ai investing

Tesla’s Q2 2026 results make the AI bull case easy to describe and hard to underwrite: the company is spending heavily on computing, autonomy and robotics while its core profitability is shrinking. As reported by BASENOR and reflected in Tesla’s July 22 shareholder update, revenue rose 26% year...

Microsoft’s latest Wall Street bull case is not simply that artificial intelligence will add another revenue stream to an already enormous software company. Morgan Stanley’s newly initiated Overweight rating argues that Microsoft is approaching a more consequential transition: Azure may finally...