Stock Market Today: The Dow Jones index rises Thursday as Treasury yields fall. Nvidia stock rallies on its Hugging Face deal.

Tesla just posted record deliveries while its margins cratered, and BYD keeps selling millions of cars to a stock market that barely notices. Only one of these EV giants is actually set up for a bigger move from here.

Investment narratives matter, and Tesla could be about to overperform expectations on its robotaxi rollout.

The Dow Jones index dropped on the stock market today as President Trump gave an AI warning. Tesla jumped and some equities tested entries.

Tesla is surging ahead of its Cybercab event in Austin while rivals Lucid and Rivian trail behind, but whether the autonomous vehicle showcase delivers the commercial proof traders are pricing in could determine if this rally has legs or sets up a painful reversal.

Dimon, on the other hand, runs the U.S.'s largest bank, JPMorgan Chase ( JPM -0.45%), and is lauded for his years of experience and wisdom. He successfully steered JPMorgan through the Great Recession and the COVID-19 pandemic and continues to deliver solid returns for investors.

Gordon Johnson predicts Tesla's stock could fall to $25 a share, citing its sky-high valuation, slowing sales, and changes in options trading.

The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. Tesla Cybercabs are now live in Austin robotaxi app. The jobs report is on tap.