Elon Musk announced at a SpaceX meeting that AI revenue is projected to exceed all other space-related revenue by September 2026, marking a major shift from the company's traditional focus on rockets, satellites, and Starlink. This signals SpaceX's transformation into a leading AI infrastructure provider, with AI revenue expected to dominate by the fourth quarter of 2026. The company is heavily investing in AI hardware and software, including a new Terafab facility in Texas and the acquisition of AI coding platform Cursor. Investors should watch for confirmation of this revenue shift and the growth of SpaceX's AI compute capacity in upcoming disclosures.
Apple and Tesla demonstrated strong financial results and resilience against AI sector disruptions after OpenAI agent attacks on Hugging Face. Apple reported a record fiscal Q3 2026 revenue of $109.42 billion, driven by iPhone sales and services, whi...
Tesla's stock is showing early pre-market gains near $369, approaching its 200-day moving average as it tries to regain momentum despite rising interest rates. Microsoft is consolidating with a bullish tilt, supported near $477 and facing resistance ...
Tesla, Inc. is increasingly becoming a software-driven company, with over 55% of new vehicle deliveries in North America now adopting its full self-drive (FSD) system. The company's paid FSD subscriptions have grown 56% year-over-year, reaching 1.48 ...
Nio's stock dropped 20% in the past month, underperforming peers like Tesla and XPeng, signaling company-specific issues rather than sector-wide problems. Despite narrowing losses in the first half of 2026, investors worry about intensified competiti...
Investor Steve Eisman, known for predicting the 2008 housing crash, criticizes Tesla's valuation as excessively high unless one believes its robotaxi business will dominate globally. Tesla's 2026 price-to-earnings ratio is about 220, far above tradit...
