TSLA News
R40 coverage and dated third-party headlines for Tesla, Inc. (TSLA).
R40 Coverage
Johnson & Johnson's P/E Went 31 to 11 to 23 Without the Market Changing Its Mind. We Published a Chart Doing the Same Thing.
One outsized quarter distorts a trailing P/E twice — once when it arrives, and again four quarters later when it leaves. The second one is invisible, and our own Palo Alto coverage reasoned from it.
Both Labels Are Correct and Nothing Joins Them: 22 Scores on This Site Come From an Older Quarter Than Our Own Coverage
The score names its quarter. The article names its quarter. They differ, for two unrelated reasons, on 22 of the 66 companies we track. Nothing joins the two.
The AI Capex Bet, Six Months In: What the Mag 7 Actually Spent (and What the Market Learned)
Our February call was a $700B AI capex arms race. Six months and a full Q2 earnings season later, actual guidance has blown past that number, free cash flow is cratering at multiple hyperscalers, and the market has started rewarding capex very differently depending on who's spending it. Here's what changed.
Tesla Q2 2026: Record Revenue, Record Deliveries — Stock Falls 14% on Margin Collapse
Tesla beat on revenue and delivered a record 480,126 vehicles, but auto margins fell to 16%, free cash flow turned negative for the first time in over two years, and capex jumped 142%. The stock fell 14% as the market weighed the cost of the robotaxi and AI pivot.
Tesla's Robotaxi Fleet Is Growing Quietly — And the Numbers Are Starting to Matter
280 active robotaxis, unsupervised rides in Austin, and a cost-per-mile target that undercuts everyone. Tesla's autonomous fleet is scaling faster than headlines suggest.
The $700B AI Bet: Inside the Mag 7's Record 2026 CapEx Arms Race
The Magnificent Seven are set to spend $700B+ on AI infrastructure in 2026, up 60% from 2025. We break down who's spending what, the supply chain winners, and why the market is spooked.
Prediction Markets
February 2026
TSLA Under Pressure
Analysts trim profits, weak EV sales, earnings fallout, AI/robotaxi spending concerns.
January 2026
TSLA Distribution Signs
Broken 50-day MA, negative CVD, volume increasing on fall; low $400s next.
TSLA Bearish
Textbook pivot at 50 EMA, doji at highs—trim into strength.
TSLA Earnings Gameplan
On track for 430+ by week end; coming together.
TSLA Doing What It Did Before Unwinds
Sell signal triggered, down -10%; weekly/daily SL bearish—unwind to $380s possible.
The Most Dangerous Stock Market Ever
Tesla shareholders and speculative mania unwind.