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After listening to Musk's speech, analysts have raised the probability of a Tesla and SpaceX merger to 90%.

After listening to Musk's speech, analysts have raised the probability of a Tesla and SpaceX merger to 90%.

``` Tesla’s latest earnings call not only brought performance data, but also unexpectedly became a catalyst for the market to re-examine the potential prospects of a merger between Tesla and SpaceX. During this Wednesday’s earnings call, Musk responded to the issue of the two companies merging, saying that their

STMicroelectronics Q3 revenue guidance missed market expectations; European stock price plummeted 17% | Earnings Report Insights

STMicroelectronics Q3 revenue guidance missed market expectations; European stock price plummeted 17% | Earnings Report Insights

``` STMicroelectronics' share price suffered a steep drop. Although the company once again raised its full-year AI business revenue forecast and expects further acceleration in growth in the fourth quarter, its third-quarter revenue guidance came in below market expectations, prompting investors to take profits given the high valuation. On Thursday,

SK Hynix ADR arbitrage window closes; the price gap previously reached as high as 51%.

SK Hynix ADR arbitrage window closes; the price gap previously reached as high as 51%.

``` The huge price gap between SK Hynix’s American Depositary Receipts (ADR) and Korean local shares cannot be eliminated in the short term. On Thursday, the Korea Securities Depository (KSD) clarified that the upper limit for converting SK Hynix local shares into ADRs is set at 2.5% of the

Google and Tesla both have negative cash flow—what does this mean for AI trading?

Google and Tesla both have negative cash flow—what does this mean for AI trading?

``` Google’s parent company Alphabet and Tesla were the first to release their earnings in this tech results season, yet both sent an unsettling message to the market: aggressive AI capital expenditures are devouring cash flow, and even revenue beats are no longer enough to soothe investors’ worries. Both companies

Grok 4.5 overturned a graph theory conjecture that had baffled the mathematics community for 30 years in 8 minutes; Musk liked and shared it.

Grok 4.5 overturned a graph theory conjecture that had baffled the mathematics community for 30 years in 8 minutes; Musk liked and shared it.

``` Breakthroughs in AI within the field of mathematics are accelerating. Grok 4.5, a model under xAI, overturned a graph theory conjecture that has puzzled mathematicians for around 30 years in just 8 minutes during an informal internal discussion, drawing wide attention from the tech and investment circles. The event

SemiAnalysis: Kimi K3 crushes Nvidia's strongest open-source model; U.S. committee model fails

SemiAnalysis: Kimi K3 crushes Nvidia's strongest open-source model; U.S. committee model fails

``` Open competition among Chinese AI labs is bearing fruit. Renowned semiconductor and AI research organization SemiAnalysis published an article on Wednesday pointing out that The latest Kimi K3 model from Moonshot AI has vastly outperformed Nvidia’s flagship open-source model Nemotron 3 Ultra in benchmark tests. SemiAnalysis directly named Nvidia

Training Gemini 4 is too expensive! Barclays estimates Google will have negative free cash flow for two consecutive years.

Training Gemini 4 is too expensive! Barclays estimates Google will have negative free cash flow for two consecutive years.

``` A stellar earnings report from Google's parent company Alphabet did not bring relief, but rather a bigger bill. According to Zhuifeng Trading Desk, Barclays said in a July 22nd report that after Google released its second quarter 2026 results, Barclays sharply raised its 2027 capital expenditure forecast for