Alphabet's Q3 EPS of $2.12 badly missed the $3.02 consensus and revenue fell short, reviving AI-spending worries and sending shares down; Microsoft's solid cloud sales lifted its shares after hours
Alphabet's Q3 EPS of $2.12 badly missed the $3.02 consensus and revenue fell short, reviving AI-spending worries and sending shares down; Microsoft's solid cloud sales lifted its shares after hours
$Tesla Motors(TSLA)$ What still supports the bull case 1. Profitability is genuinely strong, not just growth. Q2 2026 (latest full filing) shows gross margin of 90.9% , net margin of 42.89% and ROE of 23.87% . TTM PE is 41.9x and forward PE 43.7x — versus a forward-PE history averaging 42.3x, so the multiple is roughly at its own norm, not at a bubble extreme. 2. Revenue keeps compounding through product expansion. Q3 2026 revenue hit a record $1.424B, +11.8% YoY , slightly above the $1.422B consensus, with net deposits of $16B. The key point: crypto revenue fell 55% YoY and app crypto notional volume fell 48%, yet total revenue still grew — options, equities and event/prediction contracts filled the hole Tiger News Tiger News . That divers