Automotive News: 15 October 2025

November 19, 2025, 5:28 AM EST. Tesla edged lower as broader markets fell ahead of Nvidia's key earnings. TSLA slipped about 1% to $403.13 while the S&P 500 and Dow dipped ~0.4% and ~0.8%. The move was modest for Tesla, which has traded more volatile lately, with about a 3% daily swing on average over the past month and several sessions exceeding 4%. Investors await Nvidia's earnings report, due Wednesday, with consensus estimates calling for revenue near $54.8 billion (vs. $35.1B a year ago) and fourth-quarter guidance around $62.1B. NVDA shares were down roughly 2% to $182.34 in early trade. Tesla is among companies using AI in vehicle automation, tying its performance to Nvidia's AI leadership. Some observers say Nvidia's report could set the tone for tech stocks and the broader market into year-end.

November 19, 2025, 5:26 AM EST. An earlier technical fault at Cloudflare disrupted services for a number of websites and apps on Tuesday, including social platforms X and Truth Social, and also knocked out OpenAI's ChatGPT. Cloudflare operates as a global internet infrastructure and security provider, famed for its DDoS defence that shields sites from mass requests. The company's status page said it was aware of the issue and working to resolve it, later updating to report a recovery in services but warned of higher-than-average error rates during remediation. About two hours later, Cloudflare said the error had been resolved, aligning with user monitoring data. The incident underscores the reach of a single provider on web reliability.

November 19, 2025, 5:24 AM EST. Scott Tilley, a satellite researcher, says as many as 170 SpaceX Starshield satellites are transmitting in the opposite direction, within the 2025-2110 MHz band used for uplinks. The signals were detected across Canada, the United States, and Mexico, potentially interfering with ground stations, some TV broadcasts, and backend telecoms. It's unclear whether the emissions are accidental or deliberate. Tilley calls for prompt technical and regulatory review to assess interference risk and ensure compliance with international rules. Ars Technica reports the NRO likely coordinated with SpaceX and domestic telecoms, but arrangements with other governments remain unknown. The case stresses the need for cooperative disclosure and further investigation into the signals' purpose, which could reflect wideband data use in contested environments.

November 19, 2025, 5:22 AM EST. Despite broader market jitters, Wall Street analysts remain bullish on Nvidia as it heads into the Q3 earnings cycle. The consensus points to strong demand for AI chips, robust guidance on data center revenue, and continued leadership in GPU accelerators, even as investors grow skittish about tech valuations. Analysts highlight upbeat growth catalysts from AI deployments and cloud demand, while cautioning about supply chain volatility and competitive pressure. If the beat materializes, expect continued upside for Nvidia stock, but volatility could persist as macro and policy factors influence sentiment.

November 19, 2025, 5:20 AM EST. Alphabet CEO Sundar Pichai warned that investor enthusiasm for AI carries moments of irrationality, and that no company would be immune if the AI bubble bursts. With Google planning more than $90 billion in capital expenditures this year to accelerate AI development, he said the excitement is rational but cycles of overshoot are to be expected. He likened current conditions to the dot-com boom, stressing that AI's potential remains profound even as markets tighten. Pichai also acknowledged possible labor disruption as businesses adopt new technology. The piece notes tech stock volatility and Nvidia's chip pivotal role, with investors watching earnings as the AI race accelerates, while other players like SoftBank move in or out of key holdings.