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TSLA On Track For 1.8M Unit Delivery & The Future Of MSFT's Cybersecurity Platform

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Manage episode 366190179 series 3349630
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Tesla's (TSLA) price target was raised at RBC Capital to $305 from $212. RBC Capital sees self-driving as a separate business which should offset margin dilution from lower-priced models. Renita Young discusses this as RBC Capital "conservatively" estimates 25% Tesla Robotaxi penetration in the U.S. She also goes over how Wedbush believes that TSLA is on track to his 1.8M unit delivery bogey for the year. She then talks about how Microsoft's (MSFT) price target was raised to $360 from $340 by Mizuho. The analyst says that MSFT "articulated a well-rounded" cyber security platform at its annual cyber security summit. JPMorgan says MSFT is "planting the longer-term seeds" for success in security, teams, powerapps, and A.I. Tune in to find out more about the stock market today.
  continue reading

4312 episoade

Artwork
iconDistribuie
 
Manage episode 366190179 series 3349630
Content provided by Schwab Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Schwab Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Tesla's (TSLA) price target was raised at RBC Capital to $305 from $212. RBC Capital sees self-driving as a separate business which should offset margin dilution from lower-priced models. Renita Young discusses this as RBC Capital "conservatively" estimates 25% Tesla Robotaxi penetration in the U.S. She also goes over how Wedbush believes that TSLA is on track to his 1.8M unit delivery bogey for the year. She then talks about how Microsoft's (MSFT) price target was raised to $360 from $340 by Mizuho. The analyst says that MSFT "articulated a well-rounded" cyber security platform at its annual cyber security summit. JPMorgan says MSFT is "planting the longer-term seeds" for success in security, teams, powerapps, and A.I. Tune in to find out more about the stock market today.
  continue reading

4312 episoade

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