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Deepwater Asset Management’s Gene Munster suggested Tesla Inc. could ultimately pose a major competitive threat to Alphabet Inc.-backed Waymo after the automaker’s AI chief outlined a future in which Tesla activates Robotaxi service across entire states rather than expanding city...
Tesla and SpaceX stock, as investors know, have gotten hammered this week, and the drops have cost Elon Musk a boatload of money.
Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at stock valuation losses from Tesla (TSLA), Alphabet (GOOG, GOOGL), Meta (META), Amazon (AMZN), and Microsoft (MSFT).
<body><p>STORY: Investor concerns over the growing cost of AI investments have become a central theme for markets after results from Google parent Alphabet, and Tesla, highlighted rising capital spending and cash burn among major technology companies.</p><p>That has set a cautious tone ahead of next week's earnings from Microsoft, Amazon and Meta.</p><p>If those companies "continue to raise their CapEx spending, then guess what? There'll be a negative reaction from the stocks, just like we saw this week from Google," Reyle said.</p><p>"I think the real trick will be, one of these guys is going to finally say 'enough's enough' and they will finally cut back on spending," he added. "And guess what? Their stock price will react positively to that."</p><p>To that point, Reyle noted that Apple, which has avoided massive AI spending, has seen its stock rise more than 20% this year. </p></body>
(Editor’s note: Updated Tesla’s share move under Price Action.) Tesla Inc. is increasing its capital and operating expenditure to achieve the most rapid industrial expansion in the U.S. since World War II, as revealed by CEO Elon Musk and CFO...
NHTSA rejects an investigation while acknowledging gaps in existing standards
Elon Musk’s July slump is getting worse today. Tesla and SpaceX, the companies that helped Musk achieve trillionaire status last month, are now moving in the opposite direction, cutting his wealth by billions.
Tesla is bleeding market share in investor portfolios to Lucid and Rivian even as it posts record deliveries, and the reason points to a CEO distraction that could get louder before it fades.
Sharp declines in both companies have erased much of the billionaire's recent gains.
Micron stock falls sharply as ByteDance, Tencent deals fuel China fears
(Bloomberg) -- The selloff in SpaceX shares has driven the stock near a level that would imply investors are assigning no value to its artificial intelligence business, according to analysts at Morgan Stanley. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesSpaceX Turns Away Falcon C
Investors aren’t buying the earnings story this summer, in contrast to the spring rally that powered stocks to a record high in early June, suggesting a tough climb for markets over the back half of the year. Nearly 85% of companies are beating estimates, compared with the recent average of around 80% and the historic reading of around 68%, and LSEG figures suggest overall second-quarter profit growth of 27%. Earnings growth forecasts for the year remain robust, with analysts penciling in a 29.6% advance from 2025 levels, next year’s pace tailing off to around 17%.
Intel Corp. (NASDAQ:INTC) delivered another painful reminder, after Tesla Inc.’s (NASDAQ:TSLA) rout, of the risks of leveraged single-stock ETFs. A dramatic post-earnings reversal erased nearly $90 billion in market value in less than 24 hours. The reversal comes amid elevated volatility across semiconductor stocks, with investors reassessing AI-related valuations and earnings expectations. For ETF investors, Intel’s swift boom-to-bust move underscores the trade-off between the return potential
Shares in this tech-forward business have long been a favorite among market participants.
Stock market turmoil continues as investors seek cover. Here's how to interpret the defensive action.
Someone should check on Elon Musk. The world’s richest person is bleeding billions as his 42% stake in SpaceX (NASDAQ: SPCX) has shed roughly half its peak value in just five weeks, Since Space Exploration Technologies went public in a historic $75 billion IPO on June 12, 2026, the stock has gone on a brutal, value-shredding ride. Priced at $135 per share, SPCX surged to an all-time high of $225.64 on June 16 before violently reversing course. As of Friday, the stock is trading at $112.96—down 4
Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle.
Cathie Wood's ARK Invest bought Tesla stock across four of its ETFs on Thursday, even as shares fell almost 15%.
The Insurance Institute for Highway Safety just released a landmark safety study on self-driving cars, and Tesla's Robotaxi is conspicuously absent from the results. What that absence means for the race to dominate autonomous vehicles could reshape the entire industry.
Tesla is spending big on the future. Will it pay off?
Tesla just shed 18% in a week after a earnings report that broke nearly every metric bulls were counting on, and now the question is whether the dip is a rare opportunity or a value trap disguised as a discount.
Elon Musk’s Space Exploration Technologies Corp. (NASDAQ:SPCX), aka SpaceX, will attempt to launch Starship for the third time in nine days this evening, after an engine abort on July 16 and a weather scrub on Thursday kept the rocket grounded. The window for Flight 13 opens at 6:45 p.m. EDT at Starbase, Texas. Neither stage will be recovered, with the Super Heavy booster and Starship upper stage targeting controlled splashdowns in the Gulf of Mexico and Indian Ocean. • SpaceX stock is showing n
What looked like a budding turnaround was quickly undermined, mostly by the availability of other manufacturers' electric vehicles.
Next week's earnings from Apple (AAPL), Meta (META), Amazon (AMZN) and Microsoft (MSFT) could set the tone for the broader market, making it one of the most consequential weeks of the summer. Robinhood (HOOD) chief investment officer Stephanie Guild and Miller Tabak managing director and equity strategist Matt Maley join Yahoo Finance Executive Editor Brian Sozzi on Opening Bid to discuss what investors should watch and why these reports could have an outsized impact on market sentiment.
Tesla just posted record deliveries while GM raised full-year guidance for the second time, but the two stocks are telling completely opposite stories in 2026. One is burning cash on robots and robotaxis, the other is printing it, and only one looks like a smart buy right now.
Tesla posted record deliveries and a massive revenue beat, yet watched $71 billion in market cap vanish overnight. What analysts are telling clients now about the road ahead reveals a striking split between the headline numbers and the real story inside the quarter.
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