“Tesla’s earnings tonight highlight a core tension between short-term financial realities and an ambitious long-term AI vision”

by Marketing | Aug 4, 2026 | Market Notes, Media Notes

Tesla stock surges as super bull turns slightly more bearish

“It seemed kind of like Google was taking market share from everybody and they could catch up to the market share of Azure if they keep on that trajectory”

by Marketing | Aug 3, 2026 | Market Notes, Media Notes

Microsoft says cash will keep flowing from AI, shares rise

“It’s just not the greatest story to increase the bottom end of your capex, basically increasing the midpoint, and not showing much positive guidance on revenue expectations”

by Marketing | Aug 3, 2026 | Market Notes, Media Notes

Why Meta’s stock is taking a beating after earnings

“The report’s defining narrative is the aggressive cost absorption required to stay at the leading edge of generative AI”

by Marketing | Aug 3, 2026 | Market Notes, Media Notes

Nasdaq Soars 679 Points as Microsoft Pops: Stock Market Today

“People think A.I. spending is supposed to slow down, but who’s going to be the first company to blink?”

by Marketing | Jul 29, 2026 | Market Notes, Media Notes

Meta’s Profit Falls 14% as A.I. Spending Continues

“Visa’s quarter tells a pretty simple story: people kept spending, and spending more than Wall Street expected”

by Marketing | Jul 29, 2026 | Market Notes, Media Notes

Visa tops profit estimates on resilient spending, World Cup travel