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While most analysts maintained their ratings, they said rising AI spending is weighing on margins and free cash flow, shifting investor focus to near-term execution.
US stocks (^DJI, ^IXIC, ^GSPC) are selling off on Thursday as shares of Alphabet (GOOG, GOOGL) and Tesla (TSLA) sink lower after reporting negative cash flow on top of massive AI investments. Northwestern Mutual Wealth Management Company CIO Brent Schutte and Yahoo Finance Senior Reporter Brooke DiPalma comment on these post-earnings moves by both companies' stock.
Elon Musk provided few updates about robotaxis and Optimus during second-quarter earnings. The stock fell more than 10%.
Second-quarter earnings results from Alphabet and Tesla kicked off a crucial test for the AI trade yesterday. The initial verdict? Oof. Both companies reported soaring revenue, but investors these days care much more about the AI spending bill.
Tesla prioritizes record deliveries, FSD growth and robotaxi expansion over near-term margins as 2026 spending tops $25 billion.
The market has spent the past two years rewarding companies tied to artificial intelligence, robotics, and next-generation infrastructure. Investors are increasingly looking beyond a company’s original business and looking more closely at which ecosystem is building it. That shift is key because some of today’s biggest winners no longer fit neatly into a single industry. ... Historic Tesla and SpaceX Merger Looks More Likely. Is This Sell-Off Your Best Buying Opportunity Yet?
Tesla's latest earnings reveal a company quietly splitting into two very different businesses with very different futures, and the gap between them is growing too wide to ignore.
By Ragini Mathur and Avinash P July 23 (Reuters) - U.S. stock indexes were on track to open lower on Thursday as concerns over heavy AI spending resurfaced after the first batch of Big Tech earnings,
The supply agreement gives Tesla more certainty as memory prices remain elevated.
Revenue beat expectations, but operating margin fell to 1.4% and capex more than doubled
Tesla missed second-quarter earnings estimates and the stock was down early Thursday. Wall Street remains firmly focused on the future, though.
Stock Market Today: The Dow Jones index dropped 300 points Thursday as Alphabet and Tesla stock dived on earnings. Oil prices jumped.
Houthi attacks on two Saudi tankers in the Red Sea sent Brent crude above $98 a barrel, adding to pressure from weak Alphabet and Tesla results
Wall Street is set for a moderately lower open on Thursday after mixed results from Alphabet and Tesla, while a fresh surge in oil prices revived concerns about inflation and interest rates. Futures for the Dow Jones, S&P 500 and Nasdaq were all down around 0.3%. This would see losses...
Ives said that while higher AI infrastructure spending may weigh on margins in the near term, accelerating adoption of AI by both enterprises and consumers will be a key theme of second-quarter earnings.
Tesla (TSLA) shares fell early Thursday after the electric vehicle manufacturer reported an unexpect
Three big earnings reports came out this week. Alphabet Inc. (NASDAQ:GOOGL) and Tesla, Inc. (NASDAQ:TSLA) reported Wednesday after the market closed, and International Business Machines Corporation (NYSE:IBM) shared its official results the same day. All three show the same thing: spending money on AI is starting to hurt profits. However, each company’s story is different […]
Could the investing legend be netting hundreds of millions from a newsletter? If not, he’s still making a steady income.
By Chris Kirkham and Akash Sriram LOS ANGELES, July 23 (Reuters) - A year ago, Tesla CEO Elon Musk said the company's robotaxi network would expand at a "hyper-exponential rate" and be available to
↘️ Tesla (TSLA): Elon Musk’s EV maker reported negative free cash flow of more than $1 billion in the second quarter amid heavy spending on AI and robotics. Shares fell about 5% premarket. ↘️ Alphabet (GOOGL): Shares slid more than 3% premarket after the tech company announced plans to significantly boost its capital expenditure.
Tesla Q2 net income was down 17% on last year, despite strong car sales.
<body><p>STORY: Tesla missed analysts' profit forecasts for the second quarter and, for the first time in more than two years, reported negative free cash flow.</p><p>:: The Samson International Smart Mobility Summit 2026</p><p>That's as the Elon Musk-led EV maker accelerated spending on infrastructure for its AI and robotics ambitions.</p><p>The automaker reported revenue of $28.2 billion, well above analysts' estimates.</p><p>But adjusted profit in the quarter was 33 cents per share, lower than analysts' expectation of 51 cents per share.</p><p>Tesla's capital expenditures more than doubled, pushing free cash flow to negative $1.1 billion.</p><p>The profit miss and cash burn came despite record vehicle deliveries in the quarter.</p><p>Tesla shares were down about 4% in extended trading.</p><p>The profitability squeeze on Tesla's core car business could make it harder to fund Musk's spending plans.</p><p>On a call with analysts, Musk addressed the higher capital spending, saying he was confident the investments would "yield incredible returns."</p><p>Tesla is counting on its advanced driver assistance software to spur future car sales and revenue growth.</p></body>
Stocktwits data showed retail sentiment is weak, declining to ‘extremely bearish’ on SPY and ‘bearish’ on QQQ.
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