OpenAI’s Bubeck denies trying to cut Anthropic mathematician from credit25m ago 10 of the scariest AI villains in movie history26m ago Maven Robotics wants to steal your robot deployment deal28m ago Agent Security Is Not AI Governance: Why Conflating The Two Is A Risk Enterprises Can't Afford30m ago Positron Valued at $5 Billion in New Funding as Demand for AI Chips Surges37m ago 7 Steps to Become a Forward Deployed Engineer in 202645m ago Ramp eyes $60bn valuation three months after $44bn, Bloomberg reports57m ago Amazon partners with OpenAI to let users of Amazon's DSP run ads in ChatGPT in a pilot program limited to the US; ChatGPT Ads hit $1B in ARR last month1h ago D-Matrix Connects Raptor XPUs to NVIDIA AI Factories via NVLink Fusion1h ago Source: Meta AI researcher Andrew Tulloch, who came over from Thinking Machine Lab as one of the highest paid employees last year, is leaving the company (Reed Albergotti/Semafor)1h ago Mother Horrified When Instagram’s AI Scours Social Media for Invasive Information About Her Young Daughters1h ago Mach Industries, which makes unmanned military vehicles and weapons, raised $600M in an extension to its $300M Series C, doubling its valuation to $3.7B1h ago Salesforce Unveils Six-Capability Trusted AI Harness for Enterprises1h ago US closes $1.9bn loan to restart the Iowa nuclear plant powering Google1h ago

OpenAI’s Bubeck denies trying to cut Anthropic mathematician from credit25m ago 10 of the scariest AI villains in movie history26m ago Maven Robotics wants to steal your robot deployment deal28m ago Agent Security Is Not AI Governance: Why Conflating The Two Is A Risk Enterprises Can't Afford30m ago Positron Valued at $5 Billion in New Funding as Demand for AI Chips Surges37m ago 7 Steps to Become a Forward Deployed Engineer in 202645m ago Ramp eyes $60bn valuation three months after $44bn, Bloomberg reports57m ago Amazon partners with OpenAI to let users of Amazon's DSP run ads in ChatGPT in a pilot program limited to the US; ChatGPT Ads hit $1B in ARR last month1h ago D-Matrix Connects Raptor XPUs to NVIDIA AI Factories via NVLink Fusion1h ago Source: Meta AI researcher Andrew Tulloch, who came over from Thinking Machine Lab as one of the highest paid employees last year, is leaving the company (Reed Albergotti/Semafor)1h ago Mother Horrified When Instagram’s AI Scours Social Media for Invasive Information About Her Young Daughters1h ago Mach Industries, which makes unmanned military vehicles and weapons, raised $600M in an extension to its $300M Series C, doubling its valuation to $3.7B1h ago Salesforce Unveils Six-Capability Trusted AI Harness for Enterprises1h ago US closes $1.9bn loan to restart the Iowa nuclear plant powering Google1h ago

Automotive Business & Enterprise2 min reading time

Tesla beat Q2 delivery estimates and the stock fell. Wednesday’s earnings face the same problem.

The Next WebPublished Jul 20, 2026

Tesla surpassed Q2 vehicle delivery estimates with 480,126 units, marking a 25% annual increase, yet its stock declined amid high expectations ahead of Wednesday's earnings. Rivian's new R2 SUV targets Tesla's key $45,000-$60,000 segment, intensifying competition and pressuring Tesla's margins. Tesla's valuation hinges on future technologies like humanoid robots and Full Self-Driving, despite current challenges and increased capital expenditures.

More on this story

Tesla sold 25% more cars and made 57% less operating profit. The AI spending is the reason.
Jul 23· The Next Web
Tesla’s cash burn will test investor faith in its AI bets
Jul 21· The Next Web

#full-self-driving #optimus-robots #q2-deliveries #rivian-r2 #tesla #tesla-stock

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