📰 $MSFT – MICROSOFT TO SPEND $80 BILLION ON AI DATA CENTERS THIS YEAR

$MSFT – MICROSOFT TO SPEND $80 BILLION ON AI DATA CENTERS THIS YEAR

📰 $TSLA – GOLDMAN SACHS REITERATES NEUTRAL RATING ON TESLA Tesla’s Q4 2024 deliveries were about 496k (up 7% qoq, 2% yoy), production at 459k (down 2% qoq, 7% yoy). Full-year deliveries were 1.79M, down 1% yoy, missing the 515k needed for 2024 growth. Europe saw double-digit declines, China had mid to high teens growth, and the US was modestly down. Deliveries fell short of consensus estimates (500k-510k), with weakness in S/X/Cybertruck. Focus areas will be delivery volumes, gross margins, FSD progress, Energy segment, and Optimus development.

$TSLA – GOLDMAN SACHS REITERATES NEUTRAL RATING ON TESLA Tesla’s Q4 2024 deliveries were about 496k…

📰 $TSLA – TESLA NEW MODEL ROLLOUTS COULD LIFT DEMAND: BAIRD Tesla’s 4Q and full-year deliveries missed Baird expectations, but the company could see wins from the launch of new, more affordable models this year, the analysts say. Those potential launches could be a demand catalyst, even if deliveries will likely be lumpy due to the rollout of those new models. “We also believe growth in the Energy business, launching (and scaling) a robotaxi business, and expanding the capabilities/use of Optimus are additional milestones to watch for,” the analysts add. Shares fall 5.1% to $383.09

$TSLA – TESLA NEW MODEL ROLLOUTS COULD LIFT DEMAND: BAIRD Tesla’s 4Q and full-year deliveries missed…

📰 Tesla Q4 2024 deliveries come in lower than traders forecasted at 495,570 Kalshi forecast: 505K Wall St. median forecast: 512K $TSLA is down 5% this morning

Tesla Q4 2024 deliveries come in lower than traders forecasted at 495,570 Kalshi forecast: 505K Wall…

📰 $AMZN $LYFT – AMAZON COULD ACQUIRE LYFT THIS YEAR, THE INFORMATION SAYS

$AMZN $LYFT – AMAZON COULD ACQUIRE LYFT THIS YEAR, THE INFORMATION SAYS

📰 EURO EXTENDS LOSSES AGAINST DOLLAR TO BE DOWN MORE THAN 1% ON THE DAY, LAST AT $1.0233

EURO EXTENDS LOSSES AGAINST DOLLAR TO BE DOWN MORE THAN 1% ON THE DAY, LAST AT…

📰 $TSLA – FBI SAYS SEARCH OF RESIDENCE IN COLORADO SPRINGS IS RELATED TO LAS VEGAS TESLA TRUCK EXPLOSION

$TSLA – FBI SAYS SEARCH OF RESIDENCE IN COLORADO SPRINGS IS RELATED TO LAS VEGAS TESLA…

📰 $MSTR – MICROSTRATEGY SELLS STOCK AND BUYS BITCOINS FOR 8TH STRAIGHT WEEK MicroStrategy reported buying $209 million worth of bitcoins between December 23 and December 29, according to a securities filing Monday. That marks the eighth straight week in which the company reported issuing securities and using the proceeds to purchase bitcoins, Benchmark analyst Mark Palmer says in a research note. The latest purchases, made at an average price of almost $98,000, bring the value of MicroStrategy’s bitcoin holdings up to $41.6 billion against an aggregate purchase price of $27.9 billion, the analyst says. Bitcoin is currently trading at about $92,000. MicroStrategy is off 6.8% to $307.50.

$MSTR – MICROSTRATEGY SELLS STOCK AND BUYS BITCOINS FOR 8TH STRAIGHT WEEK MicroStrategy reported buying $209…

📰 US credit card defaults have reached their highest level since 2008 Lenders wrote off $46B in delinquent loans in the first nine months of 2024, a 50% increase from last year and the highest in 14 years The chances of a recession next year are now up to 23%

US credit card defaults have reached their highest level since 2008 Lenders wrote off $46B in…

📰 $TSLA – TESLA FIXES TPMS ISSUE ON NEARLY 700,000 VEHICLES WITH FREE SOFTWARE UPDATE Tesla has issued its latest recall, and as with most recalls from Tesla, this one has been picked up by mainstream media as a massive recall affecting nearly 700,000 vehicles in the US. However, the reality is that it requires a simple over-the-air (OTA) software update, that was deployed to the fleet over a month ago. https://t.co/PLY6HSoI7X

$TSLA – TESLA FIXES TPMS ISSUE ON NEARLY 700,000 VEHICLES WITH FREE SOFTWARE UPDATE Tesla has…