Liam Denning
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Elon Musk’s Act Of Contrition Isn’t Enough For Tesla
Making nice with Trump won’t fix the fact that too much now hangs on June’s robotaxi launch.
- Wednesday June 11, 2025
- Author: Liam Denning
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Tesla’s Trillion-Dollar Market Value Is Fueled By Amnesia
While Tesla recently suspended what it questionably calls guidance due to tariff turmoil, it also pointed out that its core EV business enjoys more immunity than other automakers.
- Monday May 12, 2025
- Author: Liam Denning
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Tesla Is A Car Company. Its Stock Is A Meme
Dissonance between Tesla’s financials and stock price is hardly new, but it has reached new heights.
- Friday February 7, 2025
- Author: Liam Denning
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Tesla Is A Car Company. Its Stock Is A Meme
Dissonance between Tesla’s financials and stock price is hardly new, but it has reached new heights.
- Friday February 7, 2025
- Author: Liam Denning
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Elon Musk Had A Great Year. Tesla Sales? Not So Much
In late October, Tesla surprised markets by announcing it expected a “slight increase” in annual vehicle sales in 2024, implying the company would move around 515,000 in the fourth quarter.
- Friday January 3, 2025
- Author: Liam Denning
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Trump's Oil And Gas Math Fails To Add Up
The incoming administration’s "drill, baby, drill" demand will fall on deaf ears unless rising prices encourage more production.
- Friday November 29, 2024
- Author: Liam Denning
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Trump's Oil And Gas Math Fails To Add Up
The incoming administration’s "drill, baby, drill" demand will fall on deaf ears unless rising prices encourage more production.
- Friday November 29, 2024
- Author: Liam Denning
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Tesla And Detroit’s Automakers Price In A Trump Joyride. Good Luck.
The narrative of tax cuts, deregulation and an engine-friendly White House papers over the damage from a U-turn on EV policy.
- Sunday November 10, 2024
- Author: Liam Denning
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Elon Musk Wants to Colonize Trump's White House
The world’s richest man has lavished time, attention and tens of millions of dollars on Trump’s reelection. And it’s not for nothing.
- Saturday November 9, 2024
- Author: Liam Denning
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Elon Musk Wants to Colonize Trump's White House
The world’s richest man has lavished time, attention and tens of millions of dollars on Trump’s reelection. And it’s not for nothing.
- Saturday November 9, 2024
- Author: Liam Denning
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I Guess Tesla Is An EV Company Again
Tesla beat the consensus earnings estimate for the first time in five quarters, albeit an estimate that has roughly halved over the past year.
- Friday October 25, 2024
- Author: Liam Denning
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Gold’s Record Run Can’t Continue Forever, Right?
The risks on which gold thrives are all still there, to some degree, but gold’s rally appears to have priced them in already and then some.
- Monday September 30, 2024
- Author: Liam Denning
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Gold’s Record Run Can’t Continue Forever, Right?
The risks on which gold thrives are all still there, to some degree, but gold’s rally appears to have priced them in already and then some.
- Monday September 30, 2024
- Author: Liam Denning
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Musk Loses $51 Billion, But There’s A Lot More At Stake
The CEO’s centrality to the Tesla mystique means he is the chief risk to its $610 billion valuation as well as the company’s greatest asset.
- Wednesday January 31, 2024
- Author: Liam Denning
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Musk Loses $51 Billion, But There’s A Lot More At Stake
The CEO’s centrality to the Tesla mystique means he is the chief risk to its $610 billion valuation as well as the company’s greatest asset.
- Wednesday January 31, 2024
- Author: Liam Denning