Deep Dive
Tesla posted its first-ever annual revenue decline in 2025, yet its stock hovers near $400 with a 300x P/E. We break down what the market is actually pricing in.
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Apple raised Mac and iPad prices by 20%-plus last week; Microsoft is hiking Xbox prices by up to $150 starting August 1 — both blaming the AI-driven memory chip crunch. iPhone hikes remain analyst expectation only.
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The Magnificent Seven, Broadcom, and Oracle shed ~$2.7 trillion in combined market cap during June. Investors are reassessing the return on big tech's massive AI infrastructure bets — and the selloff reflects it.
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Jefferies nudged its Tesla price target up to $375 while flagging a structural risk from SpaceX merger speculation. BofA held firm on Apple with a $380 target, calling a redesigned Siri an underappreciated AI asset.
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Alphabet shed roughly $250 billion in market cap on June 22 after Gemini co-lead Noam Shazeer defected to OpenAI and Nobel laureate John Jumper announced he was heading to Anthropic — all within seven days. The selloff, compounded by capex jitters, was GOOGL's worst single-day…
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Amazon has secured a $17.5 billion syndicated delayed-draw term loan with Citibank as administrative agent. The deal highlights the staggering scale of AI infrastructure spending across Big Tech.
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With SpaceX pricing its IPO at a $1.77T valuation that tops Tesla's market cap, analysts estimate $5B–$10B in retail money is rotating out of TSLA into the new offering. JPMorgan just flipped from underweight to neutral with a $475 price target.
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Amazon (AMZN) has thrown its less-than-truckload freight network open to any business shipping anywhere in the U.S., sending shares of XPO, Old Dominion, FedEx Freight, and peers sharply lower on Wednesday. Some analysts say the selloff is overdone — for now.
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Adobe (ADBE) reports FY26 Q2 earnings after the close on June 11. The central question: is generative AI turbocharging Adobe's business or quietly undermining its core design software franchise?
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Oracle (ORCL) reports Q4 FY2026 earnings after the close on June 10. Consensus calls for EPS of ~$1.96 and revenue of ~$19.08B — but the real story is whether OCI can sustain its 84% growth streak and how fast that $553B backlog converts to cash.
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NVIDIA and SK Hynix announced a multi-year technology partnership on June 7 to co-develop next-gen memory for NVIDIA's AI factories, covering everything from the Vera Rubin supercomputer to the Jetson Thor robotics platform. NVDA rose ~2.3% in pre-market trading on June 8.
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Amazon has signed a multiyear, multibillion-dollar agreement with Corning to supply fiber optics for its U.S. data centers — Corning's third major AI contract of 2026. Shares jumped as much as 9% on the news.