Tech

Has Wall St fallen out of love with Tesla?

Published

2 years ago

February 27, 2024

Elon Musk is renowned for his ambitious ventures into futuristic technologies, but despite his grand visions, Wall Street remains cautious about the electric vehicle giant.

Investor Gary Black recently shed light on the reasons behind this skepticism, particularly concerning Tesla’s artificial intelligence endeavors, in a tweet posted on February 24.

Black pointed out that Tesla does not disclose results for its AI businesses, which include initiatives like robotaxis, Full Self-Driving (FSD) licensing, and projects such as Optimus and Dojo.

This lack of transparency makes it challenging for institutional investors to accurately assess the value of these ventures, unlike other companies like NVIDIA, which provide detailed insights into their AI-related operations.

Tesla Model S Bluefire at Tesla Servicecenter Bern Switzerland @ Unsplash

Largely invisible

He emphasised the difficulty in assigning a value to something that remains largely invisible due to the absence of regular disclosure from Tesla.

Black highlighted the contrast between evaluating Tesla in 2017-2018, where financial forecasts could be made based on transparent earnings streams, and the present situation, where assessing the potential of Tesla’s AI ventures feels more speculative and less grounded in financial discipline.

While some argue that analysts and investors can model Tesla’s AI ventures independently, Black countered by citing examples of overly optimistic projections, labeling them as “making up numbers.”

He stressed the need for better disclosure from Tesla if the company wants Wall Street to accurately model its AI businesses.

Black’s remarks underscore a broader issue facing Tesla and other tech companies pioneering cutting-edge technologies.

While Musk’s bold vision captivates many, investors demand clear visibility into the financial prospects of these ventures to make informed decisions.

Without adequate disclosure, skepticism persists, hindering Tesla’s ability to garner full confidence from Wall Street.

Tech

TSMC posts record profits on AI chip boom

TSMC posts record Q4 profit, driven by strong chip demand, exceeding predictions and signaling market dominance.

Published

5 days ago

January 16, 2026

Harvey Vargas

TSMC posts record Q4 profit, driven by strong chip demand, exceeding predictions and signaling market dominance.

Taiwan Semiconductor Manufacturing Company (TSMC) has posted a record net profit for the fourth quarter, driven by strong demand for advanced chips.

Net profit surged 35% year-on-year, exceeding analyst expectations and signalling a dominant position in the semiconductor market.

Quarterly revenue also rose 20.5% compared to last year, supported by robust sales in AI and high-performance computing segments. The company’s success reflects the growing global appetite for cutting-edge semiconductor technology.

Looking ahead, TSMC plans to ramp up capital expenditure, projecting investments of up to $56 billion in 2026. The positive results have sparked an upbeat reaction across global markets, highlighting TSMC’s influence in the tech sector.

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#TSMC #Semiconductors #AIChips #TechNews #HighPerformanceComputing #StockMarket #QuarterlyEarnings #TechInvesting

Tech

X restricts Grok AI as global backlash grows

X restricts Grok AI from creating sexualized images amid global backlash and regulatory concerns, aligning with UK guidelines.

Published

6 days ago

January 15, 2026

Harvey Vargas

X restricts Grok AI from creating sexualized images amid global backlash and regulatory concerns, aligning with UK guidelines.

X has announced new restrictions on its Grok AI chatbot, preventing it from generating sexualized images of women amid mounting criticism and regulatory scrutiny worldwide.

The move comes after concerns over non-consensual image manipulation sparked widespread backlash from users, advocacy groups, and authorities.

UK Prime Minister Keir Starmer confirmed that the platform’s latest changes align with British law, as Ofcom launches a formal investigation to determine whether X has violated the Online Safety Act.

Regulators are closely monitoring the situation, highlighting growing global concerns about the ethical use of AI in image generation. Critics have argued that X’s initial measures were insufficient and did not adequately address the risks associated with sexualized AI content.

The controversy has also prompted action in Southeast Asia. Malaysia and Indonesia have blocked access to Grok entirely, citing the platform’s potential to generate inappropriate content.

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#GrokAI #XPlatform #AIRegulation #OnlineSafety #KeirStarmer #AIControversy #TechNews #DigitalEthics

Tech

AI drives memory prices higher as SK hynix and TSMC expand

Explore the rising global memory market driven by AI demand and hear insights from Brad Gastwirth on industry trends.

Published

7 days ago

January 14, 2026

Harvey Vargas

Explore the rising global memory market driven by AI demand and hear insights from Brad Gastwirth on industry trends.

The global memory market is on the rise, with prices climbing steadily thanks to booming AI infrastructure demand.

Companies like SK hynix and TSMC are investing heavily in advanced packaging and new facilities to meet this unprecedented growth.

We speak with Brad Gastwirth from Circular Technologies about the forces behind this upward momentum. From the difference between AI-driven and consumer-driven demand to the increasing memory requirements per AI system, Brad breaks down the trends shaping the industry.

We also explore the implications of lean DRAM and NAND inventories, disciplined supply growth, and the challenges of expanding packaging capacity versus wafer fabrication. Tune in to understand why incremental demand surprises can have a huge impact on memory pricing.

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#AIMemory #SKHynix #TSMC #TechInvesting #MemoryMarket #AIInfrastructure #Semiconductors #TickerNews