📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Amazon's Zoox Wins First U.S. Approval for Steering-Wheel-Free Commercial Robotaxis - $Amazon(AMZN.US) $Tesla(TSLA.US) $Alphabet(GOOGL.US) $Pony AI(PONY.US) $WeRide(WRD.US) $Uber Tech(UBER.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗭𝗼𝗼𝘅 receives first U.S. approval for commercial 𝘀𝘁𝗲𝗲𝗿𝗶𝗻𝗴-𝘄𝗵𝗲𝗲𝗹-𝗳𝗿𝗲𝗲 robotaxis.➤ 𝗡𝗛𝗧𝗦𝗔 grants exemption from rules requiring human driving controls.➤ Zoox may commercially deploy up to 𝟮,𝟱𝟬𝟬 robotaxis annually for the next 𝟮 years.➤ Approval allows Zoox to begin charging passengers, subject to local approvals.➤ Zoox currently operates pilot services in 𝗟𝗮𝘀 𝗩𝗲𝗴𝗮𝘀 and 𝗦𝗮𝗻 𝗙𝗿𝗮𝗻𝗰𝗶𝘀𝗰𝗼.➤ NHTSA imposed additional reporting requirements covering crashes and operational issues.➤ NHTSA can revoke the exemption if major safety concerns emerge.➤ Federal automated driving safety standards are targeted before the end of the current administration.➤ Tesla and Waymo continue competing to expand U.S. autonomous ride-hailing services.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Marks the first major U.S. regulatory approval for a purpose-built robotaxi without human controls.➤ Creates a regulatory pathway for next-generation autonomous vehicles beyond modified passenger cars.➤ Strengthens Amazon's position in the rapidly growing autonomous mobility market.➤ Signals increasing regulatory acceptance of fully autonomous commercial ride-hailing technology.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗝𝗼𝗻𝗮𝘁𝗵𝗮𝗻 𝗠𝗼𝗿𝗿𝗶𝘀𝗼𝗻, Administrator of the U.S. National Highway Traffic Safety Administration (NHTSA):"We can say pretty clearly that the systems in place on the Zoox exceed the equivalent performance requirements of a compliant vehicle. But we still want to make sure that the automated driving system will operate appropriately.""We have the ability to pull the exemption if we see major safety issues.""If we continue seeing issues, we will not hesitate to use the full extent of our enforcement authority."
TSLA240816C205000.US
TSLA240816C205000----
Share your thoughts
Write something you'd like to share with our community...
- G
U.S. stocks rebounded (SPX +0.4%, NDX +0.8%) on strong $Microsoft(MSFT.US) cloud growth, reassuring investors that AI investments are paying off and no further escalation in hyper scaler Capex, outweighing inflation worries and a jump in 30-year treasury yields after the Fed held rates steady. $Meta Platforms(META.US) fell pre-market on lighter 3Q rev guidance. Investor focus remains on potential overspend on AI Capex and likely returns; S&P 500 FY’2026 EPS estimates +25% YoY to $346, equating to a 21.1x forward P/E (4.7% earnings yield) in line with 10-year treasury yields. Escalation in U.S.-Iran conflict continues. Caution advised on $Tesla(TSLA.US) due to declining long-term earnings estimates, likely commoditization of autonomous ride-hailing, and a stretched valuation.
- D
MSFT FY4Q26 First Take. Amid an earnings deluge this read is a touch late, but the takeaway is clear: the leadership rotation has swung back in Microsoft's favor. Four key points:
1) Azure re-acceleration: the Jun quarter grew 43% YoY. Guidance points to 45% next quarter, with 2H growth running ahead of 1H.
2) Capex did not spike: spend was $41bn this quarter, with next quarter guided to $50bn. That implies CY 4Q at approx. $52bn and keeps the run-rate on track for CY2026 capex of ~$200bn including leases. For FY2027, management still guides to YoY growth.
A small wrinkle: by extending useful lives on long-duration assets, some items now qualify as operating leases and no longer count toward capex. This technically lowers CY2026 reported capex to ~$175bn.
3) Making money: with AI a bigger mix in cloud, GPM should have compressed, yet the actual pullback was modest. Higher revenue amplified operating leverage and drove a sharp decline in opex ratio, helped by ~5k headcount reductions this fiscal year. As a result, margins rose rather than fell.
Note an important timing point: Microsoft began ramping capex in 2Q23 and has kept it elevated for three years, but D&A remains light, with the latest quarter even down YoY. Early capex skewed to long-lived assets and useful lives were extended this time, delaying expense recognition. Starting in 3Q25, however, shorter-cycle assets like servers will be purchased in size, so the depreciation headwind has yet to fully bite.
4) Cash to spare: unlike Alphabet, Tesla, and Meta, whose aggressive spend has strained cash flows, Microsoft's cash capex excluding finance leases remains in the $30–35bn range. Based on the qualitative capex guide and revenue trajectory, free cash flow should stay positive in the new fiscal year.
Overall, Microsoft posted a 'help-yourself' quarter in a market that is turning cautious on AI infrastructure spending elsewhere. Growth, margins, and cash are all in place, and in today's setup and risk appetite, the long-awaited rotation has finally come back to Microsoft. $Microsoft(MSFT.US)
- A
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:1. The Fed held rates steady, as expected, but the decision came with 3 dissents in favor of a 25 bps hike from Cleveland Fed President Beth Hammack, Minneapolis Fed President Neel Kashkari, and Dallas Fed President Lorie Logan. Fed Chair Warsh said the move should not be viewed as a “pause,” arguing that markets have already made their judgment and the Fed now has 7–8 weeks of incoming data to assess. He said the June core CPI print did not materially change the decision, with the broader inflation trend now mattering more. Warsh also said the Fed is doing well on the employment mandate, though the AI-driven capex surge makes it harder to judge aggregate supply and demand.2. Meta $Meta Platforms(META.US) reported Q2 2026 revenue of $60.8B, up 28% YoY, with advertising revenue rising 27% YoY to $59.4B. EPS fell 13% YoY to $6.18, while Reality Labs posted an operating loss of $4.62B. Daily active people increased 3% YoY to 3.60B, and Meta guided Q3 revenue to $61B–$64B. The stock is under pressure as investors focus on the EPS miss and continued AI infrastructure spending, with FY26 capex now expected at $130B–$145B. CEO Mark Zuckerberg said AI is already accelerating Meta’s core business, powering new products, and opening up new enterprise opportunities.3. Robinhood $Robinhood(HOOD.US) delivered an exceptional Q2 2026, with revenue up 32% YoY to $1.31B, net income up 48% YoY to $573M, and adjusted EBITDA up 35% YoY to $741M. Transaction-based revenue grew 44% YoY to $776M, while total platform assets rose 32% YoY to $369B. Net deposits hit an all-time high of $21.7B, with $3B already in Robinhood Banking. Gold subscribers increased 39% YoY to 4.8M, with a record 17% attach rate, while ARPU rose 24% YoY to $187. Robinhood also bought back 4.4M shares in the quarter, lowered expense guidance, now has 13 business lines doing $100M+ ARR, and its Gold Card has reached 1M holders with $17B of annualized spend.4. Retail investors sold a net $243M of single stocks yesterday, marking the largest one-day outflow since the COVID crash, according to Vanda Research.5. Microsoft $Microsoft(MSFT.US) reported Q2 2026 revenue of $90.0B, adjusted EPS of $4.74, and operating income of $40.6B. Azure and other cloud revenue grew 43% YoY, while Microsoft Cloud revenue reached $59.3B and Intelligent Cloud revenue came in at $39.3B. Capex was $35.8B, reflecting continued AI infrastructure investment. CEO Satya Nadella said Azure revenue surpassed $100B for the first time this year, while Microsoft 365 Copilot reached more than 30M paid seats, showing growing enterprise adoption of Microsoft’s AI stack.6. OpenAI CFO Sarah Friar and board chair Bret Taylor reportedly addressed employees in an internal meeting on Wednesday, with Friar telling staff that July annualized recurring revenue was already higher than the entire Q2 level. The update appears aimed at reassuring employees that OpenAI’s business remains healthy as competition intensifies from Anthropic and a growing wave of open-source AI players.7. SpaceX $SpaceX(SPCX.US) is reportedly weighing acquisitions or a bid in the FCC’s July 2027 Upper C-band auction to secure terrestrial spectrum, per Semafor. The company is looking for airwaves that perform better in cities and dense areas, which could help Starlink compete more directly with $AT & T(T.US) AT&T, $Verizon(VZ.US) Verizon, and $AT & T(T.US)MUS T-Mobile. SpaceX has already bought $17B of EchoStar spectrum licenses, though its latest spectrum strategy remains fluid.8. The top 10 most active options today by contracts traded were $NVIDIA(NVDA.US) with 3.8M contracts, $AT & T(T.US)SLA with 2.3M contracts, $Apple(AAPL.US) with 1.7M contracts, $Micron Tech(MU.US) with 1.2M contracts, $Intel(INTC.US) with 905K contracts, $SoFi Tech(SOFI.US) with 802K contracts, $AMD(AMD.US) with 654K contracts, $Amazon(AMZN.US) with 631K contracts, $SpaceX(SPCX.US) with 615K contracts, and $Alphabet(GOOGL.US) with 582K contracts.9. JPMorgan says Korea’s equity market has gone through an intense deleveraging phase since mid-June, with the KOSPI now down nearly 40% from its June 22 peak. The firm says the selloff was amplified by leveraged ETF flows and hedge fund positioning unwind, but now believes the leveraged ETF unwind is complete and hedge funds are roughly 90% done deleveraging. While some residual selling may continue and investors remain cautious ahead of the FOMC and hyperscaler earnings, JPMorgan says Korea’s positioning setup now looks attractive on balance, supported by cheap valuations and earnings momentum.10. U.S. senators are warning Apple $Apple(AAPL.US) against using Chinese memory chips from CXMT or YMTC, even for devices sold only in China. Lawmakers led by Jim Banks and Chuck Schumer urged Apple to abandon the talks, noting both chipmakers are on a Pentagon list of Chinese military companies, while YMTC is also on the Commerce Department’s Entity List. Senators warned that Apple qualifying the chips could pave the way for broader use later, and asked Apple to commit by August 21 not to use them while disclosing any technical information already shared. The pressure comes as the global memory market remains tight, with potential read-throughs for $Micron Tech(MU.US), $Sandisk(SNDK.US), and $SK Hynix(SKHY.US).11. Meta $Meta Platforms(META.US) is not giving specific 2027 CapEx guidance, saying infrastructure planning remains highly dynamic as it builds for maximum capacity in 2026 and 2027, while keeping room to expand in 2028 and beyond. On AI, Meta said it is optimistic about meaningful growth across its AI businesses and expects to share more soon. The company also said it has received multiple offers to monetize its compute at a meaningful premium to cost, but believes selling intelligence will carry significantly higher margins than selling compute directly.12. Korea’s government announced an emergency market meeting after the recent equity-market selloff, with the finance ministry also launching a 24-hour market monitoring system. The measures include new restrictions on leveraged ETF trading and caps on retail exposure to these products. Korean stocks have bounced on the news as policymakers move to stabilize markets.I know it's very ugly out there. We all are going through it. It is the greatest show on earth for the reason: you just don't know what's going to happen next. Earnings are amazing so the selloff feels more structural and rooted in deleveraging/bad sentiment around AI vs the entire AI trade itself not being real or having strong fundamentals. Some valuations really got aggressive and the unwind has taken everything down along with the war being a really ugly headwind for the entire market. Stay strong, make sure you aren't too levered, and remember that the broader markets have seen worse and will persist through this. WALL STREET IS THE GREATEST SHOW ON EARTH.Source: amit
- F
$Tesla(TSLA.US) some support at 280 but 265 is the level I am watching.
- M
Update: It's been 29 days since Michael Burry publicly went bearish on Tesla $Tesla(TSLA.US)
It's down ~27% since
- A
A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:1. SK Hynix $SK Hynix(SKHY.US) reported Q2’26 revenue of $54.6B vs $57.7B expected, up 257% YoY and 51% QoQ, while operating profit came in at $41.6B vs $44.2B expected, up 557% YoY. Operating margin hit a record 76%, with gross margin at 83% and EBITDA of $44.4B, or an 81% margin. Pricing remained extremely strong, with DRAM ASP up ~30% QoQ and NAND ASP up mid-50% QoQ, while Q3 guidance calls for DRAM bit growth of about 10% QoQ and NAND bit growth in the low-single digits. SK Hynix also said HBM4 shipments began in Q2 with a full ramp planned in 2H, while HBM4E samples were supplied to a major customer in 1H. Net profit surged to $64.6B, boosted by $43.5B of investment-asset gains, meaning net income exceeded revenue due to $42.8B of non-operating profit.2. The Trump administration is proposing a change that would allow the FAA to waive certain environmental review requirements for commercial launch sites, rocket launches, and spacecraft reentries, according to WSJ. The move could speed up approvals as annual launches and reentries are expected to rise from 214 this fiscal year to more than 500 over the next decade. SpaceX $SpaceX(SPCX.US), Rocket Lab $Rocket Lab(RKLB.US), Blue Origin, and Stoke Space could benefit, though the proposal still has to go through public comment.3. U.S. Central Command said IRGC forces launched multiple ballistic missiles from Iran today in an attempted surprise attack on U.S. forces stationed in the Middle East. CENTCOM said all Iranian missiles were successfully intercepted and that U.S. forces remain on high alert and ready to respond. Oil was up 5% after hours on the news even though it went down 4% today on earlier reports that Egypt, Qatar, and Pakistan were working to bring back the original MOU between the US and Iran. No updates on that original MOU coming back are in place yet, but the attacks after hours showcased further escalation. 4. The top 10 most active options today by contracts traded were $NVIDIA(NVDA.US) with 2.4M contracts, $Tesla(TSLA.US) with 1.7M contracts, $Apple(AAPL.US) with 1.0M contracts, $Intel(INTC.US) with 820K contracts, $SpaceX(SPCX.US) with 750K contracts, $Micron Tech(MU.US) with 737K contracts, $AMD(AMD.US) with 573K contracts, $SoFi Tech(SOFI.US) with 558K contracts, $Amazon(AMZN.US) with 495K contracts, and $Palantir Tech(PLTR.US) with 461K contracts.5. Nvidia $NVIDIA(NVDA.US) CEO Jensen Huang reportedly met with Commerce Secretary Howard Lutnick as Nvidia faces growing scrutiny over China chip exports, per Axios. The meeting comes while the Commerce Department investigates potential violations tied to Nvidia’s Blackwell shipments to China, though the details of their discussion were not disclosed. Huang is also meeting with lawmakers from both parties as Washington prepares a broader AI framework covering advanced models, open-source AI, and China, expected by August 1.6. OpenAI and Anthropic are reportedly lobbying the Trump administration ahead of an August 1 deadline for deciding which frontier AI models should face government evaluation, per The Information. The companies want rival models from players like Meta $Meta Platforms(META.US) and SpaceXAI included as well. Qualifying models could be subject to review at least 30 days before release if they raise cybersecurity or national-security concerns. OpenAI and Anthropic are also warning about Chinese open-source models allegedly built in part using their outputs, citing privacy, IP theft, and cybersecurity risks.7. Moonshot AI is reportedly looking for more Nvidia $NVIDIA(NVDA.US) Blackwell chips as it discusses Kimi K4, a model expected to be significantly larger than its 2.8T-parameter Kimi K3, per The Information. K3 was reportedly trained partly in China using Blackwell chips accessed through multiple Chinese cloud providers, with Moonshot linking separate 8-chip servers across providers and data centers because no single provider had enough capacity. Inference is now another constraint, with Moonshot pausing new subscriptions within 48 hours of launch as demand overwhelmed capacity. The company reportedly uses Nvidia H20 chips for inference and recommends at least 64 chips to host K3. The report also says Alibaba trained its 2.4T-parameter Qwen3.8-Max using Nvidia chips, including Blackwell.8. OpenAI CEO Sam Altman said a compute oversupply could emerge within 2 years if AI models become efficient enough to handle most tasks while human attention becomes the real bottleneck. He also said oversupply risk could rise if the industry hits a scaling wall and costs stop falling, making additional compute less economically attractive.9. Bloom Energy $Bloom Energy(BE.US) crushed Q2’26 earnings, with revenue rising 166% YoY to $1.07B vs $827.6M expected and adjusted EPS jumping 680% YoY to $0.78 vs $0.41 expected. Product revenue surged 215.4% YoY to $935.4M, while adjusted gross margin expanded 604 bps to 34.3%. Bloom also raised FY26 guidance, now expecting revenue of $3.9B–$4.2B vs $3.73B expected and adjusted EPS of $2.55–$2.85 vs $2.16 expected. Management said all major U.S. hyperscalers, plus over a dozen neoclouds, AI labs, and data center operators, have approved Bloom’s power solutions for AI factories, calling Bloom a new standard for AI onsite power.10. ADP data shows U.S. private hiring has slowed for the fifth straight week, averaging just 15,000 jobs per week through July 11, less than half the 35,750 weekly pace seen in early May. At the same time, Visa $Visa(V.US) is reportedly cutting 7% of its workforce, or about 2,600 jobs, adding to signs that labor-market momentum is cooling.11. Retail investors are leaning heavily into Big Tech upside, with call options on U.S. Big Tech stocks now making up roughly 55% of all new retail options positions on a 20-day average basis, near the highest level on record. This tracks newly opened call positions, not total volume, making it a clearer read on directional retail bets. The figure is up 10 percentage points since the late-March market bottom, compared with a 57% peak during the 2020 pandemic rebound and a 35% low during the 2022 bear market.12. Every component in the semiconductor index $SOX is now trading below its 50-day moving average for the first time since April 2025, a sharp reversal from early June when all 30 members were above that level. The SOX is down 18.9% so far in July, putting it on pace for its worst monthly decline since 2008, and now trades 11% below its 50-day moving average, the widest gap since March 30. Despite the pullback, semis remain up 63% YTD. Meanwhile, the semiconductor ETF $SMH has seen $1.3B of outflows month-to-date, tracking toward its second-largest monthly outflow on record.WALL STREET IS THE GREATEST SHOW ON EARTH.Source: amit
- V
Sold some $BRK.B to raise some cash💰
Bought more $Taiwan Semiconductor(TSM.US) $Tesla(TSLA.US) long calls
Not investment advice!
- 菜
$Tesla(TSLA.US)Tesla remains one of the most exciting companies to follow because it continues to innovate in electric vehicles, autonomous driving, and AI technology. Although the share price has been quite volatile recently, I still believe Tesla has strong long-term growth potential. The expansion of its Robotaxi business and continuous software improvements show that the company is investing in the future. In my opinion, Tesla is still worth investing in if I am prepared for short-term price fluctuations and focus on its long-term vision rather than daily market movements.
Trade Showcase: Trade, Show & Earn Rewards! - G
U.S. stocks slipped as a deepening chipmaker rout spurred by the plunge in Korean semiconductor stocks and AI spending doubts outweighed gains from lower oil prices and treasury yields. Brent crude fell 3.5% to $85 amid an extended U.S.-Iran pause and Hormuz talks; 10-year yields eased to 4.61% ahead of a Fed meeting widely expected to hold rates. Big Tech and consumer earnings loom, with focus on AI capex. S&P 2026 EPS estimates have risen +25% YoY to $346 (21.4x P/E). I remain cautious on $Tesla(TSLA.US) due to declining forward earnings estimates, the likely commoditization of unsupervised autonomy technology, and a seemingly excessive valuation.
- C
🔥 Earnings Season Challenge #2: MSFT, META, AAPL & AMZN — Who Wins the Week?
📊 How Challenge #1 went33 valid calls came in. All three stocks fell — so the "winner" was simply whoever fell least:🥇 INTC −5.4% 🥈 GOOGL −8.9% 🥉 TSLA −18.9%✅ 76% of you named INTC the winner. The cro...
Earnings Week: MSFT, META, AAPL & AMZN Report - F
Tesla’s Optimus could become its most valuable business over the next decade—if execution matches ambition. I’m bullish long term, but commercialization, manufacturing scale, and AI reliability remain the biggest hurdles.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown as Nvidia, SK Hynix Slide
Nvidia's biggest bet is looking shaky. Nvidia (NVDA) sank about 5%, its worst day since February, on fears its reported $250B OpenAI financing guarantee is circular financing in disguise, handing Appl...
- G
I expect $Tesla(TSLA.US) to fall below $300/share and $SpaceX(SPCX.US) to break $100/share in the coming weeks on valuation concerns. Both trade at FY’26 P/E in excess of 175x which seems excessive as AI-related valuations continue to unravel.
- F
As I have mentioned before, this market is long overdue for a proper correction and memory stocks could be the first to lead it down.
CXMT’s upcoming listing isn’t just another semiconductor IPO. It’s a direct challenge and a far bigger threat to SK Hynix, Micron and every other player in this space. Yesterday’s sharp drop in memory stocks?
It could be a healthy correction or it could already be pricing in this new competition. Either way, the market has spoken and we can all see it.
How far will this pullback go? I expect it to be short‑term. But over the medium run, memory stocks must deliver on their growth story ,just like Tesla. If cannot deliver, the market will punish them hard.
☕️ [Task Coins Giveaway] Daily Market Talk — Apple Retakes the Crown as Nvidia, SK Hynix Slide
Nvidia's biggest bet is looking shaky. Nvidia (NVDA) sank about 5%, its worst day since February, on fears its reported $250B OpenAI financing guarantee is circular financing in disguise, handing Appl...
- F
$SpaceX(SPCX.US)
🤖 Is SpaceX’s AI Being Valued At Zero?
That’s the big question facing SPCX as it keeps sliding post‑IPO.
⏰ The $100 Inflection Point:
The idea that hitting $100 means SpaceX’s AI business is worth zero comes directly from top Morgan Stanley analyst Adam Jonas.
At that price level, the market would effectively value all AI projects including Grok and the Cursor acquisition at absolutely nothing.
⏰ Why The Doubt?
Investors worry about the massive capital needed for AI infrastructure, especially compared to the proven cash flow from its Space & Starlink operations.
⏰Where It Stands Now:
After peaking at $225.64, shares have fallen sharply to ~$110.85 (well below the $135 IPO price) .
⏰ More Supply Coming:
Coming 6 August brings the first major lock‑up expiry, releasing up to 911.5 million shares. It is effectively doubling current free float and adding more pressure.
Even so, Morgan Stanley stays bullish with a $300 price target, calling current levels an attractive entry point.
They point to recent wins like the 13th Starship test flight and next year’s NASA moon mission as proof execution stays firmly on track.
Is the market overreacting or has the AI hype run too far ahead? 🛰️🤔
- G
$SpaceX(SPCX.US) merger with $Tesla(TSLA.US) looks less likely today.
- V
Before 1896, British law required that each car be driven by at least three people, with a speed limit of no more than 3 miles per hour, and that a person carrying a red flag run in front of the car.
Whenever new technology emerges, various laws and regulations are introduced to constrain it; the current Robotaxi is no exception.
Looking back years from now, this might seem incredible 🤔
