Tesla shares have advanced 50% in the last three months on expectations the company will benefit from the ties between CEO Elon Musk and President Donald Trump, especially where autonomous vehicle regulations are concerned.

Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and SoftBank are leading the newly announced Stargate initiative under President Trump — a project aiming to invest $500 billion into AI frameworks over the coming years.

Palantir (NASDAQ: PLTR) has gained a reputation for being one of the best artificial intelligence (AI) investments, with its stock rising a whopping 320% since the start of 2024. Right now, Palantir is worth roughly $160 billion.

Tesla stock opened down 0.7% at $395.19 ahead of earnings. Coming into this report, Tesla stock has fallen for five of the past six trading days, losing almost 7% over that span. The year-over-year gain is worth more than the market value of General Motors,

Tesla stock is usually volatile after earnings. Technical analysts can help fundamentally minded investors work through the inevitable ups and downs. “Tesla’s last \[resistance\] was near $440, and its most recent low point was around $370,

Shopify is worth $134 billion. The stock must return at least 22% for its market value to top $163 billion in 2025. Anthony Chukumba at Loop Capital has set Shopify with a target price of $140 per share. That forecast implies 36% upside from its current share price of $103.