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The Latest Breaking News from Pierre Ferragu

SpaceX Stock Starts Trading Today. BlackRock Already Gobbled Up $5 Billion in SPCX Shares.

SpaceX starts trading today, and demand for the stock has eclipsed the shares available. Meanwhile, BlackRock’s reported $5 billion order underscores investor excitement.

Barchart

SPCX Stock Alert: Here's What Analysts Are Saying Ahead of the SpaceX IPO

Oppenheimer and New Street Research initiated coverage on SpaceX stock with a bullish stance on Thursday. Here’s what their analysts told clients in their research notes today.

Barchart

Elon Musk's Bitcoin Energy Thesis Cited By Cynthia Lummis To Back Strategic Reserve, While Pierre Farragu Hails It As BTC's Most 'Compelling' Argument

Sen. Cynthia Lummis (R-Wyo.) referenced Elon Musk's argument on Bitcoin’s (CRYPTO: BTC) energy model on Tuesday to build a case for a strategic reserve of the cryptocurrency

Benzinga

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Analysts React To OpenAI's 'Wild' $100 Billion Deal With AMD: 'We're In The Second Inning of A Nine-Inning Game,' Says Dan Ives

Leading analysts are hailing Advanced Micro Devices Inc.'s (NASDAQ:AMD) new partnership with OpenAI as a breakthrough moment for the chipmaker, one that could propel it to the center of the AI arms race.

Benzinga

Apple's Biggest Mistake? Ex-Nokia And Tesla Engineer Explains What's Really Going Wrong

Over the weekend, Yun-Ta Tsai, a former Nokia Telecommunications (NYSE:NOK) researcher and current Tesla Inc. (NASDAQ:TSLA) senior staff engineer, shared his perspective on Apple Inc.'s (NASDAQ:AAPL) slow adoption of artificial intelligence (AI) and autonomous vehicles.

Benzinga

Dan Ives Is Showing Elon Musk Some Love After Tesla’s Surprise All-Hands Meeting. What Does That Mean for TSLA Stock?

Wedbush analyst says Tesla stock could extend gains further after Musk’s all-hands meeting last week reassured employees and investors.

Barchart

Here’s a $100 Billion Reason to Buy Nvidia Stock Now

Amazon’s revealed $100 in planned capex is being seen as a huge win for Nvidia in 2025. Here’s what to make of this big announcement.

Barchart

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OpenAI Unveils $200 ChatGPT Pro Subscription: Inside The 'o1' Reasoning Model And What It Means For Power Users

OpenAI has launched a $200/month ChatGPT Pro subscription, providing unlimited access to its advanced "o1" reasoning model and offering enhanced performance, especially in coding and math tasks, as part of its "12 Days of OpenAI" event.

Benzinga

Amid Elon Musk's Push For Drones And AI For Combat Transformation, Analyst Pierre Ferragu Says Shift The Defense Budget In Favor Of Startups

In a provocative discourse on modern military technology, leading tech innovators are challenging traditional warfare strategies, arguing that autonomous drones and artificial intelligence will fundamentally transform military combat.

Benzinga

Not Cybertruck, But This EV Is Ray Of Hope For Tesla’s Continued Success, Says Analyst

Tesla's fundamentals have suffered this year amid the lukewarm demand outlook and the impact of successive price cuts on margin

Zenger

Why Did Tesla CFO Quit? Musk Cites ‘Long Tour Of Duty,’ But 2 Analysts Have Their Own Theories

Tesla, Inc

Zenger

Tesla Q2 Results: Margins Under Pressure, Analyst Forecasts Short-Term Disappointment

New Street Research analyst Pierre Ferragu expects further margin slide in Q2 but anticipates recovery in the long run.

Zenger

Tesla Next-Gen Model Expectations Outlined By Managing Partner

Tesla's Investor Day is coming up on March 1, and the company is expected to talk about its next-gen platform and models. Here are some ideas of what to expect.

InsideEVs

Wall Street Analyst Visits Tesla Factory, Cites "Unprecedented Demand"

Wall Street analyst Pierre Ferragu attended a Tesla event at Giga Berlin and was blown away, He wrote to his clients that demand for Tesla's EVs is crazy.

InsideEVs

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Benzinga

What's Driving The Action In Nvidia Stock Today?

NVIDIA Corp (NASDAQ: NVDA) shares are trading higher Wednesday following an analyst upgrade. New Street Research analyst Pierre Ferragu upgraded Nvidia from a Neutral rating to a Buy rating and announced a $280 price target.

Benzinga

Another Analyst Sets Bullish Tone On NVIDIA, Sees Considerable Upside

New Street analyst Pierre Ferragu upgraded NVIDIA Corp (NASDAQ:NVDA) to Buy from Neutral with a price target of $280 (30.2% upside). Ferragu saw an attractive valuation, greater visibility on the "crypto-winter risk," and the company's robust data center outlook. Ethereum's hash rate quadrupled between October 2020 and January 2022, likely boosting Nvidia's FY22 gaming revenues…

Benzinga

Where Will Tesla Stock Be In 2030? Analyst Weighs In

Tesla, Inc. (NASDAQ: TSLA) shares barely budged despite all the hype surrounding the Cyber Rodeo event held this week.

Benzinga

Should Lyft and DoorDash Merge To Better Compete With Uber? Analyst Pierre Ferragu Thinks So

New Street analyst Pierre Ferragu thinks a merger between Lyft Inc (NASDAQ:LYFT) and DoorDash Inc (NYSE:DASH) would drive a 30% upside to the combined company's long-term EBITDA. Ferragu says combining the businesses would keep drivers busier, allowing them to make more money while also reducing the cost of finding new customers. The combination of food…

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Benzinga

New Street Cautions Against Nvidia's Steep Downside: All You Need To Know

With Ethereum ($ETH) down over 40% from the peak, mining volumes should decline in the next six months, crypto demand for graphics processing units will "die," and excess mining GPUs will hit the gaming market New Street analyst Pierre Ferragu tells.

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