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Every hyperscaler pays NVIDIA a massive toll to compete at the AI frontier, but one Mag 7 giant has quietly built an escape route that the others lack. The answer comes down to who actually owns the silicon running their biggest bets.
RBC Capital said the recent pullback has created an attractive entry point, with investors overlooking the company’s strong fundamentals and near-term business momentum.
Valued at a market cap of $22 billion, electric vehicle manufacturer Rivian has underperformed the broader markets in recent years. Down 80% from all-time highs, the EV maker beat Wall Street revenue consensus estimates in Q2 and surprised investors with a lower capital spending forecast. For ...
Tesla has shed a quarter of its value in a month, an earnings miss rattled sentiment, and prediction markets are skeptical a recovery even reaches $400. But the setup after a brutal selloff tells a very different story than the headlines do.
Tesla stock continued a short, three-session winning streak after sinking last week. The stock is up around 4% on Monday.
SpaceX's first earnings report as a public firm lands tomorrow, with AI burning billions, Starlink margins slipping, and Starship costs climbing.
A $2,000 bet on a then-unknown electric car company grew into a nearly $10 million fortune for a Colorado couple in their fifties. Now the same grip that built their wealth may be the thing that unravels it.
Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Ines Ferré and Breaking News Reporter Jake Conley to assess and discuss the rising competition between open-weight AI models from China — which are public to download and modify — and Silicon Valley's top artificial intelligence developers.
SpaceX reported second quarter results on Tuesday that topped estimates — its first report as a public company — which comes as the stock has been in a recent free fall.
SpaceX reported second quarter results on Tuesday that topped estimates — its first report as a public company — which comes as the stock has been in a recent free fall.
SpaceX reported second quarter results on Tuesday that topped estimates — its first report as a public company — which comes as the stock has been in a recent free fall.
SpaceX will report highly anticipated second quarter results on Tuesday after the bell, its first report as a public company.
SpaceX will report highly anticipated second quarter results on Tuesday after the bell, its first report as a public company.
The consumer technology enterprise isn't taking part in the spending spree.
Tesla denied reports that it may sell, spin off or close its China operations.
Rowan Street Capital, an investment management company, released its Q1 2026 investor letter. A copy of the letter can be downloaded here. The Fund’s performance remained stable in the second quarter, with the portfolio declining about 1$ from the first quarter, resulting in a net return of -21% for the second half of 2026. Despite the […]
France and Denmark rose sharply while Norway and Sweden collapsed
Chinese EV leader BYD delivered strong July sales, sending its shares higher in overseas trading. In China, BYD sold about 239,000 vehicles, including commercial vehicles, down 22% year over year. BYD shares were up 0.8% in overseas trading on Monday.
The headline number in BYD's July sales, announced over the weekend, is not the one that should worry Tesla. BYD, the Chinese carmaker that overtook Tesla Inc (NASDAQ:TSLA) as the world's largest seller of battery-electric vehicles last year, lifted global sales 21.8% to 419,211 vehicles, a...
Future work at SpaceX, the company has indicated, includes establishing a lunar economy, mining asteroids, and energy production on Mars.
Tesla stock rose early Monday, going for three gains in a row after a brutal stretch following the company’s second-quarter earnings report. If Tesla can rise on Monday, it will be three consecutive gains. Weaker-than-expected second-quarter earnings reported on July 22 contributed to a six-day losing streak, sending Tesla stock down more than 20%.
Space Exploration Technologies and Tesla have been highlighted in this Market Edge article.
Execution matters more than one disappointing quarter.
Investors will focus on Starlink profits, AI revenue, and the company’s rapidly rising AI spending.
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