

Investor's Corner
Tesla CEO Elon Musk has “hugged it out” with JP Morgan CEO
During an interview with CNBC at the World Economic Forum in Davos, Switzerland, JPMorgan Chase CEO Jamie Dimon confirmed that he and Elon Musk have settled their differences.
The CEO also expressed his support for Musk’s DOGE initiative, which is expected to make the U.S. federal government more efficient.
Elon Musk vs. JPMorgan:
- Elon Musk and JPMorgan have butted heads in the past, with both parties filing lawsuits against each other.
- While testifying in Delaware court in 2023, Musk stated that “Tesla has a very negative relationship with JPMorgan.”
- Musk also noted that “JPMorgan hates Tesla and me very much,” as noted in a Forbes report.
- In November, however, JPMorgan dropped its lawsuit against the electric vehicle maker.
- Tesla also dropped its countersuit against the bank last year.
BIG words from JP Morgan CEO on Elon Musk:
Jamie Dimon: "Musk and I have 'hugged it out,' He's 'our Einstein'".$TSLA $JPM
pic.twitter.com/kI8I5ZJozi— Herbert Ong (@herbertong) January 22, 2025
Dimon’s comments:
- During an interview with CNBC, Dimon was asked about his turbulent history with the Tesla CEO.
- Dimon confirmed that he and Elon Musk had already settled their differences and that they had “hugged it out.”
- The JPMorgan CEO also praised Musk for his ambitious projects, stating that the CEO is today’s Einstein.
- “Elon and I have hugged it out. He came to one of our conferences. We had a nice long chat. We settled some of our differences, and the guy, you gotta look at Elon. I mean, SpaceX, Tesla, Neuralink. I mean, the guy is our Einstein, and so on. I’d like to be helpful to him and his companies as much as we can,” Dimon stated.
pic.twitter.com/GP8xv4qoSx
JP MORGAN CEO JAMIE DIMON COMPARES ELON MUSK AS OUR MODERN DAY EINSTEIN.
“You’ve got to look at Elon, at SpaceX, Tesla, Neuralink – the guy is our Einstein. I'd like to be helpful to him and his companies as much as we can“#ElonMusk— Christopher Wheat (@ChristopheWheat) January 22, 2025
Dimon on DOGE:
- Dimon was also supportive of Elon Musk’s DOGE, which was formally established yesterday through an executive order from U.S. President Donald Trump.
- As per the JPMorgan CEO, there is no doubt that the government needs to be more efficient, so he wishes DOGE the best.
- “I think it is completely rational for somebody to look at our government and say it’s been ineffective. We deserve good government, and I don’t think anyone thinks sending another trillion dollars to Washington, D.C. will lead to good government. The government needs to be more accountable. It needs to be more efficient. It should be outcomes-based. I’d say go department by department, so I wish them (DOGE) the best,” he noted.


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Investor's Corner
Stifel raises Tesla price target by 9.8% over FSD, Robotaxi advancements
Stifel also maintained a “Buy” rating for the electric vehicle maker.

Investment firm Stifel has raised its price target for Tesla (NASDAQ:TSLA) shares to $483 from $440 over increased confidence in the company’s self-driving and Robotaxi programs. The new price target suggests an 11.5% upside from Tesla’s closing price on Tuesday.
Stifel also maintained a “Buy” rating despite acknowledging that Tesla’s timeline for fully unsupervised driving may be ambitious.
Building confidence
In a note to clients, Stifel stated that it believes “Tesla is making progress with modest advancements in its Robotaxi network and FSD,” as noted in a report from Investing.com. The firm expects unsupervised FSD to become available for personal use in the U.S. by the end of 2025, with a wider ride-hailing rollout potentially covering half of the U.S. population by year-end.
Stifel also noted that Tesla’s Robotaxi fleet could expand from “tiny to gigantic” within a short time frame, possibly making a material financial impact to the company by late 2026. The firm views Tesla’s vision-based approach to autonomy as central to this long-term growth, suggesting that continued advancements could unlock new revenue streams across both consumer and mobility sectors.
Tesla’s FSD goals still ambitious
While Stifel’s tone remains optimistic, the firm’s analysts acknowledged that Tesla’s aggressive autonomy timeline may face execution challenges. The note described the 2025 unsupervised FSD target as “a stretch,” though still achievable in the medium term.
“We believe Tesla is making progress with modest advancements in its Robotaxi network and FSD. The company has high expectations for its camera-based approach including; 1) Unsupervised FSD to be available for personal use in the United States by year-end 2025, which appears to be a stretch but seems more likely in the medium term; 2) that it will ‘probably have ride hailing in probably half of the populations of the U.S. by the end of the year’,” the firm noted.
Investor's Corner
Cantor Fitzgerald reaffirms bullish view on Tesla after record Q3 deliveries
The firm reiterated its Overweight rating and $355 price target.

Cantor Fitzgerald is maintaining its bullish outlook on Tesla (NASDAQ:TSLA) following the company’s record-breaking third quarter of 2025.
The firm reiterated its Overweight rating and $355 price target, citing strong delivery results driven by a rush of consumer purchases ahead of the end of the federal tax credit on September 30.
On Tesla’s vehicle deliveries in Q3 2025
During the third quarter of 2025, Tesla delivered a total of 497,099 vehicles, significantly beating analyst expectations of 443,079 vehicles. As per Cantor Fitzgerald, this was likely affected by customers rushing at the end of Q3 to purchase an EV due to the end of the federal tax credit, as noted in an Investing.com report.
“On 10/2, TSLA pre-announced that it delivered 497,099 vehicles in 3Q25 (its highest quarterly delivery in company history), significantly above Company consensus of 443,079, and above 384,122 in 2Q25. This was due primarily to a ‘push forward effect’ from consumers who rushed to purchase or lease EVs ahead of the $7,500 EV tax credit expiring on 9/30,” the firm wrote in its note.
A bright spot in Tesla Energy
Cantor Fitzgerald also highlighted that while Tesla’s full-year production and deliveries would likely fall short of 2024’s 1.8 million total, Tesla’s energy storage business remains a bright spot in the company’s results.
“Tesla also announced that it had deployed 12.5 GWh of energy storage products in 3Q25, its highest in company history vs. our estimate/Visible Alpha consensus of 11.5/10.9 GWh (and vs. ~6.9 GWh in 3Q24). Tesla’s Energy Storage has now deployed more products YTD than all of last year, which is encouraging. We expect Energy Storage revenue to surpass $12B this year, and to account for ~15% of total revenue,” the firm stated.
Tesla’s strong Q3 results have helped lift its market capitalization to $1.47 trillion as of writing. The company also teased a new product reveal on X set for October 7, which the firm stated could serve as another near-term catalyst.
Investor's Corner
Tesla just got a weird price target boost from a notable bear

Tesla stock (NASDAQ: TSLA) just got a weird price target boost from a notable bear just a day after it announced its strongest quarter in terms of vehicle deliveries and energy deployments.
JPMorgan raised its price target on Tesla shares from $115 to $150. It maintained its ‘Underweight’ rating on the stock.
Despite Tesla reporting 497,099 deliveries, about 12 percent above the 443,000 anticipated from the consensus, JPMorgan is still skeptical that the company can keep up its momentum, stating most of its Q3 strength came from leaning on the removal of the $7,500 EV tax credit, which expired on September 30.
Tesla hits record vehicle deliveries and energy deployments in Q3 2025
The firm said Tesla benefited from a “temporary stronger-than-expected industry-wide pull-forward” as the tax credit expired. It is no secret that consumers flocked to the company this past quarter to take advantage of the credit.
The bump will need to be solidified as the start of a continuing trend of strong vehicle deliveries, the firm said in a note to investors. Analysts said that one quarter of strength was “too soon to declare Tesla as having sustainably returned to growth in its core business.”
JPMorgan does not anticipate Tesla having strong showings with vehicle deliveries after Q4.
There are two distinct things that stick out with this note: the first is the lack of recognition of other parts of Tesla’s business, and the confusion that surrounds future quarters.
JPMorgan did not identify Tesla’s strength in autonomy, energy storage, or robotics, with autonomy and robotics being the main focuses of the company’s future. Tesla’s Full Self-Driving and Robotaxi efforts are incredibly relevant and drive more impact moving forward than vehicle deliveries.
Additionally, the confusion surrounding future delivery numbers in quarters past Q3 is evident.
Will Tesla thrive without the EV tax credit? Five reasons why they might
Tesla will receive some assistance from deliveries of vehicles that will reach customers in Q4, but will still qualify for the credit under the IRS’s revised rules. It will also likely introduce an affordable model this quarter, which should have a drastic impact on deliveries depending on pricing.
Tesla shares are trading at $422.40 at 2:35 p.m. on the East Coast.
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