quote: Jensen is awesome https://x.com/xfreeze/status/2081390162299564089 | NVIDIA CEO Jensen Huang gave one of the strongest endorsements of Elon Musk’s tech ecosystem
“Every single one of them is revolutionary”
He called Grok, Tesla’s self-driving work and Optimus. Every single one of them world-class projects....each with gigantic potential
He described Elon as an extraordinary engineer, highlighting NVIDIA’s work with Tesla and SpaceXAI(xAI) and saying they will build many more powerful computers together
On Optimus, he went even further:
Humanoid robots could become the next multi-trillion-dollar industry, and Optimus has a real chance to achieve the volume and technological scale needed to move the entire field forward
and said that it's “right around the corner”
x.com/XFreeze/status…
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OpenAI and Google Join Growing Coalition for Open-Weight AI as Elon Musk Endorses Jensen Huang’s Call for American AI Leadership
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OpenAI and Google Join Growing Coalition for Open-Weight AI as Elon Musk Endorses Jensen Huang’s Call for American AI Leadership
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$TSLA saw a mindshare spike to ~9% in the last 24 hours as the price declined ~14%, its worst single day since 2024.
It followed a Q2 earnings miss, as margins narrowed and skepticism grew over the robotaxi story.
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Premarket movers:
Tesla leads gains among Mag 7 stocks after the electric vehicle maker plunged about 15% on Thursday (Tesla +1.3%, Microsoft +1.1%, Alphabet +0.7%, Meta +0.7%, Amazon +0.5%, Apple +0.2%, Nvidia -0.4%)
Amkor Technology (AMKR) rallies 11% after the company announced a $1.5 billion multi-year binding agreement with Nvidia to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms.
Intel (INTC) gains 4% (well below the kneejerk surge 12% higher) after the chipmaker’s third-quarter forecast was much stronger than analysts’ expectations. The results highlighted both the durability of AI-related demand, as well as the success of Intel’s turnaround.
MaxLinear (MXL) slides 11% after the semiconductor device company reported second-quarter results that were only modestly ahead of expectations. While its third-quarter revenue forecast was stronger than expected, its view for adjusted gross margin was largely in line at the midpoint of the range.
Oracle (ORCL) is up 2.6% after the software company said it had been awarded a 10-year IDIQ contract by the US Department of Defense under its Enterprise Software Initiative. The contract is valued at $3.31 billion for the first five years and up to $6.99 billion if options are exercised.
ASIAN STOCKS FELL AFTER A TECH-LED SELLOFF ON WALL STREET, WITH THE MSCI ASIA PACIFIC INDEX DOWN 0.8% FOLLOWING A 1.2% DROP IN THE S&P 500 AND A 1.9% FALL IN THE NASDAQ 100, AS INVESTORS QUESTIONED RETURNS ON MASSIVE AI SPENDING AFTER ALPHABET SANK 7.1% ON A HIGHER CAPEX FORECAST AND TESLA TUMBLED 15% ON DISAPPOINTING PROFITS.
GLOBAL MARKETS SLID AS U.S.-IRAN ESCALATION PUSHED BRENT ABOVE $100 AND LIFTED TREASURY YIELDS TO YEAR-HIGHS, WHILE AI SPENDING DOUBTS HIT TECH, WITH ALPHABET DOWN 6.9% AND TESLA DOWN 15%, LEAVING THE S&P 500 OFF 1.2% AND THE NASDAQ 100 OFF 1.9%.
- The US and Iran exchanged strikes for the 12th consecutive night; US President Trump said Iran is getting hit so hard and that they want to make a deal.
- Yemeni Houthis targeted two Saudi oil tankers in the Red Sea, while reports noted that at least 9 ships have stopped passing through Bab al-Mandeb, following the blockade on Saudi ports by Houthis.
- Alphabet (GOOGL) shares fell -3.3%, Tesla (TSLA) slipped over 4%, and IBM (IBM) was modestly softer post-earnings.
- APAC stocks were predominantly in the green, DXY mildly softened, 10yr UST futures lingered near the prior day's trough, and crude futures extended gains.
- European equity futures indicate a slightly lower cash market open, with Euro Stoxx 50 futures down 0.3%.
- Looking ahead, highlights include Canadian Retail Sales (May), US Initial Jobless Claims (Jul/18), Chicago Fed National Activity Index (Jun), EU Consumer Confidence Flash (Jul). Policy Announcements from the ECB, CBRT, and SARB. Comments from ECB President Lagarde. Supply from the UK & the US. Earnings from Intel, Blackstone, Lockheed Martin, RTX, TotalEnergies, Thales, SAP & Repsol.
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🚨 JUST IN: On Tesla's Q2 earnings call, Elon Musk said Micron gave Tesla a "significant" allocation of memory chips.
Tesla CEO Musk Says Micron Provided a Very Significant Allocation of Memory Chips on Reasonable Terms
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quote: Tesla shareholder update underway right now! https://x.com/tesla/status/2080021924072366329 | Q2 Shareholder Update → ir.tesla.com
Highlights
– Cybercab began production at Gigafactory Texas
– Tesla Semi remains on track for volume production this year at our new factory in Nevada
– Making continued progress with battery pack capacity expansion (the main limiting factor to near-term vehicle production volume increase)
– Megafactory Texas is nearing completion (start of production planned for this year)
– More customers are now opting to subscribe to FSD at the time of vehicle purchase!
– Robotaxi rollout continued in the US. Now live in 7 major metros
– Construction of Optimus at Fremont Factory began after decommissioning the Model S & X lines. Planned production later this year
From here, there remains much hard work as we aim to revolutionize transportation, energy and productivity through our leading real-world AI. Scaling will be non-linear and we are focused on long-term value creation.
We’ve never been more optimistic about the future.
Automotive
– Record deliveries in several markets: South Korea, Australia, Colombia, Japan, Taiwan, Thailand, Portugal, the Philippines, Chile, Slovenia & Lithuania
– We launched the Model YL in the US in July and have seen a positive response from customers
Energy generation and storage
– Record energy storage deployments in EMEA, supported by record deployments from Megafactory Shanghai, which continues to ramp production
– On track to begin production of Megapack 3 & Megablock this year at our new Megafactory Texas
– Powerwall 3P (three-phase) is now available in Germany and is designed to meet the power needs of German homes with a single unit
Robotics
– Installing the first-generation lines for Optimus at Fremont Factory, where we expect to start production soon
– The initial Optimus builds will be used in our Optimus Academy for training data collection and further functionality development
– Additionally, we continued site development at Gigafactory Texas with building construction now in full swing
AI Training Compute
– More than doubled our onsite compute in Texas (in terms of MW of compute) during the first half of 2026
– Cortex 2 supports the development of both vehicle and humanoid robot autonomy software & will ramp further over the rest of the year
Battery
– Ramping new battery & material factories, including vehicle pack capacity in Berlin, cathode material production and lithium refining in Texas and LFP cells in Nevada for our energy storage products
– Increasing production of 4680 cells to support ramping Cybercab & Tesla Semi plus increased production of Model Y
Other Supporting Infrastructure
– Added over 2,400 net new Supercharging stalls, growing the network by 17% year-over-year
AI Software
– Started rolling out FSD v14 lite to early-access customers in the US & South Korea with AI3 hardware
This software build distills the driving behavior from AI4’s v14 series into both the camera & compute configuration of AI3, bringing destination options & speed profiles. It also addresses challenging driving scenarios with improved proactive & reactive responsiveness
AI Inference Compute
– Making progress on construction & equipment procurement for our semiconductor fab in Austin
Automotive and Other Software
– Rolled out Summer Release:
Self-Driving stats are now available in the mobile app
Grok can make phone calls, search & play music, and adjust climate controls, among other things
Automatic Navigation expands beyond home & work to support any destination based on personal habits and schedule
Robotaxi
– Started production of Cybercab, our purpose-built autonomous EV designed to be the workhorse of our Robotaxi fleet
– Began offering employee rides in Cybercabs on our GFTX campus in July
– Preparing for expansion of our Robotaxi service to additional US metros: testing, permitting & first responder training
– Expanded unsupervised rides to the entire Austin metro area & launched unsupervised rides in Miami, Orlando & Tampa in July
FSD Supervised
– Record net new subscriptions in Q2
– Record FSD attach rates in North America, with over half of new deliveries including FSD subscriptions
– Received additional approvals in Lithuania, Estonia, Denmark & Belgium, with customers in these countries driving over 50 million kilometers (31 million miles) on FSD as of July
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TESLA: OPTIMUS FIRST-GENERATION PRODUCTION LINES BEING INSTALLED; MEGAFACTORY TEXAS NEARING COMPLETION WITH PRODUCTION PLANNED THIS YEAR; ROBOTAXI NOW LIVE IN SEVEN MAJOR U.S. METROS; TESLA SEMI AND MEGAPACK 3 ON SCHEDULE FOR 2026 PRODUCTION; ENERGY STORAGE BUSINESS RETURNS TO GROWTH; SEMICONDUCTOR FAB IN AUSTIN PROGRESSING