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The only topic that generates more hate mail than Donald Trump is whenever I say anything critical about Tesla (TSLA). My guess is that people that own shares of Tesla, or a Tesla car, are the...
Last Wednesday, I sent you an afternoon flash predicting a big shocker out of China — the worst GDP growth since the 2008 debt crisis and Great Recession. I felt it was so urgent, I could not...
You may have noticed that carmakers are suddenly rushing to turn their fleets electric. This week, Prius maker Toyota became the latest brand to jump into the new phase of the electric...
In 2016, General Motors (GM) bought Cruise Automation for $1 billion. It was totally out of character. GM, known for being careful, was jumping into self-driving cars headfirst. One year...
September was a rock-solid month for the U.S. auto industry, with major manufacturers like Toyota (TM, Rated “C+”), General Motors (GM, Rated “B”), and Ford (F, Rated “C”) recording year-over-year...
There is a new calculus in corporate boardrooms. Profits are so yesterday. Now it’s all about vision and great storytelling. Blame Amazon (AMZN). The online behemoth cracked the code. Despite...
The $300 billion Chinese trucking market is filled with long hauls and chaos. The government and technology firms are betting that self-driving 18-wheelers are the solution. Earlier this month...
We have talked a lot in recent months about the panorama of technology innovation, but in our lifetimes there have been very few truly revolutionary technology developments. The standard is...
If you're an average investor, the odds are everything you think you know about trading stocks is wrong.
Robotics is entering its own Cambrian explosion right now. Yet, the one leading it deserves your attention on its actual business.