Morgan Stanley decided to do some research on battery degradation in China. It got data from ride-hailing firms on 12 different EV models — 100 cars in total — and measured how much their battery capacity declined. The cars showed considerable differences in battery degradation. The company also studied degradation … [continued]
There were many cringe-worthy moments during the recent COP30 conference in Brazil, beginning with the new highway bulldozed through the Amazon rainforest to provide access to the meeting site for thousands of delegates and lobbyists. Really? How tone-deaf can people be? Most observers termed COP30 a failure because the joint … [continued]
Tesla CEO Elon Musk’s compensation package is a done deal, and now we are immersed in the waiting game. Was it only two years ago in which Master Plan 3 was released, with its laser focus on sustainable energy? Not anymore. Now Musk is pushing agendas for AI, robots, and … [continued]
Last night I wrote the article “Tesla’s Hail Mary — Signs of Progress vs. Recent Sales Concerns,” but I wasn’t really happy with how I wrote it and the core points I wanted to make. Well, there’s a bit more news from Tesla on FSD (Full Self Driving), Optimus (Tesla’s … [continued]
Morgan Stanley is positively giddy about the future prospects for the value of air conditioning companies thanks to a hotter planet.
Rooftop solar systems on commercial buildings, parking lots, and garages could lower emissions and provide good returns on investment.
Tesla Investor Day is this Wednesday. Morgan Stanley analyst Adam Jonas thinks we will hear about a lower priced car from Tesla.
Following what many considered a rough 2022 for Tesla, investors are warming up to the idea of a big 2023 for the automaker, especially after the company’s recent quarterly earnings call. With Tesla’s strong profits heading ending 2022, and new expansions and production plans set to begin this year, some … [continued]
Tesla’s stock is way down on the year, but some think the automaker could have a sizable upside in the future. Many analysts view Tesla’s low stock price as a chance to see serious value growth, including investment firm Morgan Stanley. Morgan Stanley called Tesla one of its Top Picks … [continued]
Tesla’s stock is among many that have had a rough year in the face of the current bear market. But some investors see the company’s shares trading at low prices as an opportunity, while one analyst even upgraded Tesla’s stock ahead of the coming holidays. Citi Research analyst Itay Michaeli … [continued]
