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After eight years with Webush securities and 25 years as a top Wall Street technology analyst, Dan Ives announced Thursday plans to move on. Well known as a colorful commentator and a longtime Tesla bull, Ives aims to launch what he described as a "modern merchant bank," aimed at combining research, advisory, capital raising and investing under one roof, the analyst told CNBC. On Tuesday, Ives wrapped up his term at Wedbush by initiating coverage of SpaceX with an outperform rating and $190 price target.

Tesla beat Wall Street expectations for second-quarter deliveries on Thursday, as recovering demand in Europe offset subdued demand in North America ‌and intense competition from Chinese automakers. Analysts on average had expected deliveries of 402,776 vehicles, ​according to Visible Alpha data. The recovery was driven by improving demand in Europe, where Tesla saw ‌a rebound in demand in ⁠several key markets after a sharp slump last year that analysts partly attributed to brand damage from CEO Elon Musk's political ⁠activities.

The National Highway Traffic Safety Administration found no crashes tied to the issues and that they posed only a low safety risk and were addressed in software updates.

Second-quarter Tesla deliveries should rise vs. Q1 and a year earlier, but will that matter to investors? Tesla stock is near an early buy point.

Many of this year’s hottest stocks are the biggest decliners in premarket trading Thursday after sharp drops in the previous session.

Stocktwits data showed retail sentiment around SPY and QQQ is ‘bullish.’

US stock futures slipped as investors braced for Thursday's release of the June jobs report.

(Bloomberg) -- Cboe Global Markets Inc. is seeking US regulatory approval to list all-or-nothing options tied to corporate earnings results, allowing traders to wager on figures ranging from SpaceX revenue and Nvidia data-center sales to JPMorgan Chase & Co.’s credit-loss provisions.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksS

Stocks fell as Meta buzz hit SpaceX, Micron and many AI stocks. Tesla is near a buy point with deliveries due. The June jobs report also is on tap.

Michael Burry, famous for his prescient bets against the housing bubble, unveiled bearish positions on Tesla Caterpillar semiconductor manufacturer Applied Materials and an ETF tracking chip makers. Burry said that plans by two of South Korea’s largest tech companies to build a chip hub set off fresh alarm bells about whether the massive sums of money being poured into AI can ever pay off. The PHLX Semiconductor Index, which is tracked by the ETF that Burry is betting against, fell 6.3%.

(Bloomberg) -- Crossing $420 gets Tesla Inc. investors excited.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerSpaceX IPO Left Mirae With No Shares on MisunderstandingKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsUS Decides Against Renewing USMCA, Shifting to Rolling TalksTrump Reports at Least $1.4 Billion in 2025 Crypto EarningsAt least, that’s what data from Vanda Research show: The sum of five-day retail net buying picks up on aver

BYD continues its comeback, after a tough start to the year, according to new data. Other Tesla rivals like XPeng and Xiaomi also had a strong June.

Analysts at Wedbush gave SpaceX an "outperform" rating with a price target of $190 a share. The stock rose 2% on Wednesday morning.

Investing.com -- BYD Co. is positioned to reclaim its spot as the world's largest seller of fully electric vehicles from Tesla Inc. as the Chinese automaker increases its international shipments.

Autonomous-driving startup Wayve is riding a tide of investor interest. The London-based company has pulled in $2.8 billion from a roster of investors and strategic partners that includes big names across the technology and automotive sectors, from Nvidia to Mercedes-Benz and Nissan. In June, Wayve said it will deploy its system in robotaxis ‌from Jeep maker Stellantis, to go on Uber's ride-hailing network.

Stocktwits data showed retail sentiment around SPY was ‘bearish’, while QQQ sentiment remained ‘bullish.’

FRANKFURT, June 30 (Reuters) - Europe is an emerging but promising market for self-driving 'robotaxis', with the technology set to become far more visible across the region over the next two years,

(Bloomberg) -- Retail investors’ activity in the technology stocks known as the “Magnificent Seven” hit a four-year low in recent days after having been muted for months, according to Citigroup Inc. equity strategists.Most Read from BloombergSpaceX IPO Left Mirae With No Shares on MisunderstandingYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanWhatsApp Opens Username Reservations to 3 Billion UsersTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsIran Ratchets Up Talk

Investing.com -- The "Magnificent 7" group of technology companies lost approximately $2.3 trillion in market value this month as investors increased scrutiny of large infrastructure spending by these firms.

Elon Musk may have recently given a big hint about what's on the horizon for SpaceX and Tesla.

Panasonic is seeking to localise its U.S. supply chain for energy storage systems as it prepares ‌to produce battery cells at a plant in Kansas as ‌part of a shift towards supplying data centres, the Japanese group's CEO said on ​Tuesday. "Since most of our customers are in the U.S. for these energy storage systems, we think it makes sense to complete the supply chain as much as possible within the U.S.," Yuki Kusumi said during ‌a roundtable interview in ⁠Tokyo.

Stocktwits data showed retail sentiment around SPY was ‘bearish’, while QQQ sentiment remained ‘bullish.’

Tesla stock jumped more than 8% after rolling out its FSD v14 Lite software to millions of older vehicles for the first time in over a year.

It was a good day for the Magnificent Seven—at least some of them. Tesla stock ended Monday's session up 8.5%, perhaps riding the coat tails of SpaceX, which was up 7.1%. The two Elon Musk companies are tightly linked, jointly developing a chip fabrication complex in Texas.

China's ambassador to Canada, Wang Di, said the shipment would mark the first arrival of Chinese-built cars under a deal allowing up to 49,000 Chinese EVs a year into the country at lower tariff rates.

It's been a horrid year so far for the Magnificent Seven.

Amazon stock climbed Monday after a rough week for shares of the e-commerce and cloud-computing behemoth.

(Bloomberg) -- Microsoft Corp. shares are heading for their worst month since the dot-com era as investors continue to fret about how the software giant will fare in a world marked by artificial intelligence.Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsUS and Iran Agree to Halt Attacking Each Other Ahead of TalksOil Trades Near Four-Month Low as US and Iran Halt Fresh AttacksAramco Helicopter Crash in Ras Tanura Kills All 14 on BoardPrabowo Risks Prompt

Technology stocks were trading higher in premarket trading Monday as the looked set to finally snap its five-day losing streak. Semiconductor companies, other artificial-intelligence stocks, and the Magnificent Seven were among those rebounding to start the week. Microsoft jumped 2% ahead of the open, while Amazon Alphabet Nvidia Meta and Tesla were all up around 1%.

One number due in the first few days of July matters more than any robotaxi update right now.