The Full Ledger

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Page 396

Tesla’s China Numbers Show It Is On The Road To Comeback

Tesla's stock has cratered 26% this year while rivals circle, but a fresh wave of data from the world's largest car market suggests the company's fortunes may be shifting faster than Wall Street expected.

Douglas A. McIntyre · 2 months ago

Waymo’s Wreck Crashes Its Driverless Car Lead

Waymo dominates the driverless car race by nearly every measure, but a string of high-profile incidents in San Francisco is raising a question that could ground the entire industry before it ever takes off.

Douglas A. McIntyre · 2 months ago

How Far Behind AMD is Intel?

AMD and Intel both posted their strongest quarters in years, but the businesses underneath look nothing alike. One is riding an AI wave with premium margins, the other is burning billions to rebuild from…

Alex Sirois · 2 months ago

Oracle vs SMCI: Two AI Buildout Bets, One Big Catch

Oracle and Supermicro both crushed earnings on the back of the AI infrastructure boom, but both companies share a problem that could derail the whole story before FY2027 guidance ever gets tested.

Vandita Jadeja · 2 months ago