You Can Do Better Than Tesla: 3 Industrial Stocks With More Upside
Published . Updated .
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AI-driven electricity demand and defense needs have given these three companies record order books that stretch for years.
Directly affected
- TSLA Tesla+7.1% 30d
Named in this report.
Indirectly affected
- XLU Utilities Select Sector SPDR+7.7% 18d
Utilities Select Sector SPDR: it holds power utilities. Linked by “electricity” (power and utilities) in this story.
- QQQ Invesco QQQ-9.8% 30d
Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.
- ITA iShares U.S. Aerospace & Defense ETF+1.2% 30d
iShares U.S. Aerospace & Defense ETF: it holds defense and aerospace contractors. Linked by “defense” (defense) in this story.
- MSFT Microsoft+1.1% 30d
Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- NEE NextEra Energy+10.5% 30d
NextEra Energy (electric services): power demand and prices drive utility earnings. Linked by “electricity” (power and utilities) in this story.
- GOOGL Alphabet-16.0% 30d
Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- AMZN Amazon.com+6.4% 30d
Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.
- DUK Duke Energy+10.3% 30d
Duke Energy (electric and other services combined): power demand and prices drive utility earnings. Linked by “electricity” (power and utilities) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| TSLA | -9.87% | -4.45% | base | -1.80% | after close | after close | after close |
| XLUPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| QQQ | -4.63% | -1.94% | base | -1.93% | after close | after close | after close |
| ITAPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| MSFTPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| NEEPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| GOOGLPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| AMZNPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
| DUKPrices arriving within minutes | — | — | — | after close | after close | after close | after close |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
You Can Do Better Than Tesla: 3 Industrial Stocks With More Upside The Motley Fool
Source: The Motley Fool
This story
| Company | When | Move | Status |
|---|---|---|---|
| QQQ | that day | -1.93% | still updating |
| QQQ | three days earlier | -1.94% | final price |
| QQQ | five days earlier | -4.63% | final price |
| TSLA | that day | -1.80% | still updating |
| TSLA | three days earlier | -4.45% | final price |
| TSLA | five days earlier | -9.87% | final price |
Congressional trades in the stocks in this story
- Rep. Pete Sessions sold Tesla (TSLA) (held by a spouse), worth $15,001 - $50,000 on 2 Oct 2026. That is 42 days before publication. Filed 27 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a spouse), worth $1,001 - $15,000 on 25 Sep 2026. That is 49 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Tesla (TSLA) (held by a dependent child), worth $15,001 - $50,000 on 11 Sep 2026. That is 63 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna sold Microsoft (MSFT) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 16 days before publication. Filed 5 Nov 2026. View the filing.
- Sen. Shelley M Capito sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 21 Oct 2026. That is 23 days before publication. Filed 4 Nov 2026. View the filing.
- Sen. Sheldon Whitehouse sold Microsoft (MSFT) (held by a spouse), worth $1,001 - $15,000 on 15 Oct 2026. That is 29 days before publication. Filed 2 Nov 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 2 Oct 2026. That is 42 days before publication. Filed 13 Oct 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $15,001 - $50,000 on 14 Sep 2026. That is 60 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Kevin Hern sold Nextera Energy (NEE) (jointly held), worth $1,001 - $15,000 on 2 Sep 2026. That is 72 days before publication. Filed 25 Sep 2026. View the filing.
- Rep. Rohit Khanna bought Alphabet (GOOGL) (held by a dependent child), worth $1,001 - $15,000 on 28 Oct 2026. That is 16 days before publication. Filed 5 Nov 2026. View the filing.
- Rep. Pete Sessions sold Alphabet (GOOGL), worth $15,001 - $50,000 on 14 Sep 2026. That is 60 days before publication. Filed 18 Sep 2026. View the filing.
- Rep. Rohit Khanna sold Alphabet (GOOGL) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 70 days before publication. Filed 7 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100Price not final
“You Can Do Better Than Tesla: 3 Industrial Stocks With More Upside” scores 12 out of 100. The score uses 1 sources. The price is not final yet.