Tesla's Q2 2026 report showed strong vehicle deliveries and revenue growth but missed earnings estimates due to high spending on AI, robotaxis, and software development. Meanwhile, BYD continues steady growth through vertical integration and volume, focusing on cash flow rather than high valuation multiples. Investors face a choice between Tesla's future software potential and BYD's current manufacturing dominance. Key upcoming indicators include Tesla's robotaxi rollout and BYD's export expansion.
Skydance, following its merger with Paramount, is focusing on technology and AI to enhance content creation and consumer engagement, aiming to compete with major streamers and tech firms. DA Davidson projects Micron's shares could triple by 2027-2028...
Intel CEO Lip-Bu Tan confirmed the company's continued involvement in Elon Musk's Terafab semiconductor venture after Musk revealed early talks with TSMC about a potential role. Musk clarified that Tesla and SpaceX will build and operate the Texas fa...
UBS analyst Joseph Spak raised Tesla's price target slightly from $385 to $391 and maintained a Buy rating, highlighting a tactically favorable risk/reward setup. Tesla's stock, currently trading around $378, is driven more by investor sentiment abou...
SpaceX shares surged 8% to $171, climbing nearly 50% from recent lows and reclaiming its IPO price, boosting CEO Elon Musk's net worth. Morgan Stanley reiterated a $300 price target, while the company's Falcon 9 rocket set a record delivering astrona...
Tesla delivered 487,000 vehicles in Q3, surpassing consensus estimates by 5% and showing a slight quarterly increase despite a 2% year-on-year decline. Model 3 and Model Y deliveries rose 2% quarter-on-quarter but dropped 1% year-on-year. Production ...
