09/24/2025
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First Goldman, Then UBS: Street Races To Boost Tesla Delivery Estimates
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Tesla’s third-quarter delivery report is expected to be released in early
October. Goldman analysts have already raised both their delivery estimates and
price targets, while UBS analysts just lifted their delivery forecast above
consensus but maintained their “Sell” rating. UBS: Tesla 3Q25 Delivery Forecast
New forecast: 475k units (+3% y/y, +24% q/q), raised from 431k. Consensus: […]
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First Goldman, Then UBS: Street Races To Boost Tesla Delivery Estimates
<>
Tesla’s third-quarter delivery report is expected to be released in early
October. Goldman analysts have already raised both their delivery estimates and
price targets, while UBS analysts just lifted their delivery forecast above
consensus but maintained their “Sell” rating. UBS: Tesla 3Q25 Delivery Forecast
New forecast: 475k units (+3% y/y, +24% q/q), raised from 431k. Consensus: […]
Read more
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Alibaba Rips Higher As Plans To Boost AI CapEx Fuels Continued Mania
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The show must go on, as they say. After Nvidia announced a $100 billion
investment in OpenAI (something we described earlier this week as “the biggest
vendor-financing circle jerk in world history“), shares of Alibaba Group in
Hong Kong surged 9% to a four-year high after unveiling plans to ramp up AI
spending well beyond […]
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RFK’s Autism Announcement – The Dispatch
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The Trump administration made two substantial policy recommendations on
Monday: The first was to limit the use of Tylenol (the brand name for the
generic drug acetaminophen), the only over-the-counter pain reliever considered
safe for pregnant women, during pregnancy. The second was to approve the use of
folinic acid to treat speech disorders related to […]
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If AI Is A Weapon, Why Are We Handing It To Teenagers?
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Authored by Kay Rubacek via The Epoch Times, For years, artificial
intelligence experts have issued the same warning. The danger was never that
machines would suddenly “wake up” and seize power, but that humans, seduced by
AI’s appearance of authority, would trust it with decisions that are too
important to delegate. The scenarios imagined were […]
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