Dj Apple Supplier Stmicroelectronics Posts Rise In Sales

Reuters

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Tesla Records First Annual Revenue Drop

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Tesla

+5.23%

Trend Analysis

2025 saw the repetition of 2024, in that revenues from sales and leasing of Tesla vehicles were registered lower than the previous year’s.

Source: Company Information; Leverage Shares analysis

Meanwhile “Services and Other” – constituting maintenance services, part sales and Supercharging network uses – continues to rise, as does Energy, which constitutes the company’s energy storage products.

The drop in sales is met by a nearly-similar drop in cost of revenue. However, what tipped the bottom line was a substantial increase in operating expenses, which was mostly led by increasing spend on Research & Development (R&D). As a result, for the second year in a row now, net income attributable to shareholders is down by half of that from the previous year.

The company’s ongoing reliance on automotive sales remains a source of non-diversified risk: despite advances made by both “Services” and “Energy”, large swings in automotive sales remain the clearest barometer on bottom-line benefit to shareholders.

Source: Company Information; Leverage Shares analysis

Overall production and deliveries in 2025 fell by 7% and 9% respectively from the volumes achieved in 2024, which themselves were 4% and 1% lower from 2023.

While the company states that they achieved record deliveries in the Asia-Pacific (APAC) region, Europe is likely a significant factor in the loss of sales: Chinese automaker BYD has made massive strides in penetration while Volkswagen continues to consolidate sales in the Continent.

Source: European Automobile Manufacturers' Association (ACEA); Leverage Shares analysis

Nearly 1 in 10 vehicles produced by Volkswagen globally are Battery Electric Vehicles (BEVs) and around 76% of VW’s BEV sales were in Europe, a market that continues to show resilient growth in sales.

Source: European Automobile Manufacturers' Association (ACEA); Leverage Shares analysis

While petrol- and diesel-powered vehicle sales have been running nearly flat for two years, BEV sales have returned to double-digit growth percentages in 2025.

Interestingly, the company’s free cash flow – calculated as the difference in net cash from operating activities and the net cash used in investing activities – has now seen a massive surge to $6.2 billion, which essentially recoups the previous two full years of negative flows. On top of that, the company has ambitious plans for 2026.What’s Ahead for Tesla

Tesla indicated that it intends to achieve new milestones in its transformation from an “EV manufacturer” to a massive "AI and Energy" company. In the first half of 2026, it plans to more than double the size of onsite computation capacity in Texas by building out Cortex 2, a massive AI computation cluster for training its Optimus humanoid robots as well as providing an end-to-end neural network for its “Cybercabs”, purpose-built, fully autonomous two-seaters designed specifically for Tesla’s "Robotaxi" service. While Tesla intends to operate the majority of these vehicles, individual owners will also be allowed to join the network. Tesla has already logged over 650,000 miles in its pilot robotaxi service in Austin, Texas.

The company also stated that it intends to start production of the Optimus, a general-purpose bipedal humanoid robot, before the end of 2026. Conceived as an augment for human manual labour, the company states that its mass production-ready “Gen 3” will be unveiled in Q1 2026. The eventual production capacity is planned to be 1 million robots per year.

Managing the robots and Cybertaxis in the future will be the AI5 and AI6 inference chips developed in-house, with production planned for 2027 and 2028 respectively and which also potentially limits its client relationship with Nvidia in the future.

Over on the battery pack front, the company stated that it has begun to produce the “4680” cells and electrodes needed to manufacture battery packs. It expects to begin production of Lithium Iron phosphate (LFP) batteries as well as the cathodes for said battery packs in U.S.-based facilities in 2026.

If the relative staleness of Tesla’s catalogue was potentially a factor in the downturn of sales over the past two years, the company assures that there might be cause for cheer: “production ramps” – meaning a move from protypes to scaling production lines for high-volume output – of Tesla Semi and Cybercab are both commencing in the first half of 2026, as is the production of the next-generation Roadster.In Conclusion

While the continuing fall of BEV sales is certainly a cause for concern among investors seeking a foothold in the EV boom, the lineup being announced makes the value proposition for Tesla as "just" an EV manufacturer a lot more complicated: both Semi and Cybercab are commercial products more suited for fleet operators than individual owners. On the one hand, commercial buyers are more resilient than individuals. On the other, it requires a lot more deftness in managing relations, service and more.

The stated rollout of Cybercabs under Tesla's banner, i.e. as an owner-operator of fleet services, is an interesting development. But it remains uncertain as to exactly how extensive this fleet can be; most jurisdictions in the United States (or anywhere else, for that matter) have been resistant to the risks inherent with fully-autonomous driving.

The stated plan to begin producing robots for consumption (presumably first in industrial settings) is yet another evolution that is quite far removed from its value proposition as a carmaker. Whether these robots can truly augment manual labour on a factory floor remains to be seen. So far, Tesla has only stated using these robots on their U.S. factory floor.

It might be entirely in order to stop considering Tesla as just a carmaker and think of it as an enterprise exploring complex high-tech endeavours in general. But that might mean the stock goes from being a "value" ticker to a more speculative ticker that essentially promising growth with no history to back said narrative.

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Chinalco, Rio Tinto acquire controlling stake in Brazil’s CBA for $904 mln

Investing.com

Advanced Micro Devices

Investing.com -- Chinalco and Rio Tinto have agreed to purchase a controlling stake in Brazilian aluminum producer Companhia Brasileira de Aluminio (CBA) for 4.69 billion reais ($903.61 million), the companies announced Thursday.

The deal involves acquiring a 68.6% stake, representing 446.6 million shares, at 10.50 reais per share from Brazilian conglomerate Grupo Votorantim.

Under Brazilian regulations, the two companies will launch a mandatory tender offer for the remaining CBA shares, which could lead to the company being delisted from the Sao Paulo exchange B3.

The stake will be managed through a joint venture, with Chinalco’s subsidiary owning 67% and Rio Tinto holding the remaining 33%.

CBA operates a low carbon integrated aluminum production chain that includes bauxite mining, refining, and smelting operations. The company also produces various primary aluminum products.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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Japan stocks lower at close of trade; Nikkei 225 down 0.00%

Investing.com

Advanced Micro Devices

Investing.com – Japan stocks were lower after the close on Friday, as losses in the Paper & Pulp, Transport and Communication sectors led shares lower.

At the close in Tokyo, the Nikkei 225 lost 0.00%.

The best performers of the session on the Nikkei 225 were Casio Computer Co., Ltd. (TYO:6952), which rose 16.27% or 211.00 points to trade at 1,508.00 at the close. Meanwhile, Konami Corp. (TYO:9766) added 8.08% or 1,680.00 points to end at 22,470.00 and Chugai Pharmaceutical Co., Ltd. (TYO:4519) was up 5.92% or 492.00 points to 8,801.00 in late trade.

The worst performers of the session were Nexon Co Ltd (TYO:3659), which fell 10.63% or 438.00 points to trade at 3,683.00 at the close. Tokuyama Corp. (TYO:4043) declined 7.83% or 343.00 points to end at 4,038.00 and Fuji Electric Co., Ltd. (TYO:6504) was down 6.47% or 760.00 points to 10,990.00.

Rising stocks outnumbered declining ones on the Tokyo Stock Exchange by 2273 to 1318 and 233 ended unchanged.

Shares in Casio Computer Co., Ltd. (TYO:6952) rose to 3-years highs; rising 16.27% or 211.00 to 1,508.00. Shares in Chugai Pharmaceutical Co., Ltd. (TYO:4519) rose to all time highs; up 5.92% or 492.00 to 8,801.00.

The Nikkei Volatility, which measures the implied volatility of Nikkei 225 options, was down 3.29% to 33.20.

Crude oil for March delivery was down 2.00% or 1.31 to $64.11 a barrel. Elsewhere in commodities trading, Brent oil for delivery in April fell 1.97% or 1.37 to hit $68.22 a barrel, while the April Gold Futures contract fell 3.27% or 175.21 to trade at $5,179.59 a troy ounce.

USD/JPY was up 0.53% to 153.92, while EUR/JPY rose 0.13% to 183.47.

The US Dollar Index Futures was up 0.32% at 96.44.

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Starlink Phone 'Not Out Of The Question,’ Says Elon Musk — But Whatever Happened To The Tesla Phone?

Stocktwits

Tesla

+5.23%

As chatter around the SpaceX and xAI merger grows, Elon Musk hinted at the possibility of a Starlink Phone and said that it was “not out of the question” in response to a post by a user on X.

Starlink, built and deployed by SpaceX, is a “Direct to Cell” network and the largest 4G coverage provider on Earth, with more than 12 million people already relying on Starlink to connect their LTE phones in areas where terrestrial service is unavailable.

“It would be a very different device than current phones. Optimized purely for running max performance/watt neural nets,” Musk said on X, formerly known as Twitter.

What Happened To The Tesla Phone?

In 2024, during a podcast with Joe Rogan, Musk said Tesla could build a smartphone but only when needed. "If Apple and Google/Android started doing really bad things, like, I don't know, censorship of apps or... just being like gatekeepers, in a really bad way, then I guess we'd make a phone," Musk told Rogan a couple of years ago.

But the billionaire then said Tesla would not do it unless “they have to or something.”

SpaceX, xAI Merger

Reuters reported on Thursday that Elon Musk’s SpaceX is in talks with his artificial intelligence company, xAI, ahead of a potential initial public offering of the rocket manufacturer later this year. According to the report, two entities have been established in Nevada to facilitate a potential merger, although details on the valuation and timing remain confidential. Separately, Bloomberg News reported that SpaceX is considering a potential merger with electric-vehicle giant Tesla, in addition to xAI.

How Are Stocktwits Users’ Reacting?

Retail sentiment on SpaceX was in the ‘neutral’ territory on Stocktwits, while sentiment on Tesla dipped to ‘extremely bearish’ from ‘bearish’ a week ago.

Shares of Tesla have gained nearly 3% in the last 12 months.

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Up 174%+ in January ALONE, this AI-picked stock has just smashed earnings

Investing.com

Sandisk Corporation Common Stock When-Issued

Investing.com — InvestingPro members—who subscribed to our monthly updated list of AI-picked stocks for less than $9—are closing what can only be called an unmatched January for stock market gains.

On top of receiving timely calls on several names that went on to rally more than +25% during the month, such as:

Amkor Technology Inc (NASDAQ:AMKR): +26.65% in January ALONE
Onto Innovation Inc (NYSE:ONTO): +35.01% in January ALONE
Teradyne Inc (NASDAQ:TER): +30.13% in January ALONE
Stride Inc (NYSE:LRN): +29.43% in January ALONE

(Among more than fifteen other 25%+ gainers)

Those following our premium list of picks are also enjoying a game-changing +174.2% MTD rally on a tech stock that has been considered a high-conviction pick by our AI models since November: SanDisk Corporation (NASDAQ:SNDK).

In fact, since added by our AI three months ago, InvestingPro members have already compounded an incredible +227.38% gain. SanDisk ProPicks Performance

But it wasn’t just our InvestingPro members who benefited from the rally in SanDisk. Readers of this column were warned a few times this month about this potential winner; once back when the stock was up 48%, a second time when the stock was up 71%, and yet a THIRD TIME when the stock was up 112%.

Now, with the rally in SanDisk stock, our composed list of tech picks for January is up a massive +13.30% MTD. That compares to a much smaller +1.80% gain for the S&P 500 during the same period—that’s more than 11% higher in a single month.

Longer term, results are arguably even greater, with our actively managed selection of tech picks notching a massive +182.53% since its official launch in November 2023. That’s a +118.04% outperformance over the S&P 500 during the same period.

*These are real-world results, recorded since the official launch of our AI models.

But if you missed these returns, here’s a piece of good news: a fresh list of AI-picked stocks is out on February first. Make sure to get to the list early, so you don’t risk missing the next SanDisk.

Still not a member? Then here’s your chance to get the full list of picks with a special discount now.

Is There Still Time to Buy SanDisk Stock?

The storage solutions provider was called an ’AI-Fueled Memory Market Superstar’ by our AI models when added to our list of stock picks, that is BEFORE it went on to notch the crazy returns.

Here’s our AI’s full reasoning behind the pick, published by our AI in November last year:

• SanDisk Corporation has delivered extraordinary market performance with a staggering 527% price return over 6 months and 468% year-to-date, placing it near its 52-week high.
• The company is capitalizing on explosive AI-driven demand for NAND memory, with analysts projecting the AI NAND chip market to reach $29 billion by 2029, positioning SanDisk as a primary beneficiary of this secular growth trend.
• Revenue growth of 10.4% and remarkable EBITDA growth of 362% demonstrate strong operational execution in a rapidly expanding market.
• Multiple analyst upgrades reflect growing confidence, with Mizuho doubling their price target to $112, Morgan Stanley raising theirs to $96 and naming SanDisk a Top Pick, and Bernstein initiating coverage with an Outperform rating.
• SanDisk is reportedly seeking 10% price increases while securing large hyperscaler orders, further strengthening their growth outlook.

(Similarly, the AI publishes its rationale for every stock it decides to either add to or remove from the portfolio)

Now, three months later, revenue jumped 64%, driven by strong adoption among AI infrastructure builders, semi-custom customers, and technology companies deploying AI at scale.

However, at the same time, price action has made the stock much more expensive in terms of its valuation, with our Fair Value Models indicating a potential −32.45% downside from here.

So, ride the momentum or look for the next SanDisk?

Well, check out our AI’s list of picks for February to see whether the stock was kept or removed. Unlike simpler, single-signal models, our AI evaluates a complex combination of more than 150 leading indicators to reach a decision.

Still not a member? Then here’s your chance to get the full list of picks with a special discount now.

Here’s How the AI Stock Picker Works

At the start of each month, our AI refreshes each strategy with up to 20 stock picks. These selections are based on a blend of more than 150 well-established financial models compiled by our machine learning model on over 15 years of financial data worldwide.

Some stocks are added, others retained, and a few are removed, reflecting how the model reassesses each company’s medium-term growth potential.

To track performance, each strategy uses equal weighting across all selected stocks. While you’re not required to follow that weighting exactly, it offers a consistent benchmark to evaluate how well the model identifies opportunities across the board.

At the end of the day, stock picking is still a game of probabilities. But the key isn’t just finding winners — it’s knowing when to move on from the ones that no longer stack up.

Since launch, the model has done just that — delivering more than a few standout success stories along the way.

Disclaimer: Prices mentioned in articles are accurate at the time of publication. We regularly test different offers for our members, which may vary by region.

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SK Hynix advances in Nvidia HBM4 tests, eyes mass supply, X post says

Investing.com

Investing.com-- SK Hynix Inc (KS:000660) has made significant progress in Nvidia’s (NASDAQ:NVDA) qualification testing for its next-generation HBM4 memory chips, moving closer to potential mass supply later this year, according to an X post citing industry sources.

In a post on Thursday, X user @Jukan05 said SK Hynix had achieved “meaningful results” in Nvidia’s HBM4 system-in-package tests conducted this month, raising the likelihood the chips could be supplied for Nvidia’s upcoming “Rubin” graphics processors expected in the second half of the year.

Investing.com could not immediately verify the report.

The post said SK Hynix began customer sample certification with Nvidia late last year and addressed earlier circuit defects through design and process adjustments.

The improved products were reported to meet Nvidia’s target bandwidth of 11 gigabits per second, while recording 9–10 Gbps under the chipmaker’s strict environmental testing conditions.

According to the post, Nvidia has not yet issued purchase orders, and SK Hynix is expected to continue sending prototypes through the first quarter, with mass production potentially starting by the end of the quarter or in the second quarter.

The report comes amid intensifying competition with rival Samsung Electronics (KS:005930) in high-bandwidth memory.

Seoul-listed SK Hynix shares jumped over 6% on Friday, while Samsung shares gained nealry 2% after they reported record quarterly earnings the previous day.

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