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Elon Musk Says Tesla's Cybertruck Backlog Is Too Big To Clear Before Production Ends — Orders Extra Shift

benzinga_article·
- Tesla announced the addition of an extra production shift to fulfill outstanding Cybertruck orders before ending production around June or July 2026. - CEO Elon Musk stated that the current order backlog exceeds manufacturing capacity, as resources shift toward the Cybercab for the company's AI pivot. - The Cybertruck has faced challenges meeting initial sales targets, with third quarter deliveries contributing to annualized sales estimated between 28,000 and 32,000 units.
Tesla+4.23%YieldMax Short TSLA Option Inc Strgy ETF-2.92%

Elon Musk Is Winding Down Cybertruck Production to Build Cybercabs. The Model S and Model X Already Gave Up Their Factor…

Motley Fool·
- Tesla plans to wind down Cybertruck production at its Texas facility around mid-2027 to allocate factory space for Cybercab manufacturing. - Vehicles outside the Model 3 and Model Y accounted for about 3 % of the company's 1.64 million deliveries in 2025, representing a minimal impact on overall sales revenue. - Tesla's high stock valuation depends heavily on the future success of unproven products like Cybercabs and Optimus robots.
Tesla+4.23%YieldMax Short TSLA Option Inc Strgy ETF-2.92%

Oracle Stock Nears Death Cross as Microsoft Deal Unwinding Points to More Risks

benzinga_article·
- Oracle stock dropped to $109.17 as Microsoft began winding down its AI computing contract due to older-generation chips. - The company faces additional pressure from a $20 billion capital raise involving stock and debt offerings to fund data center expansions, pushing its total debt to $169.14 billion. - Technical indicators show the stock is nearing a death cross and forming a head-and-shoulders pattern, signaling further downside risks.
Microsoft-0.99%Oracle+0.82%

S&P 500 Faces Double Top Risk as Rate Hike Bets Build and AI Fears Spread

benzinga_article·
- The S&P 500 Index and major ETFs have dropped 5.8% from their highs due to rising Federal Reserve rate-hike odds, AI bubble concerns, and a bearish double-top pattern formation. - Strong US nonfarm payrolls showing 165,000 added jobs, a 4.1% unemployment rate, and 3.1% wage growth have heightened December rate-hike expectations. - Technical indicators like the S&P 500 falling below moving averages suggest potential further declines toward the 7,080 level.
iShares Core S&P 500+0.34%Proshares Ultrashort S&P500 ETF-0.56%

Anthropic's IPO Could Come Within Weeks. Amazon Already Owns a Piece of It.

Motley Fool·
- AI lab Anthropic has applied for a Nasdaq IPO under the symbol ANT, with its roadshow reportedly planned to begin on Nov. 9. - Amazon has invested $18 billion in Anthropic since 2023, carrying those holdings at an estimated $239 billion on Sept. 30, which accounts for roughly 8% of its market value. - The upcoming IPO will provide a public market price to verify Amazon's internal valuations, while potentially introducing more quarterly earnings volatility for Amazon.
Amazon-0.35%Anthropic0.00%

Is Alphabet's Core Search Business in Trouble? Looking Past the Headline Revenue Growth Provides a Clear Answer.

Motley Fool·
- Alphabet reported a sharp deceleration in Google Search revenue growth to 12 % in the third quarter alongside record high search query growth. - Management attributes the revenue slowdown to changing user habits involving multimodal queries while actively scaling ad placements in AI Overviews and AI Mode. - Google Cloud Platform is rapidly expanding and projected to surpass Search as the largest driver of operating income growth in 2027.
Alphabet - C+0.78%Alphabet+0.78%

Advanced Micro Devices (AMD) Recently Crashed Out of the $1 Trillion Club. Should You Buy the Dip?

Motley Fool·
- Advanced Micro Devices recently exited the $1 trillion club following a 25% stock decline from its peak, yet its Q3 data center revenue nearly doubled to $8.5 billion. - High demand for its MI450 Series chips and strong shipments to major tech clients like OpenAI and Meta indicate that AI infrastructure spending remains robust. - The stock trades at a trailing price-to-earnings ratio of 73.5, leaving the company priced for perfection and suggesting valuation may act as a near-term barrier for investors.
AMD+11.04%Corgi AMD 2x Daily ETF+20.49%

‘Another Failure For Tesla’: Ross Gerber Slams Elon Musk Amid Cybertruck Shutdown Plans, Gary Black Calls It a ‘Missed O…

benzinga_article·
- Investor Ross Gerber and Gary Black criticized Tesla following Elon Musk's announcement to wind down Cybertruck production by mid-2027. - Gerber labeled the vehicle a failure and questioned the safety and profitability of Tesla's autonomous-driving and robotaxi ambitions. - Black stated that Tesla missed a significant market opportunity by failing to develop a conventional-looking electric pickup truck.
Tesla+4.23%YieldMax Short TSLA Option Inc Strgy ETF-2.92%

Microsoft Reportedly Looks to Cut Reliance on Some Neocloud Partners, Plans to Prioritize Its Own Data Centers

benzinga_article·
- Microsoft is scaling back its reliance on third-party neocloud partners to prioritize its own data center footprint. - The tech giant opted not to renew deals with Oracle and Nscale, while facing power limits, project delays, and financial strain. - Shares of neocloud firms like CoreWeave, Nebius, and IREN dropped roughly 45% over the past month amid growing debt concerns.
Microsoft-0.99%Corgi MSFT 2x Daily ETF-2.01%

Nvidia Is Reportedly Pouring Billions Into AI's Next Big Bottleneck: Advanced Chip Packaging

benzinga_article·
- Nvidia is reportedly financing billions of dollars in new factories and equipment for Taiwan’s Siliconware Precision Industries to overcome advanced chip packaging shortages. - Advanced packaging is a critical bottleneck in AI chip production, prompting companies like ASE to increase their capital spending and expand capacity. - Nvidia is also making multibillion-dollar financial advances across its supply chain to secure production capacity and meet extraordinary AI chip demand.
NVIDIA+2.78%GraniteShares Autocallable NVDA ETF-0.69%

Cybertruck's run comes to an end as Musk kills off pricey pet project

MarketWatch·
- Tesla plans to discontinue production of its Cybertruck electric pickup in mid-2027 to shift manufacturing capacity toward the Cybercab robotaxi and focus on autonomous vehicles. - The vehicle faced weak demand, high price points starting above $80,000, and multiple recalls after deliveries began in late 2023. - The company sold approximately 70,586 Cybertrucks in the U.S. through late 2026 before deciding to retool its Texas factory for future robotic and ride-sharing initiatives.
Tesla+4.23%YieldMax Short TSLA Option Inc Strgy ETF-2.92%

Microsoft plans to use fewer neoclouds as AI buildout shows signs of strain

CNBC·
- Microsoft is planning to reduce its partnerships with smaller artificial intelligence cloud providers to prioritize its own data center footprint. - This shift poses challenges for neoclouds facing rising borrowing costs, heavy debt loads, and declining stock prices. - Some specific contracts have already been delayed, not renewed, or scaled back due to power access and delivery concerns.
Microsoft-0.99%Corgi MSFT 2x Daily ETF-2.01%

Google's $900 Million SpaceX Bet Is Now Worth $69 Billion. It Added Millions More Shares

benzinga_article·
- Alphabet Inc. increased its stake in SpaceX by nearly 4 million shares last quarter, bringing its total holdings to approximately 555 million shares. - Despite a drop in SpaceX's share price from $170.86 to $123.62, which resulted in significant unrealized losses for Alphabet, the stake is still valued at around $69 billion. - Additionally, Google agreed to pay SpaceX $920 million monthly for temporary access to Nvidia GPUs to support its Gemini Enterprise AI platform demand.
Alphabet - C+0.78%Alphabet+0.78%
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