We see a solid business case for a merger, but not without hurdles, including Tesla shareholders’ concern about SpaceX’s valuation.

Albemarle should see sequential profit growth in the second quarter and maintain higher profits through the year.

Long-term growth less reliant on auto sales.

Progress on Robotaxi and Optimus shows real world AI growth.

Shares rise on improved free cash flow generation.

Q3 earnings reflected sequential improvement driven by record auto deliveries and energy storage deployments.

Are shares overpriced despite the fall?

Awaiting more info on robotaxis and lower cost models, here’s what we think of Tesla stock.

We think the positive third-quarter numbers will be largely offset by a weak fourth quarter.

A key provision of the new award is that Musk must remain in a senior leadership position at Tesla.