'Sell' TSLA Stock (TSLA) Now? Analyst Predicts 50% Plunge in 2026

UBS analyst Joseph Spak maintains a "Sell" rating on Tesla (TSLA), predicting a 49.5% downside with a $247 price target. He cites reduced Q4 deliveries due to the expiration of a federal credit and high valuation metrics. Tesla faces sales declines in key markets, except China, amid competition and supply chain issues. Analysts hold a cautious outlook, with a Hold consensus and a $382.87 average price target, indicating a 21.7% downside. Despite challenges, Tesla shares have risen 21% this year.

Tip Ranks·
US
TSLA
+1.56%
US
TSDD
-3.24%
US
TSLL
+3.26%
Tip Ranks·
US
TSLA
+1.56%
US
TSDD
-3.24%
US
TSLL
+3.26%

What are the highlights of the humanoid robot market in 2026? Morgan Stanley: Short-term speculation will continue, Tesla is the focus, the U.S. government and major companies will get involved, but the gap between China and the U.S. is widening

Morgan Stanley's latest report believes that the humanoid robot market will continue to be hot in 2026, but it is necessary to be wary of the huge gap between hype and practical scalability. The industry faces risks of technological development difficulties and a reshuffling of startups, and the gap between China and the U.S. is accelerating — China is consolidating its lead based on its manufacturing advantages, while U.S. policy support is unlikely to reverse the trend in the short term

Wallstreetcn·
US
MS
+1.57%
US
TSLA
+1.56%
Wallstreetcn·
US
MS
+1.57%
US
TSLA
+1.56%
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