Ark Invest increased stake in Baidu while reducing Tesla holdings. Baidu positioning itself as China's Nvidia in AI tech, ...

The race for autonomous driving has three fronts: software, hardware, and regulatory. For years, we’ve watched Tesla try to brute-force its way to “Full Self-Driving (FSD)” with its own custom ...

TL;DR: Intel has hired TSMC's former Senior VP Wei-Jen Lo to lead advanced packaging efforts at its Arizona fab, targeting major US tech clients like NVIDIA, Tesla, Microsoft, and Qualcomm. This ...

Aswath Damodaran said Nvidia and Tesla are the most irrationally valued major tech stocks, arguing Nvidia’s $5T valuation assumes impossible margins and revenue. He called Tesla’s story “incoherent” ...

Tesla is licking its wounds after a weak Q3 earnings print. Revenues grew nearly 12%, reversing two consecutive periods of decline. But the sales rebound looks inflated, with demand pulled forward as ...

Owning both Nvidia and Tesla for the long term made investors a lot of money. Nvidia now trades over a $4.4 trillion market cap, while Tesla trades at a monster valuation. Both stocks have been large ...

A previous version of this report incorrectly listed Redwood’s valuation as of a 2023 funding round. The battery-recycling company founded by an ex-Tesla Inc. executive can count a high-profile ...

Tesla is building a vertically integrated AI stack. Building more of its own infrastructure in-house could help Tesla streamline its operations as it doubles down on the Cybercab and the Optimus robot ...

Corteva canola seed. The agriculture company is considering a breakup that would split its seed and pesticide businesses. (Geoff Robins/AFP/Getty Images) ↘️ Nvidia (NVDA): China's antitrust regulator ...