A GX EV ROBOT

Tesla plans to unveil the next-generation Roadster on April 1, 2026

Tesla hires low-voltage electrical engineer for Robotaxi project in China

Bernstein Maintains Nvidia's Stock Target Price at $275.00

Driver of a Tesla Cybertruck fled the scene after a fatal crash in Hartford

Reports suggest NVIDIA's GB300 server cabinet shipments are expected to grow significantly next year

Voya Investment Management LLC Reduces Holdings in Albemarle Corp

Tesla begins offering self-service test drives at a Texas shopping center's charging stations

Tesla's latest 20MWh energy storage system will soon serve a mining industry leader

Musk discusses the future of AI and its potential impact on jobs in a podcast

Tesla Struggles to Catch Up in Autonomous Taxi Race with Waymo

Analysts predict Tesla's Q4 delivery volume may decline, falling below 440,000 units

NVIDIA Releases Open-Source and Efficient Hybrid Architecture AI Model Nemotron 3 Nano

NVIDIA Pauses Intel's 18A Process, Shifts to TSMC's 2nm Process

Global X Japan Co. Ltd. Reduced Tesla Holdings in Q3

Elon Musk personally tests a Tesla Robotaxi with no safety driver

NVIDIA clarifies it has not acquired Groq, but has reached an "acqui-hire" deal for its IP and team

Brookstone Capital Management Reduces Tesla Stake in Q3

Reports indicate mobile memory is entering the AI server space, potentially affecting the memory market dominated by Nvidia.

Samsung and SK Hynix will reportedly begin mass production of HBM4 chips in February 2026, with NVIDIA as one of the main buyers

Fosun Securities Recommends Fuyao Glass, Expected to Maintain Steady Performance in 2026

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Robert W. Baird reaffirmed NVIDIA's "outperform" rating with a $275 price target, indicating a 43.13% potential upside. Other analysts also raised their price targets, with a consensus "Buy" rating and an average target of $262.14. NVIDIA's stock opened at $192.13, with a market cap of $4.67 trillion. Recent insider sales and institutional investments were noted, with NVIDIA's quarterly earnings surpassing expectations.

- NVIDIA's stock is currently rated as "outperform" by Robert W. Baird, with a target price of $275.00, reflecting a potential upside of 43.13%.  
- The company reported a revenue of $57.01 billion and an EPS of $1.30 for the last quarter, surpassing expectations, with a year-over-year revenue increase of 62.5%.  
- Institutional investors own 65.27% of NVIDIA's stock, with various analysts giving it strong buy ratings and a consensus target price of $262.14.

Market Beat

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NVIDIA's (NVDA) Outperform Rating Reaffirmed at Robert W. Baird

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Tesla China has posted a job listing for a Low Voltage Electrical Engineer to work on circuit board design for its Robotaxi program, indicating a potential launch of its autonomous ride-hailing service in China. The role is based in Shanghai and involves collaboration with various teams. This move suggests Tesla's growing focus on the Chinese market for its autonomous vehicles.

- Tesla has posted a job listing for a Low Voltage Electrical Engineer in Shanghai, linked to its Robotaxi program, indicating plans for an autonomous ride-hailing service in China.  
- The role is focused on designing circuit boards for Robotaxi, highlighting the urgency for filling the position as it collaborates with various teams.  
- With China's supportive policies and urban density, the market potential for robotaxis is significant, despite Tesla's limited FSD rollout in the country.

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GraniteShares 2x Long TSLA Daily ETF

Tesla China quietly posts Robotaxi-related job listing

Tesla is focusing on AI and autonomy, aiming for a future with self-driving cars and humanoid robots. Despite a challenging year, Tesla's stock has rebounded, driven by investor optimism. The company launched a robotaxi service in Austin and plans to expand. Analysts are divided on growth prospects, with some predicting significant expansion and others cautioning about volatility. Tesla's Full Self-Driving program adoption remains slow, but the company aims to increase it next year.

- Tesla faces challenges in its electric vehicle business but aims to leverage self-driving technology and humanoid robots for future growth.  
- Analysts predict a potential valuation surge driven by Tesla's robotaxi network and a new humanoid robot, with skepticism about meeting ambitious timelines.  
- Sales have dropped in key markets, but a focus on safety and innovation, including next-gen chips, may position Tesla favorably in the long term.

Dow Jones

What's ahead for Tesla as it doubles down on AI

Voya Investment Management LLC reduced its stake in Albemarle Corporation by 87.2% in the third quarter, selling 386,086 shares. The stock opened at $147.35, with a market cap of $17.34 billion. Analysts have mixed ratings on Albemarle, with price targets ranging from $100 to $159. The company announced a quarterly dividend of $0.405, with a yield of 1.1%.

Albemarle

Voya Investment Management LLC Sells 386,086 Shares of Albemarle Corporation $ALB

Nvidia has signed a licensing deal with AI chip startup Groq, allowing Nvidia to use Groq's chip design in future products. Several Groq executives, including CEO Jonathan Ross, will join Nvidia. Groq will continue as an independent company with a new CEO. The deal aligns with Nvidia's strategy to invest in AI infrastructure and maintain its lead in AI technology. Financial terms were not disclosed.

- Nvidia has entered a licensing agreement with AI startup Groq, enhancing its technology portfolio amidst rising AI demand.  
- The deal allows Nvidia to use Groq's chip design while several Groq executives will join Nvidia to facilitate the integration.  
- This strategy aligns with Nvidia's focus on maintaining its leadership in AI infrastructure and inference, amidst increasing competition from companies developing their own AI chips.

GuruFocus

Nvidia Signs Licensing Deal With AI Chip Startup Groq

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Chinese EV battery giant CATL and semiconductor developer Guoxin Micro have partnered to establish a new automotive chip firm, Tongxin Micro Technology, in Beijing. The firm, with a registered capital of 300 million yuan, will focus on the automotive domain controller chip business. CATL's investment marks its latest expansion initiative, while Guoxin Micro aims to deepen strategic ties with target customers. The new entity will acquire the chip business from Tongxin Micro for 193 million yuan, reflecting a significant appreciation rate. Guoxin Micro's shares rose 1.33% following the announcement.

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Chinese EV battery giant CATL and Guoxin Micro set up a new automotive chip firm

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In 2025, the US automotive industry, particularly EV makers Tesla, Rivian, and Lucid, faced significant challenges. Tesla saw a decline in sales across the US, Europe, and China, despite introducing new models. Rivian had mixed sales performance and faced production cost concerns due to tariffs. Lucid reported record deliveries but cut its production guidance. Both Tesla and Rivian introduced performance-based CEO compensation. Automakers also pushed for Robotaxi deployment, with Tesla and Lucid making significant strides.

- In 2025, the U.S. automotive industry, particularly for EV makers like Tesla, Rivian, and Lucid, faced significant challenges, including declining sales and shifting government policies.  
- Tesla experienced a 23% drop in U.S. sales in November and a valuation exceeding $1.6 trillion, while Rivian and Lucid reported mixed performance, grappling with production and market competition.  
- Legal troubles also plagued Tesla, including lawsuits related to self-driving technology and wrongful death incidents, highlighting the complexities facing the EV sector moving into 2026.

benzinga_article

Rivian Automotive

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2025 In Review: How Tesla, Rivian, Lucid Fared This Year

Saudi Arabia aims to revolutionize AI services by leveraging low-cost electricity from large solar projects. The kingdom plans to reset AI service costs by computing where power is cheap, boosting its GDP by over 12% by 2030. HUMAIN, owned by the Public Investment Fund, is central to this strategy, partnering with AWS and Nvidia to build infrastructure and offer AI services at lower costs globally.

- Saudi Arabia is aggressively pursuing AI advancements, moving from statements to substantial investments in data centres and technology.  
- The kingdom's strategy revolves around utilizing its cheap electricity to significantly lower AI service costs, aiming to boost GDP by over 12% by 2030 under Vision 2030.  
- With partnerships with major firms like Amazon Web Services and Nvidia, Saudi Arabia aims to redefine AI service pricing globally, potentially disrupting current market dynamics.

Invezz

Amazon

Can Saudi Arabia really undercut the world on AI with low-cost electricity?

U.S. stock index futures traded quietly in a light post-Christmas session, with the Dow down 0.11%, S&P 500 off 0.03%, and Nasdaq up 0.02%. Investors are optimistic about interest rate cuts and strong corporate earnings for 2025. Nvidia shares rose 0.7%, Micron Technology increased by 2%, while Biohaven fell 13.4% due to a failed drug trial. Precious metal miners saw gains as silver and gold prices hit new records.

- U.S. stock index futures traded quietly post-Christmas, with the S&P 500 and Dow closing at record highs, as investors anticipate interest rate cuts and corporate earnings growth.  
- The S&P 500 has increased over 17% in 2025, driven by tech stocks and interest in cyclical sectors, leading to expectations of a "Santa Claus rally" in the market.  
- Nvidia shares rose after licensing technology from a startup, while Micron continued its strong performance, while Biohaven's shares plummeted due to trial failures.

Reuters

US STOCKS-Futures subdued in thin post-Christmas trading

Nvidia announced a licensing deal with AI startup Groq, allowing access to Groq's AI inference technology. Analysts from BofA and Robert W. Baird reaffirmed their positive outlook on Nvidia, highlighting the deal's alignment with Nvidia's AI strategy. The deal, potentially worth $20 billion, involves Groq CEO Jonathan Ross joining Nvidia. Analysts noted Nvidia's software strength and the shift in AI demand towards inference. Wall Street maintains a Strong Buy consensus on NVDA stock, with a price target suggesting a 39.8% upside.

- Nvidia announced a licensing deal with private AI startup Groq, which analysts view positively as it aligns with Nvidia's focus on AI inference.  
- The deal allows Nvidia to use Groq's AI inference technology and is valued at up to $20 billion, with Groq's CEO joining Nvidia to enhance collaboration.  
- Following this news, analysts reaffirmed bullish ratings for Nvidia, with a consensus Strong Buy rating and an average price target suggesting significant upside potential.

Tip Ranks

Nvidia's Latest AI Deal Gets a Nod from Wall Street. Top Analysts Weigh In

The former DOGE head's claims might be optimistic at best given the American economy's state.

Elon Musk makes a bold prediction for 2026 defying concerns about the US economy

KMG Fiduciary Partners LLC increased its stake in NVIDIA Corporation by 10% in the third quarter, now holding 429,786 shares valued at $80,189,000. NVIDIA is the largest position in KMG's portfolio, comprising 5.4%. Other investors also adjusted their positions in NVIDIA. The company's stock opened at $188.33, with a market cap of $4.58 trillion. NVIDIA reported strong quarterly earnings, with revenue up 62.5% year-over-year. The company announced a $0.01 quarterly dividend, and insiders sold shares worth $396 million recently.

- KMG Fiduciary Partners LLC increased its stake in NVIDIA Corporation by 10% in Q3, holding 429,786 shares valued at $80.19 million.  
- NVIDIA reported Q3 earnings of $1.30 per share on $57.01 billion revenue, exceeding estimates, with a net margin of 53.01%.  
- The company plans to pay a quarterly dividend of $0.01 on December 26, while significant insider selling has raised concerns about investor confidence.

NVIDIA Corporation

NVIDIA Corporation $NVDA Stake Lifted by KMG Fiduciary Partners LLC

Perpetual Ltd increased its stake in NVIDIA Corporation by 18.7% in the third quarter, purchasing an additional 21,638 shares, bringing its total to 137,049 shares valued at $25,571,000. Other institutional investors also adjusted their holdings in NVIDIA. Analysts have set new price targets for NVIDIA, with a consensus rating of 'Buy' and a target price of $262.14. NVIDIA's recent earnings exceeded expectations, with a 62.5% increase in revenue year-over-year.

- Perpetual Ltd increased its stake in NVIDIA Corporation by 18.7% in Q3, owning 137,049 shares valued at $25,571,000 after purchasing additional shares.  
- Other institutional investors also adjusted their holdings, with a consensus rating for NVIDIA at "Buy" and a target price averaging $262.14.  
- NVIDIA reported strong Q3 earnings, exceeding analyst expectations with $1.30 EPS and a revenue increase of 62.5% year-over-year.

Perpetual Ltd Acquires 21,638 Shares of NVIDIA Corporation $NVDA