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.
Tech stocks buckled under a three-front assault as Big Tech earnings collided with surging oil prices and rising Treasury yields, leaving investors to question whether the AI trade can survive its own…
Tesla just posted record deliveries and Wall Street still hammered the stock lower by 8%, exposing a growing divide between what the company ships today and what investors are actually paying for.
Elon Musk had a chance to kill the SpaceX merger rumor on Tesla's earnings call and chose not to, leaving shareholders to absorb a risk that one major bank says could cost…
Tesla already beat delivery expectations, but tonight's Q2 report forces a harder question: can margins hold up once tariff tailwinds and regulatory credits stop doing the heavy lifting?
Thomas Richmond Cathie Wood just called SpaceX the most important company in history and started buying a 38% dip that has a $116 billion share unlock waiting on the other side. Her actual thesis…
Once-celebrated EV startups burned through billions chasing a market that keeps shrinking beneath them, while Detroit giants swallowed losses that would have buried most industries. What is left of the American electric…
Oil surging past key thresholds is putting the Fed's inflation calculus back in play, and a packed earnings slate from Tesla, Alphabet, and IBM could either calm nerves or deepen the selloff…
Tesla is bleeding year-to-date losses while Google shrugs off a 46% free cash flow collapse, yet both Magnificent Seven giants share the same bold 2027 price target gap. The catalysts that close…
Tesla's latest earnings beat sent bulls scrambling to defend a valuation that prices in three businesses that do not yet exist, while the one that does keeps losing ground. Before Q2 results…
Alex Sirois Tesla sits dead last among the Magnificent 7 in 2026, weighed down by inventory creep, collapsing energy revenue, and a valuation that makes even bulls sweat. But Q2 earnings could rewrite the…
Chip stocks surged and early Q2 reports crushed expectations, but the bigger question is whether this momentum can hold as the week's heaviest hitters prepare to report.
Tesla heads into Wednesday's Q2 earnings report with a 17% year-to-date loss and a valuation that assumes autonomy will eventually justify everything. Whether this week's call rebuilds confidence or deepens the skepticism…
With Tesla's earnings days away, options desks are flashing an unusually bearish signal, and a credible new rival is arriving just in time to complicate the story for bulls still betting on…
Wall Street's Buy consensus and a $460 price target sound convincing until you look at what is actually driving Tesla's margin recovery and what prediction markets are saying about the growth story…
Alex Sirois 
