Elon Musk is rushing to take Space Exploration Technologies public.

The mega IPO could value the company at $1.5 trillion. The transaction could raise $30 billion in capital to fund Elon's new Space Master Plan.

Silicon Valley venture capital firms, Wall Street banks, and tech giants are rushing to invest BEFORE the stock starts trading on NASDAQ.

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Saturday's Featured Story

Tesla's Big China Sales Spike Didn't Excite Investors—Here's Why

Reported by Sam Quirke. First Published: 3/12/2026.

Key Points

Despite a big jump in Tesla’s Chinese sales numbers, the stock barely reacted and remains close to multi-month lows.
Investors increasingly appear to be valuing Tesla less as an EV manufacturer and more as a long-term AI and robotics story.
A fresh bullish analyst rating highlights why the primary driver for the stock may lean more on execution than vehicle deliveries.
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Tesla Inc. (NASDAQ: TSLA) just posted a headline that historically would have produced significant upside for the stock. The company's Chinese sales for February jumped more than 90% year over year, one of the strongest delivery figures Tesla has reported in months.

Under normal circumstances, a surge of this size would be read as clear evidence that demand is rebounding in one of Tesla's most important markets, especially after months of sliding delivery figures across the board.

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Yet despite the pop, Tesla's stock barely budged. Shares gained just over 2% on the news and remain near multi-month lows. At first glance, that muted reaction might disappoint investors hoping for a near-term rebound in the EV business. A deeper look suggests the market may be focused more on Tesla's broader ambitions — from autonomous driving to the potential for a SpaceX IPO and the wider Musk ecosystem.

Delivery Numbers Are Losing Their Influence

For much of Tesla's history, vehicle deliveries were the primary metric driving the stock. Strong sales growth reinforced the company's leadership in electric vehicles (EVs), and investors rewarded the shares accordingly. When deliveries disappointed, the market often reacted just as sharply in the opposite direction.

That relationship now appears to be changing. If a dramatic jump like this doesn't significantly shift investor sentiment, it suggests delivery numbers are carrying less weight in valuation decisions than they once did.

The shift likely reflects a broader change in how investors evaluate Tesla. Over the past year, CEO Elon Musk has increasingly framed the company less as a traditional automaker and more as a technology platform built around artificial intelligence (AI), full autonomy, and robotics.

As that narrative has gained traction, the market seems to be paying less attention to monthly delivery reports and more attention to whether Tesla can execute on those longer-term ambitions. For investors on the sidelines, that creates an interesting setup.

The Narrative Around Tesla Is Changing

Musk has doubled down on the company's long-term vision, repeatedly positioning Tesla as a tech company that also builds cars. Those ambitions include autonomous driving systems, robotaxi networks and humanoid robotics projects. If Tesla continues gaining momentum in any of these areas, future revenue opportunities could eventually dwarf the current vehicle business.

That perspective helps explain why investors are willing to look past large swings in monthly deliveries. While EV sales remain important to Tesla's near-term results, they're no longer the sole determinant of the company's valuation.

Analysts Are Leaning Back Into the Bull Case

Another sign the narrative is shifting comes from Wall Street. After several cautious analyst updates this quarter — including Phillip Securities' Sell rating and $215 price target last month — Bank of America last week initiated coverage with a Buy rating and a $460 target. With Tesla shares trading around $400, that implies roughly 15% upside.

What makes that update notable is that the firm's optimism is tied less to delivery momentum and more to Tesla's potential leadership in the "consumer autonomy" space.

That distinction reinforces the idea that investors are increasingly embracing Musk's vision of Tesla as an AI-first tech company that also manufactures cars. Of course, those opportunities remain largely unproven at scale, which is the main risk.

Autonomous driving still faces regulatory hurdles, and Tesla's robotics ambitions are early-stage. That uncertainty helps explain why the stock continues to swing with sentiment. As focus shifts to execution, however, Musk's track record of delivering on bold goals could be enough to push the shares higher again.

Execution Is Now the Real Catalyst

Looking ahead, investors should increasingly watch for signs that Tesla is making measurable progress toward its long-term technology goals, rather than reacting primarily to monthly vehicle delivery numbers.

Updates on autonomous driving capabilities, robotaxi deployments and robotics development could have a far greater impact on the stock than any single sales report. If Tesla's larger ambitions begin to materialize, the market may quickly rediscover the optimism that has driven the company's biggest rallies in the past.

Saturday's Featured Story

Is the Airline Stock Dip After the Iran Attacks Justified?

Reported by Nathan Reiff. First Published: 3/10/2026.

Key Points

Many airline stocks have plummeted by 20% or more in the last month amid the start of war in Iran and related oil price volatility.
Airline companies face numerous negative pressures related to the war, including canceled flights, the potential for suppressed demand, and more.
Jet fuel prices and cracks have spiked, meaning that even airlines not doing business within the area of conflict will feel the repercussions.
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As the war in Iran shows signs of continuing, it is no surprise that airline stocks have been among the first to feel a significant impact. These shares are closely tied to fuel costs, geopolitical stability and consumer demand—all three of which have become more erratic as the conflict escalates and widens geographically. Both major carriers and smaller domestic and regional names have seen sharp declines: shares of Delta Air Lines (NYSE: DAL) and American Airlines Group Inc. (NASDAQ: AAL) have fallen roughly 22% and 27%, respectively, over the past month.

For investors, a price decline can present an opportunity to fortify a position in the airline industry. It will be important, however, to consider whether the initial shock of the war—and the associated oil-price pressure—justifies the selloff given a generally solid recent track record of domestic performance. If the conflict becomes prolonged and drives further declines, waiting to enter or build a position may be the more prudent choice.

Major Air Carriers Face Multiple Negative Drivers

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Delta, American and other major airlines have suffered particularly since the conflict began because several negative factors have compounded.

First, thousands of commercial flights to and from the Middle East have been canceled; in those cases, airlines incur operational and logistical costs while also losing revenue.

Second, and perhaps most consequential for their margins, jet fuel prices have risen sharply. The Argus US Jet Fuel Index climbed to $3.88 on March 6 from $2.50 just a week earlier. While crude oil has been volatile since the conflict started, refined petroleum products have come under even greater pressure. Jet fuel prices and cracks—the differential between crude oil and the jet fuel made from it—have surged.

Finally, consumer demand is an important, if harder-to-measure, risk. In its most recent earnings report, Delta remained optimistic about demand—citing loyalty and cargo growth, improvements in non-ticket revenue streams and other positives—even amid headwinds from the government shutdown.

Fellow Big Four carrier United Airlines (NASDAQ: UAL) reported similar strength in its Q4 2025 report, noting a record seat completion factor and a 12% year-over-year increase in premium revenue.

But if customers expect higher gasoline and other prices driven by oil-market volatility, leisure travel demand could soften as households shift spending to necessities. That effect may not be immediate, yet it could persist even after transportation and inventories stabilize.

Can Regional Airlines Fare Any Better?

Even carriers that do not operate in the Middle East or that are primarily domestic are likely to be affected, largely due to their exposure to fuel costs. Some regional and international names have fared only marginally better.

One modest bright spot is Air Canada (TSE: AC), whose shares have fallen about 13% in the last month. Still, that decline hardly counts as a win for the industry.

Some Wall Street analysts have already adjusted expectations. Since the start of the month, for example, Weiss has downgraded DAL shares to Hold from Buy, and two other firms have lowered their price targets. Investors may opt to wait for further price weakness before buying in.

Watching short-interest trends can also help gauge market sentiment. Companies such as American were already facing rising short interest before the conflict began, a trend that could intensify.

Depending on how long the war lasts and how it evolves, the start of 2026 may feel eerily similar to early 2020, when COVID-19 grounded the airline industry worldwide. To return to those levels, share prices would have to fall substantially farther than they already have. Bearish investors may wait to see how low airline stocks can fly.

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