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Tesla And The Emperor's New Clothes

SeekingAlpha2026.07.12Source: SeekingAlpha

Tesla (TSLA) trades at a $1.5T valuation despite weak auto margins, falling revenue and rising capex.

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Tesla (TSLA) Faces New Robotaxi Safety Questions From Federal Regulators

Yahoo2026.07.12

Federal regulators have raised new safety concerns about how autonomous vehicles interact with first responders, adding pressure on Tesla's robotaxi ambitions. The National Highway Traffic Safety Administration, several U.S. Senators, and some states are evaluating tighter rules and potential limits on autonomous vehicle rollouts. These questions arrive as Tesla (NasdaqGS:TSLA) expands robotaxi operations and autonomous features that are central to its long term autonomy goals. Tesla is...

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Nomura Says AI Memory Demand Concerns Are Overdone as Supply Constraints Persist

Yahoo2026.07.12

Investment Announcements Spark Oversupply FearsNomura believes investor concerns over a potential slowdown in the artificial intelligence memory market have been exaggerated, arguing that recent investment plans by South Korean chipmakers and Meta’s (NASDAQ:META) cloud strategy do not signal weakening demand. The brokerage noted that South Korean memory manufacturers and related companies recently announced long-term investment programmes worth approximately 4.

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Former Qatar ruler Sheikh Hamad, a moderniser who seized power, has died - Reuters

Reuters2026.07.12

Former Qatar ruler Sheikh Hamad, a moderniser who seized power, has died Reuters