Lee Samaha

There's plenty of speculation about a merger, and these two companies might be an ideal operational fit, but their investment profiles differ significantly.

The impact of the closure of the Strait of Hormuz won't be short-term, even if it's reopened in 2026.

Tesla is set for an excellent second quarter of EV deliveries, according to Wall Street, but investors should also keep an eye on developments in its long-term growth initiatives.

Tesla's embodiment of artificial intelligence (AI) makes it one of the best ways to capitalize on the revolutionary changes driven by AI development.

Tesla is integrating artificial intelligence (AI) into its solutions rather than relying on it to drive revenue growth. That could be good news over the long term if the AI bubble bursts.

Investors grew optimistic over the robotaxi rollout in early May, but there's a need to be realistic here. The SpaceX IPO is also of great significance to Tesla investors.

The SpaceX initial public offering is exciting, but Tesla investors shouldn't welcome the idea of a future merger between the two companies.

Tesla's trailing earnings in 2026 are likely to make the stock look overvalued on a superficial basis, but long-term bulls won't care.

Despite triple-digit gains in 2026, the stock still offers exposure to EVs, renewables, automation, and AI data centers.

The robotaxi rollout is grabbing Wall Street attention, but investors need to take a balanced view.