RBC Investing’s sector watch highlights energy shares outperforming expectations, fueled by WTI crude holding above $ “Tesla, Inc. (NASDAQ:TSLA) designs, manufactures, and sells electric vehicles (EVs), solar products, and energy storage solutions, while also developing advanced real-world AI technologies. Despite ongoing macroeconomic challenges and regulatory complexities, shares climbed after Tesla completed a limited commercial rollout of its highly anticipated robotaxi business in Austin—following more than a decade of development and billions of dollars in investment. This milestone signals a potentially transformative shift in the automotive industry and opens up a sizable new market beyond the company’s core operations. Investor sentiment also improved after Elon Musk stepped back from government-related engagements, boosting confidence in Tesla’s near-term execution. Tesla introduced a refreshed Model Y globally, featuring design and performance upgrades, and outlined plans to unveil new mass-market models starting next quarter. Meanwhile, the company is progressing toward scaling production of its humanoid robot, adding another dimension to its long-term growth story.” GE Vernova (NYSE: GEV) recently declared a US$0.25 per share quarterly dividend for the fourth quarter of 2025 and presented at the Advancing Artificial Intelligence For The Electric Sector Summit in Washington, DC, where its CTO of Applied Grid Innovation addressed industry advancements. RBC Investing’s fixed-income correlation models imply potential equity upside if rate cuts materialize by mid-2025, making current valuations attractive for long-term investors.
