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(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
The European chip maker, which also counts Apple and Tesla among its clients, raised its revenue target after having had upgraded its forecast in June.
Tesla Inc (TSLA) reports record Q2 deliveries and significant investments in AI and infrastructure, despite facing margin declines and supply chain challenges.
Earnings dominated the narrative in the U.S. markets on Wednesday, with Alphabet, Tesla, and IBM reporting Q2 results.
Tesla CEO Elon Musk on Wednesday left the door open to the EV maker merging with his other trillion-dollar-plus-valued firm SpaceX, declining to dismiss the possibility and citing growing overlap between the companies. “As you can tell from the many collaborations on so many fronts with SpaceX, there’s more and more overlap,” Musk said on Tesla's earnings call. “We can't talk about, you know, combining companies and that kind of thing on an earnings call," he added.
Elon Musk addresses shareholder questions about a potential merger between Tesla (TSLA) and SpaceX (SPCX), noting their growing operational overlap before deferring to Tesla's General Counsel, who highlights their strategic partnership and joint work on initiatives like Terafab and Digital Optimus.
<body><p>STORY: U.S. stocks ended lower on Wednesday, with Dow virtually flat, the S&P 500 dipping fractionally, while the Nasdaq lost more than half a percent.</p><p>Investors eagerly awaited earnings results after the closing bell from Alphabet and Tesla, the first of the Magnificent Seven megacaps to report.</p><p>Shares of Alphabet, down more than 1% at the close, dipped further in extended trading despite the Google parent topping Wall Street estimates for cloud revenue growth thanks to the AI boom.</p><p>And shares of Tesla, which also closed lower, tumbled another 2.5% in extended trading after Elon Musk's EV maker reported negative free cash flow for the first time in more than two years due to accelerated spending on AI infrastructure, battery capacity, robotaxis and next-generation manufacturing.</p><p>Bob Lang, founder and chief options analyst of Explosive Options, said that strong earnings are needed to keep the market moving higher.</p><p>“The one thing that has been pretty constant here for the past 4 or 5 months for the stock market has been strong earnings and certainly a first quarter brought us about 26, 27% earnings growth. So far in the second quarter, we're seeing it at about 16 to 17%. And that's without some of the big names that have reported for the second quarter yet. We're going to have big names like, Nvidia. We're going to have big names like Micron reporting in September. That's a couple of months away, of course. But you know, we're going to have some of these companies out there that are probably going to report some stellar earnings. And, it's really been the linchpin for keeping the stock market afloat right now.”</p><p>Shares of IBM rose in extended trading after the company cut its annual revenue growth forecast, days after shocking Wall Street with a warning that corporate spending was shifting toward AI-focused data-center gear at the expense of its software and mainframe computers.</p><p>:: ServiceNow Handout</p><p>And shares of ServiceNow, down about 6.5% at the close, rose more than 3% after hours as the company raised its forecast for annual subscription revenue for the second time after beating second-quarter revenue and profit estimates, driven by growing demand for its AI-powered software.</p><p>Among other tech names, shares of Super Micro Computer rallied almost 20%, making it the S&P 500's biggest percentage gainer, a day after the server maker said it had secured more than $60 billion in new orders in its fiscal fourth quarter. </p></body>
With its eye on an AI- and robotics-driven future, automaker Tesla boosted its spending to $5.8 billion in the second quarter, sending its free cash flow into the red for the first time in two years despite a surge in revenue. “This is a massive cap ex year, but I’m confident all the things we’re investing in will yield incredible returns,” Chief Executive Elon Musk told investors on a call Wednesday. Tesla reported negative free cash flow of $1.1 billion in the second quarter, while its net income fell 5%.
Tesla (NASDAQ:TSLA) executives used the company’s second-quarter 2026 earnings webcast to highlight record quarterly deliveries, rising interest in Full Self-Driving, rapid energy storage growth and a major multiyear capital spending cycle tied to autonomy, robotics, semiconductor capacity and manuf
The Nasdaq slowly sold off throughout the day as the market awaited new information from Alphabet and Tesla after hours, today, July 22, 2026.
On July 22, 2026, traders digested a weaker yen and increasing oil prices as major cryptos softened, though institutional inflows kept Bitcoin supported.
Earnings must support soaring expectations around the chipmaker's turnaround
Tesla (TSLA) reported second quarter results on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $0.33 (compared to analyst estimates of $0.51), and revenue came in at $28.24 billion (compared to analyst estimates of $26.32 billion). ARK Invest director of investment analysis and institutional strategies, Tasha Keeney, shares her thoughts on the earnings results and the company's Robotaxi trajectory.
Senior Business Reporter Brooke DiPalma joins Market Domination Overtime Host Josh Lipton to break down Tesla's (TSLA) second-quarter earnings, with the EV maker reporting $28.24 billion in revenue, up 26% year over year, while adjusted earnings per share came in at $0.33, missing Wall Street expectations.
Gene Munster believes investors are looking to scrutinize select aspects, including automotive profitability, delivery trends, capital spending and progress in autonomy and robotics initiatives.
Tesla and SpaceX, of course, are separate companies. What Elon Musk says on Tesla's Wednesday earnings conference call will move Tesla stock, but it could impact SpaceX shares, too. Tesla owns a small stake in SpaceX, which it acquired after SpaceX merged with xAI in February.
France has flagged risks related to speeding, driver attention, and performance in complex urban environments.
Tesla heads into tonight's Q2 earnings report with shares beaten down and skeptics firmly in control of the narrative, but the operating story building beneath the surface tells a very different story about where TSLA could be trading by tomorrow morning.
US stock futures (ES=F, NQ=F, YM=F) are sliding in Wednesday's pre-market trading as investors eagerly await second quarter earnings from Alphabet (GOOG, GOOGL) and Tesla (TSLA) after today's closing bell, officially kicking off earnings season for the Magnificent Seven. Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Fundstrat economic strategist Hardika Singh to discuss the outlook around this earnings season and which segments of Alphabet's business that investors will be watching more closely.
Weak technical signals and rising bearish positions raise the stakes for Wednesday's report.
Earnings could deepen the selloff or spark a short squeeze
Tesla stock has spent nearly a year going sideways. Wednesday's earnings could finally break the stalemate.
Tesla stock fell about 0.5% before Wednesday's open. Heading into today's earnings call investors are eager for updates about robotaxis and Optimus robots, which are key to Tesla's push into AI.
