Tesla, Inc.

Alphabet Inc.

Intel Corporation

The second-quarter earnings season has gotten off to a strong start on Wall Street, with more than 80% of the S&amp;P 500 Index companies reporting earnings and revenues that beat expectations, <a href="https://www.barrons.com/articles/tesla-verizon-coke-google-earnings-stocks-52dad8b3?mod=RTA"> writes</a> Barron's. About 100 other issuers - including two members of the "Magnificent Seven" - will release their results this week.

Tesla and Alphabet earnings, ECB rate: what investors need to know this week

Late on Wednesday night, July 9, famed technopreneur Ilon Musk <a href="https://x.com/xai/status/1943158495588815072">presented</a> Grok 4, not very modestly (which is pretty typical for Musk) called "the most powerful AI in the world." This could be considered just another stage of the endless <a href="https://oninvest.com/article/souz-zaklatyh-konkurentov-i-rekruting-za-14-mlrd-kak-nacalos-leto-v-sfere-ii">AI race</a>, in which all the leading technology companies are now taking a very active part. However, a number of related events suggest that for Ilon and his entire business empire, Grok is much more than just another AI model.

Musk and "the world's most powerful AI": why the billionaire is putting Grok at the center of his business

QuantumScape Corporation

Uber Technologies, Inc.

Lucid Group, Inc.

Shares of QuantumScape, a mid-cap maker of solid-state EV batteries, soared almost 20% yesterday, July 17. The trigger was likely&nbsp;<a href="https://oninvest.com/article/uber-vyvodit-konkurenta-tesla-na-rynok-robotaksi-pocemu-eto-vazno">excitement</a>&nbsp;around an announced deal between Uber and Lucid to compete with Tesla in the robotaxi market. Since late June, QuantumScape stock has tripled on the announcement that the company had made "impressive strides" in advancing its technology, which could make EVs cheaper.&nbsp;

EV battery maker QuantumScape adds another 20% amid Uber-Lucid deal 

Cab service will purchase 20,000 Lucid electric vehicles to launch its own fleet of drones

Uber is bringing a Tesla competitor to the robotaxi market. Why is it important?

The Boeing Company

Wells Fargo & Company

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: focus on the start of the reporting season and the consumer price index


Snap Inc.

According to the bank's analysts, the value of these companies will decline, which could give investors an opportunity to capitalize on the decline in the second half of the year

Tesla, Circle, Intel: JPMorgan names 40 best ideas for shorting

Rivian Automotive, Inc.

Another analyst believes that electric car makers will be able to take market share away from brands that make both electric and gasoline cars

Guggenheim has abandoned the bullish scenario on Rivian shares. What is the forecast now?

Tesla has postponed its annual shareholder meeting to an unprecedentedly late date this year

Tesla shareholders will be asked to vote on xAI investment. Should we be alarmed?

NVIDIA Corporation

Daily review and forecast of events on the US stock market from&nbsp;Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: White House rhetoric on the side of the "bears"

Last week, the world's richest man, Ilon Musk, announced his new project: he is creating a new political party in the United States. In business, he has had nine projects, seven of them working. In politics there will be only the third, the first were the election of Trump as president and DOGE. And there the score is 1:1 so far.

Ilon Musk's political roulette: how he can build his party

Apple Inc.

US President Donald Trump announced plans to impose 50 percent duties on copper imports and 200 percent duties on imports of pharmaceutical products. Apple came under pressure, with analysts calling for the company to change its CEO, pointing to the weakness of its position in AI. Meanwhile, Nvidia became the first public company to reach a capitalization of $4 trillion. The main events of July 7-11 are in our review;

Highlights of the week: Nvidia is worth $4 trillion, new bitcoin record, Apple's failure in AI

Levi Strauss & Co.

What to expect for investors in the U.S. stock market on July 11