Tesla reported record vehicle deliveries in Q2 2026, but demand quality is weakening due to heavy discounts and lower average selling prices. Despite strong revenue growth, Tesla is expected to have negative free cash flow in 2026–2027 as capital spending exceeds operating cash generation. The current stock price of around $400 implies high expectations for future projects like Robotaxi and Full Self-Driving, while core automotive profitability and cash flow are under pressure. A valuation analysis suggests a fair value of $127 per share, indicating a significant downside from current levels.
Meta is experimenting with robots in its data centers to automate tasks like swapping cables and rebooting servers, potentially replacing up to 80% of technician workloads. This move reflects a broader trend where AI and automation are cutting jobs i...
Tesla's stock price fell sharply after its Fiscal Q2 2026 earnings report, as investors focused on near-term profit margins. However, this short-term view overlooks Tesla's significant long-term value driven by its advancements in autonomous technolo...
Tesla's stock is down 23% this year but shows promise with the expansion of its Robotaxi service to seven US metros, the start of Cybercab production, and installation of Optimus manufacturing lines. Q2 2026 revenue rose 25.5% to $28.24 billion, thou...
Rivian's stock fell 6% following the announcement that CFO Claire McDonough will resign by the end of October to join GE Vernova. This departure comes at a critical time as Rivian ramps up production of its R2 SUV, causing investor concern over leade...
Nvidia reported one of the largest quarterly profits in corporate history, with revenue of $96.2 billion and net income of $59.7 billion, driven by strong growth in its Data Center segment. Wealth manager Ross Gerber believes the stock is still under...
