BeInCrypto13d agobearish
Wall Street Analyst Says AI Spending Arms Race Is at 15% After Tesla and Google SelloffA leading Wall Street analyst says the AI spending arms race is still early, even as Tesla and Alphabet shares sink.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
546last 24h
2530last 7d
485● bullish (7d)
254● bearish (7d)
198publishers
TheStreet13d agoneutral
Ford set to challenge Tesla after big new deal with tech giantDoug Field spent years at Apple working on a car the company never built. When Apple shut down Project Titan in early 2024, Field moved to Ford. He's been leading the automaker's technology strategy since. On July 23, you could see exactly what he's been building toward. Ford announced it had ...
Motley Fool13d agobearish
Why Tesla Stock Crashed TodayThe automaker's "massive capex year" is driving investors toward the exit lane.
Motley Fool13d agoneutral
Amazon Fell 4.6% Today Because Other Companies Said They Would Spend More Money. It Reports July 30.The e-commerce and cloud giant didn't report a thing. Its neighbors' spending plans did the damage.
Stocktwits13d agoneutral
TSLA Stock Sinks Toward Worst Week This Year After Weak Q2 — But CEO Elon Musk Is A 'Big Fan' Of His Insightful Retail Investor ArmyMusk also said that SpaceX went public partly to let ordinary investors participate, even as its shares head toward a third straight weekly decline.
Stocktwits13d agoneutral
Nasdaq, S&P 500, Dow Futures Shake Off Iran Jitters As Investors Turn To AI Hyperscaler Earnings: INTC, TSLA, TTD, HIMS In FocusMarkets were primarily focused on earnings from major companies, alongside rising oil prices due to the continued tensions between the U.S. and Iran.
Stocktwits13d agoneutral
Alphabet And Tesla's Blowout Capex Plans Are Shifting Investor Perceptions And Valuation MetricsA regime shift driven by higher interest rates and an elevated cost of capital is creating valuation and profitability challenges for tech giants as investors pay keen attention to profitability metrics.
Motley Fool13d agoneutral
Tesla's Operating Margin Just Fell to 1.4% and Free Cash Flow Went Negative. Here's Where the Money Is Going.A record quarter for revenue was also the thinnest for profit in a while. But the spending behind that gap is the real story.
Barrons.com13d agoneutral
Review & Preview: Big Tech’s $889 Billion Reality CheckThe market’s nonchalance over escalations in Iran came to an abrupt end on Thursday, as oil prices settled above $100 a barrel for the first time in two months. Ongoing jitters about hyperscalers spending too much on the AI buildout weren’t helping matters, and the combination of those factors wiped out hundreds of billions of dollars in market cap. The Nasdaq Composite sank 2.1%.
Stocktwits13d agoneutral
Two Mag-7 Giants Hold Stakes In SPCX As Alphabet Discloses $94B PositionAlphabet’s investment implies about 6% stake in SpaceX.
Motley Fool13d agobearish
Is Tesla’s Earnings Miss and Negative Free Cash Flow a Red Flag for Rivian and Lucid Investors?Tesla shares sank heavily after reporting quarterly earnings.
Simply Wall St.13d agoneutral
Tesla (TSLA) Is Down 18.3% After Record Revenue But Weak Q2 Profitability And Cash Flow - Has The Bull Case Changed?Tesla’s Q2 2026 results showed record revenue of US$28.24 billion and record deliveries of 480,126 vehicles, but earnings, margins, and free cash flow weakened as higher operating expenses and capital spending on AI, robotics, and new products reduced profitability. The company’s first quarter of negative free cash flow in more than two years, alongside a sharp drop in regulatory credit revenue and heavy investment in projects like Optimus, robotaxis, and semiconductor capacity, raised fresh...
Reuters Videos13d agobearishVIDEO
Wall St falls as tech earnings spark AI spending worries<body><p>STORY: Wall Street stocks plummeted on Thursday, with the Dow dropping about 1%, the S&P 500 shedding 1.2% and the Nasdaq tumbling more than 2%.</p><p>The latest earnings results from large tech companies such as Alphabet and Tesla revived concerns about heavy AI spending, says Keith Buchanan, senior portfolio manager for Globalt Investments.</p><p>"We're at a point now where the hype has to kind of meet some level of realistic expectation, quantifiable expectation. And the markets are starting to digest just what this means to cash flow in some of the largest companies in the world going forward. And a lot of spending is eating into cash flow in a way that's making investors lose a bit of comfort and question a lot of valuations that have grown over the past couple of years. And that's what's really at the root of what's really hampering some of the market returns today and giving back some of the gains that we've gotten for the market over the past couple of weeks."</p><p>Shares of Alphabet sank 7% after the tech giant reported higher spending plans while it also burned cash.</p><p>And shares of Tesla tumbled 14.5% after Elon Musk's EV maker reported negative free cash flow in the second quarter for the first time in more than two years.</p><p>But shares of Intel rose 10% in extended trading after the company forecast quarterly profit and revenue above Wall Street estimates as an AI data center buildout increases demand for its central processing units, or CPUs.</p><p>Meanwhile, Brent crude oil futures settled above $100 a barrel for the first time since May, and U.S. oil futures settled above $92.</p><p>The surge in oil prices prompted worries about inflation ahead of next week's Federal Reserve policy meeting.</p></body>
Simply Wall St.13d agoneutral
Rivian Automotive (RIVN) As June Quarter Results Near Fair Value Stays In FocusRivian Automotive (RIVN) is back in focus as Wall Street anticipates higher revenue and earnings in its upcoming June quarter report, with results scheduled for release on July 30. See our latest analysis for Rivian Automotive. Rivian Automotive’s share price has been volatile, with a 1 month share price return of 10.54% contrasting with a year to date share price decline of 15.20%. The 1 year total shareholder return of 19.10% sits against a 3 year total shareholder return decline of 36.81%,...
TheStreet13d agoneutral
Tesla sends a quiet but powerful message on BitcoinTesla made no Bitcoin sales in the second quarter of 2026. In a market starved for institutional conviction, that decision to hold speaks louder than most announcements. The electric vehicle maker disclosed its Q2 financial results on Wednesday, confirming it still holds the same Bitcoin position ...
Investor's Business Daily13d agoneutral
Dow Jones Futures: Market Sells Off On Oil Prices, Google, Tesla; Intel Jumps Late, SpaceX Starship Launch DueThe Nasdaq undercut key levels as Google and Tesla led titans lower while oil prices soared. A big SpaceX launch is due.
TheStreet13d agoneutral
Tesla record revenue masks cash burn, $1B SpaceX swingEvery public company has a number it wants you to see and a number it hopes you scroll past. Earnings season is built on that tension. The revenue line is the easy one. It goes in the press release, it goes in the headline, and it goes in the first paragraph of most coverage. Bigger is better, and ...
MT Newswires13d agobullish
US Equity Markets Close Lower as Oil Prices Surge on Widening Middle East TensionsUS equity indexes ended lower Thursday as crude oil prices jumped after Iran-aligned Houthis claimed
MT Newswires13d agobearish
Alphabet, Tesla Shares Drop as Analysts Warn of Pressures to Free Cash Flow Amid Ballooning CapExAlphabet (GOOG, GOOGL) and Tesla (TSLA) shares were slumping Thursday after the technology giants in
The Wall Street Journal13d agoneutral
Reality Bites Elon Musk and His Tesla, SpaceX BelieversShares of Tesla have tumbled around 15% on a disappointing quarter, and SpaceX has fallen 50% from its highs.
Investor's Business Daily13d agoneutral
Tesla Reports $1 Billion Gain On Its SpaceX Equity StakeTesla recorded a $1 billion net gain on its investment in Space Exploration Technologies, commonly known as SpaceX, following its IPO last month, according to SEC filings. Elon Musk's electric vehicle company had a stake in SpaceX through a $2 billion investment his AI lab xAI made in January. When xAI and SpaceX merged in February, Tesla's share in the AI startup converted into equity in SpaceX.