Tesla delivered 480,126 vehicles in Q2 2026 and deployed 13.5 GWh of energy storage, lifting revenue to $28.24 billion. Free cash flow was negative $1.1 billion as capital spending rose to about $5.8 billion. The company began Cybercab production in Texas and received approval to operate up to 5,000 autonomous vehicles in the Las Vegas area. In China, Tesla is recalling 2.98 million vehicles over emergency door-release concerns, while analysts’ average price target of $385.04 implies 6.1% upside potential.

OpenAI CFO Sarah Friar said the company could go public earlier than 2027 if its rapid growth continues. OpenAI’s annualized revenue run rate has surpassed $40 billion, about double its level at the end of 2025. She also cited quarter-to-date revenue run-rate growth of 35% and enterprise revenue run-rate growth of 50%. OpenAI’s AI coding and work products have reached 20 million weekly active users.

Point72 founder Steve Cohen has recently adjusted his exposure to two AI-linked stocks, Broadcom and Oracle. Broadcom reported fiscal second-quarter revenue up 48% to $22.2 billion, with AI semiconductor sales rising 143% to $10.8 billion. The company expects that segment to reach $16 billion in the third quarter—growth of more than 200%—and reiterated its fiscal 2027 AI revenue forecast above $100 billion, though its near-term outlook came in slightly below some investors’ expectations.

Super Micro Computer has gained 25% year to date, supported by resilient demand for AI servers. The company disclosed a record backlog with more than $60 billion in new orders and issued Fiscal 2027 revenue guidance of $65 billion to $72 billion. Shares at $36.58 are trading above the 20-day and 50-day exponential moving averages, while the ROC stands at 45.56% with a buy signal. Analysts’ average price target is $40.85, implying roughly 11.7% upside from the current level.

Broadcom shares slid nearly 6% on Friday after reports said hackers were actively exploiting a critical vulnerability in its VMware vCenter software. The selloff wiped nearly $120 billion from the company’s market value. Some analysts said that even a hypothetical 5% hit to software annual recurring revenue would equate to about $1.5 billion in annual sales, a limited impact relative to Broadcom’s overall revenue. A number of investors viewed the drop as a potential buying opportunity.

Top investor Yiannis Zourmpanos said Nebius shares still have room to rise. The company reported second-quarter revenue up 454% year over year to $582 million, while AI revenue climbed 514% to $575 million. Run-rate revenue reached $3 billion and adjusted EBITDA margin improved to 41%, with the core AI business at a 50% margin. The stock has already gained 48% recently.

Nebius reported Q2 revenue of $582.3 million, up 454% year over year, with its AI cloud business contributing $574.9 million and an adjusted EBITDA margin of 49.7%. Annualized run-rate revenue rose to $3 billion from $1.9 billion, and the company reiterated a target of $7 billion to $9 billion by the end of 2026. It signed four AI cloud agreements with an average total contract value above $1 billion and said customer commitments exceed $40 billion, including a Meta deal with potential value of up to $27 billion. The company’s Q2 capital spending was roughly $5.7 billion, about 10 times its quarterly revenue.

13F filings show Nvidia held 122.76 million Class A shares of SpaceX (SPCX) worth about $21 billion as of June 30, while Alphabet reported 551.2 million shares valued at $94.2 billion. AMD disclosed nearly 3.3 million SPCX shares worth more than $565 million. Nvidia’s position stems from a $2 billion investment in Elon Musk’s AI startup xAI that SpaceX absorbed in early 2026, and Alphabet’s stake traces back to a $900 million investment made more than a decade ago. A university endowment fund also reported holding $2.2 billion of SpaceX shares.

Advanced Micro Devices shares rose 6.19% on Friday, driven by two catalysts. The chipmaker completed its largest-ever investment-grade bond offering, raising $4.75 billion, as strong demand allowed its longest-dated bonds to price below early guidance. Bank of America analyst Vivek Arya raised his 2030 server CPU market forecast to over $210 billion and named AMD his top pick. Management also projected server revenue growth of more than 80% in the second half of 2026 and at least 70% in 2027, while its broader AI data center business is expected to grow well over 100% next year.