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Six weeks ago Elon Musk held more paper wealth than any person in recorded history. Then two stocks started moving in the same direction at the same time, and the number on his balance sheet began doing something almost no one thought possible at that scale.
The absence of fresh overnight escalations between the U.S. and Iran halted the global oil benchmark’s upward march, as investors hope leaders seek an off-ramp.
Stocks stabilized on Friday but were on track for weekly losses as investors assessed a new set of global tariffs against a backdrop of AI jitters, rising oil prices, and elevated bond yields.
Tesla influencer AleXandra Merz expects a potential Tesla-SpaceX merger to take seven to 12 months to complete.
The Morning Bull - US Market Morning Update Friday, Jul, 24 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down about 0.4%, as investors react to higher borrowing costs and a jump in market volatility. The US 10 year Treasury yield is sitting near a two month high around 4.65%, which means mortgages, car loans and business financing can all become more expensive. At the same time, crude oil strength and geopolitical tensions are feeding worries that the...
Whether to buy or sell the stock has never been about fundamentals. It has always been a bet on the future and Musk’s ability to see it more clearly than anyone else.
FTSE 100 Live pre-open London looks set to open in the red on Friday, with tech selling and oil topping $100 a barrel combining to darken the mood heading into the weekend. Futures traders have the FTSE 100 called 40 points lower, building on Thursday's 77-point decline to 10,639. The...
Shares skidded Friday in Asia after Brent crude shot to its highest price since May as heavy fighting in the Middle East again threatened to slow the global flow of oil and gas. U.S. futures were little changed after tumbles for two of Wall Street’s most influential companies, Alphabet and Tesla, yanked U.S. stocks to their worst loss in a month.
Alphabet’s capex forecast raise and a hat tip from Elon Musk boosted sentiment for MU stock.
A leading Wall Street analyst says the AI spending arms race is still early, even as Tesla and Alphabet shares sink.
Doug Field spent years at Apple working on a car the company never built. When Apple shut down Project Titan in early 2024, Field moved to Ford. He's been leading the automaker's technology strategy since. On July 23, you could see exactly what he's been building toward. Ford announced it had ...
The automaker's "massive capex year" is driving investors toward the exit lane.
The e-commerce and cloud giant didn't report a thing. Its neighbors' spending plans did the damage.
Musk also said that SpaceX went public partly to let ordinary investors participate, even as its shares head toward a third straight weekly decline.
Markets were primarily focused on earnings from major companies, alongside rising oil prices due to the continued tensions between the U.S. and Iran.
A regime shift driven by higher interest rates and an elevated cost of capital is creating valuation and profitability challenges for tech giants as investors pay keen attention to profitability metrics.
A record quarter for revenue was also the thinnest for profit in a while. But the spending behind that gap is the real story.
The market’s nonchalance over escalations in Iran came to an abrupt end on Thursday, as oil prices settled above $100 a barrel for the first time in two months. Ongoing jitters about hyperscalers spending too much on the AI buildout weren’t helping matters, and the combination of those factors wiped out hundreds of billions of dollars in market cap. The Nasdaq Composite sank 2.1%.
Alphabet’s investment implies about 6% stake in SpaceX.
Tesla shares sank heavily after reporting quarterly earnings.
Tesla’s Q2 2026 results showed record revenue of US$28.24 billion and record deliveries of 480,126 vehicles, but earnings, margins, and free cash flow weakened as higher operating expenses and capital spending on AI, robotics, and new products reduced profitability. The company’s first quarter of negative free cash flow in more than two years, alongside a sharp drop in regulatory credit revenue and heavy investment in projects like Optimus, robotaxis, and semiconductor capacity, raised fresh...
<body><p>STORY: Wall Street stocks plummeted on Thursday, with the Dow dropping about 1%, the S&P 500 shedding 1.2% and the Nasdaq tumbling more than 2%.</p><p>The latest earnings results from large tech companies such as Alphabet and Tesla revived concerns about heavy AI spending, says Keith Buchanan, senior portfolio manager for Globalt Investments.</p><p>"We're at a point now where the hype has to kind of meet some level of realistic expectation, quantifiable expectation. And the markets are starting to digest just what this means to cash flow in some of the largest companies in the world going forward. And a lot of spending is eating into cash flow in a way that's making investors lose a bit of comfort and question a lot of valuations that have grown over the past couple of years. And that's what's really at the root of what's really hampering some of the market returns today and giving back some of the gains that we've gotten for the market over the past couple of weeks."</p><p>Shares of Alphabet sank 7% after the tech giant reported higher spending plans while it also burned cash.</p><p>And shares of Tesla tumbled 14.5% after Elon Musk's EV maker reported negative free cash flow in the second quarter for the first time in more than two years.</p><p>But shares of Intel rose 10% in extended trading after the company forecast quarterly profit and revenue above Wall Street estimates as an AI data center buildout increases demand for its central processing units, or CPUs.</p><p>Meanwhile, Brent crude oil futures settled above $100 a barrel for the first time since May, and U.S. oil futures settled above $92.</p><p>The surge in oil prices prompted worries about inflation ahead of next week's Federal Reserve policy meeting.</p></body>
Rivian Automotive (RIVN) is back in focus as Wall Street anticipates higher revenue and earnings in its upcoming June quarter report, with results scheduled for release on July 30. See our latest analysis for Rivian Automotive. Rivian Automotive’s share price has been volatile, with a 1 month share price return of 10.54% contrasting with a year to date share price decline of 15.20%. The 1 year total shareholder return of 19.10% sits against a 3 year total shareholder return decline of 36.81%,...
Tesla made no Bitcoin sales in the second quarter of 2026. In a market starved for institutional conviction, that decision to hold speaks louder than most announcements. The electric vehicle maker disclosed its Q2 financial results on Wednesday, confirming it still holds the same Bitcoin position ...
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