Fannie Mae and Freddie Mac Begin Large-Scale Bond Purchases
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy TSLA?
Catch up on the weekend's top five stories with this list compiled by The Fly: 1) Fannie Mae (FNMA) and Freddie Mac (FMCC) have begun placing sizable orders to purchase mortgage-backed securities, Scott Carpenter of Bloomberg reports, citing a person with direct knowledge of the matter. The government sponsored entities are seeking to capitalize on the selloff while expanding its portfolios of bonds and loans, the source told Bloomberg. 2) Elon Musk's Terafab project will be built in Austin and run by Tesla (TSLA) and SpaceX, Kara Carlson and Loren Grush of Bloomberg reports. Musk said he plans to start off with an "advanced technology fab" in Austin with the equipment necessary to make chips of any kind and test them, with plans to start with a smaller scale fab before moving to a larger one. 3) Baldwin Group (BWIN) disclosed yesterday morning that on March 13, it entered into a $146.7M contract amendment with an agency of the U.S. government, bringing the value of the total contract to $177.7M. The original contract was entered into in December 2025. Bowman's services are expected to be completed over 36 months. 4) OpenAI intends to double its headcount by the end of the year, aiming to grow to about 8,000 employees from about 4,500 employees currently, George Hammond and Stephen Morris of The Financial Times reports, citing two people with direct knowledge of the matter. The new hires will work mostly in product development, engineering, research and sales. 5) Volkswagen (VWAGY) CEO Oliver Blume said the company's restructuring process is underway and will continue even as its order backlog rises, Verena Sepp of Bloomberg reports, citing German newspaper Bild am Sonntag. Volkswagen is applying "clear manufacturing targets" to all of its plants, Blume told the newspaper.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy TSLA?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 383.030
Low
25.28
Averages
401.93
High
600.00
Current: 383.030
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.
SPACEX, LAST VALUED AT $1.25 TRILLION, WILL DETERMINE THE FINAL OFFERING SIZE AND VALUATION JUST WEEKS PRIOR TO THE IPO - THE INFORMATION
Company Valuation: SpaceX is currently valued at $1.25 trillion.
Upcoming Decisions: The actual size of the offering and its valuation will not be determined until a few weeks before the IPO.
See More
SPACEX MAY SEEK OVER $75 BILLION IN IPO, REPORTS THE INFORMATION
- SpaceX's IPO Plans: SpaceX is attempting to raise over $75 billion through its initial public offering (IPO).
- Market Impact: The potential IPO could significantly influence the aerospace and technology sectors, attracting considerable investor interest.
See More
Tesla's Terafab Project to Propel AI Advancements
- Project Overview: Tesla's Terafab project aims to address the significant constraints posed by chip and memory supply on AI advancements in the coming years by integrating design, fabrication, mask production, packaging, and testing to enhance overall production efficiency.
- Market Expectations: Wedbush analyst Dan Ives maintains an ‘Outperform’ rating on Tesla with a $600 price target, believing that Terafab will accelerate Tesla's positioning in the AI sector, despite uncertainties surrounding the project's timeline.
- Strategic Importance: Musk described Terafab as “the most epic chip-building exercise in history,” with the facility expected to produce over one terawatt of computing capacity annually, supporting Tesla's vehicles, Optimus robots, and future space-based AI infrastructure.
- Investor Sentiment: Despite TSLA stock gaining 38% over the past 12 months, retail sentiment on Stocktwits remains in the ‘extremely bearish’ territory, indicating market concerns about future developments.
See More
Tesla and SpaceX Plan Semiconductor Merger in Austin
- Massive Semiconductor Facility: Tesla and SpaceX's proposed Terafab project in Austin, Texas, is expected to cost up to $25 billion, making it the largest semiconductor fabrication facility in history, focusing on chip design, manufacturing, and testing, indicating deep collaboration between the two companies in the semiconductor sector.
- Ambitious Production Targets: The facility aims for an initial production target of 100,000 wafer starts per month, scaling to 1 million per month, which would represent approximately 70% of TSMC's global output, providing 100 billion to 200 billion custom AI and memory chips annually for Tesla's FSD, Cybercab, and Optimus production lines.
- Meeting Market Demand: With TSMC and Samsung unable to meet Musk's production goals, this facility will ramp up over time to address the rapidly growing demand for AI computing power, with current AI compute output at around 20 gigawatts per year, only meeting 2% of the companies' needs.
- Merger Outlook: Analysts believe this project will accelerate Tesla's ambitious AI trajectory, laying the groundwork for a potential merger between Tesla and SpaceX in 2027, with chip and memory supply expected to be the greatest constraint.
See More
Market Update: Oil Prices Slide Amid Tech Stock Performance
- Oil Price Impact: Oil prices have dropped below $90 per barrel due to hopes for a truce between the U.S. and Iran, which could positively influence the stock market, as falling oil prices generally lead to a more favorable outlook for equities despite Iran's denial of ceasefire intentions.
- Surge in Arm Chip Demand: Arm's first in-house designed AGI CPU chip has seen incredible demand, with projections of $15 billion in revenue by 2031, prompting Raymond James to upgrade its stock rating from hold to buy, resulting in a 12% increase in share price, aligning with Nvidia's GPU performance.
- OpenAI Fundraising Milestone: OpenAI has raised an additional $10 billion from investors, bringing its total fundraising in this round to over $120 billion, with significant participation from institutions like Microsoft, indicating strong market confidence in its future growth potential.
- Merck's Strategic Acquisition: Merck is acquiring cancer biotech Terns Pharmaceuticals for $6.7 billion to bolster its oncology portfolio ahead of the 2028 patent expiration of its top-selling drug Keytruda, highlighting Merck's strategic focus on cancer treatment advancements.
See More
TESLA STOCK RISES BY 2.5%
- Tesla Share Performance: Tesla's shares have increased by 2.5%, indicating a positive market response.
- Market Trends: The rise in Tesla's stock reflects broader trends in the electric vehicle market and investor sentiment.
See More
SPACEX, LAST VALUED AT $1.25 TRILLION, WILL DETERMINE THE FINAL OFFERING SIZE AND VALUATION JUST WEEKS PRIOR TO THE IPO - THE INFORMATION
Company Valuation: SpaceX is currently valued at $1.25 trillion.
Upcoming Decisions: The actual size of the offering and its valuation will not be determined until a few weeks before the IPO.
See More
SPACEX MAY SEEK OVER $75 BILLION IN IPO, REPORTS THE INFORMATION
- SpaceX's IPO Plans: SpaceX is attempting to raise over $75 billion through its initial public offering (IPO).
- Market Impact: The potential IPO could significantly influence the aerospace and technology sectors, attracting considerable investor interest.
See More
Tesla's Terafab Project to Propel AI Advancements
- Project Overview: Tesla's Terafab project aims to address the significant constraints posed by chip and memory supply on AI advancements in the coming years by integrating design, fabrication, mask production, packaging, and testing to enhance overall production efficiency.
- Market Expectations: Wedbush analyst Dan Ives maintains an ‘Outperform’ rating on Tesla with a $600 price target, believing that Terafab will accelerate Tesla's positioning in the AI sector, despite uncertainties surrounding the project's timeline.
- Strategic Importance: Musk described Terafab as “the most epic chip-building exercise in history,” with the facility expected to produce over one terawatt of computing capacity annually, supporting Tesla's vehicles, Optimus robots, and future space-based AI infrastructure.
- Investor Sentiment: Despite TSLA stock gaining 38% over the past 12 months, retail sentiment on Stocktwits remains in the ‘extremely bearish’ territory, indicating market concerns about future developments.
See More
Tesla and SpaceX Plan Semiconductor Merger in Austin
- Massive Semiconductor Facility: Tesla and SpaceX's proposed Terafab project in Austin, Texas, is expected to cost up to $25 billion, making it the largest semiconductor fabrication facility in history, focusing on chip design, manufacturing, and testing, indicating deep collaboration between the two companies in the semiconductor sector.
- Ambitious Production Targets: The facility aims for an initial production target of 100,000 wafer starts per month, scaling to 1 million per month, which would represent approximately 70% of TSMC's global output, providing 100 billion to 200 billion custom AI and memory chips annually for Tesla's FSD, Cybercab, and Optimus production lines.
- Meeting Market Demand: With TSMC and Samsung unable to meet Musk's production goals, this facility will ramp up over time to address the rapidly growing demand for AI computing power, with current AI compute output at around 20 gigawatts per year, only meeting 2% of the companies' needs.
- Merger Outlook: Analysts believe this project will accelerate Tesla's ambitious AI trajectory, laying the groundwork for a potential merger between Tesla and SpaceX in 2027, with chip and memory supply expected to be the greatest constraint.
See More
Market Update: Oil Prices Slide Amid Tech Stock Performance
- Oil Price Impact: Oil prices have dropped below $90 per barrel due to hopes for a truce between the U.S. and Iran, which could positively influence the stock market, as falling oil prices generally lead to a more favorable outlook for equities despite Iran's denial of ceasefire intentions.
- Surge in Arm Chip Demand: Arm's first in-house designed AGI CPU chip has seen incredible demand, with projections of $15 billion in revenue by 2031, prompting Raymond James to upgrade its stock rating from hold to buy, resulting in a 12% increase in share price, aligning with Nvidia's GPU performance.
- OpenAI Fundraising Milestone: OpenAI has raised an additional $10 billion from investors, bringing its total fundraising in this round to over $120 billion, with significant participation from institutions like Microsoft, indicating strong market confidence in its future growth potential.
- Merck's Strategic Acquisition: Merck is acquiring cancer biotech Terns Pharmaceuticals for $6.7 billion to bolster its oncology portfolio ahead of the 2028 patent expiration of its top-selling drug Keytruda, highlighting Merck's strategic focus on cancer treatment advancements.
See More
TESLA STOCK RISES BY 2.5%
- Tesla Share Performance: Tesla's shares have increased by 2.5%, indicating a positive market response.
- Market Trends: The rise in Tesla's stock reflects broader trends in the electric vehicle market and investor sentiment.
See More
