Daily Summary 2026.07.14 — TSLA · SPCX · TSM · META · NVDA
Published · Updated · By Investus editorial desk (SUNRYU Partners)
BofA TSLA BUY·PT $460 (Robotaxi ~52%), Jefferies PT $400 (from $375), FAA Flight 12 closed, SPCX $138.99 lowest close (~$1.2T from ATH), 4 politicians bought SPCX, TSMC Q2 ~$39.6B, META Louisiana $50B DC, HF semis buys 3.5yr high (10% exposure).
2026.07.14 Top 8
1. BofA Alexander Perry — TSLA BUY reiterated, PT $460. Robotaxi ~52% of valuation. Autonomous crash every 101,000 miles (~90% lower than humans). Cybercab: 3,113 lbs, 48-kWh, ~300-mile real-world. Optimus RaaS potential $30B. Capex shift $25B toward AI/robotics. (Ming/@tslaming)
2. Jefferies raises TSLA PT to $400 (from $375) on Q2 delivery beat; FY2026 EBIT est +4% to $6.2B (long-wheelbase Model Y). (Sawyer Merritt)
3. FAA closes Starship Flight 12 mishap investigation July 13, 2026 — no public injury/property damage. Root causes: heat on propulsion during ascent; erroneous engine alarm settings. Four corrective actions. Flight 13 can proceed. (TESLARATI / FAA)
4. SPCX $138.99 (−$6.31 / −4.34%) Jul 13 16:11 ET — lowest close; nearly $1.2 Trillion lost from ATH. (Barchart)
5. 4 politicians bought SPCX since IPO, 0 sales: John James (R), Gil Cisneros (D), Dan Meuser (R), John McGuire (R). James PTR #20034949, MI10, SP, 06/12/2026, $15,001–$50,000. Energy & Commerce / FCC. (Pelosi tracker + PTR)
6. TSMC record Q2: June ~$13.8B (+6.2% MoM, +67.9% YoY); Q2 ~$39.6B (+36% YoY) vs est ~$39.4B; H1 2026 ~$75.0B. (Wall St Engine)
7. META Louisiana Richland Parish DC up to $50B, up to 5GW compute, >$1B local infrastructure. (Evan/@StockMKTNewz)
8. Hedge funds: highest US semis purchases in 3.5 years; follows two largest consecutive weekly sales since June 2024; semis now 10% of HF exposure (2x YoY; below May peak 14%). (Kobeissi Letter / GS Prime)
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Disclaimer
This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.