Tesla is spending less and Meta cannot stop, plus Zuckerberg’s California tax deal | The 8:30
Two of the biggest spenders in AI reported on the same night and went opposite ways. Tesla beat, turned free ...
Sunday, October 25, 2026
Tag: AI compute
SpaceX and Tesla are formally exploring a merger, plus Ken Griffin calls AI a bubble | The 8:30
Elon Musk confirmed on SpaceX's earnings call that both boards have formed special committees of independent directors to review a ...
Half of S&P earnings growth comes from AI spending, plus Musk’s gift to every kid | The 8:30
Roughly half of the S&P 500's current earnings growth reflects AI capital spending, according to Goldman Sachs Research. That makes ...
Tesla’s flying Roadster vs. Optimus robots: What really matters for Tesla
Tesla's new Roadster flipped through the air at last night's reveal, but portfolio manager Adam Johnson says the real Tesla ...
Is this the AI selloff everyone’s been waiting for? | The 8:30
Day two of what the hosts are calling the great AI selloff of 2026: Nasdaq futures are deep in the ...
SpaceX buys wireless spectrum. Should AT&T and Verizon be worried?
Delta cuts its full-year outlook after higher fuel costs weighed on its third quarter, and its CFO says "it's all ...
SpaceX reportedly seeks $40 billion in debt to buy Nvidia chips | The 8:30
SpaceX is looking to raise $40 billion in new debt to buy Nvidia chips for its data centers, according to ...
Stocks pull back from records as yields climb, plus SpaceX’s $40 billion debt raise | The 8:30
Stock futures point lower on October 7, 2026, after the S&P 500 and Nasdaq closed at records, as Treasury yields ...
Bonds sell off as the 10-year yield hits a 2002 high, plus Micron, Nike and Gemini 4 | The 8:30
The 10-year Treasury yield touched its highest level since 2002 as the global bond selloff deepened, even after a softer-than-expected ...
Anthropic flags AI risk in IPO filing, OpenAI scraps new model, AMD to buy World Labs | The 8:30
Hosted by an ensemble including Julie Hyman, Jake Conley and Pras Subramanian, The 8:30 breaks down the day’s biggest market ...
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