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Amazon: From Everything Store to Global Infrastructure Platform
TradingKey - Amazon's second profit reconstruction behind e-commerce, AWS, advertising, in-house chips, and satellite networks.
Tesla Stock Price Prediction: Cathie Wood's ARK Expects SpaceX Merger by 2026, Can Shares Recover?
Speculation regarding a potential merger between Tesla (TSLA) and SpaceX (SPCX) continues to grow. On *The Brainstorm*, a podcast by Cathie Wood's ARK Invest, several guests noted that if Tesla and SpaceX move forward with a merger in the future, Tesla's operations in China could become a complex regulatory variable. SpaceX is involved in U.S. national security and satellite projects, while Tesla's Shanghai Gigafactory serves as a major manufacturing and export hub, meaning certain technology and business dealings could face heightened scrutiny.
Musk Spends $119 Billion to Launch Terafab Construction Plan: Can Tesla and SpaceX Achieve Chip Autonomy?
TradingKey - On August 6 local time, SpaceX (SPCX) officially confirmed that Tesla (TSLA) and SpaceX will jointly build the Terafab super chip factory in Grimes County, Texas. This signifies that the long-planned Terafab has finally transitioned from a concept into the actual investment phase.
Tesla Q2 2026: Record $28.2B Revenue, Operating Margin 1.4%, Stock Testing $338 Resistance
Tesla crushed deliveries at 480,126 with $28.2B revenue (+26% YoY). But operating margin collapsed to 1.4%, free cash flow turned negative $1.1B, and stock is testing $338 resistance after breakdown.
Musk Says AI Traffic Surpassing Humans Is Beyond Doubt, but Burry Shorts Nvidia, Tesla and Other AI Stocks
TradingKey - On August 9, Eastern Time, Elon Musk endorsed a forecast by network infrastructure giant Cloudflare (NET) on social media platform X. According to the forecast data, internet traffic generated by AI bots will surpass that of humans for the first time in May 2026, 18 full months ahead of the original projection of late 2027.
Amazon Stock Price Forecast: Can Shares Keep Rising After Market Cap Hits $3 Trillion for First Time?
TradingKey - Driven by better-than-expected Q2 2026 results, accelerating growth in the AWS cloud business, and strong AI demand, Amazon's share price surged following its earnings release. On August 3, Amazon's stock closed at $284.02, pushing the company's market capitalization past the $3 trillion mark for the first time.
