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

Apple set to unveil budget iPhone 17e, new iPads and low-cost MacBook

Apple’s Tim Cook announces major product reveals this week, highlighting budget iPhone 17e, new iPads, and low-cost MacBook.

Published

3 days ago

February 27, 2026

Harvey Vargas

Apple’s Tim Cook announces major product reveals this week, highlighting budget iPhone 17e, new iPads, and low-cost MacBook.

Apple Inc. CEO Tim Cook has confirmed a major week of product announcements kicking off Monday morning, building momentum toward a global “Apple Experience” event across New York, London and Shanghai. The tech giant is expected to spread its reveals across three days, fuelling speculation about its biggest refresh cycle yet.

Leading the buzz is the rumoured budget-friendly iPhone 17e, signalling Apple’s push to capture more price-conscious consumers without sacrificing performance. Two new iPads powered by advanced chips are also tipped to headline the lineup, pointing to stronger AI capabilities and faster processing speeds.

Rounding out the expected reveals is a low-cost 12.9-inch MacBook that’s already generating serious interest, alongside updated MacBook Pro models and a refreshed Mac Studio. It’s shaping up to be one of Apple’s most significant multi-product launches in recent years.

Subscribe to never miss an episode of Ticker – https://www.youtube.com/@weareticker

#Apple #TimCook #iPhone17e #AppleEvent #TechNews #iPad #MacBook #Innovation

Tech

Nvidia posts record revenue as AI fears shake investors

Nvidia’s £68.1 billion revenue, up 73%, raises investor concerns about AI’s impact and tech customers’ financial health.

Published

3 days ago

February 27, 2026

Harvey Vargas

Nvidia’s £68.1 billion revenue, up 73%, raises investor concerns about AI’s impact and tech customers’ financial health.

Nvidia posted strong quarterly earnings, but Wall Street remained unimpressed, causing shares to fall 5%. Analysts point to investor concerns over AI dominance and a stalled $100 billion deal with OpenAI.

Experts discuss what factors in the earnings report failed to meet market expectations, including revenue projections and details around the Vera Rubin chip architecture. Competition from alternative chipmakers and scrutiny of hyperscaler cash flows are also shaping investor sentiment.

Despite recent setbacks, analysts remain cautiously bullish on Nvidia, highlighting long-term AI potential and the company’s dominant position in the chip market.

Subscribe to never miss an episode of Ticker – https://www.youtube.com/@weareticker

Tech

Meta launches lawsuits over alleged scam advertising operations

Meta targets scam advertising networks in Brazil, China, and Vietnam, intensifying its crackdown on scams across its platforms.

Published

3 days ago

February 27, 2026

Harvey Vargas

Meta targets scam advertising networks in Brazil, China, and Vietnam, intensifying its crackdown on scams across its platforms.

Social media giant Meta has launched aggressive legal action targeting alleged scam operations using its platforms. The company has filed lawsuits against four advertising networks based in Brazil, China and Vietnam.

Meta has also issued cease and desist letters to eight marketing consultants accused of helping clients bypass the platform’s enforcement systems. The move signals a tougher stance on organised scam activity operating at scale.

While no criminal charges have been laid, Meta says it is doubling down on efforts to protect users and restore trust across its platforms as scam activity continues to rise globally.

Subscribe to never miss an episode of Ticker – https://www.youtube.com/@weareticker