It really is a damned if you do, damned if you don't.
Google had to join the field and come up with their own AI model, hoping to outlast competition. Was it really necessary though?
Apple fumbled the AI chase, then made a seemingly wise decision to onboard functionalities from external companies and they do not seem to be suffering too much.
It likely is a case hubris, everyone wants a slice of the AI bubble's money and once they put money in, they can only keep digging themselves deeper into the hole.
Tesla Delivered 22K More Cars Than It Built — How Far Can This Rally Run?
Tesla's Q3 deliveries beat expectations and ran 22,141 units above production — it sold more than it built. The stock closed +4.65% at $370.59 Friday and is on pace for its first annual delivery growth since 2023. It's still -17.60% YTD vs the S&P 500's +12.81%. Bulls read the beat plus the inventory drawdown as real demand, not channel stuffing; bears note most of the decline is multiple compression, not falling sales, so deliveries alone may not restore it. How would you score this rebound?
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