Actualités
Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
Tesla and Alphabet both burned cash in Q2, but one company is spending from strength while the other is spending while its margins collapse. Which is which depends entirely on what you think happens next.
US equity indexes dropped as shares of mega-caps Alphabet (GOOG, GOOGL) and Tesla (TSLA) sank and go
Tesla will have to overcome a bunch of challenges in its robot making.
It would be easy to overlook Tesla's Chinese operations -- but that might be the most impressive part.
Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.
Tesla (TSLA) reported second quarter earnings on Wednesday, which failed to impress investors. Yahoo Finance Senior Autos Reporter Pras Subramanian chats with Morning Brief host Julie Hyman about the results, the earnings call, and CEO Elon Musk's comments on SpaceX (SPCX).
RBC Capital Markets lead equity analyst on global autos, Tom Narayan, sits down with Julie Hyman on Market Catalysts to expand more on his takeaways from Tesla's (TSLA) latest earnings and where it may be facing the biggest problems in expanding its robotaxi business.
IBM (IBM) lowered its full-year sales out after falling short of second quarter earnings and revenue estimates. The stock is down nearly 30% year-to-date in 2026. Northwestern Mutual Wealth Management Company CIO Brent Schutte joins Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss the latest round of AI volatility that the chipmaker may be caught up in.
Tesla (TSLA) reported negative free cash flows in the second quarter as the EV company continues to bet big on its Optimus robotics ventures. The stock is falling by as much as 12% on Thursday following its second quarter earnings released last night. Northwestern Mutual Wealth Management Company CIO Brent Schutte and Yahoo Finance Senior Reporter Brooke DiPalma highlight Elon Musk's latest comments, with Schutte remarking that Tesla remains a "story" stock over its list of future promises.
Tesla reported 26% revenue growth and reaffirmed plans to begin Semi production this year despite sharply higher investment spending. The post Tesla’s $28B quarter fueled by record deliveries, Semi production ramp appeared first on FreightWaves.
While most analysts maintained their ratings, they said rising AI spending is weighing on margins and free cash flow, shifting investor focus to near-term execution.
US stocks (^DJI, ^IXIC, ^GSPC) are selling off on Thursday as shares of Alphabet (GOOG, GOOGL) and Tesla (TSLA) sink lower after reporting negative cash flow on top of massive AI investments. Northwestern Mutual Wealth Management Company CIO Brent Schutte and Yahoo Finance Senior Reporter Brooke DiPalma comment on these post-earnings moves by both companies' stock.
Elon Musk provided few updates about robotaxis and Optimus during second-quarter earnings. The stock fell more than 10%.
Second-quarter earnings results from Alphabet and Tesla kicked off a crucial test for the AI trade yesterday. The initial verdict? Oof. Both companies reported soaring revenue, but investors these days care much more about the AI spending bill.
Tesla prioritizes record deliveries, FSD growth and robotaxi expansion over near-term margins as 2026 spending tops $25 billion.
The market has spent the past two years rewarding companies tied to artificial intelligence, robotics, and next-generation infrastructure. Investors are increasingly looking beyond a company’s original business and looking more closely at which ecosystem is building it. That shift is key because some of today’s biggest winners no longer fit neatly into a single industry. ... Historic Tesla and SpaceX Merger Looks More Likely. Is This Sell-Off Your Best Buying Opportunity Yet?
Tesla's latest earnings reveal a company quietly splitting into two very different businesses with very different futures, and the gap between them is growing too wide to ignore.
By Ragini Mathur and Avinash P July 23 (Reuters) - U.S. stock indexes were on track to open lower on Thursday as concerns over heavy AI spending resurfaced after the first batch of Big Tech earnings,
The supply agreement gives Tesla more certainty as memory prices remain elevated.
Revenue beat expectations, but operating margin fell to 1.4% and capex more than doubled
Tesla missed second-quarter earnings estimates and the stock was down early Thursday. Wall Street remains firmly focused on the future, though.
Stock Market Today: The Dow Jones index dropped 300 points Thursday as Alphabet and Tesla stock dived on earnings. Oil prices jumped.
Houthi attacks on two Saudi tankers in the Red Sea sent Brent crude above $98 a barrel, adding to pressure from weak Alphabet and Tesla results
Wall Street is set for a moderately lower open on Thursday after mixed results from Alphabet and Tesla, while a fresh surge in oil prices revived concerns about inflation and interest rates. Futures for the Dow Jones, S&P 500 and Nasdaq were all down around 0.3%. This would see losses...
Ives said that while higher AI infrastructure spending may weigh on margins in the near term, accelerating adoption of AI by both enterprises and consumers will be a key theme of second-quarter earnings.
