Company deep-dives, sector reads and macro context across Tesla, SpaceX, xAI and related companies.
Q2 2026 consensus stands at 405,024 total deliveries (Model 3/Y 392,625 + others 12,978) and energy storage consensus at 13.8 GWh. Texas Robotaxi LLC authorized with 84 Model Y units.
Tesla published the official Cybercab First Responder Interaction Plan on June 22, 2026. SAE Level 4, dual 48V/400V battery, exterior mics, and 'Please exit safely' UI included.
NHTSA closed its power steering investigation into 376,000 Tesla Model 3 and Model Y vehicles on June 27, 2026. Resolved via OTA software update with no recall required.
Tesla posted a 'Head of Paid Digital Demand Generation' role for Tesla Energy — a clear pivot from Musk's no-advertising stance. Simultaneously, Uruguay regulators approved Tesla's market entry, making it the 3rd LatAm market.
SpaceX raised $20B+ in its first-ever bond sale on June 20, 2026. Investment grade from all three major agencies simultaneously, 3.5x oversubscribed, Goldman Sachs and JPMorgan as lead underwriters.
Based on Q2 2026 results, Micron's data center revenue surged +651% YoY. FCF +951%, net cash $23B, and reverse DCF fair value of $1,520 implies 25% upside from current price.
NVIDIA secured a deal to supply 170,000 GPUs to Indonesia's Firmus Technologies for an AI cloud platform. Deployments start Q1 2027, revenue impacts Q1 2028, targeting up to $20B over 6 years.
The Big Short's Michael Burry disclosed a long position in Microsoft (MSFT) December 2026 LEAP call options at a strike in the low $380s, via SEC Form 4 filed June 26, 2026.
SpaceX officially announced NASDAQ-100 inclusion effective July 6. 448+ rocket launches, 7,300+ satellites, $350B+ valuation. Passive ETF forced buying mechanism activated.
Elon Musk declared substantially increasing Tesla investments. Five core areas: battery, powertrain, AI software, AI training, chip design — 'significantly higher CapEx' across all.
Tesla Giga Berlin targets 7,500 vehicles per week and will hire 1,000 new employees. Major European production capacity expansion expected to boost Model Y supply.
Tesla's European May sales doubled year-over-year. Model 3 ranked #1 in EV sales, Model Y #2. YTD growth at +12%. Giga Berlin ramp and subsidies are key drivers.
Tesla Japan orders are surging explosively. Free supercharging offers combined with government subsidies have overwhelmed delivery centers — customers notified to pick up at ports.
SpaceX could acquire T-Mobile for ~$108B. Integrating Starlink satellite + terrestrial cellular creates complete telecom dominance. SpaceX cash position makes this feasible.
SpaceX will build its own natural gas pipeline for Starship fuel. Construction starts next month. Fuel self-sufficiency expected to cut launch costs and increase launch cadence.
Micron guided Q4 FY2026 to record revenue ~$50B and gross margin ~80%. EPS, revenue, and guidance all beat. AI HBM demand is driving the supercycle.
Broadcom CEO stated the AI own infrastructure market will be a $1 trillion opportunity. AVGO targets this with custom AI chips (XPU) and network switches.
Apple announced M5 chips for entry-level Macs (biggest Mac chip strategy change) while simultaneously announcing price increases for iPad and Mac. Stock fell 5%+ losing billions in market cap.
OpenAI is leaning toward delaying its IPO as the landscape changed after SpaceX went public. Separately, OpenAI unveiled 'Jalapeño' — its first custom AI chip developed in 9 months with Apple help.
150+ Tesla Cybercabs were first spotted outside Giga Texas EOL via drone footage. The test route expanded 60% from 1.5 to 2.4 miles, now including highway segments. A strong signal of production ramp-up and imminent Austin commercial launch.