Solid results included strong full-self driving software uptake and positive free cash flow.

We see regulatory risk from both the US and Chinese governments.

Our increased valuation comes from higher full self-driving adoption assumptions and a lower near- and medium-term capital expenditures forecast.

Following the rollout of its first autonomous Cybercab, here’s what we expect from Tesla’s earnings report.

We think Tesla stock is fairly valued.

Media report says Tesla is exploring divestiture plans to ease regulatory approval of a Tesla-SpaceX merger.

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.