[MUSIC PLAYING] >> NEWSMAKERS AND MARKET MOVERS. THIS IS "THE PULSE WITH FRANCINE LACQUA." FRANCINE: GOOD MORNING EVERYONE AND WELCOME TO "THE PULSE." ANOTHER BUSY MORNING. THERE COULD BE A NEW FRONT IN THE IRAN WAR.WE JUST HEARD FROM THE NEW CHANCELLOR. WE WILL ALSO DISCUSS THIS WITH OUR FRIEND FROM BARCLAYS. ALPHABET INCREASED SPENDING PLANS, RAISING CONCERNS THE COMPANY WILL FORGO FISCAL DISCIPLINE IN THE RACE TO DOMINATE AI.LET'S GET MORE WITH MATT, TECHNOLOGY ANALYST AT BLOOMBERG INTELLIGENCE. IT IS AL ...

ANNA: GOOD MORNING, EVERYBODY. ALPHABET DROPS AS HIGHER CAPEX WORRIES HYPERSCALER INVESTORS, BUT MEMORY MAKERS IN ASIA SEEM HAPPY. AND IS ABOVE $95 AS THE HOUTHIS UNLEASH RED SEA ATTACKS AND WE ARE MONITORING THE ECB JUST IN CASE WE GET CLUES ON THE RATE DECISION.GUY: U.S. 50'S FUTURES ARE DOWN. WE HAVE A RAFT OF CFO'S, CEO'S TO TALK TO THIS MORNING. THE NASDAQ WAS DOWN .6%.IT IS DOWN AGAIN IN TERMS OF THE FUTURES PICTURE BY .3%. WE HAVE TO FOLD IN THE HYPERSCALER STORY ANNA WAS TALKING ABOUT. AND HOUTHIS, ...

The Morning Minute (7.23)⏰Top News:-Crypto majors mostly flat despite falling stocks & rising oil; BTC at $65.6k-Senate Republicans publish new Clarity Act draft, Dem Leaders still oppose-SEC Commissioner Pierce warns some DeFi vaults and onchain lending fall under securities law-BTC ETFs see 7 straight days of inflows; ETH validator exit queue goes to 0-Rhynotic’s new FWA protocol token runs to $11M, pumps multiple NFT sets🌎 Macro Crypto and Markets-Crypto majors are mostly flat despite red stocks and risi ...

[music] >> This is GuruFocus First Look, your morning market brief for Thursday, July 23rd. Here are the stories driving markets today. Alphabet shares fell in pre-market trading despite reporting second quarter revenue above expectations as investors focused on the company's plans to ramp up capital expenditures for artificial intelligence infrastructure through 2026.The announcement raised concerns about profit margins with the company emphasizing heavy investment in data centers and advanced chips to sup ...

JUST IN: The onchain market cap of stock tokens on @RobinhoodCrypto Chain surpasses $20M, led by @nvidia, @SpaceX, and @Tesla.Robinhood Chain accounts for ~0.8% of the current stock token market. https://t.co/BPyzBeiKgN ...

US equity futures fall after Alphabet's plan to spend up to $205 billion this year revives concerns over the soaring cost of AI, while Tesla also boosts investment to accelerate its AI ambitions. Brent crude climbs towards $100 a barrel after Houthi militants attacked two Saudi Arabian oil tankers in the Red Sea. Stephanie Roth of Wolfe Research discusses her outlook for inflation amid rising oil supply risks. Chapters: 00:00:00 - Bloomberg Brief Begins, Opening Headlines: AI Spending, Tesla & Oil Surge 00: ...

RT Satoshi Club (@esatoshiclub)Breaking: @okx has relaunched X-Perp Stocks, offering perpetual futures on 80+ U.S. stocks and ETFs with up to 10x leverage.The relaunch comes ahead of a busy earnings week, with Tesla and Alphabet reporting on July 22, Microsoft on July 29, and Amazon on July 30. https://t.co/AqqPGI4LAU ...

Tesla這季 現金流轉負 短期很痛 但Elon 根本不在乎 他把賣車當成 穩定現金來源 全力餵養 AI這頭大象 台積電 三星 美光全都在 跟著押注 Elon還當場點名 感謝美光 2026下半年 到2027 Fremont Optimus 量產線開跑 Cybercab 擴大生產 FSD訂閱 繼續上衝 高毛利業務 會慢慢把現金流 拉回來 Megapod 如果全面上線 能源+AI運算 可能先成為 新的引擎 我們正在 親眼見證 Tesla從 電動車公司 逐步變成 AI與機器人公司. ...

Financial Performance - Q2 revenue reached 28.2 billion USD, with earnings per share at 0.33%, and free cash flow turning negative with a burn of 1.1 billion USD [1] - Capital expenditures for the quarter surged to 5.8 billion USD, primarily driven by massive investments in artificial intelligence infrastructure [1] - Long-term energy gross margins are projected to stabilize in the mid-to-low 20% range, transitioning from high-growth to standard industrial profitability [1] - Energy storage deployment reached 13.5 GWh (gigawatt-hours) in the second quarter [1] Industry Trends & Strategic Layout - Fremont factory dismantled Model S and X production lines to establish the first-generation Optimus humanoid robot manufacturing line, facing unprecedented supply chain challenges [1] - Texas computing capacity is projected to approach 400 MW (megawatts) by the second half of 2026, representing a 60% increase from June and a 220% surge from the previous year-end [1] - Battery pack production constraints continue to limit vehicle manufacturing ramp-ups, requiring simultaneous scaling of 4680 batteries, cathode materials, lithium refining, and LFP (lithium iron phosphate) cells [1] - Tesla and SpaceX are deepening collaboration on hardware and computing initiatives, particularly regarding the Terafab chip manufacturing project [1] - Mobile applications are expanding to support home deployment scenarios for Optimus, including video and spatial data collection logic similar to Full Self-Driving (FSD) shadow mode [1]

As expected our @Bybit_Learn team called it! 👀Check out the details below 👇Bybit_Learn (@Bybit_Learn):🚨 BREAKING: Tesla stocks reaches our downside target!Revisit our post-earnings potential scenarios for this stock posted on Tue, July 21st:👉 https://t.co/y06WiKLGs8Overnight, the EV maker announced its first cash burn in 2 years: US$1.09B in negative free cash flow.This https://t.co/QZChPlwtIr ...