Tesla, Microsoft, and Apple Market Insights
Tesla has lost approximately 5% of its market share in electric vehicles over the past year, ceding its leadership position to Chinese automaker BYD. CEO Elon Musk emphasizes the company’s focus on autonomous driving and humanoid robots, projecting significant long-term growth. Estimates suggest that Tesla could transform into a $25 trillion entity, relying on its advanced autonomous driving software and the developing humanoid robot, Optimus.
Microsoft has capitalized on its enterprise strength to monetize AI, introducing generative AI features across its software products. Monthly active users surged to 150 million by September 2023, a substantial increase from 100 million in June. Additionally, Microsoft Azure has gained about 3% market share since 2022, positioning the company for continued revenue growth in the expanding cloud services market.
Apple holds a prominent position in consumer electronics but is perceived to be losing its innovative edge, with no major product launches since 2017. The company plans to enhance Siri with AI capabilities through Alphabet’s Gemini models, potentially reclaiming its competitive stance. Apple expects its earnings to grow at 10% annually over the next three years, but its current valuation raises concerns of being overpriced, with a PEG ratio of 3.3.
