GuruFocus.com13d agoneutral
Micron Secures Major Tesla Memory Chip AllocationThe supply agreement gives Tesla more certainty as memory prices remain elevated.
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
543last 24h
2532last 7d
484● bullish (7d)
255● bearish (7d)
198publishers
GuruFocus.com13d agobearish
Tesla Misses Badly on Earnings as Free Cash Flow Turns NegativeRevenue beat expectations, but operating margin fell to 1.4% and capex more than doubled
Barrons.com13d agobearish
Tesla Stumbles, Analysts ShrugTesla missed second-quarter earnings estimates and the stock was down early Thursday. Wall Street remains firmly focused on the future, though.
Investor's Business Daily13d agobearish
Stock Market Today: Dow Jones Index Falls 300 Points As Alphabet, Tesla Dive On Earnings News (Live Coverage)Stock Market Today: The Dow Jones index dropped 300 points Thursday as Alphabet and Tesla stock dived on earnings. Oil prices jumped.
Quartz13d agobearish
Oil prices hit 7-week high, Dow futures drop 340 pointsHouthi 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
Proactive13d agobearish
Wall Street set to extend losses after mixed earnings from Alphabet and TeslaWall 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...
Stocktwits13d agoneutral
Dan Ives Says AI Capex Boom Continues 'Full Steam Ahead' After TSLA, GOOGL Earnings — Gene Munster Notes Tech Industry Still In '3rd Inning'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.
MT Newswires13d agoneutral
Tesla Second-Quarter Earnings Unexpectedly Decline Amid Higher R&D, AI CostsTesla (TSLA) shares fell early Thursday after the electric vehicle manufacturer reported an unexpect
Insider Monkey13d agoneutral
Alphabet and Tesla Were Punished for Heavy Spending. IBM Already Took Its Hit a Week Earlier.Three big earnings reports came out this week. Alphabet Inc. (NASDAQ:GOOGL) and Tesla, Inc. (NASDAQ:TSLA) reported Wednesday after the market closed, and International Business Machines Corporation (NYSE:IBM) shared its official results the same day. All three show the same thing: spending money on AI is starting to hurt profits. However, each company’s story is different […]
Moneywise13d agoneutral
Michael Burry's $39 a month Substack hits 300,000 subscribers, fueling speculation of a $113M-a-year newsletter empireCould the investing legend be netting hundreds of millions from a newsletter? If not, he’s still making a steady income.
Reuters13d agoneutral
Tesla's once-bullish tone on robotaxis shiftsBy Chris Kirkham and Akash Sriram LOS ANGELES, July 23 (Reuters) - A year ago, Tesla CEO Elon Musk said the company's robotaxi network would expand at a "hyper-exponential rate" and be available to
The Wall Street Journal14d agoneutral
Stocks to Watch: Alphabet, Tesla, Nestle, Intel↘️ Tesla (TSLA): Elon Musk’s EV maker reported negative free cash flow of more than $1 billion in the second quarter amid heavy spending on AI and robotics. Shares fell about 5% premarket. ↘️ Alphabet (GOOGL): Shares slid more than 3% premarket after the tech company announced plans to significantly boost its capital expenditure.
Just Auto14d agobearish
Tesla sees Q2 profit plungeTesla Q2 net income was down 17% on last year, despite strong car sales.
Reuters Videos14d agoneutralVIDEO
As Musk pivots beyond cars, Tesla’s autos engine is under strain<body><p>STORY: Tesla missed analysts' profit forecasts for the second quarter and, for the first time in more than two years, reported negative free cash flow.</p><p>:: The Samson International Smart Mobility Summit 2026</p><p>That's as the Elon Musk-led EV maker accelerated spending on infrastructure for its AI and robotics ambitions.</p><p>The automaker reported revenue of $28.2 billion, well above analysts' estimates.</p><p>But adjusted profit in the quarter was 33 cents per share, lower than analysts' expectation of 51 cents per share.</p><p>Tesla's capital expenditures more than doubled, pushing free cash flow to negative $1.1 billion.</p><p>The profit miss and cash burn came despite record vehicle deliveries in the quarter.</p><p>Tesla shares were down about 4% in extended trading.</p><p>The profitability squeeze on Tesla's core car business could make it harder to fund Musk's spending plans.</p><p>On a call with analysts, Musk addressed the higher capital spending, saying he was confident the investments would "yield incredible returns."</p><p>Tesla is counting on its advanced driver assistance software to spur future car sales and revenue growth.</p></body>
Stocktwits14d agobearish
Nasdaq, S&P 500 Futures Fall As Tesla, Alphabet Earnings Revive AI Spending Fears: Why TSLA, GOOGL, SPCX, NOW, INTC, AMD, SLS Are In FocusStocktwits data showed retail sentiment is weak, declining to ‘extremely bearish’ on SPY and ‘bearish’ on QQQ.
Stocktwits14d agoneutral
TSLA Stock Down, SPCX Stock Up Premarket As Merger Buzz Grows — Analyst Raises Deal Odds To 90%Deepwater's Gene Munster said Musk's comments revealed deeper ties, with Tesla and SpaceX collaborating across Starlink, Terafab, Grok and Digital Optimus.
Bloomberg14d agobullish
Intel Needs More Than Blowout Earnings as Chips Rally Falters(Bloomberg) -- Intel Corp. is expected to report strong second-quarter earnings after the market close Thursday, but even blowout results likely won’t be enough to reverse the stock’s July slide. 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’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Le
MT Newswires14d agobearish
Update: Tesla Q2 Adjusted Earnings Fall, Sales Rise; Truist Cuts Price Target as Pressure on Margins, Free Cash Flow to Continue(Updates with analyst comments in the headline and the last four paragraphs.) Tesla (TSLA) report
Bloomberg14d agobearish
STMicro Plunges as Weak Forecast Eclipses Fourth-Quarter Outlook(Bloomberg) -- STMicroelectronics NV plunged the most in a year after the chipmaker forecast third-quarter sales that missed analysts’ expectations, dimming hopes for a stronger recovery on the back of artificial intelligence data center demand. Most Read from BloombergHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueRetina Chip Designed to Restore Sight to Go on Sale in EuropeApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US
Proactive14d agoneutral
Tesla's record quarter costs $71bn after Musk spending spree. Is there a silver lining?Tesla Inc (NASDAQ:TSLA) managed the unusual feat of selling more cars than ever before and being punished for it, with shares falling 4% after hours and wiping roughly $71 billion from the electric carmaker's value. Start with the good, because there genuinely is some. Revenue of $28.24...
The Wall Street Journal14d agobearish
SpaceX Supplier STMicroelectronics Lifts AI Data-Center Sales Goal AgainThe European chip maker, which also counts Apple and Tesla among its clients, raised its revenue target after having had upgraded its forecast in June.
Stocktwits14d agobearish
TSLA Stock Extends Tumble Overnight: Munster Sees Capex Blowing Past Street Estimates Next Year TooAnalyst Gene Munster sees Tesla’s 2027 Capex reaching $25 billion, above Wall Street’s $21 billion estimate.
GuruFocus.com14d agoneutral
Tesla Inc (TSLA) Q2 2026 Earnings Call Highlights: Record Deliveries and Strategic Investments ...Tesla Inc (TSLA) reports record Q2 deliveries and significant investments in AI and infrastructure, despite facing margin declines and supply chain challenges.
Benzinga14d agoneutral
Elon Musk's Tesla Held on to Bitcoin Stockpile in Q2 Despite $112 Million in Paper LossesTesla Inc. (NASDAQ:TSLA) recorded paper losses on its Bitcoin (CRYPTO: BTC) holdings for the third straight quarter, but did not sell any, according to its earnings release on Wednesday. Tesla Takes BTC Losses in Bear Market As of March 31, the EV giant held $674 million in digital assets, down 45% year-over-year and 14.24% from the previous quarter. Tesla reported $112 million in paper losses on cryptocurrency investments, marking three straight quarters of red ink. The Elon Musk-led company do