To The Moon

Tesla's $特斯拉(TSLA)$ Q3 2026 numbers reveal a company investing heavily in its future, even as profitability comes under pressure. Revenue reached $28B, broadly flat year over year, while operating margin fell to just 2.6%, down from 5.8% a year earlier. But beneath the headline figures, Tesla's businesses are moving in different directions. - Automotive: Revenue declined 3% to $20.6B. - Services: Revenue jumped 33% to $4.6B, with gross profit doubling YoY. - Energy: Revenue fell 16% to $2.9B, despite storage deployments rising 10%. - Cash flow: Free cash flow turned positive at $1.5B, despite capex rising 110% YoY. With spending on AI, robotics and infrastructure accelerating, the question is whether Tesla can turn today's investments into tomorro

H1 2026 revenue reached $16.3 billion, up around 14 times year on year. Beneath the surface, operating costs totalled $17 billion, including $8.9 billion for compute and infrastructure. A $72.4 billion fair-value charge, primarily driven by a higher valuation, contributed to an $80.7 billion net loss. The distinction matters: valuation-related accounting charges and the operating costs of scaling AI tell different parts of the story. The headline loss alone does not measure cash burn. $英偉達(NVDA)$ $Meta Platforms, Inc.(META)$ $英特爾(INTC)$

SpaceX's latest earnings have put the company back in the spotlight, revealing how AI and satellite connectivity are reshaping a business once defined almost entirely by rockets. But its dominance of the launch industry remains extraordinary. In 2025, SpaceX completed 170 orbital launches, surpassing the combined total of government launch providers worldwide. That's a remarkable shift for an industry historically dominated by national space agencies. SpaceX has transformed the launch landscape in little more than a decade, outpacing traditional players in the US, China, Russia and Europe. And the company shows no signs of slowing down. More than 120 launches took place in 2026, many dedicated to deploying its growing Starlink satellite constellation. While its latest financial results und

The rivalry between OpenAI and Anthropic is moving beyond AI models. Now, it's a race for investor capital. According to Reuters, OpenAI is accelerating plans to raise $30B in fresh funding, potentially valuing the company at more than $1.4T. Anthropic is reportedly preparing for a November IPO at a potential valuation of around $1.5T, putting both AI giants in competition for some of the world's largest investors. The financial stakes are enormous. OpenAI reports an annualized revenue run rate of $50B, compared with approximately $65B for Anthropic. But with infrastructure costs soaring and investors scrutinizing AI valuations more closely, securing capital is becoming almost as important as winning customers. For OpenAI and Anthropic, the next battleground may be financial markets rather

The forecasts in the chart point to a shift in digital advertising: ◾ AI has helped Meta rebuild ad targeting and monetise Reels. ◾ WhatsApp and Threads offer new advertising opportunities. ◾ Chatbots are challenging traditional search behaviour. By 2028, Meta’s ad sales are projected to reach $345.5B, ahead of Google Search & other at $322.3B. The wider picture? Including YouTube and partner sites, Google’s total advertising revenue is still forecast to remain ahead. 👇 $Meta Platforms, Inc.(META)$ $谷歌(GOOG)$ $微軟(MSFT)$

SpaceX’s capital expenditure is forecast to exceed revenue until late 2028, driven largely by AI infrastructure for xAI and X. The quarterly gap is projected to peak at $23 billion in Q3 2027. Tesla’s revenue, meanwhile, is expected to stay above capex as it invests in robotaxis, Optimus and chip production. The graph shows how their investment plans compare, and when SpaceX’s revenue is forecast to catch up. $特斯拉(TSLA)$ $SpaceX(SPCX)$

But the wider market tells a tougher story: total EV sales fell 39.5% from a year earlier, following a tax-credit buying rush. ◾ Tesla’s $特斯拉(TSLA)$ sales fell 19.7%, versus 53.5% for all other brands combined. ◾ Model Y alone outsold the next 10 brands. ◾ Just 6 of 25 brands recorded growth. Explore the breakdown below. 👇

The estimates shown put $SpaceX(SPCX)$ SpaceX’s 2028 net profit at $63B, but free cash flow at negative $64.2B as investment in AI infrastructure accelerates. The distinction? Depreciation spreads asset costs over years, while capital expenditure uses cash upfront. Growing profits don’t necessarily mean cash generation.

TSMC $Taiwan Semiconductor Manufacturing(TSM)$ accounted for 75.2% of the top 10 semiconductor foundries’ combined revenue in Q2 2026, generating $40.2 billion out of $53.5 billion. Where do Samsung Semiconductor, SMIC, and the others stand? Explore the full breakdown below. $NVIDIA(NVDA)$ 👇

From the first satellite to the rise of commercial spaceflight, our chart tracks how launch activity has shifted over nearly seven decades. $SpaceX(SPCX)$ Spoiler alert: SpaceX is taking an increasingly prominent role.