Nasdaq drops 2.1% as AI spending fears and $100 oil hit stocks
Why it matters: Rising crude and bond yields added inflation pressure ahead of the Federal Reserve’s next policy meeting.
Subject
#Tesla
Brent tops $100, Asian stocks slide as Iran war jolts markets
Why it matters: Higher oil is pushing up gasoline, shipping and grocery costs, while an AI-led tech selloff erased nearly $800 billion in one day.
Tesla, Alphabet shed $500 billion as AI spending hits Wall Street
What's new: Tesla fell 14.5% and Alphabet 7.1% after both posted negative second-quarter free cash flow.
Tesla profit falls as AI and robot spending tops $5.8 billion
What's new: The company posted negative free cash flow of $1.09 billion and said capital spending will keep rising for 2 to 3 years.
Asian stocks rebound as chip shares climb and oil prices ease
What's next: Investors are looking to earnings from Tesla and Alphabet this week for signs AI spending can support valuations.
Asian stocks rebound as chip shares recover ahead of Big Tech earnings
What's next: Tesla and Alphabet report Wednesday, with investors looking for proof AI spending can sustain the market rally.
Asian stocks rebound as chip shares lift Seoul, Taipei about 3%
Why it matters: The bounce came as oil eased and investors shifted focus to Tesla and Alphabet earnings for proof AI spending can pay off.
SpaceX enters Nasdaq-100 with 1% weight as options frenzy holds
Why it matters: SpaceX’s 92 implied volatility could nudge QQQ swings, though Nasdaq caps low-float stocks to limit the effect.
Tesla holders bet SpaceX IPO could pave way for Musk merger
What's new: Analysts say SpaceX's post-IPO slide may make a deal easier as investors price in an acquisition premium for Tesla.
Series: Elon Musk · Tesla Spacex Merger Speculation · 2 chapters since Jun 18Tesla shares hold near $400 as investors eye possible SpaceX tie-up
Why it matters: A merger bet is helping support Tesla even after SpaceX slid from about $2.6 trillion to $2 trillion in days.
Tata Electronics breach exposed 200,000 files tied to Apple, Tesla
What's new: Researchers said the dark-web dump totals more than 630 gigabytes and includes emails, event logs and employee passport copies.
Tesla on Autopilot plows into Texas home, killing 76-year-old woman
What's new: Investigators said the driver showed no signs of intoxication as they examine why the Model 3 left the road.
BBC News (US & Canada), BBC News (World) +5
Tesla-SpaceX merger talk grows as Musk’s control limits challenges
Why it matters: Texas law makes shareholder suits harder, raising the odds Musk could push through a deal between his two biggest companies.
The New York Times, Bloomberg
SpaceX options top $1.4 billion as traders chase 80% 2-day jump
What's new: Nearly 1 million contracts traded, with calls beating puts 600,000 to 400,000 and some bets targeting a Thursday expiry.
SpaceX options log 300,000 trades in 30 minutes on market debut
What's new: More than $400 million in premium changed hands early, with calls dominating after a 16% rally in the stock.
JPMorgan lifts Tesla target to $475, citing robotaxi and AI upside
What's new: The bank moved Tesla to neutral from underweight and sees revenue topping $200 billion by 2030.