With the stock market deeply oversold this week, we put cash to work by picking stocks across a range of sectors including energy, technology and materials. We also added a former Club chipmaker to our Bullpen and upgraded a premium beer name to a buy rating. Finally, Friday’s market reversal helped us make good on a pledge to trim a once-downtrodden health-care stock. Here’s a day-by-day look at our portfolio moves in a choppy week of trading, undergirded by investor concerns over the state of the economy and rising bond yields. Monday Early into Monday’s session, we scooped up 200 shares of Coterra Energy (CTRA) – the first time in roughly two months that we added to our position in the oil-and-gas producer. With the market oversold, per the S & P 500 Short Range Oscillator , our investment discipline called for us to search for any dislocations within the portfolio. And Coterra fit the bill because its stock price did not appropriately reflect the recent rally in natural gas, one which has only gained steam throughout the week. On Friday, natural gas futures jumped 5%, to trade at roughly $3.33 per million British thermal units, or MMBtu. Tuesday The market entered Tuesday’s session at its most oversold since March, so we once again looked for places to strategically deploy some of our cash. That led us to coffee giant Starbucks (SBUX), which has been dogged by investor concerns over the health of its business in China. At the same time, we also added Advanced Micro Devices (AMD) to the Bullpen , our repository of stocks under consideration to join the portfolio. Later in Tuesday’s session, as market declines mounted, we nibbled on Broadcom (AVGO) stock. China’s slower-than-expected post-Covid economic recovery has been a thorn in the side of many U.S. stocks, including Starbucks. After closing at $114.46 per share on May 1, the stock began to drift lower for months, closing at its lowest level of the year Tuesday, at $89.48 per share. But the reason we stepped in to buy 50 shares Tuesday is because risks stemming from China – the coffee maker’s second-largest market, behind the U.S. – have mostly been factored into its stock price. We’re giving AMD a second look less than two months after exiting our position in the chipmaker — swapping in rival Broadcom in its place – because we’ve developed a better understanding of its role within the broader semiconductor space. To be sure, we haven’t taken further action on AMD stock, but in general we’re warming to it and closely watching the company’s standing in the artificial intelligence race. Tech stocks remained under pressure Tuesday afternoon, giving us an opportunity to buy 7 shares of Broadcom and lower our cost basis. The purchase also served to grow our position in Broadcom before its megadeal for data-center software maker VMWare (VMW) is completed. Management has said it expects to close the deal by Oct. 30. Thursday We sat on our hands Wednesday, as Wall Street rallied after payroll processing firm ADP reported private sector job gains in September well below expectations. But stocks returned to the red Thursday, and the market remained firmly in oversold territory. We made two separate buys against this backdrop, beginning with 65 shares of DuPont de Nemours (DD) and later returning to the beaten-down tech sector to purchase 75 more shares of Oracle (ORCL). And we upgraded beer maker Constellation Brands (STZ) to a 1 rating — denoting that we would be buyers at current levels — as its stock slid 3% despite releasing better-expected quarterly results and raising its full-year guidance. Thursday marked the first time since Aug. 18 that we added to our position in chemicals giant DuPont and just our third trade in the name overall. We initiated a position on Aug. 7 for its robust capital-return potential and its exposure to the semiconductor-and-electronics industry. Oracle’s stock remained trapped in its post-earnings malaise Thursday, amid a broader tech slump. But, as we argued in mid-September in the initial aftermath of the report, we remain confident in the ability of Oracle’s cloud business to benefit from growth in AI workloads. That belief undergirded our small purchase Thursday afternoon, just as it did Sept. 18 and Sept. 26 when we bought Oracle into weakness. Oracle still trades at an undemanding valuation relative to its tech peers. The strength of Constellation Brands’ beer business – led by Modelo and Corona – was on display in its fiscal 2024 second-quarter print Thursday. That didn’t stop its stock from declining for the past two trading sessions. But, as Jim stressed Friday, a major catalyst looms for Constellation: an investor day on Nov. 2, during which we hope to hear a strategy update influenced by activist investor Elliott Management. Friday A stronger-than-anticipated September jobs report from the U.S. Labor Department initially took stocks lower Friday, as bond yields popped on the news. However, the market reversed course in midday trading, with all three major U.S. stock benchmarks trading sharply higher. The strengthening market helped push shares of Humana (HUM) back above the $500 level – our cue to ring the register on 15 shares . We’d been eyeing the $500-per-share level for some time, as Humana’s stock began to recover from an 18% fall in early summer over fears about higher medical costs. Eventually, sentiment began to turn around, and Humana’s earnings report on Aug. 2 offered more assurances to investors that earnings would remain resilient. We remained aboard despite the turbulence and made one purchase into the June weakness. While the stock isn’t back to its May highs, it still made sense Friday to lock in hard-fought profits. We also downgraded the stock to a 2 rating, meaning we would wait for a pullback before buying up more shares. (Jim Cramer’s Charitable Trust is long CTRA, SBUX, AVGO, ORCL, DD, HUM and STZ . See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.
People walk by the New York Stock Exchange (NYSE) on February 14, 2023 in New York City.
Spencer Platt | Getty Images News | Getty Images
With the stock market deeply oversold this week, we put cash to work by picking stocks across a range of sectors including energy, technology and materials. We also added a former Club chipmaker to our Bullpen and upgraded a premium beer name to a buy rating. Finally, Friday’s market reversal helped us make good on a pledge to trim a once-downtrodden health-care stock.
Tesla CEO Elon Musk threw shade at Waymo for having “rookie numbers” amid Tesla’s own disappointing autonomous-driving performance, raising the question: Is Elon Musk delusional or simply lying about Tesla’s Full Self-Driving?
Every year since 2018, Musk has alternately claimed that Tesla would solve self-driving “by the end of the year” or “next year.”
It never happened.
Tesla claimed a sort of victory this year with the launch of its “Robotaxi” service in Austin, Texas, but even that has been misleading since the service only operates a few vehicles in a geofenced area, something Musk has criticized Waymo for in the past, and unlike Waymo, Tesla has in-car supervisors with a finger on a killswitch to stop the vehicle in case of a potential accident.
Now, Musk called Waymo’s 2,500 fully autonomous vehicles currently in operation “rookie numbers”:
To put the comment in perspective, Tesla is believed to have about ~30 “Robotaxis” in its Austin fleet. In addition, Tesla claims to be operating “robotaxis” in the Bay Area with just over 100 cars, but it is officially considered a ride-hailing service because drivers are in the driver’s seat, and Tesla hasn’t even applied for an autonomous driving permit in California.
Tesla has also been pushing increasingly more misleading claims about its “Full Self-Driving” system being safer than humans.”
In the last few weeks, Tesla has repeatedly shared this misleading data as “proof” that its system is safer than humans:
This dataset is based on Tesla’s quarterly “Autopilot safety” report, which is known to be misleading.
There are three major problems with these reports:
Methodology is self‑reported. Tesla counts only crashes that trigger an airbag or restraint; minor bumps are excluded, and raw crash counts or VMT are not disclosed.
Road type bias. Autopilot is mainly used on limited‑access highways—already the safest roads—while the federal baseline blends all road classes. Meaning there are more crashes per mile on city streets than highways.
Driver mix & fleet age. Tesla drivers skew newer‑vehicle, higher‑income, and tech‑enthusiast; these demographics typically crash less.
With the new chart on the right above, Tesla appears to have separated Autopilot and FSD mileage, which gives us a little more data, but it still has all the same problems listed above, except the road-type bias is less pronounced, since FSD is also used on city streets.
However, many FSD drivers choose not to engage FSD in potentially dangerous or more difficult situations, especially in inclement weather, which contributes to many crashes – crashes that are counted in the human driver data Tesla is comparing itself against.
Lastly, it is unfair to say that the data proves FSD is safer than human drivers, as even with the flawed data, Tesla should claim that FSD with human supervision is safer than human drivers. It’s not FSD versus humans, it’s FSD plus humans versus humans.
It leads us to this.
With Tesla and Musk being undoubtedly wrong and misleading about the performance and the very nature of its current autonomous driving offering, I wanted to know your opinion about the situation through this poll:
Electrek’s Take
Personally, I think it’s a little of both.
I think he sometimes really believes Tesla is on the verge of solving autonomy, but at the same time, he is perfectly willing to cross the line and mislead people into thinking Tesla is further ahead than it actually is.
For example, I believe I can explain this comment about Waymo having “rookie numbers” despite the Alphabet company having about 10x more “robotaxis” than Tesla – even with Tesla’s very loose definition of a robotaxi.
Based on job listings across the US and his recent ridiculous comment that Tesla will magically cover half of the US population with robotaxis by the end of the year, I think Tesla is hiring thousands of drivers. Soon, it will put them in Model Ys with ‘Robotaxi’ stickers on them and have them drive on FSD and give rides in the Robotaxi app in several US cities.
Musk will claim that Tesla’s Robotaxi is now bigger than Waymo, even though it will basically be the equivalent of Uber drivers in Tesla cars with FSD, which is already the case. Just this week, I took an Uber from the Montreal airport, and it was in a Model Y with FSD. Has Tesla launched ‘Robotaxi’ in Montreal?
It’s either that or he counts consumer vehicles with FSD, which is even dumber.
In short, he is delusional, and when he realizes that he was wrong, he is willing to lie to cover things up.
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Solar and wind are growing fast enough to meet all new electricity demand worldwide for the first three quarters of 2025, according to new data from energy think tank Ember. The group now expects fossil power to stay flat for the full year, marking the first time since the pandemic that fossil generation won’t increase.
Solar and wind aren’t just expanding; they’re outpacing global electricity demand itself. Solar generation jumped 498 TWh (+31%) compared to the same period last year, already topping all the solar power produced in 2024. Wind added another 137 TWh (+7.6%). Together, they supplied 635 TWh of new clean electricity, beating out the 603 TWh rise in global demand (+2.7%).
That lifted solar and wind to 17.6% of global electricity in the first three quarters of the year, up from 15.2% year-over-year. That brought the total share of renewables in global electricity – solar, wind, hydro, bioenergy, and geothermal – to 43%. Fossil fuels slid to 57.1%, down from 58.7%.
Renewables are beating coal
For the first time in 2025, renewables collectively generated more electricity than coal. And fossil generation as a whole has stalled. Fossil output slipped slightly by 0.1% (-17 TWh) through the end of Q3. Ember expects no fossil-fuel growth for the full year, driven by clean power growth outpacing demand.
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China and India are partly driving that shift. In China, fossil generation fell 52 TWh (-1.1%) as clean energy met all new demand, resulting from a structural change in its power system. India saw fossil generation drop 34 TWh (-3.3%), thanks to record solar and wind growth and milder weather.
Solar is leading the charge
Solar is doing the heavy lifting. It’s now the single biggest driver of change in the global power sector, with growth more than three times larger than any other electricity source in the first three quarters of the year.
“Record solar power growth and stagnating fossil fuels in 2025 show how clean power has become the driving force in the power sector,” said Nicolas Fulghum, senior data analyst at Ember. “Historically a growth segment, fossil power now appears to be entering a period of stagnation and managed decline. China, the largest source of fossil growth, has turned a corner, signaling that reliance on fossil fuels to meet growing power demand is no longer required.”
Electricity demand rose 2.7% in the first three quarters of 2025, far slower than the 4.9% jump seen last year when extreme heatwaves pushed up cooling demand in China, India, and the US. This year’s milder weather helped take some pressure off the grid, making it easier for clean energy to close the gap.
A turning point for the global power system
For the first time outside of major crises such as the pandemic or the global financial crash, clean energy growth has not only kept up with demand but surpassed it. The next big question: can solar, wind, and the rest of the clean power sector keep up this pace consistently? If they can, 2025 may be remembered as the year global fossil generation plateaued.
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Genesis is taking luxury to the next level with its new flagship SUV. The GV90 is shaping up to be the brand’s most lavish vehicle yet, offering ultra-premium features like coach doors.
Genesis GV90 caught with coach doors in real life
After unveiling the Neolun Concept at the New York Auto Show last March, Genesis said it was a preview of its first full-size SUV.
The “ultra-luxe, state-of-the-art SUV,” as Genesis describes it, will be the brand’s largest and most luxurious vehicle yet, slotted above the GV80.
It wasn’t the stunning design or the over-the-top interior that caught most people’s attention, but the B-pillarless coach doors.
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Although we were worried that some of the ultra-premium features, like the coach doors, wouldn’t make it to the production model, new spy photos reveal otherwise.
A GV90 prototype was spotted out in public with the coach doors wide open, giving us our closest look at the setup. The new spy photos, courtesy of SH Proshots (via TheKoreanCarBlog), show the hinged door system in action and offer a glimpse of the interior.
Earlier this year, Hyundai Motor filed several patent applications with the United States Patent and Trademark Office, detailing new door latching devices.
Two patents, titled “Cinching Device For Door Latches in Vehicle” and “Door Latch Device for Vehicles,” offer a better idea of how the Genesis GV90’s coach doors will work.
Genesis has previously said that B-pillarless coach doors are now a reality in production vehicles. It looks like the GV90 will be the first to debut it.
Yes, the Genesis GV90 will be available with coach doors, but it likely won’t be standard on all trims. It could be a premium feature reserved for higher-priced variants. The GV90 has been spotted out in public several times now with a traditional door design. We’ve also caught a glimpse of other premium features it will offer, like adaptive air suspension.
The Genesis Neolun electric SUV concept (Source: Genesis)
Genesis has yet to reveal prices or final specs. We could see the GV90 debut by the end of the year, with sales expected to start in mid-2026.
One thing is for sure: The Genesis GV90 won’t be cheap. It’s expected to start around $100,000, but higher trims could cost upwards of $120,000.
Genesis Neolun electric SUV concept interior (Source: Hyundai Motor)
Earlier this week, a production version of the GV90 was caught for the first time driving in South Korea. It was still covered in camouflage, but from what’s shown, it looks nearly identical to the Neolun concept.
Reports suggest the flagship SUV could debut on Hyundai’s new eM platform. Hyundai claims the platform will deliver a 50% improvement in driving range per charge compared to its current EVs. It’s also expected to offer Level 3 autonomous driving and other advanced driver assist capabilities.
The flagship electric SUV will serve as a tech beacon, showcasing Hyundai’s latest tech and software. It’s expected to feature a massive 24″ curved infotainment as part of a digital cockpit design.
Genesis is also launching its first hybrid, the GV80, next year, and an extended-range electric vehicle (EREV) in late 2026 or early 2027. The luxury brand will also introduce a new off-road SUV as it expands into new segments.
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