$Tesla Motors(TSLA)$ Tesla, Inc. (NASDAQ:TSLA) has spent years selling the robotaxi ambition. Now, that ambition is facing something more tangible—a 50,000-vehicle deployment plan backed by Rivian Automotive, Inc. (NASDAQ:RIVN) and Uber Technologies, Inc. Common Stock (NYSE:UBER).
$Advanced Micro Devices(AMD)$ Celestica Inc. (NYSE:CLS) shares are up on Monday as the company announced a strategic collaboration with Advanced Micro Devices, Inc. (NASDAQ:AMD) to advance the "Helios" rack-scale AI platform.
$Coinbase Global, Inc.(COIN)$ Coinbase Inc (NASDAQ:COIN) shares are down about 17% so far this year amid extreme volatility and uncertainty the crypto industry is facing. However, some believe it’s an attractive entry point for investors willing to stomach risks. Coinbase Inc (NASDAQ:COIN) is moving away from trading fees and trying to increase its subscription revenue and diversify. In Q4, its subscription and services revenue rose 13% year over year and accounted for about 43% of the total sales. Non‑trading revenue has increased fivefold in the past five years. Coinbase Inc (NASDAQ:COIN) can also benefit from a potential shift to equities, stablecoins and prediction markets.
$Coinbase Global, Inc.(COIN)$ Cathie Wood has reduced her exposure to Coinbase Inc (NASDAQ:COIN) over the past several quarters, but the crypto company remains among the top holdings of the hedge fund manager. ARK owns a $574.8 million stake in the company as of the end of Q4.
$Micron Technology(MU)$ When Micron Technology (MU) posts second-quarter results on Wednesday, investors will focus on the semiconductor firm’s guidance amid higher prices for memory chips and soaring demand for artificial intelligence data centers.
$Microsoft(MSFT)$ Microsoft Corporation (NASDAQ:MSFT) ranks among the best FAANG+ stocks to invest in right now. Barclays reaffirmed its Overweight rating and $600 price target for Microsoft Corporation (NASDAQ:MSFT) on March 9 in response to the company’s product announcements, which included an E7 pricing package and three Microsoft 365 Copilot Wave 3 updates. The changes are intended to transform Copilot from a productivity tool into an agentic platform integrated into business processes.
$Tesla Motors(TSLA)$ The robotaxi race isn't shaping up as Tesla, Inc. (NASDAQ:TSLA) versus a handful of rivals. It's starting to look like Tesla versus... everyone else.
$Tesla Motors(TSLA)$ It's an incredible figure that means business for a host of companies, including Nvidia. The biggest loser in Huang's scenario, however, might just be $Tesla (TSLA.US)$, with Nvidia's autonomous driving solutions chipping away at a core part of investors' reason for owning stock in Elon Musk's EV maker.