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Tesla Q2 2026 Earnings Wednesday Pits Record 480,126 Deliveries Against Revenue Estimated Below $26.4B — Margins and Cybercab Timeline Are the Real Test

Tesla reports Q2 2026 earnings after the bell Wednesday, July 22, with record deliveries of 480,126 vehicles — up 25% year-over-year and 18% above consensus — already public. The paradox is that revenue is expected near $26.4 billion, potentially below last year's comparable quarter, as aggressive pricing erodes per-vehicle economics. Investors will focus on automotive gross margin, the Cybercab production timeline, and whether $25 billion in 2026 capital expenditure is generating credible near-term returns.

Trump Alleges China Stole 220 Million US Voter Files in Primetime Address — US-China Tensions Spike Ahead of Midterms

President Trump delivered a primetime address Thursday alleging China illicitly acquired 220 million US voter files — the largest election data compromise in history — while revealing declassified intelligence on Chinese interference operations. Beijing denied the claims. The speech, delivered months before the 2026 midterm elections, renews US-China tensions and could accelerate restrictions on Chinese technology companies. US-listed Chinese ADRs and cybersecurity stocks are the most direct market plays.

UnitedHealth Q2 2026 EPS Hits $6.38, Beats by $1.46 — Full-Year Guidance Raised to $19.50–$20.00 as Medical Ratio Falls to 86.7%

UnitedHealth Group reported Q2 2026 adjusted EPS of $6.38, crushing the $4.90 consensus by $1.46, as revenue reached $112.03 billion versus $110.85 billion expected. The medical benefit ratio improved sharply to 86.7% from 89.4% a year ago. Full-year adjusted EPS guidance was raised to $19.50–$20.00, well above the prior outlook of greater than $18.25. Cash flow guidance was lifted to $24 billion. Shares jumped roughly 7% premarket, outperforming a broadly declining tape.

SpaceX Breakthrough: Lands in Millions of 401(k)s via Index Funds, Paving Way for AI Tech

SpaceX's inclusion in 401(k)s through index funds opens the door for similar tech inclusions, potentially boosting AI sector stocks like OpenAI and Anthropic.

SLS Surges 17.66%: Unpacking the Catalyst Behind the Stock's Sharp Increase

SLS sees a significant one-day surge. Analysts point to a combination of sector rotation and overlooked earnings potential as key drivers.

Intel Surges 70% in 2026 as Terafab Partnership and Google AI Deal Cement Semiconductor Comeback

Intel has emerged as one of the S&P 500's most dramatic turnaround stories in 2026, with its stock gaining approximately 70% year-to-date after confirming its role in Elon Musk's Terafab AI chip megafab initiative and deepening a strategic AI partnership with Google Cloud. Analysts have raised price targets as high as $92, though the stock currently trades at a stretched forward P/E of around 94 times, reflecting high expectations for future earnings growth.

Meta Locks In $21 Billion CoreWeave AI Deal, Bringing Total Commitment to $35 Billion Through 2032

CoreWeave announced Thursday an expanded $21 billion long-term agreement to supply AI cloud computing capacity to Meta Platforms through December 2032, raising the two companies' combined deal value to $35 billion and including early commercial deployments of Nvidia's next-generation Vera Rubin GPU platform — cementing Meta's position as one of CoreWeave's largest customers and reinforcing the accelerating race for AI infrastructure.

NIO Surges 7.91% After Announcing New Electric Vehicle Lineup

NIO's new electric vehicle lineup has sent shockwaves through the market, with the stock surging 7.91%. The company's innovative approach to sustainability has investors eager to see what's next.

RBI Holds Rates Amid Middle East Crisis, Indian ETFs in Spotlight

The Reserve Bank of India's decision to hold rates has put Indian ETFs in the spotlight. With the Middle East crisis ongoing, investors are looking for safe-haven assets.