Alpha Coverage #115
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This Week’s Alpha Coverage: YouTube Playlist.
Editor’s Pick:
FSLR 0.00%↑ NXT 0.00%↑ ENPH 0.00%↑ ARRY 0.00%↑ TAN 0.00%↑
[News] Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives
Solar company shares plunged post-market Monday after a U.S. Senate panel proposed a full phase-out of solar and wind energy tax credits by 2028.
However, the modified text of the bill extends tax credits for hydro, nuclear and geothermal power to 2036.
First Solar (FSLR), which analysts have said would come out of the tax law changes better than its peers, was down more than 7% after-hours.
The Senate language gives more time for clean energy projects to use the tax credits than the House version, which required that a project must start construction within 60 days of the bill’s enactment and be placed in service by year-end 2028 to qualify for the tax credits.
The Senate language changes it so that facilities need to begin construction in a certain year to claim the credit rather than be placed in service.
Like the House bill, the Senate bill eliminates consumer-facing credits for installing rooftop panels and making other energy-related home improvements.
Link to Seeking Alpha News Article - June 16, 2025
Link to Reuters News Article - June 16, 2025
[News] Archer Aviation, FAA and DOT lead global alliance to streamline eVTOL certification
Archer Aviation (NYSE:ACHR) along with the U.S. Federal Aviation Administration and Department of Transportation announced the formation of a multi-nation alliance to facilitate the deployment of electric vertical take-off and landing (eVTOL) aircraft.
While at the Paris Air Show, Archer CEO Adam Goldstein, acting FAA Administrator Chris Rocheleau, and Transportation Secretary Sean Duffy shared the details of an alliance to streamline the certification and deployment of eVTOL aircraft with the UK, Australia, New Zealand and Canada.
The goal of this effort is to streamline the certification and validation process for eVTOL aircraft like Midnight, globally.
Link to Seeking Alpha News Article - June 17, 2025
Link to Seeking Alpha News Article - June 17, 2025
ITA 0.00%↑ NOC 0.00%↑ SLB 0.00%↑ OXY 0.00%↑ KGC 0.00%↑ AEM 0.00%↑SLV 0.00%↑
[News] Iran’s Khamenei rejects Trump’s surrender call, warns of ‘irreparable damage’ if U.S. joins fight
Iran’s Supreme Leader Ayatollah Ali Khamenei firmly rejected U.S. President Donald Trump’s demand for an unconditional surrender, warning that Iran would not be coerced into peace or war.
“Intelligent people who know Iran, the Iranian nation, and its history will never speak to this nation in threatening language because the Iranian nation will not surrender,” he said.
“The Americans should know that any U.S. military intervention will undoubtedly be accompanied by irreparable damage,” he added.
Senior U.S. officials are preparing for a possible military strike on Iran in the coming days, Bloomberg News reported on Wednesday, citing people familiar with the matter.
Link to Seeking Alpha News Article - June 18, 2025
Link to Seeking Alpha News Article - June 18, 2025
TSM 0.00%↑ NVDA 0.00%↑ #SFTBY #SFTBF
[News] SoftBank's Masayoshi Son is said to propose $1 trillion U.S. AI hub to TSMC and Trump team
SoftBank (OTCPK:SFTBY) (OTCPK:SFTBF) founder Masayoshi Son is looking to team up with Taiwan Semiconductor Manufacturing (NYSE:TSM) to realize what could be his biggest bet yet — a trillion-dollar industrial complex in Arizona to build robots and artificial intelligence, Bloomberg reported Friday.
Son envisions a version of the vast manufacturing hub of China’s Shenzhen that would bring back high-tech manufacturing to the US, the report said.
The park may comprise production lines for AI-powered industrial robots, as the Japanese tech investment group shifts focus to long-term growth opportunities.
Link to Seeking Alpha News Article - June 20, 2025
[News] China's rare earth magnet exports slump to five-year low in May
China shipped out 1,238 metric tons of rare earth permanent magnets in May, down 52.9% from April and the lowest monthly total since February 2020. To note, April's shipments halved from March. On a year-over-year basis, May’s shipments plummeted by 74%.
China produces about 90% of the world’s rare earth magnets, making these curbs highly impactful for global supply chains.
For the first five months of the year, rare earth magnet exports totaled 19,132 tons, a 14.5% Y/Y drop.
Link to Seeking Alpha News Article - June 20, 2025
[News] Tesla signs deal for first China grid-scale battery station - report
Tesla’s (NASDAQ:TSLA) first grid-scale battery storage project in China, using its Megapack batteries, will be situated in Shanghai, local outlet Yicai reported Friday.
The $556.8M (4 billion yuan) deal was signed on Friday between Tesla, China Kangfu International Leasing Co., and the Shanghai municipal government, according to the report.
Link to Seeking Alpha News Article - June 20, 2025
NVDA 0.00%↑ #Foxconn
[News] Nvidia, Foxconn mull deployment of humanoid robots at Houston AI server manufacturing facility - report
The two companies are thinking of deploying the humanoid robots at work by the first quarter of next year when Foxconn's new Houston facility will start production of Nvidia's GB300 AI servers, the report noted.
It is not clear what the robots will be doing exactly at the facility. Foxconn has been training them to pick and place things, insert cables and carry out assembly work, the report added citing a company presentation in May.
Link to Seeking Alpha News Article - June 20, 2025
[News] Centrus Energy wins DoE contract extension to continue HALEU production
Centrus Energy (NYSE:LEU) +3.7% pre-market Friday after saying the U.S. Department of Energy exercised an option to extend its contract for producing high-assay, low-enriched uranium through June 30, 2026; the DoE has additional options for continued production as many as eight additional years.
The one-year extension, valued at ~$110M, continues the partnership the DoE launched with Centrus (NYSE:LEU) in 2019 to restore U.S. ability to enrich uranium and provide a source of HALEU.
Centrus (LEU) completed Phase 1 of a three-phase contract in late 2023 by launching enrichment operations and delivering 20 kg of HALEU, and Phase 2, which concludes June 30, 2025, the company is producing an additional 900 kg of HALEU for the DoE's use.
The DoE amended the contract this month, splitting the first three-year extension period into a one-year option followed by a two-year option; the department has exercised the first of these options, kicking off Phase 3I with additional HALEU production through June 30, 2026.
Link to Seeking Alpha News Article - June 20, 2025
AAPL 0.00%↑ GOOG 0.00%↑ #PerplexityAI
[News] Apple has internally discussed acquiring Perplexity AI - Bloomberg
Hours after Bloomberg reported that Meta Platforms (NASDAQ:META) held talks with Perplexity AI, the news service is now reporting that Apple (NASDAQ:AAPL) also had internal discussions about acquiring the artificial intelligence search startup.
Apple's head of M&A Adrian Perica has discussed the idea with SVP, Services Eddy Cue, along with other AI officials at the company, people familiar with the matter told Bloomberg.
The talks within Apple are still at an early stage and may not result in a formal bid.
If Apple does acquire Perplexity AI, it would help the former develop an AI-based search engine. Apple currently has a deal with Google (GOOG)(GOOGL) to have the latter as the default search engine in its products, though that partnership is at risk from antitrust authorities.
Link to Seeking Alpha News Article - June 20, 2025
News, Facts, Analyst & Market Commentary - Short Reads:
RKLB 0.00%↑ #SpaceX
Trump – Musk fallout continues as White House probes SpaceX deals: report
Citing four people familiar with the matter, the publication said that the Trump administration has called for the investigation to prepare for possible retaliatory action against Musk and his businesses.
The review is “for political ammunition,” one of the people said. Reuters previously reported that SpaceX is at risk of losing a key role it was expected to play in an ambitious new U.S. missile defense system called "Golden Dome" due to the Trump-Musk public spat.
Link to Seeking Alpha News Article - Jun. 14, 2025
Archer Aviation picks Indonesia as third “Launch Edition” partner
Archer Aviation (NYSE:ACHR) has signed an agreement with PT. IKN to launch an initial fleet of its Midnight aircraft in Indonesia. This marks Indonesia as the third country selected for deployment under Archer’s “Launch Edition” program.
In addition to air taxi services, the program will also explore a range of complementary use cases, including commercial and military logistics and environmental surveillance.
The agreement also includes the planned purchase by PT. IKN of up to 50 Midnight aircraft, valued at up to $250M, for deployment in Indonesia to support plans to scale air taxi services across the country.
In addition to Indonesia, Archer has already announced planned Launch Edition program deployments in the UAE, with Abu Dhabi Aviation, and Ethiopia, with Ethiopian Airlines.
Link to Seeking Alpha News Article - Jun. 16, 2025
[Newsletter Exclusive] Europe echoes Nvidia's 'sovereign AI' plan
The UK government, led by Prime Minister Keir Starmer, has committed approximately £1 billion (about $1.35 billion) to AI research computing by 2030, with funding already rolling out this year
In Germany, plans for an AI cloud platform with Deutsche Telekom were highlighted as a critical step for digital sovereignty and economic competitiveness. Nvidia (NVDA) earlier said that it is building the world’s first industrial AI cloud in Germany for European manufacturers with 10,000 GPUs.
French President Emmanuel Macron described building AI infrastructure as "our fight for sovereignty" at the VivaTech conference. Macron’s comments came in the context of major partnerships, notably between French AI startup Mistral AI and Nvidia, to build a new cloud platform called “Mistral Compute,” set to launch in 2026 and powered by Nvidia (NASDAQ:NVDA) processors.
Link to Seeking Alpha News Article - Jun. 16, 2025
[Newsletter Exclusive] USA Rare Earth, Moog sign MoU for U.S.-made Neo magnets for data center cooling
USA Rare Earth (NASDAQ:USAR) +6.2% pre-market Monday after saying it signed a memorandum of understanding with Moog Electric Motion Solutions for delivery of neo magnets that USA Rare Earth plans to production starting early next year.
Moog Electric Motion Solutions provides precision motion and fluid control systems and will begin prototyping USA Rare Earth (NASDAQ:USAR) neo magnets for use in Moog's high-performance coolant distribution pumps used in data centers around the world, the company said.
USA Rare Earth (USAR) also will design and test permanent neodymium magnets for use in Moog's CoreMotion technology, which is driving energy efficiency in data centers deployed globally.
The MoU is the latest in a series of agreements with potential customers announced by USA Rare Earth (USAR) following the March commissioning of its Innovations Lab in Stillwater, Oklahoma.
Link to Seeking Alpha News Article - Jun. 16, 2025
[Newsletter Exclusive] Adobe shows off new model aimed at monitoring AI traffic, SEO
Known as Adobe LLM Optimizer, the model allows brands to monitor and benchmark their presence on AI-powered browsers and chatbots, such as ChatGPT, across queries. It also offers a recommendation engine that will automatically provide improvements for brands based on attributes that are prioritized by the models itself.
And lastly, the recommendations can be added automatically, Adobe explained.
The new LLM Optimizer can also support existing SEO work, and is aimed at SEO leads, content strategists, digital marketers and web publishers, Adobe added.
Link to Seeking Alpha News Article - Jun. 16, 2025
ITA 0.00%↑ NOC 0.00%↑ SLB 0.00%↑ OXY 0.00%↑ KGC 0.00%↑ AEM 0.00%↑ SLV 0.00%↑
Conflicting Reports Emerge on Iran’s Push for De-escalation With Israel
The Wall Street Journal reported that Iran has reportedly been sending signals to Israel and the U.S. through Arab intermediaries as it looks to de-escalate the conflict and resume talks over the nuclear deals.
Tehran has also reportedly said they would be willing to come back to the table as long as the U.S. does not enter into the attack, the Wall Street Journal reported, citing Middle Eastern and European officials.
However, a senior Iranian official and a "well-informed" regional diplomat rejected the claim that Iran has sent indications to cease the hostilities, Al Jazeera journalist Ali Hashem said on social media platform X.
Iran has however said it is ready to return to the negotiating table if Israel pauses its attacks.
“In the future, if the aggression stops, it is obvious that the ground will be prepared for a return to diplomacy,” Iranian Foreign Minister Abbas Araghchi told foreign diplomats Sunday in Tehran.
Link to Seeking Alpha News Article - Jun. 16, 2025
Link to Live Mint News Article - Jun. 16, 2025
Alibaba releases AI models for Apple architecture: report
Alibaba (NYSE:BABA) has released versions of its Qwen3 artificial intelligence models for Apple's (NASDAQ:AAPL) MLX architecture, according to Reuters.
The AI models released from the China-based tech and online retail giant can run on Apple's iPhone, iPad, MacBook and Mac, the report said.
The new Alibaba AI models could signal that Apple is one step closer to releasing its Apple Intelligence features in the China mainland.
According to some reports, Apple's launch of its Apple Intelligence features in China is being held up by the trade war between China and the U.S.
Link to Seeking Alpha News Article - Jun. 16, 2025
Coinbase reportedly seeking to offer stock trading via blockchain
Coinbase Global (NASDAQ:COIN) is seeking permission to offer "tokenized equities" to its customers, according to a media report on Tuesday. If approved, the move would allow its customers to trade stocks on the blockchain, effectively bringing the crypto exchange into direct competition with online brokers, such as Robinhood Markets (HOOD) and Charles Schwab (SCHW).
Coinbase Chief Legal Officer Paul Grewal called the initiative a "huge priority," Reuters reported on Tuesday. Similar to crypto trading, investors would hold tokens that represent ownership in the securities, instead of directly owning the securities.
Proponents of the concept say it would lower trading costs and enable faster settlement and round-the-clock trading.
Last month, the Wall Street Journal reported that crypto exchange Kraken is planning to offer tokenized versions of Apple (AAPL), Tesla (TSLA), Nvidia (NVDA), and other high-profile stocks for non-U.S. customers.
In April, Kraken said it's launching commission-free stock trading in nine states and the District of Columbia, with plans to roll out to all of the U.S. and eventually to the U.K., Europe, and Australia.
Link to Seeking Alpha News Article - Jun. 17, 2025
[Newsletter Exclusive] Disney and Amazon join hands to boost ads partnership
According to a Tuesday report by The Hollywood Reporter, Disney (NYSE:DIS) and Amazon (NASDAQ:AMZN) have struck a new partnership that is expected to improve ad targeting for streaming television.
The report said the partnership between Disney’s Real-Time Ad Exchange and Amazon’s Demand Side Platform logistics unit will allow more advertisers to have access to the content inventory across Disney’s platforms.
The tie-up will unlock more opportunities for brands using Amazon's DSP to reach consumers watching Hulu, Disney+, and ESPN content.
Link to Seeking Alpha News Article - Jun. 17, 2025
Microsoft, AMD partner for multiple devices, including next-gen Xbox consoles
Microsoft (NASDAQ:MSFT) on Tuesday announced a multi-year partnership with Advanced Micro Devices (NASDAQ:AMD) for the tech giant’s next-generation Xbox consoles.
Microsoft, in a statement said, the partnership will include both firms to “co-engineer silicon across a portfolio of devices,” including the next-generation Xbox consoles.
Xbox president Sarah Bond also pointed out that its next-gen Xbox platform will be focused on multiple devices and not locked to its own store for games.
Link to Seeking Alpha News Article - Jun. 17, 2025
Link to YouTube Video (1:18 Mins) - Jun. 17, 2025
[Newsletter Exclusive] 'Netflix House' coming to Dallas and Philly in late 2025; Vegas venue planned for 2027
Streaming giant Netflix (NASDAQ:NFLX) said Tuesday that it will open "Netflix House," the experiential entertainment complex that it had announced back in 2023, in two locations later this year.
The company said the first two will open in Dallas and Philadelphia, and it plans to open a third location on the Las Vegas Strip in 2027.
The venues would also include a casual restaurant, "Netflix Bites," with food and craft cocktails inspired by popular Netflix stories and characters, and a store selling exclusive merchandise, the company said.
Link to Seeking Alpha News Article - Jun. 17, 2025
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[Newsletter Exclusive] Central banks expecting more gold purchases, fewer dollar reserves in coming years
The world's central banks are buying gold at a record pace and expect to continue to increase their own gold reserves, while anticipating lower U.S. dollar holdings over the next five years, according to a new survey from the World Gold Council.
The survey said 95% of central bank respondents expect global gold reserves to rise over the next 12 months, and a record 43% said they plan to increase their own holdings during that period, while 73% of central banks anticipate a moderate or significant decline in dollar holdings within global reserves over the next five years, as the share of other currencies such as the euro and renminbi also will increase.
Link to Seeking Alpha News Article - Jun. 17, 2025
SPY 0.00%↑ DIA 0.00%↑ QQQ 0.00%↑
[Newsletter Exclusive] Foreign ownership in U.S. stocks hits record high: Apollo
Foreign investment in U.S. equities has climbed to unprecedented levels, with international investors now holding 18% of the American stock market, according to Apollo Chief Economist Torsten Sløk. In a note published Wednesday, Sløk emphasized the connection between foreign equity ownership and the U.S. trade deficit.
When foreign entities sell goods to the U.S., they are paid in dollars which are then used to purchase U.S. assets, including U.S. equities Sløk noted. He warned that a narrowing or elimination of the trade deficit could dampen demand for U.S. stocks.
Link to Seeking Alpha News Article - Jun. 18, 2025
NVDA 0.00%↑ #Hexagon
[Newsletter Exclusive] Hexagon launches new humanoid robot powered by Nvidia tech
Swedish industrial software and sensor company Hexagon launched a humanoid robot called Aeon, which is built using Nvidia's (NASDAQ:NVDA) full robotics stack.
Aeon is designed for error-prone, repetitive tasks like equipment inspection, material handling, and operating high-precision scanners for reality capture on factory floors or construction sites, where labor is often hard to find, Nvidia said in a media email to Seeking Alpha.
The company noted that Aeon can get smarter over time. Hexagon uses detailed scans of real-world environments collected by the robot to create digital twins in Nvidia Omniverse to train and improve future Aeons. It’s a self-learning loop that continuously improves performance, according to the company.
Hexagon plans to deploy Aeon across automotive, transportation, aerospace, manufacturing, warehousing and logistics.
Aeon is powered by Nvidia accelerated computing, Nvidia Omniverse, and Nvidia Jetson, while Microsoft Azure's platform enables scalable development and on-demand training of Aeon's capabilities.
Link to Seeking Alpha News Article - Jun. 18, 2025
Link to Nvidia Blog - Jun. 18, 2025
[Newsletter Exclusive] Ekso Bionics showcases AI integration breakthrough in exoskeleton devices
Ekso Bionics (NASDAQ:EKSO) on Wednesday said that it has successfully demonstrated initial proof-of-concept in integrating artificial intelligence-enabled capabilities across its portfolio of enterprise health and personal health exoskeleton devices.
The first of these capabilities is a new AI voice agent designed for intelligent control of the company’s legacy EksoNR device.
Ekso Voice Agent is being implemented on NVIDIA (NVDA) Jetson Orin Nano hardware developed with the NVIDIA JetPack SDK and OpenAI tools for voice recognition.
The proof-of-concept is configured as an Edge AI system, which can run with or without a connection to the cloud.
Link to Seeking Alpha News Article - Jun. 18, 2025
[Newsletter Exclusive] Amazon's custom AI chips success might lead to greater market share: report
Amazon Web Services (NASDAQ:AMZN) successful training results with its custom artificial intelligence chips might help the company gain market share in a realm currently dominated by Nvidia (NASDAQ:NVDA), and to a lesser extent by Advanced Micro Devices (NASDAQ:AMD) and Intel (NASDAQ:INTC), according to CNBC.
AWS plans to announce an update soon to its Graviton4 chip that provides 600 gigabits per second of network bandwidth, the report said. The CPU was developed by Amazon's Annapurna Labs. A release date for the updated Graviton4 is expected by the end of this month.
AWS is also set to release its Trainium3 GPU later this year.
Link to Seeking Alpha News Article - Jun. 18, 2025
COIN 0.00%↑ V 0.00%↑ MA 0.00%↑
[Newsletter Exclusive] Visa, Mastercard stocks slide, Coinbase jumps after stablecoin bill passes Senate
Late Tuesday, the U.S. Senate passed a stablecoin bill that is seen as bolstering the legitimacy of the crypto industry. The House still needs to pass its own version, known as the GENIUS Act, before it goes to President Donald Trump's desk for his signature.
Visa (NYSE:V) stock dropped 2.5% and Mastercard (NYSE:MA) dipped 2.1% in Wednesday midday trading.
Meanwhile, crypto exchange Coinbase Global (NASDAQ:COIN) stock surged 7.0%. Bakkt Holdings (NYSE:BKKT), which also offers a crypto trading platform, gained 2.3%.
Link to Seeking Alpha News Article - Jun. 18, 2025
Netflix quietly slides into live TV business via partnership with France's TF1
Netflix (NASDAQ:NFLX) has made its foray into the world of live TV. The U.S. streaming giant and French TV network group TF1 have struck a deal through which Netflix members in France will be able to watch TF1 channels starting from summer in 2026, according to an official statement.
Through the distribution partnership, TF1’s live channels and on-demand content will be available to Netflix account holders in France as part of their existing subscription, the companies said.
They did not disclose if there would be a separate charge for accessing the TV channels on the platform.
Link to Seeking Alpha News Article - Jun. 18, 2025
GOOG 0.00%↑ GOOGL 0.00%↑ #Waymo
[Newsletter Exclusive] Waymo returning to New York City streets
Waymo (NASDAQ:GOOG) is coming back to New York City with plans to map out the city’s labyrinth of streets and obstacles with driver-assisted vehicles next month and ambitions to navigate the city with driver-less robotaxis in the future.
According to The Wall Street Journal, Alphabet’s AV unit has applied for a New York City permit to operate autonomous vehicles in Manhattan with driver assistance. The company made a first pass at NYC streets in 2021 with a preliminary map of the city.
Unfortunately, no matter how tight Waymo (NASDAQ:GOOG) can map out NYC streets, New York state does not allow for the operation of vehicles without a human driver, a law that the company hopes it can convince state politicians to change.
Link to Seeking Alpha News Article - Jun. 18, 2025
Coinbase introduces stablecoins payment stack
Coinbase Global (NASDAQ:COIN) introduced Coinbase Payments, a stablecoin payments stack for commerce platforms, the company said on Wednesday.
The system, built on the Base blockchain, offers instant 24/7 USCoin (USDC-USD) payments to merchants "globally, securely and without blockchain complexity," it said, adding that stablecoins are a faster and cheaper way to move money globally.
Coinbase Payments is live with Shopify (SHOP), where it's bringing USDC payments to millions of merchants with no additional setup required. "Now, that same infrastructure is available to any platform that serve merchants," the company said.
The modular stack consists of a stablecoin checkout, ecommerce engine, and onchain execution layer.
Link to Seeking Alpha News Article - Jun. 18, 2025
AMZN 0.00%↑ GOOG 0.00%↑ GOOGL 0.00%↑ TSLA 0.00%↑
[Newsletter Exclusive] Amazon to ramp up its Zoox robotaxi factory to challenge Alphabet's Waymo
Amazon (NASDAQ:AMZN) announced on Wednesday that it is getting ready up to make as many as 10,000 robotaxis annually at its plant near Silicon Valley as it prepares to compete with self-driving cab leader Waymo (GOOG) and Tesla (TSLA).
Zoox is expected to start transporting customers in Las Vegas late this year and expand into San Francisco next year, in $1.2 billion five years ago.
Alphabet’s Waymo started its robotaxi operations in Phoenix five years ago and expanded its operation to San Francisco, Los Angles and Austin, Texas.
Waymo says it has already over 10 million paid rides, as Amazon’s Zoox and Tesla are fine-tuning their self-driving technology and trying to ramp up their fleets.
Link to Seeking Alpha News Article - Jun. 18, 2025
[Newsletter Exclusive] LNG emissions could be cut by 60% with existing tech, $100 billion investment needed - IEA
Greenhouse gas emissions associated with global LNG supply are roughly 350 million tonnes of carbon dioxide equivalent annually.
Around 70% of this is in the form of CO2 emissions that are either combusted or vented; the remaining 30% is methane that escapes unburnt into the atmosphere, the International Energy Agency (IEA) said.
According to the report, when all direct and indirect greenhouse gas emissions are factored in, more than 99% of the LNG consumed in 2024 had lower lifecycle emissions than coal.
Globally, on average, LNG results in about 25% less emissions than coal.
Nevertheless, the report emphasizes that for those making an environmental case for LNG use, comparing it only to coal – the most carbon-intensive fuel – sets the bar too low, "especially given the strong opportunities at hand for improving the emissions performance of LNG supply".
Other cost-effective strategies that could substantially reduce emissions include increasing process efficiency across the supply chain and implementing carbon capture, utilisation and storage (CCUS) at liquefaction facilities to capture the naturally occurring CO2 present in the feed gas.
Link to Seeking Alpha News Article - Jun. 20, 2025
Tesla opening showrooms in India next month
Tesla (NASDAQ:TSLA) is finally entering the Indian market, opening a showroom in Mumbai and New Delhi, selling Chinese-made Model Y SUVs in the world’s most populated country.
The Mumbai showroom is scheduled to open in mid-July, followed later in the month with a showroom in New Delhi, Bloomberg reported on Friday.
India assesses a 70% tax on fully-built imported vehicles under $40K
According to documents viewed by Bloomberg, five Model Y vehicles have already arrived in Mumbai from Tesla’s (NASDAQ:TSLA) Shanghai factory. The vehicles were declared at 2.77M rupees ($32K) and attracted more than 2.1M rupees in import fees. This puts the vehicle at a base sticker price of more than $56K versus ~$40K for the same vehicle in the U.S., making it a tough sell in a country in which EVs account for just 5% of new vehicle sales, and less than 2% for luxury vehicles.
Nonetheless, the company is planning to expand throughout the country, with warehouses planned for Karnataka and Gurugram.
In March 2024, the Indian government introduced policies to increase the adoption of electric vehicles and attract global investment in its manufacturing sector. Under the new policy, up to 8,000 EVs can be imported annually by a foreign auto manufacturer at a reduced tariff rate, but only if the company commits $500M to establish local manufacturing facilities and component sourcing within the country.
Accordingly, Tesla (TSLA) has reportedly submitted a proposal for a $2B to $3B facility that can manufacture up to 500K vehicles per year.
Link to Seeking Alpha News Article - Jun. 20, 2025
[Newsletter Exclusive] Coinbase secures MiCA license to offer crypto services in EU
Coinbase Global (NASDAQ:COIN) has obtained a Markets in Crypto Assets (MiCA) license from Luxembourg’s Commission de Surveillance du Secteur Financier, it said on Friday, making it the first U.S. crypto exchange approved under the bloc's crypto framework.
The move allows Coinbase (NASDAQ:COIN) to offer its crypto products to all 27 EU member states.
The company said it's making Luxembourg -- which "excels in regulatory clarity" -- its European crypto hub.
The Brian Armstrong-led trading platform has already secured crypto licenses in Germany, France, Ireland, Italy, The Netherlands and Spain.
Link to Seeking Alpha News Article - Jun. 20, 2025
TSM 0.00%↑ #SSNLF #HXSCF
U.S. plans to revoke waivers for allies’ chip plants in China: report
The move is likely to affect companies like South Korea’s Samsung Electronics (OTCPK:SSNLF) and SK Hynix (OTCPK:HXSCF) as well as Taiwan Semiconductor Manufacturing (NYSE:TSM), who benefit from blanket waivers that permit them to export U.S. chip-making equipment to their Chinese factories without needing to obtain individual licenses for each shipment.
The move is not meant to be a new trade escalation but is aimed at aligning the licensing requirements for chip equipment with China's system for rare-earth materials, the report said citing White House officials.
Link to Seeking Alpha News Article - Jun. 20, 2025
Opinion Pieces - Facts & Opinions - Long Reads:
FSLR 0.00%↑ NXT 0.00%↑ ENPH 0.00%↑ ARRY 0.00%↑ TAN 0.00%↑
SA Asks: What lies ahead for the solar industry? (Update)
Oliver Rodzianko: Residential-focused solar stocks like Sunrun (NASDAQ:RUN) and Enphase (NASDAQ:ENPH) face the most near-term pain due to the abrupt elimination of residential investment tax credits, or ITCs, while utility-scale firms like First Solar (NASDAQ:FSLR) and Array Technologies (NASDAQ:ARRY) face more manageable risks due to the phasing out of ITCs.
I'm a First Solar (NASDAQ:FSLR) shareholder, and I'm treating my investment as a short-term cyclical play. Early phasing out of utility-scale ITCs actually means there could be more near-term demand as developers rush to lock in favorable prices with producers.
Link to Seeking Alpha Opinion Piece - Jun. 20, 2025
Charts & Technicals:
Robots are coming: Morgan Stanley updates its ‘Humanoid 100’ stock list
Link to Seeking Alpha News Article - Jun. 18, 2025
Disclosure: We own positions in some/all of the tickers mentioned in this article.
