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Ark Investment Management's latest report highlights the potential of autonomous vehicles, predicting a $10 trillion industry. While Tesla is a leader in self-driving technology, Uber may be a better investment due to its established ride-hailing network and partnerships with over 20 autonomous vehicle companies. Uber's revenue grew by 17% in 2025, contrasting with Tesla's 3% decline. With a significantly lower price-to-sales ratio, Uber is positioned for growth as autonomous ride-hailing could drastically reduce labor costs and increase profitability, making it a more attractive buy than Tesla.
Defender Capital LLC increased its stake in Tesla, Inc. by 62.4% in Q3, acquiring an additional 8,472 shares, bringing its total to 22,052 shares. Tesla represents 3.3% of Defender's portfolio, valued at approximately $9.8 billion. Other hedge funds also made new investments in Tesla during the same period. The news highlights mixed sentiments around Tesla's upcoming earnings, with analysts maintaining a range of ratings and price targets, reflecting varying confidence in the company's future performance.
Tesla's electric vehicle business is facing challenges, with a 7.1% decline in annual wholesale sales and increased competition impacting market share. Despite strong core advantages in vehicle engineering and a robust Supercharger network, concerns arise from stagnant growth in China and political controversies affecting sales. Upcoming Q4 2025 earnings will be crucial; if they show no improvement, short-term risks for investors may persist. However, Tesla's focus on Robotaxi and AI robotics could drive future stock performance, justifying its high P/E premium.
Tesla CEO Elon Musk trolled Ryanair after the airline refused to adopt Starlink internet on its planes, citing budget constraints. Musk humorously suggested buying the airline and replacing its CEO with someone named Ryan. Despite a playful poll where 76.5% supported his acquisition idea, analysts believe Musk's comments are more banter than a serious business move. Ryanair's response to Musk's proposal was lighthearted, dismissing the idea of in-flight Wi-Fi as propaganda. Musk's engagement reflects his tendency to involve himself in significant matters, though this seems more like a jest than a genuine acquisition plan.
The dispute between Tesla CEO Elon Musk and OpenAI founder Sam Altman has escalated. Musk accused ChatGPT of being related to nine deaths, claiming it induces suicide and suggesting that people should not allow their loved ones to use the platform. Altman responded by stating that operating an AI platform with nearly a billion users presents significant challenges, and pointed out that Tesla's autonomous driving technology also has safety risks, with over 50 people having died in related accidents. Both emphasized the complexity and responsibility of their respective technologies
