Key Points Driving-assistance specialist Mobileye Global has entered the humanoid robotics space with an acquisition that leverages its specific know-how. You mostly know it as a mobile compute-processing name, but Qualcomm’s power-efficient edge computing tech has far wider applications. Tesla’s Optimus may not end up being the best humanoid robot, but the company will be…
Key Points Big tech is trying to diversify their chip stack away from Nvidia and AMD by designing their own silicon. Marvell Technology specializes in custom chip solutions as well as critical networking infrastructure for data centers. Marvell is rumored to be in discussions to acquire Lumentum. Motley Fool Issues Rare “Total Conviction” Buy Alert…
Apple AAPL is set to report fourth-quarter fiscal 2026 results on Nov. 2. For the fourth quarter of fiscal 2026, Apple expects revenues to increase 9-11% year over year. Management anticipates foreign exchange to reduce the growth rate by about 2.5 percentage points sequentially, while supply constraints are expected to intensify across iPhone, Mac and…
Tesla TSLA and Ford F both topped Wall Street’s third-quarter 2026 EPS estimates, but what investors took away from the two reports was quite different. Tesla tackled its biggest overhang by cutting its 2026 capital expenditure plan from $25 billion to $20 billion. Ford tightened its 2026 adjusted EBIT guidance to $10.5 billion-$11 billion, from…
PACCAR Inc. PCAR reported third-quarter 2026 earnings of $1.61 per share, in line with the Zacks Consensus Estimate. The bottom line increased 43.8% from $1.12 in the year-ago quarter, supported by stronger truck profitability and favorable pricing. Truck, Parts and Other revenues of $7.38 billion rose 20.8% year over year but missed the Zacks Consensus Estimate…
Key Points Despite the hype surrounding Tesla’s Cybercab robotaxi and Optimus robot, over 70% of the company’s revenue still comes from selling passenger electric vehicles (EVs). Tesla’s EV deliveries shrank during the second quarter, which contributed to a 44% decline in the company’s earnings. Tesla stock is 14 times more expensive than the Nasdaq-100 index,…
Key Points Close watchers of Tesla (NASDAQ: TSLA) will have noticed something seemingly contradictory recently: Management lowered its 2026 capital spending forecast but also lined up $30 billion in credit. Let’s look at what’s going on and what it might mean for the stock’s investment case. Tesla’s contradictory movements The company’s capital spending plans and…
Key Points Elon Musk recently warned that the tech sector could be heading into a period of “death and consolidation” among neoclouds. CoreWeave’s bond yields reached roughly 15% as investors grew nervous about its debt. Strong demand alone may not protect AI cloud providers if financing becomes too expensive or dries up. 10 stocks we…
Key Points Tesla registered a record 66,035 vehicles in Europe in September. Tesla’s Model Y and Model 3 checked in the top two spots for registrations in Europe for the first time since 2022. It’s a strategic move that Tesla is finding demand for its vehicles exported out of China’s brutal market. These 10 stocks…
Key Points Nvidia CEO Jensen Huang recently highlighted his company’s ability to deliver complete AI factory performance. The company’s expanded hardware offerings are creating new revenue opportunities. Huang believes that delays for AI factory build-outs will result in customers missing out on substantial sales opportunities. 10 stocks we like better than Nvidia › Nvidia‘s (NASDAQ:…