The Mag 7 Are No More: The Disappointment of Big Tech Unveiled.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 05 2026
0mins
Should l Buy TSLA?
Source: Barron's
- Finality of a Situation: The phrase "stick a fork in it" suggests that something is finished or no longer viable.
- Closure and Departure: Expressions like "turn out the lights" and "hasta la vista" indicate a sense of closure and farewell.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 348.950
Low
25.28
Averages
401.93
High
600.00
Current: 348.950
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Tesla's Core Business Faces Challenges
- Delivery Shortfall: Tesla reported first-quarter deliveries of 358,023 vehicles, a 6% increase year-over-year, yet this fell short of analysts' expectations of 365,000, indicating weakness in its core EV business that could undermine future market confidence.
- Energy Storage Decline: The company's energy storage deployments dropped to 8.8 GWh from 10.4 GWh last year, significantly missing the 14.4 GWh consensus, reflecting challenges in diversifying its business portfolio.
- Increased Competition: Tesla faces intensified competition in China, the largest EV market, as numerous domestic manufacturers emerge, alongside the rise of startups like Rivian, which may erode Tesla's market share and brand influence.
- Unfulfilled Autonomy Promises: Despite Musk's claims that Tesla would operate autonomous vehicles in 8 to 10 cities by the end of 2025, progress has been slow, with the company admitting that remote operators are needed to take control of vehicles in some instances, highlighting difficulties in delivering on technological promises.
See More
Dutch Regulators Approve Tesla's Self-Driving Software with Human Supervision
- Regulatory Approval: Dutch regulators have approved Tesla's Full Self-Driving Supervised system for use on highways and city streets, marking a European first after 18 months of testing, which indicates a positive contribution to road safety.
- Technology Rollout: Tesla plans to quickly roll out the technology in the Netherlands and aims to apply for broader EU usage, reflecting its strategic intent to expand in the European market and enhance brand influence and market share.
- Market Response: Although TSLA shares fell 0.48% premarket to $347.31, the company's European sales showed tentative recovery in February for the first time in over a year, indicating potential alleviation of sales pressure due to an aging EV lineup and political controversies.
- Long-Term Strategy: The widespread rollout of full self-driving technology is central to Tesla's long-term growth strategy, as CEO Elon Musk's expectations for AI-driven autonomous software and robotaxis could become a significant revenue source, further solidifying its $1 trillion valuation.
See More
Intel Stock Surges for Nine Consecutive Days, Setting Record
- Analyst Rating Boost: Out of 48 analysts covering Intel, nine have rated the stock as 'Buy' or higher, while 33 maintain a 'Hold' rating, indicating strong market confidence in Intel's future performance.
- Strategic Partnership Impact: Intel's collaboration with SpaceX, xAI, and Tesla positions it as the central foundry for Elon Musk's integrated AI, robotics, and space initiatives, further solidifying its strategic importance in the logic chip market.
- Stock Surge: Intel shares hit a 52-week intraday high of $65.65 on Monday, paring some gains but still up about 4%, marking the best winning streak since September 2023 with nine consecutive days of gains.
- Retail Investor Enthusiasm: According to Stocktwits data, retail chatter around Intel stock surged over 137% in 24 hours, reflecting extremely bullish sentiment among investors regarding its future performance.
See More
Tesla's FSD Approved in Netherlands, Opening European Market
- First Approval in Netherlands: Tesla's Full Self-Driving (FSD) software was approved in the Netherlands last Friday, marking its first legalization in Europe, which is expected to drive Tesla's expansion in the European market.
- EU Approval Process: The Dutch RDW has notified the European Commission of its plan to apply for EU-wide approval, although no specific timeline has been provided; successful approval will require majority assent from the Commission, potentially impacting Tesla's market strategy in Europe.
- Positive Market Reaction: Tesla's shares rose 1.3% following the approval in the Netherlands, reflecting investor optimism regarding the rollout of FSD in Europe, with TSLA stock gaining approximately 40% over the past 12 months.
- Technical Differences and Future Outlook: The Dutch version of FSD will differ from the U.S. version due to varying regulatory requirements, and CEO Elon Musk has expressed confidence in the demand for Tesla vehicles in the Netherlands, with plans to expand further into the Chinese market.
See More
Intel's Stock Hits Nine-Day Winning Streak, A Record Since 1970s
- Stock Performance: Intel's stock has surged approximately 56% over the past nine days, marking its best performance since the 1970s, reflecting strong market confidence in its future growth prospects.
- Partnership Expansion: Intel has expanded its partnership with Google, which will utilize Intel's latest Xeon 6 CPUs for artificial intelligence training and inference workloads, further solidifying Intel's position in the AI sector.
- Terafab Project: Intel is joining Elon Musk's Terafab project, aiming to design and manufacture custom chips in Austin, Texas, with a goal of producing 1 TW of computing power annually to drive advancements in AI and robotics.
- Share Buyback: Intel repurchased the remaining shares of its Ireland chip fab for $14.2 billion, demonstrating a recovery in its financial health and confidence in future growth, thereby enhancing its competitiveness in the CPU market.
See More
Intel's Stock Surges for Ninth Straight Day, Up 56%
- Stock Surge: Intel's stock is on track for its ninth consecutive day of gains, rising 56%, marking its longest winning streak since the 1970s, which reflects strong market confidence in the company's growth prospects.
- Strategic Partnerships: The surge is fueled by partnerships with Google and Elon Musk's Terafab project, with Google planning to utilize Intel's latest Xeon 6 CPUs for AI training and inference, thereby solidifying Intel's position in the AI sector.
- Major Acquisition: Intel recently repurchased the remaining shares of its Ireland chip fab for $14.2 billion, indicating a recovery in its financial health and enhancing its competitiveness in the global semiconductor market.
- Government Investment: In August, the U.S. government acquired a 10% stake in Intel, recognizing it as the only company capable of manufacturing advanced chips domestically, which not only strengthens Intel's market position but also provides robust support for its future technological advancements.
See More
Tesla's Core Business Faces Challenges
- Delivery Shortfall: Tesla reported first-quarter deliveries of 358,023 vehicles, a 6% increase year-over-year, yet this fell short of analysts' expectations of 365,000, indicating weakness in its core EV business that could undermine future market confidence.
- Energy Storage Decline: The company's energy storage deployments dropped to 8.8 GWh from 10.4 GWh last year, significantly missing the 14.4 GWh consensus, reflecting challenges in diversifying its business portfolio.
- Increased Competition: Tesla faces intensified competition in China, the largest EV market, as numerous domestic manufacturers emerge, alongside the rise of startups like Rivian, which may erode Tesla's market share and brand influence.
- Unfulfilled Autonomy Promises: Despite Musk's claims that Tesla would operate autonomous vehicles in 8 to 10 cities by the end of 2025, progress has been slow, with the company admitting that remote operators are needed to take control of vehicles in some instances, highlighting difficulties in delivering on technological promises.
See More
Dutch Regulators Approve Tesla's Self-Driving Software with Human Supervision
- Regulatory Approval: Dutch regulators have approved Tesla's Full Self-Driving Supervised system for use on highways and city streets, marking a European first after 18 months of testing, which indicates a positive contribution to road safety.
- Technology Rollout: Tesla plans to quickly roll out the technology in the Netherlands and aims to apply for broader EU usage, reflecting its strategic intent to expand in the European market and enhance brand influence and market share.
- Market Response: Although TSLA shares fell 0.48% premarket to $347.31, the company's European sales showed tentative recovery in February for the first time in over a year, indicating potential alleviation of sales pressure due to an aging EV lineup and political controversies.
- Long-Term Strategy: The widespread rollout of full self-driving technology is central to Tesla's long-term growth strategy, as CEO Elon Musk's expectations for AI-driven autonomous software and robotaxis could become a significant revenue source, further solidifying its $1 trillion valuation.
See More
Intel Stock Surges for Nine Consecutive Days, Setting Record
- Analyst Rating Boost: Out of 48 analysts covering Intel, nine have rated the stock as 'Buy' or higher, while 33 maintain a 'Hold' rating, indicating strong market confidence in Intel's future performance.
- Strategic Partnership Impact: Intel's collaboration with SpaceX, xAI, and Tesla positions it as the central foundry for Elon Musk's integrated AI, robotics, and space initiatives, further solidifying its strategic importance in the logic chip market.
- Stock Surge: Intel shares hit a 52-week intraday high of $65.65 on Monday, paring some gains but still up about 4%, marking the best winning streak since September 2023 with nine consecutive days of gains.
- Retail Investor Enthusiasm: According to Stocktwits data, retail chatter around Intel stock surged over 137% in 24 hours, reflecting extremely bullish sentiment among investors regarding its future performance.
See More
Tesla's FSD Approved in Netherlands, Opening European Market
- First Approval in Netherlands: Tesla's Full Self-Driving (FSD) software was approved in the Netherlands last Friday, marking its first legalization in Europe, which is expected to drive Tesla's expansion in the European market.
- EU Approval Process: The Dutch RDW has notified the European Commission of its plan to apply for EU-wide approval, although no specific timeline has been provided; successful approval will require majority assent from the Commission, potentially impacting Tesla's market strategy in Europe.
- Positive Market Reaction: Tesla's shares rose 1.3% following the approval in the Netherlands, reflecting investor optimism regarding the rollout of FSD in Europe, with TSLA stock gaining approximately 40% over the past 12 months.
- Technical Differences and Future Outlook: The Dutch version of FSD will differ from the U.S. version due to varying regulatory requirements, and CEO Elon Musk has expressed confidence in the demand for Tesla vehicles in the Netherlands, with plans to expand further into the Chinese market.
See More
Intel's Stock Hits Nine-Day Winning Streak, A Record Since 1970s
- Stock Performance: Intel's stock has surged approximately 56% over the past nine days, marking its best performance since the 1970s, reflecting strong market confidence in its future growth prospects.
- Partnership Expansion: Intel has expanded its partnership with Google, which will utilize Intel's latest Xeon 6 CPUs for artificial intelligence training and inference workloads, further solidifying Intel's position in the AI sector.
- Terafab Project: Intel is joining Elon Musk's Terafab project, aiming to design and manufacture custom chips in Austin, Texas, with a goal of producing 1 TW of computing power annually to drive advancements in AI and robotics.
- Share Buyback: Intel repurchased the remaining shares of its Ireland chip fab for $14.2 billion, demonstrating a recovery in its financial health and confidence in future growth, thereby enhancing its competitiveness in the CPU market.
See More
Intel's Stock Surges for Ninth Straight Day, Up 56%
- Stock Surge: Intel's stock is on track for its ninth consecutive day of gains, rising 56%, marking its longest winning streak since the 1970s, which reflects strong market confidence in the company's growth prospects.
- Strategic Partnerships: The surge is fueled by partnerships with Google and Elon Musk's Terafab project, with Google planning to utilize Intel's latest Xeon 6 CPUs for AI training and inference, thereby solidifying Intel's position in the AI sector.
- Major Acquisition: Intel recently repurchased the remaining shares of its Ireland chip fab for $14.2 billion, indicating a recovery in its financial health and enhancing its competitiveness in the global semiconductor market.
- Government Investment: In August, the U.S. government acquired a 10% stake in Intel, recognizing it as the only company capable of manufacturing advanced chips domestically, which not only strengthens Intel's market position but also provides robust support for its future technological advancements.
See More
