Here's Why This Tesla-Focused ETF Crashed Today

The YieldMax TSLA Option Income Strategy ETF (TSLY) declined 14.2% following Tesla's disappointing Q2 earnings report. Tesla's stock fell 14.1% due to lower-than-expected gross and profit margins, along with CEO Elon Musk's cautious guidance on robotaxi rollout timing. The ETF's option-selling strategy amplified losses during sharp stock declines.

07/23/2026, 1:06 PM • The Motley Fool

Here's the Most Impressive Aspect of Tesla's Surprise Q2 Delivery Rebound

Tesla delivered 480,000+ vehicles in Q2 2026, beating Wall Street estimates by 74,000 units and posting its best Q2 in history. While European growth was strong (77% YoY), the most impressive achievement was Tesla's resilience in China with only a 2% decline amid intense competition, price wars, and reduced EV incentives. However, questions remain about the sustainability of this rebound.

07/23/2026, 11:30 AM • The Motley Fool

Archer Aviation vs. Lucid: Which Electric Vehicle Stock Is a Better Buy in 2026?

Archer Aviation and Lucid Group represent contrasting bets on transportation's future—one in urban air mobility via eVTOL aircraft, the other in luxury electric vehicles. Archer trades at an extremely high 1,890x P/S ratio reflecting early commercialization, while Lucid has a lower 1.7x P/S but burns cash three times faster. The article suggests Lucid may be the better 2026 bet despite higher cash burn, given Archer's valuation premium and regulatory uncertainties, though both remain high-risk ventures.

07/22/2026, 2:17 PM • The Motley Fool

Predicting SpaceX's Valuation at the End of 2026

SpaceX stock, currently trading at $118.41, faces significant downside pressure and could trade in the $50-70 range by year-end 2026, according to analyst Geoffrey Seiler. Despite Raymond James' $800 price target, the author believes Morningstar's $62 fair value estimate is more realistic. Key headwinds include upcoming lock-up expirations flooding the market with shares, an extreme valuation (1.6T market cap on <$19B revenue), and the company's expected cash burn until 2035. While strong revenue growth is projected, SpaceX remains unprofitable and will require significant capital raises.

07/22/2026, 1:29 PM • The Motley Fool

Stock Market Midday, July 22: Markets Brace for Alphabet Earnings as Hyperscaler's AI Debt Comes Into Focus

Markets showed mixed performance on July 22, 2026, with tech stocks under pressure amid concerns about massive AI infrastructure spending. Oil prices surged above $86/barrel due to Middle East tensions, fueling inflation worries. Goldman Sachs highlighted $489 billion in AI-related debt issuance this year, with hyperscalers accounting for 40%. Investors await Alphabet and Tesla earnings after hours to assess whether intensive AI spending is translating to revenue growth.

07/22/2026, 12:19 PM • The Motley Fool

Tesla Beat Wall Street's Delivery Estimate by Nearly 74,000 Vehicles Under Elon Musk

Tesla delivered 480,126 vehicles in Q2 2026, beating Wall Street's consensus estimate of ~406,000 by nearly 74,000 units and representing a 25% year-over-year increase. However, the article argues that this success was driven more by external factors—including recovery from 2025 political backlash, increased EV adoption due to higher gas prices from Middle East geopolitical conflict, and increased competition—rather than CEO Elon Musk's direct operational decisions. Despite strong delivery numbers, Tesla's stock fell after the announcement, with investors focused on upcoming earnings and concerns about Musk's shift toward AI, automation, and humanoid robots requiring significant capital spending.

07/22/2026, 11:15 AM • The Motley Fool

SpaceX Hosts First Earnings Call Since Its IPO. Is SpaceX a Buy Ahead of the Aug. 4 Earnings Release?

SpaceX will hold its first earnings call as a public company on August 4, 2026, as the stock has fallen 40% from its post-IPO peak. The company's path to profitability depends heavily on scaling Starlink, while ambitious AI compute satellite and space infrastructure projects remain years away from profitability. Investors should watch for updates on these initiatives and potential merger speculation with Tesla.

07/22/2026, 6:10 AM • The Motley Fool

Stock Market Today, July 21: Micron Surges 12% as Semiconductor Strength Lifts Nasdaq

Major stock indices gained on July 21, 2026, with the Nasdaq rising 1.29%, S&P 500 up 0.89%, and Dow Jones adding 0.74%. Semiconductor stocks led the rally, with Micron surging 12% and SanDisk soaring 14%. AMD gained 8% following its AI deal with Microsoft, while General Motors and AeroVironment also posted gains. The rally occurred despite geopolitical tensions and tariff concerns, with strong AI demand from South Korea supporting chip stocks.

07/21/2026, 5:03 PM • The Motley Fool

Memory Stocks Spark a Market Rebound; Dow Jones Joins the Party

All three major stock indexes climbed together on Tuesday, driven by a semiconductor rally led by memory chip stocks. Micron surged 10.1% after Morgan Stanley predicted memory prices could rise 25% due to AI demand, while SK Hynix jumped 10.9%. The semiconductor ETF gained 5.2%, with broad-based chipmaker gains despite geopolitical tensions and trade tariff announcements. Industrial stocks like 3M and Caterpillar also contributed to the Dow's advance.

07/21/2026, 12:05 PM • The Motley Fool

SpaceX Is Down 45% From Its All-Time High, and the Pain Is Just Beginning for Shareholders

SpaceX stock has plunged 45% from its June 16 peak of $225.64 to below $124 per share following its record-breaking $85.7 billion IPO in June 2026. The article warns of further downside pressure due to an accelerated insider unlock schedule beginning in early August, an unsustainably high price-to-sales ratio of 42x (well above historical bubble territory of 30x), lack of recurring profits, and planned dilutive equity offerings to fund AI infrastructure expansion. Additionally, the company's $25 billion bond offering has seen declining prices since issuance, signaling bondholder concerns.

07/21/2026, 7:06 AM • The Motley Fool

Market Indexes Play Favorites: Tech Wins, Industrials Sulk on Monday

Tech stocks rallied on Monday while industrial stocks lagged, with the Nasdaq up 0.57% and the Dow down 0.30%. Alphabet surged 3% after reports of a new AI chip called 'Frozen v2' that runs Google's Gemini models more efficiently. The semiconductor sector broadly rallied on the news. However, Apple fell 2.4% and Caterpillar dropped 1.2%, offsetting gains. Over 300 companies report earnings this week, with investors seeking clarity on AI spending.

07/20/2026, 12:21 PM • The Motley Fool

Why Intel Stock Soared 278% In the First Half of 2026

Intel's stock surged 278% in the first half of 2026 following better-than-expected Q1 results, strong data center revenue growth, and new partnerships with Apple, Tesla, and SpaceX. However, shares have fallen 28% since June as investors question the stock's expensive valuation with a P/E ratio of 904 compared to the tech sector average of 34.

07/20/2026, 10:10 AM • The Motley Fool

Humanoid Robots: The US-China Divide and Who Controls the Supply Chain — Latest Analysis on TrendForce's Substack

The global humanoid robot industry is transitioning from technology validation to commercial deployment, with the US and China pursuing divergent strategies. The US focuses on AI ecosystem development and intelligence capabilities, while China leverages its integrated supply chain for rapid product iteration and scale deployment. Competition will ultimately depend on which companies can build sustainable business models combining scale, data accumulation, and profitability.

07/20/2026, 5:00 AM • GlobeNewswire

Humanoide Roboter: Die Kluft zwischen den USA und China – wer kontrolliert die Lieferkette? Eine aktuelle Analyse auf dem TrendForce-Substack

The global humanoid robot industry is transitioning from technological validation to commercial deployment, with the US focusing on AI intelligence and advanced models while China emphasizes supply chain integration and rapid scaling. The competitive landscape is shifting toward controlling key components and building sustainable business models, with both regions pursuing distinct strategies that may allow multiple players to coexist rather than a single dominant winner.

07/20/2026, 5:00 AM • GlobeNewswire

Elon Musk's Tesla Remains One of the Last Great Founder-Led Tech Giants. Is the Stock a Buy Before July 22?

Tesla reports Q2 earnings on July 22 with strong vehicle sales up 25% year-over-year (480,126 units sold). While the core EV business faces competition from BYD and Rivian, Tesla's growth opportunities lie in services (up 42%), full self-driving software, and the Optimus robot project. Analysts have a consensus price target of $425, representing 11.5% upside potential. Much depends on Musk's ability to convince investors about Tesla's long-term vision during the earnings call.

07/19/2026, 3:05 PM • The Motley Fool