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Tesla (TSLA) is increasingly positioning itself as more than an electric-vehicle company through autonomy, Robotaxi, Optimus and energy storage. In this week's Tech Corner, George Tsilis breaks down Tesla’s latest quarterly earnings which showed improving automotive margins, growing FSD adoption, and the expansion of its energy-storage business.
George also examines the risks facing Tesla, including slower automotive growth, intense EV competition, execution challenges facing autonomy and an elevated historical valuation.
Constellation Research Founder and CEO R 'Ray' Wang analyzes Big Tech's massive AI spending boom. Wang breaks down Tesla's autonomous vehicle focus and SpaceX synergies.
NEW: Rosneft deep dive by Bloomberg News
+ Officials at Russia’s largest oil producer are concerned that even a few more months of the war with Ukraine could leave lasting damage across the business.
+ One of Rosneft’s biggest refineries, Ryazan, has been shut for more than half the time since it was first hit by Ukraine in May and has run well below full capacity when operating, according to damage assessments seen by Bloomberg.
+ Another, Syzran, has spent much of the past six months either completely shut or operating at less than a third of capacity, according to data reviewed by Bloomberg. The Tuapse refinery has been offline since April.
+ Ukraine is conducting repeat strikes on the refineries as soon as repairs are completed or nearing completion. The need to repeatedly repair damaged equipment is straining operations and causing costs to pile up to levels that Rosneft officials have privately warned cannot be sustained long-term.
+ Some plants have deliberately slowed repairs as a result, stretching work that should take days into weeks, according to people familiar with the matter.
+ Efforts to protect the facilities with shipping containers, nets and steel cables have proved ineffective against swarms of drones, company plans show.
+ The damage is particularly difficult to repair when strikes hit complex secondary units, whose parts would previously have been sourced from the West. It means relying on Russian-made copies and Chinese imports that can take months to obtain and are not always compatible with existing machinery.
+ It’s put Rosneft into financial trouble. Even before the ramping up of Ukraine’s drone campaign, the company saw a “perfect storm” for its finances. Since then, its profits are down and debt is rising despite what should have been a big windfall from the Iran war.
+ Moscow Credit Bank, which is linked to Rosneft, is showing signs of distress with $8 billion of problem loans. It highlights how both Russia’s energy and banking sectors are coming under strain at the same time, a dynamic causing concern to Russian finance officials.
All this and much more in the full story here: https://t.co/0qbu8cCStl
The stock market is taking a step back ahead of Thursday's opening bell. Kevin Green helps investors digest the moves and earnings affecting price action, including Meta Platforms (META).
As KG highlights, the Mag 7 company beat and upped the lower end of its 2026 CapEx, though investors are still wary on the AI spending story.
Tesla (TSLA) also hit the brakes on its stock momentum following its earnings beat.
KG touches on Lam Research (LRCX) and the commentary from leadership that sent shares plunging.
Bloomberg’s Nathan Hager focuses on three stocks for the week ahead. They include: Netflix, Tesla, and Meta.
Nathan previews what to expect from these companies in the week ahead with Ann Gehan, Bloomberg Earnings Reporter..
Tesla unveiled its new Roadster sports car, which will give the company another offering in its lineup when it goes on sale.
China moved to stabilize its equity market by urging companies and state funds to buy shares while guiding some investors to curb selling, people familiar with the matter said. Financial regulators held a meeting Thursday to discuss stabilization measures for the stock market, the people said, asking not to be identified discussing private deliberations.
The Opening Trade has everything you need to know as markets open across Europe. With analysis you won't find anywhere else, we break down the biggest stories of the day and speak to top guests who have skin in the game. Hosted by Anna Edwards, Guy Johnson and Tom Mackenzie.
Chapters:
00:00:00 - The Opening Trade Begins
00:01:22 - Today's Agenda: Markets, Kevin Warsh & the Fed Outlook, EU-China Trade Tensions Escalate, UK Banks Face Potential Tax Hike
00:10:20 - Takeaways From the IMF Meetings
00:14:06 - Aberdeen's Sree Kochugovindan on Fed Policy, AI Debt & Global Growth
00:22:09 - Need to Know: Indonesia Rout, UniCredit & Tesla's Flying Roadster
00:24:09 - European Markets Ahead of the Open
00:25:38 - Latvia PM Andris Kulbergs on Ukraine, Russia & China
00:33:28 - Growing Risks Around the AI Trade
00:35:30 - Cracks Emerge in AI Financing
00:39:03 - AI Volatility & Fed Rate Bets, Indonesia Suffers Historic Market Rout: MLIV
00:42:34 - Stocks to Watch
00:46:17 - European Market Open
00:50:47 - Neuberger's Maya Bhandari on Cautious on European Equities,
00:58:01 - Tech Rebounds as UK Banks Slide
01:00:32 - Breaking News: China Responds to EU Trade Pressure
01:03:01 - UK Chancellor John Healey Plans Bank Tax Hike
01:04:24 - UniCredit Moves Closer to Commerzbank Takeover
01:06:31 - Fed Rate-Hike Bets Recede After Warsh
01:09:25 - Breaking News: China Moves to Support Stock Market
01:15:06 - Ukrainian President Zelenskyy Arrives & Speaks at EU Leaders' Summit
01:18:43 - Romanian President Nicușor Dan on Ukraine & Russian Threats
01:26:31 - EU Plans New Powers to Counter Chinese Imports
01:32:36 - Week in Review: AI, Markets & the Fed
01:35:06 - Weekend Preview
A journalist asked Zelensky: “Don’t you think Trump has made you a scapegoat for his own problems?”
The Ukrainian president smiled knowingly and replied: “That is my answer.”
The room erupted in laughter and applause.
US senator calls for investigation into Starlink-related disruptions
Republican Senator Thom Tillis has called on the Pentagon’s inspector general to investigate outages that, he says, occurred in the Starshield system rather than on the Starlink or SpaceX side.
Tillis said the restrictions put Ukrainian civilians, US diplomats and security personnel at risk.
He described the incident as either a serious mistake or a possible attempt to create conditions for a Russian attack.
Dan Ives, Wedbush Securities global head of technology research, joins 'Closing Bell' to discuss why he's more bullish on Tesla now, how long it'll take the company to gain market share in autonomy and much more.
esla (TSLA) stock was downgraded to Sell by CFRA's team over the disconnect between the EV stock's fundamentals and value. Shares of the EV developer are ticking higher after CEO Elon Musk bought $1 billion worth of stock earlier this week.
CFRA analyst Garrett Nelson — the analyst behind the call — speaks further with Josh Lipton about his assessment of the electric vehicle company and shares his thoughts on Tesla's full self-driving business.
