Get all your news in one place.

100’s of premium titles.
One app.

Get all your news in one place.

100’s of premium titles. One news app.

The Latest Breaking News from Pierre Ferragu

Here’s a $100 Billion Reason to Buy Nvidia Stock Now

Amazon’s revealed $100 in planned capex is being seen as a huge win for Nvidia in 2025. Here’s what to make of this big announcement.

Barchart

OpenAI Unveils $200 ChatGPT Pro Subscription: Inside The 'o1' Reasoning Model And What It Means For Power Users

OpenAI has launched a $200/month ChatGPT Pro subscription, providing unlimited access to its advanced "o1" reasoning model and offering enhanced performance, especially in coding and math tasks, as part of its "12 Days of OpenAI" event.

Benzinga

Not Cybertruck, But This EV Is Ray Of Hope For Tesla’s Continued Success, Says Analyst

Tesla's fundamentals have suffered this year amid the lukewarm demand outlook and the impact of successive price cuts on margin

Zenger

From analysis to the latest developments in health,
read the most diverse news in one place.

Tesla Q3 Deliveries Loom But Bulls Are Already Focusing On The Cybertruck

Analysts are slashing delivery forecasts just days before Tesla reports the key data.

Investors Business Daily

Why Did Tesla CFO Quit? Musk Cites ‘Long Tour Of Duty,’ But 2 Analysts Have Their Own Theories

Tesla, Inc

Zenger

Tesla Q2 Results: Margins Under Pressure, Analyst Forecasts Short-Term Disappointment

New Street Research analyst Pierre Ferragu expects further margin slide in Q2 but anticipates recovery in the long run.

Zenger

Tesla Has Two New Secret Weapons

The electric vehicle maker hasn't launched a new passenger car since 2019, a big void that has benefited competitors.

The Street

Read news from The Economist, FT, and more,
with one subscription

Elon Musk Teases Two $25,000 Tesla Cars

The electric vehicle maker hasn't launched a new passenger car since 2019, a big void that has benefited competitors.

The Street

Elon Musk May Unveil a $25,000 Tesla

The electric vehicle maker is holding a much-awaited investor day on March 1. The Model 2, a cheaper low-cost vehicle could be released, experts speculate.

The Street

Tesla Next-Gen Model Expectations Outlined By Managing Partner

Tesla's Investor Day is coming up on March 1, and the company is expected to talk about its next-gen platform and models. Here are some ideas of what to expect.

InsideEVs

Elon Musk Is Unfazed By Tesla's Decline

The CEO of the EV maker has just made a strong defense of his group as the stock plummets on Wall Street.

The Street

Elon Musk Under Pressure From Tesla Investors

The electric vehicle maker's stock is down 51% this year.

The Street

Tesla Stock Rout Wakes Up Elon Musk

The billionaire had neglected the electric vehicle manufacturer in recent months, disappointing many retail investors.

The Street

Wall Street Analyst Visits Tesla Factory, Cites "Unprecedented Demand"

Wall Street analyst Pierre Ferragu attended a Tesla event at Giga Berlin and was blown away, He wrote to his clients that demand for Tesla's EVs is crazy.

InsideEVs

Get all your
news in one place.

100’s of premium titles.
One news app.

The Street

Here's Everything Elon Musk Said on Tesla's Q1 2022 Earnings Call

We have the full transcript of the billionaire CEO's comments.

Benzinga

What's Driving The Action In Nvidia Stock Today?

NVIDIA Corp (NASDAQ: NVDA) shares are trading higher Wednesday following an analyst upgrade. New Street Research analyst Pierre Ferragu upgraded Nvidia from a Neutral rating to a Buy rating and announced a $280 price target.

Benzinga

Another Analyst Sets Bullish Tone On NVIDIA, Sees Considerable Upside

New Street analyst Pierre Ferragu upgraded NVIDIA Corp (NASDAQ:NVDA) to Buy from Neutral with a price target of $280 (30.2% upside). Ferragu saw an attractive valuation, greater visibility on the "crypto-winter risk," and the company's robust data center outlook. Ethereum's hash rate quadrupled between October 2020 and January 2022, likely boosting Nvidia's FY22 gaming revenues…

Benzinga

Where Will Tesla Stock Be In 2030? Analyst Weighs In

Tesla, Inc. (NASDAQ: TSLA) shares barely budged despite all the hype surrounding the Cyber Rodeo event held this week.

Get all your
news in one place.

100’s of premium titles.
One news app.

Benzinga

Should Lyft and DoorDash Merge To Better Compete With Uber? Analyst Pierre Ferragu Thinks So

New Street analyst Pierre Ferragu thinks a merger between Lyft Inc (NASDAQ:LYFT) and DoorDash Inc (NYSE:DASH) would drive a 30% upside to the combined company's long-term EBITDA. Ferragu says combining the businesses would keep drivers busier, allowing them to make more money while also reducing the cost of finding new customers. The combination of food…

Benzinga

New Street Cautions Against Nvidia's Steep Downside: All You Need To Know

With Ethereum ($ETH) down over 40% from the peak, mining volumes should decline in the next six months, crypto demand for graphics processing units will "die," and excess mining GPUs will hit the gaming market New Street analyst Pierre Ferragu tells.

People

From analysis to the latest developments in health,
read the most diverse news in one place.

Organisations

Read news from The Economist, FT, and more,
with one subscription

Topics

Places

Fourteen days free

Download the app

One app. One membership.
100+ trusted global sources.