News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Every dominant company eventually meets the competitor it decided not to take seriously. The pattern is boring by now. The incumbent has the brand, the cash and the head start, so the upstart gets filed under interesting rather than dangerous, right up until the quarter it stops being either. Elon ...
<body><p>STORY: Stocks started the week on a down note, with the Dow falling about six tenths of one percent, while the S&P 500 dropped two tenths and the Nasdaq ended basically flat.</p><p>:: Archive</p><p>Investors looked for moves toward de-escalation in the Middle East while they waited for earnings reports due from major technology companies later in the week.</p><p>Melissa Brown, managing director of investment decision research at SimCorp, says the technology firms will have to post significant earnings growth to maintain their lofty trading levels. </p><p>“Every company, whether it's Google or Tesla, obviously they have very different business models and different drivers of their business. But overall, I think to justify the high valuations that we see in a lot of those names, we would need to see good earnings growth, not just kind of your run-of-the-mill 10%, but you'd want to see higher earnings growth on top of good margins as well. So, we want the businesses to be profitable and growing.”</p><p>:: Archive</p><p>Meanwhile, Yemen's Iran-aligned Houthis said on Monday that they were imposing a naval blockade on Saudi Arabia, opening a new front in the U.S.-Iran war and widening the threat to global energy supplies and trade beyond the Gulf. </p><p>But a senior Iranian official told Reuters that mediators have passed Iran a proposal to de-escalate the war with the U.S. that would offer a 10-day ceasefire to find ways to revive an interim deal reached last month.</p><p>Stocks on the move included Paramount Skydance which lost two percent and Warner Brothers Discovery which slipped almost four percent after a judge halted their $110 billion merger temporarily as a coalition of states argued it would irreparably harm competition.</p><p>And shares of Domino’s Pizza gained two percent after the chain’s quarterly revenue edged past Wall Street estimates.</p></body>
The biggest workplace debate of the next decade might not be about asking for a raise. It could be figuring out what to do when the robots have already finished the job. That’s the future Tesla and SpaceX CEO Elon...
Tesla (TSLA) is set to report Q2 results after the closing bell on Wednesday, July 22, with investors hoping the EV leader can build on a surprisingly strong delivery report.
Agility Robotics has opened a humanoid robot training center near Tesla's upcoming Optimus factory in Fremont. The facility sits next to the planned Tesla Optimus site, highlighting growing activity in humanoid robotics for industrial use. The development spotlights potential competition and collaboration between Tesla (NasdaqGS:TSLA) and Agility in advanced robotics. Tesla is best known for electric vehicles and energy products. The Optimus humanoid robot project signals a broader push...
<body><p>STORY: Citing Alphabet's Google and Elon Musk's Tesla as examples, Brown said that "to justify the high valuations that we see in a lot of those names, we would need to see good earnings growth, not just kind of your run-of-the-mill 10%, but you'd want to see higher earnings growth on top of good margins as well."</p><p>The second-quarter earnings season will pick up the pace this week, with results due from big names like Alphabet, Tesla, and Intel, broadening out the picture they provide of the health of corporate America.</p></body>
Tesla heads into Wednesday's Q2 earnings report with a 17% year-to-date loss and a valuation that assumes autonomy will eventually justify everything. Whether this week's call rebuilds confidence or deepens the skepticism depends on a few critical numbers Wall Street is watching closely.
Stocks were mixed ahead of Monday's closing bell after all three major indexes opened the session in the green. The Dow was down 0.6% or 300 points and the S&P 500 wavered at the flatline. Both indexes erased gains from the morning.
Tesla, Alphabet, IBM, Texas Instruments, and Intel headline a pivotal earnings week as weakening technical signals suggest the tech rally may need time to consolidate.
With Tesla's earnings days away, options desks are flashing an unusually bearish signal, and a credible new rival is arriving just in time to complicate the story for bulls still betting on the Elon Musk premium.
The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.
Earnings may take a back seat again. Investors want updates about Tesla's robotaxis and Optimus robots.
Tech stock news live.
The SpaceX CEO called claims of a massive Nvidia server purchase "fake news."
Cantor Fitzgerald said Tesla’s Robotaxi business and upcoming Cybercab platform represent a high-margin software-as-a-service opportunity, according to a report by CNBC.
The company is preparing to raise output as European demand for the Model Y improves.
Yahoo Finance Senior Autos Reporter Pras Subramanian joins Julie Hyman on Market Catalysts to preview Tesla (TSLA) earnings report as Wall Street expects the EV maker to beat modest second-quarter vehicle sales and provide clues about the EV maker's outlook.
Tesla Eyes 375,000 Vehicles a Year From Germany in Production Push
Wall Street's Buy consensus and a $460 price target sound convincing until you look at what is actually driving Tesla's margin recovery and what prediction markets are saying about the growth story holding that valuation together.