Tesla Is the Only Magnificent Seven Stock in the Red for 2026

Tesla is the only Magnificent Seven stock declining in 2026, down 23% despite strong sales growth of 26% year-over-year. The problem lies in profitability: operating income dropped 57% with margins shrinking to just 1.4%, while the company spends over $25 billion on AI and robotaxi initiatives that haven't yet generated measurable returns. With a P/E ratio around 155, Tesla's valuation appears disconnected from its current financial performance compared to peers.

10/01/2026, 10:37 PM • The Motley Fool

GE Aerospace vs. SpaceX: Which Aerospace Giant Is a Better Stock Buy in 2026?

GE Aerospace and SpaceX represent contrasting investment profiles in the aerospace sector. GE Aerospace demonstrates strong profitability with a 19% net margin and $7.3B free cash flow, trading at a reasonable 39.5x forward P/E ratio with steady growth expected. SpaceX shows explosive revenue growth (33% YoY) but faces significant challenges with a -26.4% net margin, -$14B free cash flow, and an extremely high 200x forward P/E valuation. The article recommends GE Aerospace as the more prudent long-term investment due to its established market position, profitability, and government support, while cautioning that SpaceX remains a high-risk, high-growth speculation.

10/01/2026, 7:20 PM • The Motley Fool

SpaceX's Terafab Will Be Bigger Than Any Building on Earth. Here's When Investors Will Profit.

SpaceX is partnering with Tesla to build Terafab, a massive 100 million-square-foot semiconductor manufacturing facility expected to cost $55-119 billion. Construction begins December 2026, with the first phase coming online in 2028. The facility is critical for both companies' AI ambitions, but investors shouldn't expect meaningful financial contributions until 2029 at the earliest, with significant cash flow drag in the interim.

10/01/2026, 7:05 PM • The Motley Fool

What Is the Worst-Performing "Magnificent Seven" Stock in 2026?

Tesla is the worst-performing Magnificent Seven stock in 2026, down 22% year-to-date despite strong revenue growth of 21%. However, profitability has deteriorated with operating margins contracting from 4.1% to 1.4%, while R&D and administrative expenses surged. The stock trades at an inflated P/E ratio of 327, with future performance heavily dependent on unproven Robotaxi and Optimus projects.

10/01/2026, 6:05 PM • The Motley Fool

Here's What a $10,000 Investment in SpaceX Stock Could Be Worth in 2035 (Hint: It's a Lot)

SpaceX stock could potentially increase fivefold by 2035, driven by growth in its AI computing infrastructure business and Starlink satellite internet service. Analysts project SpaceX could generate $2.25 trillion in annual revenue by 2035 with adjusted EPS of $41.24, potentially valuing the stock between $470-$1,250 per share, turning a $10,000 investment into approximately $51,500.

10/01/2026, 12:20 PM • The Motley Fool

Micron's Next Big AI Opportunity Could Have 2 Legs

Micron Technology has identified a significant growth opportunity beyond data center AI infrastructure: physical AI applications including humanoid robots and autonomous vehicles. CEO Sanjay Mehrotra noted these devices require comparable memory and storage to data centers (200+ GB of DRAM), potentially creating demand for 'server-level memory in millions of machines' outside data centers. With fiscal 2026 revenue up 257% and strong guidance for fiscal 2027, this could extend Micron's growth cycle well beyond the current AI infrastructure build-out.

10/01/2026, 12:06 PM • The Motley Fool

Rivian Stock Is Going to $19 According to This Wall Street Analyst. Here's Why They May Be Right.

Cantor Fitzgerald maintains a neutral rating on Rivian while setting a $19 price target, implying 20% upside. The article argues Rivian's valuation is underappreciated relative to Tesla, citing growth potential from its affordable R2 SUV launch and exposure to the robotaxi market. Rivian's gross margins of 2% lag Tesla's 19%, but could improve with economies of scale. The company is positioning itself as a supplier to robotaxi operators like Uber, which agreed to purchase up to 50,000 R2 SUVs.

09/30/2026, 5:30 PM • The Motley Fool

The Latest Example of BYD Becoming No. 1 Globally Isn't a Joke

Chinese automaker BYD is rapidly expanding its global presence, particularly in Europe where its sales jumped 131% in August and achieved 11.7% market share. BYD aims to surpass Toyota as the world's top-selling automaker by 2030, though U.S. tariffs currently block its entry into the American market. The company's growth demonstrates that Chinese automakers are now a serious competitive threat globally.

09/30/2026, 1:45 PM • The Motley Fool

AI Stocks Are Creating a Sneaky Risk for S&P 500 Investors, and History Is Flashing a Warning Signal

The S&P 500's top 10 stocks now account for 39% of the index's value, with nearly all heavily focused on AI development. This concentration mirrors the dot-com bubble of 2000, raising concerns about market vulnerability. While AI companies have spent over $300 billion on data centers, Goldman Sachs warns they need $1 trillion in annual AI revenue for healthy profits. Despite historical parallels and elevated valuations, long-term investors are advised to stay invested as the market has recovered from past downturns.

09/30/2026, 8:30 AM • The Motley Fool

Meet the Low-Cost Vanguard ETF With 51.8% Invested in Nvidia, Apple, Alphabet, Microsoft, and Amazon While VOO Has Just 30%

The Vanguard Morningstar Mega Cap Growth ETF (MGK) offers concentrated exposure to mega-cap growth stocks, with 51.8% invested in Nvidia, Apple, Alphabet, Microsoft, and Amazon compared to 30% for the S&P 500 ETF (VOO). While MGK has a slightly higher expense ratio (0.05% vs 0.03%), it provides amplified exposure to AI-driven growth opportunities. However, this concentration carries risks if mega-cap growth stocks underperform, though the article argues these companies are well-positioned to capitalize on AI investments at scale.

09/30/2026, 7:30 AM • The Motley Fool

Tesla Wins Major Semi Order and That Might Not Even Be the Best Part

Tesla secured a historic 2,500-unit electric Semi truck order from ZET SCALE, the largest EV heavy commercial truck order in U.S. history. Beyond the order itself, the significance lies in ZET Financial's leasing program, which removes residual-value risk for fleet operators—a major barrier to EV truck adoption. This financing solution could accelerate market demand for Tesla Semis, though Tesla may face margin pressure from bulk pricing. The Semi factory in Nevada is ramping production with capacity to reach 5,000-15,000 units by 2026, with European expansion planned for 2027.

09/30/2026, 7:15 AM • The Motley Fool

3 Numbers That Could Push Tesla's Stock Higher This Week

Tesla is set to release third-quarter delivery figures on October 2, with analyst estimates ranging from 421,758 to 482,000 units. After missing consensus by roughly 60,000 units last quarter, Tesla has an opportunity to exceed expectations. Key metrics to watch include Model Y and Model 3 sales (which comprise over 90% of auto sales), Tesla Semi delivery ramp-up, and potential Cybercab robotaxi external customer deliveries, though the latter is unlikely this quarter.

09/29/2026, 4:07 PM • The Motley Fool

Bears Hate This Cheap Stock -- That's Exactly Why I Might Buy

As robotaxi technology gains momentum with expectations for large-scale deployment by 2030, Uber Technologies trades at a significant discount (3x sales) compared to Tesla (13x sales). The article argues Uber is well-positioned to dominate the robotaxi market due to its established platform, 50+ million Uber One subscribers, and manufacturer-agnostic approach, making it an attractive investment despite market concerns about robotaxi disruption to its core business.

09/29/2026, 9:16 AM • The Motley Fool

Australia Electric Vehicle (EV) Market Size, Share and Forecast 2026-2030 - Databook Q2 2026 Update | Policy, Fleet Electrification and Charging Lift Market to US$952.3 Million

Australia's EV market is projected to grow from US$660 million in 2025 to US$952.3 million by 2030, driven by policy support, improved model availability, and fleet electrification. Chinese brands like BYD and MG are intensifying price competition, while charging infrastructure expands beyond highways to regional and urban areas. Tesla faces increasing competition from established automakers and new entrants across affordable and premium segments.

09/29/2026, 4:51 AM • GlobeNewswire

Prediction: Tesla Stock Will Plunge to $100 if the S&P 500 Enters a Bear Market

An analyst predicts Tesla stock could crash to $100 (a 91% decline) if the S&P 500 enters bear market territory, citing the company's sky-high P/E ratio of 351, shrinking earnings, and intense EV competition. While future products like the Cybercab robotaxi and Optimus robot offer long-term potential, they remain years away from commercialization, leaving Tesla vulnerable to a market downturn.

09/28/2026, 7:03 AM • The Motley Fool