Pierre Ferragu

The highly anticipated SpaceX IPO is set for Friday, June 12, 2026. Analysts are starting to set their initial price targets, and here's an early look at what one analyst sees for the price target, 2030 revenue estimates, and how much shares could be worth if everything goes perfectly. The SpaceX...

Sen. Cynthia Lummis (R-Wyo.) referenced Elon Musk's argument on Bitcoin’s (CRYPTO: BTC) energy model on Tuesday to build a case for a strategic reserve of the cryptocurrency Lummis Supports Musk’s Thesis Lummis lent support to Musk’s statement that “Bitcoin is...

Leading analysts are hailing Advanced Micro Devices Inc.'s (NASDAQ:AMD) new partnership with OpenAI as a breakthrough moment for the chipmaker, one that could propel it to the center of the AI arms race. Just The Start For AMD Analyst Dan Ives of Wedbush Securities said that the deal, which...

On Sunday, Pierre Ferragu, an analyst at New Street Research, criticized Apple Inc.'s (NASDAQ:AAPL) research paper on Large Reasoning Models (LRMs), calling the company's approach to the AI revolution misguided.  What Happened: Ferragu shared his thoughts on X, formerly Twitter, stating, "...

On Tuesday, during Tesla Inc.'s (NASDAQ:TSLA) first-quarter earnings call, CEO Elon Musk predicted that car ownership will soon become obsolete. What Happened: Musk said that most people will no longer buy cars in the future, framing the shift as an inevitable change. He compared traditional...

New Street Research analyst Pierre Ferragu defended his position on Wednesday that negative publicity surrounding CEO Elon Musk won’t harm Tesla Inc. (NASDAQ:TSLA) in the medium term. What Happened: “Many question our view that ‘bad press’ related to Elon will not have a...

New Street Research analyst Pierre Ferragu predicts 2025 will mark the beginning of a new artificial intelligence era, citing breakthrough developments in Tesla Inc.‘s (NASDAQ:TSLA) Full Self-Driving technology and OpenAI’s latest O3 model. What Happened: In a detailed research note,...

New Street Research analyst Pierre Ferragu has expressed support for Tesla Inc. CEO Elon Musk‘s upcoming role in the newly announced Department of Government Efficiency while acknowledging the challenges ahead in reforming federal operations. What Happened: “Will be fascinating to see...

Tesla bull and Grok investor Pierre Ferragu has shared his thoughts on the true nature of large language models (LLMs) amid ongoing debates in the AI space. What Happened: Over the weekend, Carlos E. Perez, co-founder of Intuition Machine, took to X, formerly Twitter, questioning the capabilities...

The past week was a whirlwind of AI-related news, with major developments from the likes of Elon Musk, Alibaba Group Holding Ltd. (NYSE:BABA), and President-elect Donald Trump. As we delve into the stories, it’s clear that AI is not just a buzzword but a driving force in shaping our future....

In a provocative discourse on modern military technology, leading tech innovators are challenging traditional warfare strategies, arguing that autonomous drones and artificial intelligence will fundamentally transform military combat. What Happened: Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk sparked...

A prominent Wall Street analyst has reported a milestone for Tesla Inc.’s (NASDAQ:TSLA) Full Self-Driving technology, completing an unassisted journey from Manhattan to Connecticut, marking a notable advancement in the company’s autonomous driving capabilities. What Happened: Pierre...

Pierre Ferragu, an analyst at New Street Research, recently expressed his views on the disconnect between prediction markets and the press regarding the 2024 U.S. presidential elections What Happened: On Thursday, Ferragu took to X to highlight the contrasting narratives between the media and...

Pierre Ferragu, an analyst at New Street Research, shared a video where Richard Bowles, the regional sales director for Southeast Asia at Arianespace, had dismissed SpaceX as a mere dream seller in the space industry. What Happened: The 2013 video shared by Ferragu features...

A leading Wall Street analyst has unveiled a comprehensive analysis of Tesla Inc.‘s (NASDAQ:TSLA) potential in the robotaxi market, presenting five distinct scenarios that could shape the electric vehicle maker’s future valuation. What Happened: Pierre Ferragu, lead analyst at New...