Global X Lithium & Battery Tech

Stark Wealth Management LLC Acquired 1,244 Shares of Tesla in Q2

Market sources report the Tesla board of directors profited $3 billion from stock awards

Barclays analyst maintains buy rating on Rio Tinto stock

Tesla's Shanghai Gigafactory exported over 35,000 vehicles in October

Tech and Financial Shifts Drive Market, South Korean Won Depreciation Spurs Government Response

Tesla's Model 3 Delivery Wait Time Extended in China

Times Qiji Green Energy's Registered Capital Increased to 500 Million RMB

Early Tesla investor Ross Gerber warns that 2026 will be a "make-or-break" year.

US appeals court upholds dismissal of shareholder lawsuit over Tesla's self-driving claims

Tesla Board Member Kimbal Musk Sells Over $25 Million in Stock

South Korean retail investor enthusiasm for Tesla cools, with net purchase ranking dropping to 14th this year

Tesla Model Y Conducts Unmanned Autonomous Driving Test in Austin

Analysis indicates embodied intelligence is a key theme of the era, drawing attention to Shanghai's strategy

Volkswagen tests its Robotaxi rival in Germany

Consumer Reports releases annual car reliability rankings, Tesla Model Y shows strong emergence

Elon Musk suggests a new version of the Roadster 2 could be unveiled on April 1, 2026, with a potentially complete redesign

Cui Dongshu: The overall trend of China's new energy vehicle market in 2025 is strong

Tesla (Shanghai) Co., Ltd. will have a court hearing on a contract dispute on December 15.

Xpeng CEO He Xiaopeng makes a public bet that his smart driving tech will surpass Tesla's FSD next year.

Reports indicate Tesla is expanding its chip landscape again

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To address the surge in AI computing power demand and ground power bottlenecks, American tech giants are collectively turning to the concept of "space data centers." Google plans to launch prototype testing satellites in 2027, while companies like SpaceX and Blue Origin are also accelerating their layouts. This trend is being driven by the decrease in launch costs and the reshaping of capital narratives, pushing the field from a technological vision into the early validation stage

- The explosive growth in AI's demand for computing power has led U.S. tech giants to explore the concept of "space data centers" to alleviate ground infrastructure bottlenecks.  
- Companies like Google and startups such as Starcloud are actively testing AI technologies in space, driven by the need for sustainable energy solutions and lower operational costs.  
- Despite concerns over radiation risks and maintenance challenges, the decreasing costs of rocket launches are making space data centers a viable commercial prospect, reshaping capital expenditure expectations in the hardware sector.

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Led by Musk, with Bezos and Jensen Huang joining in, the American tech circle suddenly has a "flood" of discussions about space data centers

Is Albemarle Stock Outperforming the Dow?

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Albemarle

Is Albemarle Stock Outperforming the Dow?

Cullen Capital Management LLC reduced its stake in Rio Tinto PLC by 4.7% in Q2, selling 43,821 shares. The firm now holds 882,679 shares, valued at $51.49 million. Other institutional investors have also adjusted their positions in Rio Tinto. The stock opened at $75.57, with a 52-week range of $51.67 to $76.99. Analysts have mixed ratings, with an average 'Moderate Buy' and a price target of $79.00.

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Cullen Capital Management LLC Sells 43,821 Shares of Rio Tinto PLC $RIO

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Tesla's board of directors earned over $3 billion through stock awards, surpassing peers at major U.S. tech firms. Despite suspending pay in 2021 due to a shareholder lawsuit, Tesla's director compensation remains high, tied to stock performance. Critics argue this undermines board independence. Tesla defends the compensation as aligned with shareholder value creation. The board's use of stock options, rather than shares, is rare and controversial, as it offers high upside with no downside risk.

- Tesla's board of directors has received over $3 billion in stock awards, significantly surpassing compensation for peers in major U.S. tech firms.  
- Despite suspending pay in 2021 due to a shareholder lawsuit over excessive compensation, Tesla directors' average earnings remain 2.5 times higher than those of Meta directors.  
- Critics argue that the high compensation undermines directors' independence and oversight, raising concerns about the alignment of their interests with shareholders.

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EXCLUSIVE-Tesla board made $3 billion via stock awards that dwarfed tech peers

Tesla analyst Dan Levy from Barclays notes that vehicle deliveries are losing importance for Tesla's stock, with future focus shifting to AI and autonomous technology. CEO Elon Musk suggests that AI and robots will drive Tesla's long-term value. Investors are now more interested in Tesla's advancements in AI and projects like Optimus, rather than delivery figures.

- Tesla analyst Dan Levy of Barclays notes that vehicle deliveries are becoming less significant for the stock as the company shifts focus towards AI and robotics.  
- CEO Elon Musk has indicated that the automotive segment will represent a smaller portion of Tesla's overall valuation, emphasizing the importance of autonomous vehicles and humanoid robots.  
- Investors are increasingly prioritizing advancements in AI and related projects over traditional delivery figures, which have historically influenced stock performance.

Teslarati

Tesla analyst realizes one big thing about the stock: deliveries are losing importance

The lithium market is recovering, driven by energy storage systems and DLE technology entering commercial production. Prices have rallied nearly 50% from intra-year lows, with energy storage expected to grow faster than EVs. Analysts predict market tightening through 2026-2027. Albemarle's DLE pilot plant in Chile shows promising recovery rates, boosting optimism for lithium demand. Global X Lithium & Battery Tech ETF is up 53.76% year-to-date.

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Energy Storage Fuels Lithium Recovery, Market Expects Further Tightening

Tesla has begun testing its Model Y robotaxis in Austin, Texas, without human safety drivers, marking a significant step in its autonomous vehicle strategy. While the rollout is currently limited to Austin and San Francisco, Tesla plans to expand to more cities next year. The move tests Tesla's Full-Self Driving software, which has faced challenges, including reported crashes. Meanwhile, competitor Waymo is rapidly expanding its driverless rides. Elon Musk remains optimistic about the technology's progress, though timelines have been historically ambitious.

- Tesla is testing its Model Y robotaxis in Austin without human safety drivers, marking a significant step towards fully autonomous vehicles.  
- Elon Musk announced that driverless robotaxis could be operational in about three weeks, although the timeline may be optimistic.  
- The rollout of these robotaxis is part of Tesla's broader strategy to enhance its Full-Self Driving software, amidst increasing competition from rivals like Waymo, which is rapidly expanding its own driverless services.

InsideEVs

Tesla Is Finally Letting Robotaxis Drive Solo In Austin. Now Comes The Hard Part

Elon Musk criticizes nuclear energy, calling it "super dumb" compared to solar power, which he describes as a "free fusion reactor." He urges companies to stop investing in nuclear reactors, labeling them as mere science projects. Meanwhile, Silicon Valley backs nuclear fusion, with significant funding secured. Tesla reports a 44% growth in energy storage revenue, highlighting its commitment to solar energy.

- Elon Musk has reiterated his support for solar power, describing the Sun as a "free fusion reactor" and criticizing the development of small fusion reactors on Earth.  
- His comments come as Silicon Valley tech companies, including Commonwealth Fusion Systems, secure significant funding for nuclear fusion projects, amidst rising electricity prices in the U.S.  
- Meanwhile, Tesla reported a 44% increase in revenue from its energy storage business, highlighting its growing importance to the company's overall sales.  

Elon Musk Says Sun Is 'Free' Fusion Reactor, Slams Companies 'Wasting Money' On Nuclear Energy: 'It Is Super Dumb…'

Barclays analyst Amos Fletcher maintains a Buy rating on Rio Tinto with a £54.50 price target. J.P. Morgan also issued a Buy rating, while UBS maintained a Hold rating. Fletcher, covering the Basic Materials sector, has a 3.5% average return and a 57.14% success rate on stock recommendations.

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Rio Tinto (RIO): New Buy Recommendation for This Basic Materials Giant