Wall Street Breakfast Tesla stock seen having a monster 2026
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Dec 15, 2025 Tesla is projected to soar, with a market cap estimate of $2 trillion next year, driven by autonomous vehicle advancements. ServiceNow faces challenges after a downgrade, while Netflix reassures investors on its theatrical strategy. Analysts predict significant gains for cyclicals in 2026, highlighting key stocks to watch. Additionally, Micron's optimism shines through with a price target boost ahead of earnings, amidst a mixed outlook for manufacturing and employment trends.
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Tesla's RoboTaxi Could Drive Trillion-Dollar Value
- Wedbush projects Tesla's robo-taxi and AI push will power massive valuation gains into 2026.
- Analyst Dan Ives values AI and autonomy at at least $1 trillion for Tesla and sees market-cap upside to $2–3 trillion.
ServiceNow Drops Amid Armis Acquisition Talk
- ServiceNow fell on reports it's in advanced talks to buy cybersecurity firm Armis for about $7 billion.
- The acquisition chatter pressured the stock alongside concerns about IT back-office employment trends.
Micron Rally Signals Strong Memory Expectations
- Wedbush raised Micron's price target sharply ahead of earnings, signaling bullish expectations for memory demand.
- Analyst Matt Bryson says estimates now sit around the high end of Micron's guidance and may be conservative.