Alphabet's first negative free cash flow quarter pushed it to raise $84.75 billion in equity, including a new $10 billion Berkshire Hathaway stake.
Tesla's operating profit sank 57% as its decade-long regulatory credit windfall evaporated, even as Wall Street keeps betting on robotaxis and Optimus.
Tesla heads into Wednesday’s Q2 report with record deliveries and a widening cash burn as its $25 billion Optimus and Robotaxi bet comes due.
Micron and SK Hynix are rallying on record memory demand, but Calix's margin squeeze shows who actually pays for pricier AI chips.