Elon Musk’s Roadster, Nvidia’s Space AI Push, Nadella’s Security Warning: Mag 7 Voices This Week
Elon Musk said Tesla’s long-awaited Roadster will enter production in 2028, though he has acknowledged that the car is unlikely to materially affect the company’s revenue.
Stocktwits
Elon Musk’s Roadster, Nvidia’s Space AI Push, Nadella’s Security Warning: Mag 7 Voices This Week
Elon Musk said Tesla’s long-awaited Roadster will enter production in 2028, though he has acknowledged that the car is unlikely to materially affect the company’s revenue.
Stocktwits
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Cathie Wood's ARK Scoops Up Over 32,000 Meta Shares In 2 Days — Wall Street’s Split Over AI Spending
ARK's latest purchases come as Meta's new Muse AI models draw bullish analyst calls, even as concerns grow over the company's spending plans ahead of earnings.
Stocktwits
Meta's AI Push Draws Fresh Street Calls – Goldman Flags Higher Costs, UBS Sees Monetization Potential
The analyst calls follow Meta's October 12 introduction of Muse Wonder and Muse Wonder Full, which the company described as its most capable AI models to date.
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META Gets Bullish Call From Pivotal After Muse Wonder Launch: Why The Analyst Sees 25% Upside
Meta's new Muse Wonder models are available to developers, with plans to bring the technology to its consumer AI assistant, starting with subscribers.
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Microsoft Looks In-House To Power Its AI Ambitions – CEO Nadella Calls It ‘Our Biggest Bet Yet On Our Own Silicon’
Microsoft expects its next-generation Maia 300 system to deliver 40% more AI-generated tokens per megawatt than ‘leading GPU-based systems.’
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MAG 7 Voices: How Nvidia, Microsoft, Alphabet, Meta Reshaped AI This Week
The Magnificent Seven are pursuing different AI strategies, from desktop agents and cloud-based assistants to wearable devices and custom chips.
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Tesla’s China-Made EV Sales Hit 2026 High In September – Yorkville Says TSLA Is One Of The Clearest Ways To Own ‘Physical AI’ In Public Markets
Tesla sold 95,366 Shanghai-made Model 3 and Model Y vehicles in September, up 5% year over year, according to CnEVPost.
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Guide to Magnificent Seven ETF investing
Mag 7 stocks remain market leaders, but rising AI capex, valuations and bubble risks make ETF diversification increasingly relevant.
Zacks
Trump Reportedly Bought Up To $25M In Meta Stock, The Largest Reported Purchase Among 517 Transactions in August
The White House has previously said independent financial advisers manage Trump's portfolio without his input, using model portfolios benchmarked to market indexes.
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Nvidia Commits $1B To US Science As CEO Jensen Huang Backs Trump’s Genesis Mission
Nvidia commitment will be dispersed over five years with the aim of advancing U.S. scientific research and computing capabilities.
