Trade Tracker: Bryn Talkington reveals her Tesla options Trade
Bryn Talkington, Managing Partner of Requisite Capital Management, joins CNBC's "Halftime Report" to detail her options trade in Tesla.
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These are the 5 most popular Stocks and Shares ISA investments right now!
Investing in a Stocks and Shares ISA continues to be one of the best tax-efficient ways for UK investors to build wealth. But a recurring challenge is deciding which companies to buy shares in. Fortunately, with insights from Hargreaves Lansdown, we can see exactly which stocks are proving to be the most popular. And right now, the top five are: Nvidia Rolls-Royce Holdings Tesla MicroStrategy Glencore (LSE:GLEN) Given these stocks must be popular for a good reason, should investors simply be following the crowd and snapping up shares themselves? Of course not! In the stock market, popularity rarely results in market-beating returns. This is largely because by the time a stock has become popular, most of the unrealised gains have already been baked into the share price. However, that doesn't mean these are necessarily bad businesses. Blindly following the fact is likely going to end in disappointment. However, researching further could reveal interesting opportunities for the future once the hype dies down and a potentially more attractive price emerges. Let's zoom in on Glencore. The mining giant has had quite a rough ride lately, with its share price tumbling by over 40% in the last 12 months. However since April, the stock has finally started slowly moving back in the right direction. This change in attitude comes on the back of the group's first-quarter production report for 2025. While copper production levels have kicked off slowly, management expects this to improve drastically throughout the rest of the year. At the same time, cobalt production – a critical ingredient for lithium-ion batteries – has surged by 44%. And thanks to the group's 2024 Elk Valley Resources acquisition, steelmaking coal production skyrocketed by almost 500%! These gains are being offset by lower production volumes of gold, silver, nickel and, as previously mentioned, copper. However, despite these headwinds, management's reiterated its full-year guidance. Glencore produces critical metals and materials for high-demand technologies such as electric vehicles, data centres, industrial infrastructure, and renewable energy. And this reassertion of targets, along with the stock's low price point, seems to have sparked some early recovery excitement from investors. So much so that analyst consensus is currently projecting a potential 40% share price gain over the next 12 months. However, while this may indeed be a valuable opportunity. There are still some notable risks that investors must consider beyond commodity price fluctuations. ESG investors are hardly fond of management's move to bolster its coal mining operations in the takeover of Elk Valley Resources, opening the door to reputational risk. At the same time, China remains one of Glencore's key customer markets. Should the tariff dispute between the US and China continue, a resulting economic slowdown (particularly in electronics) could adversely impact Glencore's revenue and earnings. The latter risk seems to be the biggest threat right now, in my opinion. And while investing early during a recovery story can be lucrative, it's possible we haven't seen the bottom yet. Therefore, while international trade disputes between the US and China continue, this isn't a stock I'm rushing to add to my Stocks and Shares ISA, even though it's seemingly a popular investment right now. As for the other businesses on this list, research and due diligence are critical to understanding both the risks and potential rewards. The post These are the 5 most popular Stocks and Shares ISA investments right now! appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool Zaven Boyrazian has no position in any of the shares mentioned. The Motley Fool UK has recommended Nvidia, Rolls-Royce Plc, and Tesla. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025
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West Wing Civil War Erupts Over Who Caused Trump-Musk Explosion
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The Tesla share price could skyrocket next week!
The Tesla (NASDAQ:TSLA) share price is quite frankly hard to keep track of. One moment its down near $220, the next it's pushing towards $400. However, next week could be a big week for the company. The stock's valuation hinges not on electric vehicles (EVs), but its potential leadership in the autonomous driving space. As such, Tesla's upcoming robotaxi launch in Austin, Texas, set for 12 June, has reignited debate over the company's sky-high valuation and the potential for dramatic share price swings in the coming week. The move marks Tesla's long-awaited entry into the autonomous ride-hailing market. With rivals like Waymo, Zoox, and Avride already operating in the city's tech-friendly environment, Tesla may be in danger of falling behind. At the heart of any discussion about Tesla — or any stock — is valuation. Tesla's current and forward multiples remain among the highest in the consumer discretionary sector. The company's forward price-to-earnings (P/E) ratio stands at 180.4 times, nearly 1,000% above the sector median of 16.4 times, and even higher than its own five-year average of 115.1 times. The forward price-to-earnings-to-growth (PEG) ratio is 8.6. That's more than four times the sector median — and remember some of these other companies will pay a dividend. This tells us that even with projected earnings growth, the stock is expensive by growth investing standards. Meanwhile the price-to-sales (P/S) and enterprise value-to-EBITDA (earnings before interest, tax, depreciation, and amortisation) ratios tell a similar story. Tesla's forward P/S is 11.31 (sector median is 0.87), while its forward EV-to-EBITDA is 76.58 (sector median: 9.73). These metrics indicate Tesla is valued not just as a carmaker, but as a tech company with enormous anticipated future profits. The market's optimism, or overoptimism, is rooted in the robotaxi story. Tesla aims to dominate in the sector by quickly scaling its robotaxi operations globally. In theory, it's a high-margin business with strong recurring revenues. This would fundamentally alter the company's earnings profile. However, this optimism is highly speculative and contingent on overcoming significant technical, regulatory, and competitive hurdles. And that's why it's so important that Tesla impresses with its launch next week. There's also the Optimus robot. This is Tesla's humanoid robot, which like the robotaxi venture, is built around developments in artificial intelligence (AI). Optimus could also be game changing. Despite the possibilities, Tesla's valuation leaves little margin for error. And this risk is compounded by the competitive landscape in Austin. Waymo, especially, already established a presence, and its technology relies on different approaches — such as lidar and radar — compared to Tesla's camera-based system. And while Elon Musk touts Tesla's approach as more scalable and cost-effective, the company has a history of missing self-imposed deadlines on autonomy, which could test investor patience if the rollout stumbles. Personally, I want to see Tesla do well. I want companies to succeed and push the boundaries of technology. However, I believe Tesla's execution risk is considerable and the valuation hard to justify. That's why I'm watching from the sidelines. The post The Tesla share price could skyrocket next week! appeared first on The Motley Fool UK. More reading 5 Stocks For Trying To Build Wealth After 50 One Top Growth Stock from the Motley Fool James Fox has no position in any of the shares mentioned. The Motley Fool UK has recommended Tesla. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Motley Fool UK 2025 Sign in to access your portfolio
