2026-01-30
All things considered, I expect $TSLA to rise by 2-3% tomorrow after analysts digest the positives and negatives and update their earnings models. $20B CapExp (and related margin pressures) is clearly a negative, as is discontinuation of TSLA's profitable S/X models, but
Financial Times
Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI
2026-01-29
All things considered, I expect $TSLA to rise by 2-3% tomorrow after analysts digest the positives and negatives and update their earnings models. $20B CapExp (and related margin pressures) is clearly a negative, as is discontinuation of TSLA's profitable S/X models, but
Financial Times
Tesla plans to scrap its premium S and X models and convert its California factory into an Optimus manufacturing hub, as Elon Musk refocuses on robotics and AI
Elon Musk's electric-car maker invests $2bn in the billionaire's xAI — Tesla plans to scrap two models and invest $2bn in Elon Musk's xAI …
All things considered, I expect $TSLA to rise by 2-3% tomorrow after analysts digest the positives and negatives and update their earnings models. $20B CapExp (and related margin pressures) is clearly a negative, as is discontinuation of TSLA's profitable S/X models, but
Reuters
Source: SpaceX and xAI are in talks to merge ahead of a planned IPO this year; under the proposed deal, shares of xAI would be exchanged for shares in SpaceX
Elon Musk's SpaceX and xAI are in discussions to merge ahead of a blockbuster public offering planned for later this year.
All things considered, I expect $TSLA to rise by 2-3% tomorrow after analysts digest the positives and negatives and update their earnings models. $20B CapExp (and related margin pressures) is clearly a negative, as is discontinuation of TSLA's profitable S/X models, but
Bloomberg
Tesla agrees to invest $2B in xAI for preferred shares as part of xAI's Series E, despite a shareholder vote in November 2025 that failed to win approval
Tesla Inc. reported fourth-quarter profit that surpassed expectations, showing the automaker is making progress toward overcoming rising costs …
2025-12-16
I've been saying this for months. That doesn't make me bullish on $TSLA since others will achieve unsupervised autonomy as well. Autonomy will become table stakes for remaining in the automotive business.
CNBC
Tesla's shares closed at a 2025 high on December 15, after the company confirmed it is testing its driverless vehicles in Austin without a human safety operator
or Riders Howard Smith / Motley Fool : Why Tesla Stock Hit an All-Time High Today Akash Sriram / Reuters : Tesla shares jump as Musk confirms driverless robotaxi testing Stan Schro...
2025-10-22
$NFLX (-6% AH) achieved 3Q rev guidance but missed on 3Q operating profit guidance because of a Brazilian tax dispute for 2022-2025 they had not forecasted. Absent what looks to be a largely one-time past tax dispute (20% applies to 2025) they would have beat on Rev, OP, and EPS
CNBC
Netflix reports Q3 revenue up 17% YoY to $11.51B, matching est., and an operating margin below est. due to Brazilian tax dispute expense; NFLX drops 8%+
Shares of Netflix plummeted as much as 7% after the company posted a third-quarter earnings miss after the closing bell Tuesday.
2024-12-11
$GM Cruise will exit the robotaxi business, a move that will save $GM $1B/year in annual costs. Cruise and GM's technical teams will be combined into a single effort focused on developing autonomous and advanced driver safety technology for future models sold by GM. GM said it
Bloomberg
GM says Cruise will exit the robotaxi business, combining Cruise's and GM's technical teams to focus on autonomous and driver safety tech for upcoming GM cars
Cruise and GM's technical teams will be combined into a single effort focused on developing autonomous technology to offer …
2024-11-21
$NVDA (-3% AH) guidance just met 4Q revenue expectations at $37.5B +/- 2% (WS $37.1B est). Blackwell shipping a bit later than expected. 3Q Actual: - Revs $35.1B vs $33.3B est - EPS $.81 vs $.74 est - Gross margin 75.0% vs 75.0% est 4Q guide: - Revs $37.5B vs $37.1B est -
Yahoo Finance
Nvidia reports Q3 revenue up 94% YoY to $35.1B, vs. $33.2B est., Data Center revenue up 112% YoY to $30.8B, vs. $29B est., and forecasts Q4 revenue above est.
Nvidia (NVDA) reported its Q3 earnings after the bell on Wednesday, beating analysts' expectations on the top and bottom lines …
$PANW (-5% AH) beat on 1Q results, guided in-line for 2Q and guided higher for FY'25. PANW announced a 2:1 stock split. 1Q: - Revs $2.14B vs $2.12B est - EPS $1.56 vs $1.48 est - NGS ARR $4.5B vs $4.37B est - RPO $12.6B vs $12.4B est 2Q: - Revs $2.22-$2.25 vs $2.23 est - EPS
MarketWatch
Palo Alto Networks reports Q1 revenue up 14% YoY to $2.14B, vs. $2.12B est., and projects FY 2025 sales in line with estimates; PANW drops ~5% after hours
Claudia Assis / MarketWatch :
2024-11-03
So much unrealistic talk about $TSLA stock on both sides of the aisle over the past few days. On the overly bullish side, many investors are treating as gospel $TSLA management's expectation that they will have robotaxi operations up and running in TX and CA by late 2025. That [image]
Wall Street Journal
Experts say Tesla's imitation learning-based approach to building fully autonomous driving systems needs AI breakthroughs that may not be achieved for some time
Tesla is pushing to build true self-driving vehicles by 2026. The way its CEO wants to do it seems risky.
2024-10-18
$NFLX (+4% AH) beat on subs, revs and EPS, and guided to higher than exp 4Q. 3Q: - Net subs adds 5.1M vs 4.5M est - Paid memberships 282.7M vs 281.9 M est - Rev $9.82B vs $9.78B est - EPS $5.40 vs $5.12 est - Free cash flow $2.2B vs $1.7B est 4Q: - Revs $10.13B vs $10.05B est
CNBC
Netflix reports Q3 revenue up 15% YoY to $9.83B, vs. $9.76B est., paid memberships up 14% to 282.72M, vs. 282.15M est., and net income of $2.4B; NFLX jumps 7%+
LOS ANGELES — Netflix reported earnings after the bell. Here are the results. — Earnings per share: $5.40.
2024-08-07
$ABNB -13% after giving weak 3Q rev guide, warning of slowing demand from US travelers, and “sequential moderation” of growth on 3Q nights and experiences vs 2Q. Airbnb posted +8.7% gain for nights and experiences for 2Q vs +9.7% estimate. 3Q will be even flatter vs analysts
TechCrunch
Brian Chesky says Airbnb plans to expand into new products and services, including co-hosting this fall, guest services, and a relaunch of experiences next year
Airbnb CEO Brian Chesky suggested on Tuesday's Q2 earnings call with investors that the company will soon expand into new products and services …
$ABNB -13% after giving weak 3Q rev guide, warning of slowing demand from US travelers, and “sequential moderation” of growth on 3Q nights and experiences vs 2Q. Airbnb posted +8.7% gain for nights and experiences for 2Q vs +9.7% estimate. 3Q will be even flatter vs analysts
Bloomberg
Airbnb reports Q2 revenue up 11% YoY to $2.75B, above estimates, Nights and Experiences Booked up 9% YoY, and Q3 guidance below est.; ABNB drops 14%+
Revenue Q2 revenue of $2.75 billion increased 11% compared … Rohan Goswami / CNBC : Airbnb shares drop 14% on earnings miss as company warns of slowing U.S. demand Ana Altchek / Bu...
2023-12-21
$MU (+5% AH) delivered a better than expected 1Q and gave very strong 2Q guidance: 1Q: - Adj Rev $4.73B vs $4.58B est - Adj Gross margin +0.8% vs -1.8% est - Adj EPS -$.95 vs -$1.00 est 2Q guidance: - Adj Rev $5.1-$5.5B vs $4.97B (+6.6%) - Adj Gross margin 11.5%-14.5% vs 6.4%...
Bloomberg
Micron reports Q1 revenue up 16% YoY to $4.73B, vs. $4.54B est., and forecasts Q2 revenue above est., as strong data center demand makes up for device demand
Ian King / Bloomberg :
2023-10-27
$AMZN flat AH after posting strong 3Q results but a light 4Q rev guide. Moreover AMZN was not able to say whether AWS growth had bottomed (+12.3% in 3Q) because of “customer optimization.” With MSFT Azure growing at +27% YoY and AMZN AWS growing at +12% YoY, AWS is losing market...
CNBC
AWS Q3: sales up 12% YoY to $23.06B, vs. $23.2B est., operating income up 29% YoY to $6.98B, vs. $5.63B est., operating margin of 30.3%, the widest in two years
Jordan Novet / CNBC :
$AMZN flat AH after posting strong 3Q results but a light 4Q rev guide. Moreover AMZN was not able to say whether AWS growth had bottomed (+12.3% in 3Q) because of “customer optimization.” With MSFT Azure growing at +27% YoY and AMZN AWS growing at +12% YoY, AWS is losing market...
Amazon
Amazon Q3: revenue up 13% YoY to $143.1B, net income up 244% to $9.9B, operating income up 343% to $11.2B, subscription revenue up 14% to $10.2B; AMZN jumps 6%+
Amazon.com, Inc. (NASDAQ: AMZN) today announced financial results for its third quarter ended September 30, 2023.
2023-10-25
$GOOGL -5% AH after beating on 3Q revs ($76.7B vs $75.5 exp) and eps ($1.55 vs $1.45 exp) but missing on Cloud Rev (-3% miss). Detail (before TAC): - Search $44.0B vs $43.2B est - YouTube $8.0B vs $7.8B - Google Network $7.7B vs $7.9B est - Cloud $8.4B vs $8.6B est Cloud just...
Reuters
Alphabet reports Google Cloud Q3 revenue up 22.5% YoY to $8.41B, vs. $8.62B est., and Google Cloud operating income of $266M, vs. an operating loss of $440M YoY
$GOOGL -5% AH after beating on 3Q revs ($76.7B vs $75.5 exp) and eps ($1.55 vs $1.45 exp) but missing on Cloud Rev (-3% miss). Detail (before TAC): - Search $44.0B vs $43.2B est - YouTube $8.0B vs $7.8B - Google Network $7.7B vs $7.9B est - Cloud $8.4B vs $8.6B est Cloud just...
Alphabet
Alphabet reports Q3 revenue up 11% YoY to $77B, net income up 42% YoY to $19.7B, and Google ad revenue up 9% YoY to $59.65B; GOOG drops 8%+ on cloud sales miss
MOUNTAIN VIEW, Calif. - October 24, 2023 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended September 30, 2023.
2023-05-17
The three big takeaways from today's $TSLA Annual Mtg and live interview between @elonmusk and CNBC's David Faber: 1/ @elonmusk committed to try advertising, which is hugely bullish since TSLA will add a second variable beside affordability to accelerate EV adoption. We've long... https://twitter.com/...
CNBC
In an interview, Elon Musk discussed acquiring Twitter, defended his inflammatory tweets, called tech workers the “laptop class living in la-la-land”, and more
Tesla CEO Elon Musk sat down for a sprawling interview with CNBC anchor David Faber on Tuesday following .
2023-05-13
If true, Linda Yaccarino would be a great CEO of Twitter. She gets the ad business and understands the needs of advertisers, can talk their language (ROI/brand safety) and will speak her mind while being deferential. $TSLA @elonmusk https://www.wsj.com/...
CNBC
Elon Musk names ex-NBCUniversal ad chief Linda Yaccarino as Twitter's CEO, to focus on business operations; Musk will focus on “product design & new technology”
- Former NBCUniversal advertising chief Linda Yaccarino will be Twitter's next CEO.