Company deep-dives, sector reads and macro context across Tesla, SpaceX, xAI and related companies.
Tesla's Texas robotaxi fleet is now positioned to earn more than $7M annually per unit at a one-time $4.3M production cost for the Model Y. The Cybercab will cost less than half that.
Model Y takes the #1 best-selling EV spot in Europe with a massive 68% YoY growth, hitting 76,760 units sold in the first 5 months of 2026.
The Information: Apple has talked with bankers and approached semiconductor startups for AI chip acquisitions as its M2 Ultra-based AI servers struggle with advanced workloads, relying on Nvidia chips inside Google Cloud. Its next-gen server chip 'Baltra' was expected this year but has been delayed.
SPCX has officially fallen below its IPO price of $135, trading at $133.18. Despite a +17.25% intraday rebound, the stock remains down -27.77% YTD.
Bank of America warns a stock market sell signal has been triggered after Fund Manager Cash Level fell to 3.6% from 4.1% — one of the lowest levels this century.
Whole Mars Catalog: V14 Lite completed a 5,135-mile coast-to-coast self-driving run on AI3 hardware with no major safety issues, fueling calls for a wider rollout.
A new survey found just 0.5% of EV drivers would replace their current EV with a gasoline or diesel vehicle if they had to buy another car today.
Warren Buffett told CNBC he was the one who initiated Berkshire Hathaway's investment into Google. GOOGL is now up 34% since Berkshire disclosed its $15.4B stake, trading at $371.81.
Apple's on-device AI has received approval for use on iPhones in China. Alibaba said Qwen will be integrated into Apple Intelligence experiences within iOS, iPadOS, macOS, and visionOS for users in China.
June CPI -0.4% (largest since Apr 2020). Core 2.6% YoY. Hassett “best in ~6 years.” S&P fut +38.50 / fair +4.34 / implied +34.16; NASDAQ fut +403.75.
Google takes 100% initial offtake at Steel River AR. 1.6GW solar + 2GWh battery by 2029 (full 2.5GW/2.9GWh). FSLR panels, LG batteries. 315,000+ homes/yr.
BofA's Alexander Perry reiterated TSLA BUY with PT $460. Robotaxi ~52% of valuation. Crash every 101,000 miles (~90% below humans). Optimus RaaS potential $30B. Capex shift $25B toward AI/robotics.
Four politicians bought SPCX since IPO with 0 sales: John James, Gil Cisneros, Dan Meuser, John McGuire. James PTR #20034949: $15,001–$50,000 (06/12/2026).
Samsung Foundry insider (Shay Boloor): Tesla AI5 chip has reached tape-out and will be built on Samsung's 2nm process at the Texas fab. Slated for future Tesla products; volume production expected later.
Eric C, Tesla's Vehicle and Robotaxi Engineering Lead, rode the Cybercab 50 times in a few days and said he 'still never wanted to get out.' Employee rides just began at Giga Texas.
FSD V4 Lite delivers dramatic improvements for HW3 owners. HW3 has only ~15% of HW4 compute, yet lane distance, comfort, and parking performance are all dramatically improved.
SpaceX launched 20 next-gen Starlink V3 satellites. V3 delivers up to 6x network capacity vs V2. Six carry heat-shield cameras for Starship re-entry imagery analysis.
SpaceX is targeting July 16 for Starship's 13th integrated flight test. V2 Starlink satellites and Super Heavy V2 booster onboard, with another Mechazilla arm catch attempt.
The Giga Texas Optimus factory is visibly expanding daily, with structures, equipment, and assembly lines growing toward a 10M unit/year production target. ARK forecasts human-level task capability by 2026.
The Austin Robotaxi hub fence has been removed, revealing the Cybercab in full. Two supply chain sources confirm Tesla placed Q4 orders two months in advance, with suppliers capable of delivering 50,000 Cybercab units by year-end.