Q1 2026

Q1 2026 Earnings: Big Tech’s AI Reality Check Week (MSFT, GOOGL, META, AMZN)

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After Tesla’s CapEx warning, the market shifts its focus to the final week of April. Will the trillion-dollar club prove their ROI? 1. The Shift: From Hype to Accountability For the past year, AI has been the most powerful narrative in the market. Every earnings call and investor presentation pointed in one direction: spend now, … Read more

Tesla Q1 2026 Earnings: EPS Beat, $25B CapEx, and the AI Pivot

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Tesla Q1 2026: The End of an Auto Maker, The Beginning of an AI Giant Tesla just reported its Q1 2026 earnings. If you are only looking at the headline earnings per share (EPS), you are missing the entire story. This was not just an earnings report. It was a declaration of a business model … Read more