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Tesla reported Q2 2026 energy revenue of $3.1B, up 13% YoY, but surging capex pushed free cash flow to -$1.1B. Elon Musk reiterated massive solar expansion backed by $25B annual capex and $30B in deb…
Fluence Energy shares have plummeted 66% since June as Wall Street analysts downgrade the battery storage provider. Analysts cite deteriorating sentiment, highlighting growing competitive pressures w…
Jim Cramer analyzed AI data center power demands on Mad Money, favoring established player GE Vernova over NuScale Power. Addressing concerns about Elon Musk entering the generator business, Cramer n…
Gene Munster highlighted the power sector as the next major AI infrastructure play, echoing Nvidia's 2023 boom. The commentary follows Elon Musk's statement that Tesla is scaling 100GW annual solar c…
Tesla/SpaceX investor Jurvetson backs new startup Ambrosia Energy, founded by ex-SpaceX execs, targeting cheap off-grid solar power for AI data centers. Indirect Tesla connection via investor and Mus…