When one considers the investment case for Tesla (TSLA), one hears about electric vehicles, autonomous vehicles, Optimus humanoid robots, and energy storage. The company's "Megapod" business is not something that is discussed in the annals of Tesla folklore frequently.
But in the company's latest earnings call, CEO Elon Musk explained how it can aid its AI ambitions. Describing it as a data center hardware system to be used for heavy AI compute, Musk commented, "This allows us to scale AI compute with aggregated electricity production. We can place Megapods at Superchargers and have distributed AI."
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#compute #optimus

Tesla (TSLA) is an electric vehicle (EV) and clean energy company led by CEO Elon Musk. Founded in 2003 and based in Austin, Texas, the company designs, manufactures, and sells EVs alongside energy storage and generation products, including Megapack and solar solutions. Tesla operates across two core segments: Automotive — which includes vehicle sales, regulatory credits, and Full Self-Driving (FSD) subscriptions — and Energy Generation and Storage.
Rapidly emerging businesses including Tesla's robotaxi service, Optimus humanoid robots, and artificial intelligence (AI) computing infrastructure are increasingly shaping the company's long-term valuation narrative. That's positioning Tesla as a full-stack autonomous technology and energy platform. Let's take a closer look.
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#energy #full #vehicle

US stocks were hammered on Thursday as the latest AI spending outlooks from Alphabet (GOOG) and Tesla (TSLA) spooked investors, and oil prices surged above $100 in the wake of expanded attacks in the Middle East.
The Nasdaq Composite (^IXIC) suffered the worst of the losses, tumbling 2.1% and briefly breaking below 25,000 for the first time since May.
The Dow Jones Industrial Average (^DJI) dropped 0.9%, meanwhile, and the S&P 500 (^GSPC) fell by 1.2%, building on a stock retreat on Wednesday amid a flurry of earnings reports.
Big Tech stocks sold off, led by declines in Alphabet and Tesla shares after the two "Magnificent Seven" heavyweights reported results after Wednesday's market close.
Alphabet posted a strong quarter fundamentally, but the Google parent's raised capex outlook comes as investors scrutinize AI's return on investment. Tesla CEO Elon Musk also said 2026 would be a "massive capex year" for the company, highlighting a focus on Optimus robots, robotaxis, and data centers.

#goog

Tesla shares tumbled on Thursday after the EV maker reported lower-than-expected quarterly profit despite revenue exceeding estimates.
The company burned through more than $1 billion in cash as it upped investments in Robotaxi, Optimus and semiconductor manufacturing.
Tesla (TSLA) shares plummeted Thursday after the electric vehicle maker's quarterly earnings missed estimates as infrastructure spending ballooned.
The stock fell nearly 15% to around $320, leading S&P 500 decliners and trading at its lowest level in nearly a year. Tesla stock has now lost 29% of its value since the start of 2026, making it the worst performer among the Magnificent Seven.
Tesla on Wednesday afternoon reported second-quarter profit of 33 cents a share, an 18% decrease from last year's quarter and well short of the 55 cents Wall Street had forecast. Revenue increased 26% to $28.2 billion, surpassing expectations. The company's gross margins contracted by more than 2 percentage points to 16.9% as regulatory credit revenue declined and the average selling price of its cars fell.

#profit

Three big earnings reports came out this week. Alphabet Inc. (NASDAQ:GOOGL) and Tesla, Inc. (NASDAQ:TSLA) reported Wednesday after the market closed, and International Business Machines Corporation (NYSE:IBM) shared its official results the same day. All three show the same thing: spending money on AI is starting to hurt profits. However, each company's story is different enough that treating them as one big story would miss what's actually going on. So let's dig into it:
Alphabet Inc. (NASDAQ:GOOGL) made more money than expected. Revenue came in at $119.8 billion compared to the $116.9 billion ***** ysts expected, growing 24% from last year. Its cloud business also had its best quarter ever. Cloud revenue jumped 82% to $24.77 billion, way above the $22.46 billion ***** ysts predicted, and the amount of future cloud business it has lined up hit $514 billion, up from about $460 billion. Even so, the stock fell about 4% after hours. Why? Because Alphabet said it will spend even more money in 2026 than planned, between $195 billion and $205 billion instead of the earlier $180-190 billion range and well above the roughly $186 billion Wall Street expected. The firm's leftover cash after paying for everything actually went negative, by $5.9 billion, for the first time in at least 10 years. That happened because Alphabet spent $44.9 billion in just this one quarter, double what it spent a year ago. Alphabet's finance chief, Anat Ashkenazi, told ***** ysts the tech firm still doesn't have enough computing power to meet demand. Google is even renting extra computing capacity from ***** eX to keep up while it builds more of its own.
Tesla, Inc. (NASDAQ:TSLA) had a similar problem, just in a different business. Revenue beat expectations, coming in at $28.24 billion versus $25.71 billion expected, up 26% from last year. Tesla also delivered more cars than expected. But profit missed, and adjusted earnings were 33 cents per share, well below the 51 cents ***** ysts expected. The profit margin on each car sold also shrank to about 16.3% instead of the roughly 18% expected. And Tesla's leftover cash went negative too, by $1.1 billion, for the first time in over two years. That's because Tesla spent 142% more money than usual, $5.8 billion, mostly on things like Optimus robots, its Cybercab robotaxi, and AI computing power, not on making more cars. Elon Musk called it "a massive capex year" and said he believes these investments will pay off. But right now, it's the car business paying for all of it, and the car business is making less money per vehicle than before.

#expected #alphabet #money

Tesla runs its earnings Q&A through a platform called Say Technologies, where shareholders submit questions and vote them up based on how many shares they hold. The idea is that the most pressing investor concerns rise to the top, giving Musk and his team a clear read on what the market actually wants answered before he gets on the call.
For Tesla's second-quarter earnings on July 22, the top categories looked predictable: FSD, Robotaxi, Optimus, Cybercab. And then, in fifth place, ****** eX. Not Starlink. Not ****** eX's technology. Whether Tesla and ****** eX might merge. Twenty-two questions on that topic made it onto the formal shareholder agenda, and Tesla investors want a direct answer from Musk, Business Insider reported.
The persistence of the question has a lot to do with how much the two companies already overlap. Tesla holds a stake in ****** eX. Tesla sold roughly $890 million in vehicles and batteries to ****** eX and its subsidiary xAI since 2023, and ****** eX spent $131 million on Cybertrucks in 2025 alone, according to the company's IPO filing.
Earlier this year, ****** eX acquired xAI. Tesla had put $2 billion into xAI, so that investment became a small equity stake in ****** eX when the deal closed, the first time a regulatory filing had formally connected the two companies, CNBC reported.
More Teslaand ****** eX:

#musk

Lucid burned $3.8B in free cash flow against $1.35B in revenue in 2025, while Rivian's cash reserves shrank from $4.81B to $2.85B.
Stellantis posted a $22.33B net loss for FY2025 as CEO Filosa admitted the company over-estimated the pace of the energy transition.
Tesla leads with a $1.4T market cap, but Q4 2025 deliveries fell 16% and prediction markets heavily doubt its near-term robotaxi and Optimus timelines.
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Morning Brew Daily's July segment framed the U.S. electric vehicle industry in stark terms. They argued that Lucid (NASDAQ: LCID), once valued at $91 billion, is now worth just $2.87 billion, while Rivian (NASDAQ: RIVN) has fallen from a peak near $150 billion to roughly $25 billion. The guest **** yst on the show argued that both pure-play startups are "one boardroom decision at another company away" from collapse, and that neither company is expected to turn cash flow positive before 2030. The numbers back the framing.

#cash #free #flow

Big Tech earnings season kicks off Wednesday with Google (GOOG, GOOGL) and Tesla (TSLA) set to report after the bell. Intel (INTC) will follow on Thursday.
While Tesla saw solid quarterly delivers, ****** ysts will be on the lookout for how much the company is spending on its Robotaxi, Optimus humanoid robot, and AI initiatives, which is expected to send free cash flow nose diving.
Intel's stock has been riding the AI data center growth story to new highs, though it's since come off those highs as traders rotated out of the semiconductor sector. But it could get another boost if the company announces any new customers for its foundry business.
Google stock has also benefited handsomely from the AI boom, though growth has moderated over the past few months. Investors will be looking for more information about the company's spending plans as it continues to address computing capacity constraints.
On Thursday, AMD (AMD) will host its Advancing AI event in San Francisco, where it's expected to announce updates to its product lines across its data center unit.

#tesla #spending #data #Growth

It's no secret that Tesla (NASDAQ: TSLA) is one of the most narrative-driven stocks in the market. The company's valuation hinges less on its revenue and profitability numbers, and more on whether investors believe it will successfully evolve into an artificial intelligence (AI) platform business with product lines spanning autonomous vehicles and humanoid robotics.
The bull case centers on Tesla scaling up its production of self-driving vehicles and proving that there is a market for its humanoid Optimus robots. These innovations aim to create entirely new revenue streams far larger than the electric vehicle (EV) and energy storage businesses that dominate its financials today.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
On the other hand, the bear case emphasizes that those same projects have experienced repeated delays and are incurring mounting capital expenditures with little in the way of near-term returns, while Tesla's core EV business has yet to demonstrate durable pricing power or margin expansion.
Tesla's second-quarter earnings report is slated for July 22, and growth investors may be wondering how the stock will react to that data readout, particularly given the polarized views about Elon Musk's ambitious vision for the company.

The company is spending billions to pivot from electric vehicles to robotics and autonomy, forcing investors to decide if the long-term vision is worth the near-term cost.
Tesla (TSLA) is in the middle of a profound and costly transformation. After a 26% run over the past year, the stock now sits about 16% below its 52-week high, and the company has made it clear why: it is embarking on a large investment cycle. Management plans to spend over $25 billion on capital expenditures this year, a move they expect will lead to negative free cash flow for the rest of 2026. This investment funds a deliberate pivot toward artificial intelligence, robotics, and autonomous driving, expanding the company's focus beyond simply building more cars. The practical question for an investor today is whether you're buying into the next phase of a revolutionary company or funding a high-stakes gamble with an uncertain payoff.
What The Market Is Charging
When you buy Tesla stock, you are paying a significant premium. The shares trade at a price-to-earnings ratio of 318.0, a world away from the S&P 500's average of 24.6. On a price-to-sales basis, it's a similar story: 12.5 for Tesla versus 3.3 for the broader market. This isn't the price for a conventional automaker. The market is charging you for the belief that Tesla's most valuable products don't exist yet. You're paying for the potential of the Optimus robot, which the CEO believes will be the "biggest product ever," and for a future fleet of autonomous robotaxis. For this premium to make sense, the company must successfully execute on its plan to create what management calls a "substantially increased future revenue stream."
The Business Underneath

The two companies obviously have a lot in common, and it goes beyond having Elon Musk as their CEO. The reality is that they are both stocks valued and bought today, not for their current earnings, but for what they could become in the future.
However, there are key differences between the investment profiles of Tesla (NASDAQ: TSLA) and ***** e Exploration Technologies (NASDAQ: SPCX), better known as ***** eX, that make them suitable for different types of investors and also challenge the notion that folding Tesla into ***** eX is a good idea.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
The major factors to consider are as follows:
Tesla's projects (electric vehicles, robotaxis, and Optimus robots) embody artificial intelligence (AI). At the same time, ***** eX is largely dependent on end demand for AI, not least for its xAI business and its orbital data center ambitions.

TSLA beat Q1 EPS estimates with $22.4 billion in revenue, even as Musk warned Optimus and Robotaxi ramps will start very slow.
Tesla commits over $25 billion in 2026 CapEx to robotics and autonomy as operating expenses rose 37% on AI R&D.
Prediction markets give Optimus a 15% chance of consumer release by year-end 2026 and Robotaxi just 3% odds of a California launch by June.
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Elon Musk spent much of Tesla's Q1 2026 earnings call doing something he rarely does: lowering expectations. The CEO of Tesla (NASDAQ:TSLA) repeatedly invoked manufacturing physics rather than moonshot timelines, and the centerpiece of his framing was a single line.

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