This is Guru Focus First Look, your morning market brief for Friday, July 24. Here are the stories driving markets today. Google has been fined $1 billion by the European Union under the new digital markets act after regulators found the company favored its own apps over competitors.This marks the first major penalty issued under the law, which aims to increase competition among digital platforms. The fine follows a lengthy investigation into Google's business practices and sets a precedent for future enfor ...

LATEST: 💰 Tesla held its Bitcoin treasury unchanged at 11,509 BTC through Q2 2026, marking nearly four years without buying or selling. https://t.co/bv8ExkGRNC ...

Market Dynamics & Policy - White House publicly expressed support for autonomous driving, with the administration noting executive usage and family purchases of autonomous-capable vehicles [1] - European regulatory bodies show mixed adoption, with the Netherlands Vehicle Authority (RDW) approving Tesla Full Self-Driving (FSD) (Supervised), while the French Transport Ministry takes a cautious wait-and-see approach [1] - Traditional telecommunications operators express confidence against satellite internet competition, though market analysts observe risks of underestimating rapid capacity expansion and cost reduction [2] Safety & Performance Data - According to Insurance Institute for Highway Safety (IIHS) data, Waymo autonomous taxis in select cities reduced police-reported accidents by 68%, rear-end collisions by 91%, and injuries by 81% compared to human drivers [1] - Tesla FSD (Supervised) cumulative data across North America indicates an average of 5.69 million miles between critical disengagements, achieving safety levels approximately 8 times the national U.S. average [1] Financial & Operational Performance - Tesla FSD (Supervised) annualized mileage reached 13.7 billion miles (a 241% year-over-year increase), with 1.48 million paid global subscribers exiting Q2, generating monthly subscription revenues of 66.0 million dollars and an annualized rate of 791.0 million dollars [1] - Alphabet Inc. Q2 Form 10-Q disclosures reveal a SpaceX equity holding valued at 94.1 billion dollars following its initial public offering, with 80.0 billion dollars subject to short-term sale restrictions and 14.1 billion dollars locked until Q3 2027 [1] - SpaceX continues capacity expansion with Cape Canaveral Space Launch Complex 37 (SLC-37) launch tower modular stacking, alongside Starlink Mini consumer kit scaling priced at 16.0 dollars per month for the first 12 months with service plans starting at 55.0 dollars per month [1][2]

Macroeconomic & Energy Markets - Global economies face sweeping U.S. tariffs of at least 10% hitting 60 economies [1][4] - Brent crude holds above 100 U.S. dollars per barrel amid Middle East conflicts and supply fears [1][2][27] - The 10-year Treasury yield reaches 4.70%, driven by inflation concerns [3][45] - European Central Bank lays the groundwork for a potential September rate hike [1][44][52] Technology & Automotive Sectors - Asian stock markets decline by more than 2% amid dampened tech sentiment and AI rally jitters [2][10][11] - Volkswagen reports weaker-than-estimated second-quarter operating profit at 3.347 billion euros (compared to an estimated 4 billion euros) and an operating margin of 4.2% (compared to an estimated 4.7%) [50] - Volkswagen forecasts full-year revenue growth between a loss of 3% and 0%, with automotive cash flow projected between 3 billion euros and 6 billion euros [50][51] - Tesla shares drop as much as 15%, resulting in 4.3 billion U.S. dollars in one-day mark-to-market profits for short-sellers [80]

RT Tesla Owners Silicon Valley (@teslaownersSV)ELON SHUTS DOWN THE “DOGE KILLED PEOPLE” NARRATIVEIn the Economist interview, the editor pushed the claim that DOGE cuts to USAID caused deaths.Elon’s response was direct:“Zero.”When pressed further, he said the claims are “false… nonsense and absolute nonsense.”He pointed out that legitimate programs were moved to the State Department, and that when you stop funding fraudulent or ineffective organizations, the people who lost the money never admit it was waste ...

RT Tesla Owners Silicon Valley (@teslaownersSV). @elonmusk DESTROYS THE “FAR RIGHT” SMEARIn the Economist interview, the editor tried the usual line:“You support the far right…”Elon’s response was perfect:“No, I support the normal people. What you call the far right, falsely.”He then listed three basic positions:• Secure borders• Safe cities• Sensible spendingAnd asked: “Which of those three are far right fringe?”He went further:“I would like to just admonish you and the media for the absurd characterizatio ...

4680電池 直接卡死 Semi的量產！ 四月才宣布 第一台高產量線 Semi下線 七月股東 更新卻驚見 Nevada產線 產能欄位空白 狀態還是 調試驗證階中 馬斯克 電話會議中 講得更直接 真正爆量 要到2027年 為什麼？ 電池 一輛Semi 電池包 是Model Y的 四到五倍 Texas 4680 還遠遠不夠 撐Semi的 量產爬坡 而且馬斯克 要優先把 Model 3、Y 和Cybercab FSD的安全 推到九個九 Semi只好等 2027年如果 4680跟上 FSD同步上線 長途貨運行業 將會被改寫嗎？. ...

Elon親口承認 我政治 玩過頭了！ 剛成為全球首位 萬億富豪 SpaceX史上 最大IPO之後 他坐在 Giga Texas大廳 對《經濟學人》 總編輯 平靜說出這句話 我覺得自己在 政治上介入得 有點太深了 坦白說 我被沖昏頭了 這是他自己在 鏡頭前第一次 這樣講 看來當初 目標單純 結果他 自己也承認 得意忘形 中期選舉在即 你覺得 這是馬斯克 真心的反省 還是在 以退為進呢？. ...

大家好我是大鱼 Elon亲口承认 政治 我玩过头了 SpaceX史上 最大规模 IPO刚落幕 市值一度破两万亿 他自己短暂成为 万亿富豪 却在Giga Texas大厅 对《经济学人》总编 平静的说出这句话 我被冲昏头了 这是一个刚刚 改写商业史的人 首次公开承认 自己在政治泥沼里 走得太远 大家不要错过 今天的精彩内容 OK let's go 特斯拉的股票 周四收盘是319.69% 全天下跌了14.52% 成交量是 1.13%亿股 SpaceX的股票 周四收盘是118.24% 全天上涨了2.59% 成交量是 7429万股 第一部分 Elon亲口承认 政治玩过头了 我第一次看到 这段专访的时候 真的愣了一下 不是因为AI五年内 会超过全人类 智慧那种老梗 而是Elon本人 坐在Giga Texas大厅里 对着《经济学人》 总编辑 赞妮·明顿· 贝多斯Zanny Minton Beddoes 很平静地讲出一句话 他说我觉得自己 在政治上介入得 有点太深了 坦白说 我被冲昏头了 这是SpaceX史上 最大规模IPO之后 他第一次正式 坐下来接受长访 90分钟 就在我们熟悉的 那座工厂大厅拍的 马斯克的头像也上了 《 ...

Industry Trends - Artificial intelligence progress acceleration is considered inevitable across the technology sector [1] - Technology companies recognize that attempting to impede artificial intelligence development ultimately drives faster advancement [1] Strategic Management - Industry entities focus on minimizing the probability of negative outcomes rather than halting artificial intelligence deployment [1] - Artificial intelligence enterprises establish dedicated entities and advocate for peer model reviews among rival laboratories prior to release [1] - Technology sector leadership emphasizes the critical importance of steering the ongoing artificial intelligence race wisely [2]