# TSLA (Q2 26 Trans): Optimus V4 Annual Capacity Target Set at 10mn UnitsTesla announced its latest production roadmap during the Q2 2026 earnings call, highlighting a massive scale-up for its humanoid robot. The company has officially set a long-term annual capacity target of 10mn units for the Optimus V4 model. However, achieving this volume will require significant breakthroughs in supply chain localization and manufacturing efficiency. Overall, the ambitious target underscores Elon Musk's vision of transitioning Tesla from a pure EV maker to a leading AI and robotics powerhouse.# GOOGL (Trans): Betting on Gemini 4, Capex to Surge Further Next YearAlphabet (GOOGL) is doubling down on its AI leadership by prioritizing the development of Gemini 4. The tech giant signals a sustained aggressive investment cycle to maintain its competitive edge in the generative AI race.Management expects Capex to increase significantly again next year to support infrastructure needs. This follows a period of heavy spending on data centers and custom silicon to power its evolving AI ecosystem.However, the focus remains on balancing these massive investments with operational efficiency. Overall, GOOGL aims to leverage Gemini 4 to enhance search capabilities and cloud services, driving long-term monetization across its core platforms.# TSLA: Auto Margins Under Pressure, Can AI Ambitions Deliver?Tesla's Q3 results highlight a persistent struggle between maintaining vehicle delivery growth and protecting profitability. While the company continues to push its long-term AI and Robotaxi vision, the core automotive segment faces headwinds as state subsidies fade and global EV competition intensifies.However, the market remains focused on whether Tesla can bridge the gap between its current manufacturing reality and its future as an AI powerhouse. Overall, the path forward requires balancing heavy R&D spending on FSD and robotics against the immediate need to stabilize GPM in a softening macro environment.GOOGL: AI Crash Imminent? The Savior Has ArrivedMarket concerns regarding an AI bubble have intensified as heavy capex fails to yield immediate bottom-line results. However, Alphabet (GOOGL) may have just provided the 'savior' narrative the tech sector desperately needs to justify its massive infrastructure spending.Alphabet's latest results showcase a robust monetization path for AI-integrated search and cloud services. Strong Q3 performance suggests that AI is not just a cost center but a primary driver for top-line growth and efficiency gains.Kimi's K3 Moment: A Shift in the US-China AI Narrative?Tencent unveils Miora, a new AI creative tool; SK hynix denies acquiring Intel wafer assets | Daily News RecapSBUX: 'A bank in coffee' — How has it dominated globally for 40 years?Semis Stage Big Rebound; BLK offloads $10bn+ US Treasuries to add to META compute infra | Daily News RecapAI Power Crunch: Is BE the Answer?BABA Qwen 3.8 challenges Fable 5; Tencent doubles down on embodied AI | Daily News RecapAsia-Pac markets tumble; Tencent launches SkillPay, an Agent paid‑skill monetization platform | Daily News RecapNFLX (Trans): Live streams cut avg. watch time/user, but deliver stronger monetizationNFLX: From Internet Darling to Pariah?TSM (Trans): FY growth 40%+; capex hike remains prudent.No 'blowout'; just 'ok.' Can TSM still carry the AI narrative?ASML Trans: Memory sales up 75%+, DRAM migrating to advanced nodesASML: AI Frenzy, Picks-and-Shovels On Fire?ASML posts strong Q2; Tencent Yuanbao links to JD shopping | Daily News RecapAI Compute: From Feast to Leftovers?TSM: Strong as expected; SK hynix tumbles pre-mkt after listing frenzy | Daily News RecapExcess subleasing vs. aggressive buildouts: Is META's 'split personality' a blatant open play?SK hynix Heads to the U.S. Seeking a Fair Valuation?Tencent to outbid META for Manus; SK Hynix to ring the Nasdaq bell tonight | Daily News RecapCXMT IPO lifts chip sector; SK hynix US IPO 7x oversubscribed | Daily News RecapSpaceX: Space Compute — Musk's new hype or real future?