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Moody's Ratings affirms Tesla's Baa3 issuer rating, outlook remains st...

Moody's Ratings (Moody's) affirmed the Baa3 long-term issuer rating of Tesla, Inc. (Tesla). The outlook remains stable. The affirmation reflects our expectation that Tesla's vehicle technology, software and AI competencies provide a platform for continuing innovation and new product offerings. The...

Pierre FerraguÊ
  • Pierre FerraguÊ

2026 AI Capex, HBM Pricing, Auto Semi Recovery, and more.

As always, during earnings season, we wrap-up what happened in the previous week. For our main takes summarized on a single slide, and a few words on each of the 22 names we followed last week, follow the link below.

Anish Jog ... (+5)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt

Solid Progress with Autonomous and AI Future; Musk Now Acting as Warti...

A Closer Look at FY2Q25 (June) ResultsRevenueTotal revenue of $22.50 billion (down 12% y/y) came in above the Street’s $22.22 billion estimate as the company saw growth in services and other revenues including FSD revenue offset by declining regulatory credit revenue, lower ASPs, and a slight decli

Anish Jog ... (+4)
  • Anish Jog
  • Daniel Ives
  • Sam Brandeis
  • Steven Wahrhaftig
Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig

AI Revolution Is Now Spreading to the Rest of the Tech World; Golden A...

Wedbush Securities’ affiliated investment adviser, Wedbush Fund Advisers, LLC (“WFA”), may serve as the investment adviser to certain investment funds that track an index comprised exclusively of companies included in this research report. In connection with these funds, Wedbush Securities will rec

Anish Jog ... (+6)
  • Anish Jog
  • Daniel Ives
  • Matthew Weiss
  • Sam Brandeis
  • Scott Devitt
  • Steven Wahrhaftig

Expecting Strong 2Q Tech Earnings Season; Cloud and AI Spending The Ke...

AI Revolution All Starts With the Godfather of AI Jensen and NvidiaMajor conglomerates across the US and China are looking to become the first major player to control the next big chip in this tech ecosystem, but this battle is now all in the hands of Nvidia and Jensen with NVDA’s chips becoming th

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