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SpaceX's first public earnings beat revenue expectations (+92% YoY) but stock fell 13% after unveiling $18.37B in capex, mostly for AI infrastructure, raising valuation concerns despite strong Starli…
Tesla shifts focus from higher-end vehicle production to autonomous driving, robotics, and energy storage, signaling a long-term transformation despite current vehicle demand slowing and profitabilit…
Tesla’s stock surged 48% in six months, but stalled unit sales, declining EPS, and falling ROIC amid aggressive investments signal caution. The high valuation suggests the market has priced in strong…
Tesla rebounded 5% after a prior AI-related tech selloff, driven by investor confidence in Elon Musk's AI and autonomy vision, despite concerns about its high valuation and slowing core automotive mo…
Tesla experienced a sharp intraday reversal after early gains, causing retail traders to become cautious despite strong tech sector momentum, reflecting concerns over high valuation and long-term AI/…
Tesla's stock soared 61.7% in six months but shows signs of weakening demand, falling free cash flow margins, and declining ROIC amid heavy AI investments. Valuation is high at 200.8x forward PE, lea…
Tesla jumped after Elon Musk bought over $1 billion of shares, igniting bullish momentum despite market share declines and lofty valuation; mid-October earnings remain a key risk.
Zacks spotlights Nebius' vertical AI infrastructure, a multi-year $17.4B Microsoft contract, and Nvidia's strategic investment and GPU priority — driving a sharp NBIS rally despite nosebleed valuatio…
Tesla shares rose on optimism after Musk signaled a pivot to robotics and bullish analyst notes, despite weak sales, stretched valuation, and mixed broker warnings about 2025 earnings and robotaxi co…
Zacks highlights Palantir (PLTR) as poised for a technical breakout after analyst upgrades and rising estimates, noting strong sales growth but elevated valuation risk; it compares PLTR to long-term …
Amazon doubled revenue to $670B and delivered 38.2% EPS CAGR over five years, but free cash flow margin is weak at 2.5%. Shares trade at $228.79 (~34.3× forward P/E).
Amazon expands its 10-minute Now service nationwide as Indian quick-commerce startups Blinkit, Zepto and Swiggy scale; intense price competition, heavy cash burn, and lofty valuations raise profitabi…