Tesla influencer AleXandra Merz expects a potential Tesla-SpaceX merger to take seven to 12 months to complete.
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Markets were primarily focused on earnings from major companies, alongside rising oil prices due to the continued tensions between the U.S. and Iran.
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 ...
Every public company has a number it wants you to see and a number it hopes you scroll past. Earnings season is built on that tension. The revenue line is the easy one. It goes in the press release, it goes in the headline, and it goes in the first paragraph of most coverage. Bigger is better, and ...
Shares of Tesla have tumbled around 15% on a disappointing quarter, and SpaceX has fallen 50% from its highs.
Tesla recorded a $1 billion net gain on its investment in Space Exploration Technologies, commonly known as SpaceX, following its IPO last month, according to SEC filings. Elon Musk's electric vehicle company had a stake in SpaceX through a $2 billion investment his AI lab xAI made in January. When xAI and SpaceX merged in February, Tesla's share in the AI startup converted into equity in SpaceX.
Here are some of the biggest decliners in the Nasdaq Composite Index, recently down 2.3%: Tesla (TSLA), down 14% T-Mobile (TMUS), down 7.8% Alphabet (GOOG), down 6.5% Strategy (MSTR), down 6.
It's hard to get a handle on Tesla's current position in the market after two asymmetrical quarters. Tesla reported second-quarter revenue of $28.2 billion, a record that topped analyst estimates of $27.6 billion. However, the 33 cents per share the company reported missed estimates from analysts ...
Investing.com -- Alphabet burned $5.9 billion in free cash flow in the second quarter of 2026—its first cash burn on record. Tesla burned another $1.1 billion. Together, the two reports have crystallized a fear that has been building all year: Big Tech's AI infrastructure build-out is consuming capital faster than it can generate returns.

Tesla (TSLA) reported second quarter earnings on Wednesday, which failed to impress investors. Yahoo Finance Senior Autos Reporter Pras Subramanian chats with Morning Brief host Julie Hyman about the results, the earnings call, and CEO Elon Musk's comments on SpaceX (SPCX).

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?
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
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
Deepwater's Gene Munster said Musk's comments revealed deeper ties, with Tesla and SpaceX collaborating across Starlink, Terafab, Grok and Digital Optimus.
Tesla Inc (TSLA) reports record Q2 deliveries and significant investments in AI and infrastructure, despite facing margin declines and supply chain challenges.
Earnings dominated the narrative in the U.S. markets on Wednesday, with Alphabet, Tesla, and IBM reporting Q2 results.
Tesla CEO Elon Musk on Wednesday left the door open to the EV maker merging with his other trillion-dollar-plus-valued firm SpaceX, declining to dismiss the possibility and citing growing overlap between the companies. “As you can tell from the many collaborations on so many fronts with SpaceX, there’s more and more overlap,” Musk said on Tesla's earnings call. “We can't talk about, you know, combining companies and that kind of thing on an earnings call," he added.
Elon Musk addresses shareholder questions about a potential merger between Tesla (TSLA) and SpaceX (SPCX), noting their growing operational overlap before deferring to Tesla's General Counsel, who highlights their strategic partnership and joint work on initiatives like Terafab and Digital Optimus.

<body><p>STORY: U.S. stocks ended lower on Wednesday, with Dow virtually flat, the S&P 500 dipping fractionally, while the Nasdaq lost more than half a percent.</p><p>Investors eagerly awaited earnings results after the closing bell from Alphabet and Tesla, the first of the Magnificent Seven megacaps to report.</p><p>Shares of Alphabet, down more than 1% at the close, dipped further in extended trading despite the Google parent topping Wall Street estimates for cloud revenue growth thanks to the AI boom.</p><p>And shares of Tesla, which also closed lower, tumbled another 2.5% in extended trading after Elon Musk's EV maker reported negative free cash flow for the first time in more than two years due to accelerated spending on AI infrastructure, battery capacity, robotaxis and next-generation manufacturing.</p><p>Bob Lang, founder and chief options analyst of Explosive Options, said that strong earnings are needed to keep the market moving higher.</p><p>“The one thing that has been pretty constant here for the past 4 or 5 months for the stock market has been strong earnings and certainly a first quarter brought us about 26, 27% earnings growth. So far in the second quarter, we're seeing it at about 16 to 17%. And that's without some of the big names that have reported for the second quarter yet. We're going to have big names like, Nvidia. We're going to have big names like Micron reporting in September. That's a couple of months away, of course. But you know, we're going to have some of these companies out there that are probably going to report some stellar earnings. And, it's really been the linchpin for keeping the stock market afloat right now.”</p><p>Shares of IBM rose in extended trading after the company cut its annual revenue growth forecast, days after shocking Wall Street with a warning that corporate spending was shifting toward AI-focused data-center gear at the expense of its software and mainframe computers.</p><p>:: ServiceNow Handout</p><p>And shares of ServiceNow, down about 6.5% at the close, rose more than 3% after hours as the company raised its forecast for annual subscription revenue for the second time after beating second-quarter revenue and profit estimates, driven by growing demand for its AI-powered software.</p><p>Among other tech names, shares of Super Micro Computer rallied almost 20%, making it the S&P 500's biggest percentage gainer, a day after the server maker said it had secured more than $60 billion in new orders in its fiscal fourth quarter. </p></body>
Tesla (NASDAQ:TSLA) executives used the company’s second-quarter 2026 earnings webcast to highlight record quarterly deliveries, rising interest in Full Self-Driving, rapid energy storage growth and a major multiyear capital spending cycle tied to autonomy, robotics, semiconductor capacity and manuf