Summary created by Smart Answers AI In summary: Tech Advisor investigates persistent rumors about Tesla’s alleged “Model Pi” smartphone, finding no official evidence from Tesla or Elon Musk confirming its existence. Viral videos claiming a $100 Tesla phone are clickbait hoaxes, with Musk expressing reluctance to enter smartphones unless forced by app store censorship issues. Tesla’s Master Plan Pa...
Summary created by Smart Answers AI In summary: Tech Advisor investigates persistent rumors about Tesla’s alleged “Model Pi” smartphone, finding no official evidence from Tesla or Elon Musk confirming its existence. Viral videos claiming a $100 Tesla phone are clickbait hoaxes, with Musk expressing reluctance to enter smartphones unless forced by app store censorship issues. Tesla’s Master Plan Part IV focuses on automation and Tesla Bots rather than consumer electronics, suggesting the company won’t challenge Apple or Google soon. Even though there’s no shortage of phones from big manufacturers like Apple, Samsung and OnePlus, the allure of a supposed Tesla phone has been hard to shake, which has led to endless speculation about the company’s plans for such a device, including fans combing through the many tweets and speeches of Elon Musk for any shred of information. Dubbed by many as the Tesla Model Pi, such a concept might seem fanciful at first, but with such a deluge of rumours and conflicting information out there, it can be tricky to separate fact from fiction. For instance, what hardly helps matters is the existence of an actual ‘Tesla phone’ from a Siberian company that bears the same name as Elon Musk’s. Do a quick Google for ‘Tesla phone’ and one of the first results you’ll see is for the Tesla Explr9, alongside the Tesla Series 3 (which sounds suspiciously like the Tesla Model 3). It’s all very confusing, and Musk himself has changed his mind on more than one occasion when quizzed on the idea of the real Tesla producing a mobile. For the folks who want to get a better understanding of what’s been said, as well as a definitive answer to whether or not the Tesla smartphone is real and on the way, you’re in the right place as we’ve collated all you need to know about the Tesla Model Pi. Has Tesla already launched a phone? You may have seen plenty of videos on YouTube and TikTok of Tesla releasing a $100 phone that ‘broke the internet’, but there’s no evide...
Nordroden/iStock via Getty Images As the first month of 2026 comes to an end this week and earnings season accelerates, below is a list of the top 10 materials stocks ranked by their one-month price performance. The list is topped by Hecla Mining ( HL ), with an impressive one-month performance of 48.37%. Coeur Mining ( CDE ) and Albemarle follow, rounding out the top three performers in the mater...
Nordroden/iStock via Getty Images As the first month of 2026 comes to an end this week and earnings season accelerates, below is a list of the top 10 materials stocks ranked by their one-month price performance. The list is topped by Hecla Mining ( HL ), with an impressive one-month performance of 48.37%. Coeur Mining ( CDE ) and Albemarle follow, rounding out the top three performers in the materials sector. Among the stocks on this list, Coeur Mining ( CDE ) and Newmont ( NEM ) stand out with the highest Quant Ratings, each earning a Strong Buy rating of 4.97. Southern Copper ( SCCO ) and Newmont ( NEM ) are notable as the largest companies by market capitalization on the list, with market caps of $154.33B and $137.07B respectively. Here is the list: Hecla Mining ( HL ), 1 month performance percentage: 48.37% Coeur Mining ( CDE ), 1 month performance percentage: 32.62% Albemarle ( ALB ), 1 month performance percentage: 26.49% Southern Copper ( SCCO ), 1 month performance percentage: 26.01% Royal Gold ( RGLD ), 1 month performance percentage: 24.48% Dow Inc. ( DOW ), 1 month performance percentage: 21.00% Newmont Corporation ( NEM ), 1 month performance percentage: 19.04% MP Materials Corp. ( MP ), 1 month performance percentage: 18.85% AngloGold Ashanti ( AU ), 1 month performance percentage: 18.45% CF Industries Holdings ( CF ), 1 month performance percentage: 18.33% Materials ETFs: ( XLB ), ( VAW ), ( IYM ), ( FXZ ), ( MXI ), and ( RSPM ) More on materials stocks 2026 INVESTOR DAY Hecla Mining Company (HL) Analyst/Investor Day Transcript Hecla Mining Company (HL) M&A Call Transcript Hecla Mining sells Casa Berardi mine in Quebec to Orezone Gold for up to $593M PureCycle and MP Materials top materials stocks in short interest; Greif and ICL show minimal exposure
As of January 27, 2026, the financial world stands at a critical juncture. It is the peak of "Big Tech Earnings Week," a period that has evolved into a high-stakes referendum on the viability of the generative AI revolution. At the center of this storm sits NVIDIA (NASDAQ: NVDA), the company that has effectively become the central bank of compute power. NVIDIA is no longer just a semiconductor fir...
As of January 27, 2026, the financial world stands at a critical juncture. It is the peak of "Big Tech Earnings Week," a period that has evolved into a high-stakes referendum on the viability of the generative AI revolution. At the center of this storm sits NVIDIA (NASDAQ: NVDA), the company that has effectively become the central bank of compute power. NVIDIA is no longer just a semiconductor firm; it is the fundamental infrastructure provider for the modern digital economy. With a market capitalization hovering near $4.5 trillion, its influence on the S&P 500 is unparalleled. This week, as titans like Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), and Meta (NASDAQ: META) report their capital expenditures (CapEx) for 2026, investors are performing an urgent "gut check" on AI hardware demand. Is the trillion-dollar build-out sustainable, or are we witnessing the first signs of a cooling cycle? This deep-dive explores NVIDIA’s position as it transitions from the era of Blackwell to the promise of Rubin. Historical Background Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, NVIDIA began with a focus on solving the most complex computational challenge of the time: 3D graphics for gaming. For its first two decades, NVIDIA was synonymous with the Graphics Processing Unit (GPU), a term it coined in 1999 with the launch of the GeForce 256. The pivotal moment in NVIDIA’s history occurred in 2006 with the launch of CUDA (Compute Unified Device Architecture). By creating a software layer that allowed GPUs to perform general-purpose parallel processing, Huang bet the company’s future on the idea that specialized chips would eventually outperform CPUs for complex math. This gamble languished for years as a niche interest for researchers until the 2012 "AlexNet" breakthrough, which proved that GPUs were the ideal engine for deep learning. Since then, NVIDIA has transformed from a gaming-centric hardware vendor into a full-stack data center company, syst...
As of January 27, 2026, the financial world stands at a critical juncture. It is the peak of "Big Tech Earnings Week," a period that has evolved into a high-stakes referendum on the viability of the generative AI revolution. At the center of this storm sits NVIDIA (NASDAQ: NVDA), the company that has effectively become the central bank of compute power. NVIDIA is no longer just a semiconductor fir...
As of January 27, 2026, the financial world stands at a critical juncture. It is the peak of "Big Tech Earnings Week," a period that has evolved into a high-stakes referendum on the viability of the generative AI revolution. At the center of this storm sits NVIDIA (NASDAQ: NVDA), the company that has effectively become the central bank of compute power. NVIDIA is no longer just a semiconductor firm; it is the fundamental infrastructure provider for the modern digital economy. With a market capitalization hovering near $4.5 trillion, its influence on the S&P 500 is unparalleled. This week, as titans like Microsoft (NASDAQ: MSFT), Alphabet (NASDAQ: GOOGL), and Meta (NASDAQ: META) report their capital expenditures (CapEx) for 2026, investors are performing an urgent "gut check" on AI hardware demand. Is the trillion-dollar build-out sustainable, or are we witnessing the first signs of a cooling cycle? This deep-dive explores NVIDIA’s position as it transitions from the era of Blackwell to the promise of Rubin. Historical Background Founded in 1993 by Jensen Huang, Chris Malachowsky, and Curtis Priem, NVIDIA began with a focus on solving the most complex computational challenge of the time: 3D graphics for gaming. For its first two decades, NVIDIA was synonymous with the Graphics Processing Unit (GPU), a term it coined in 1999 with the launch of the GeForce 256. The pivotal moment in NVIDIA’s history occurred in 2006 with the launch of CUDA (Compute Unified Device Architecture). By creating a software layer that allowed GPUs to perform general-purpose parallel processing, Huang bet the company’s future on the idea that specialized chips would eventually outperform CPUs for complex math. This gamble languished for years as a niche interest for researchers until the 2012 "AlexNet" breakthrough, which proved that GPUs were the ideal engine for deep learning. Since then, NVIDIA has transformed from a gaming-centric hardware vendor into a full-stack data center company, syst...
Logo of jester cap with thought bubble. Image source: The Motley Fool. Date Aug. 5, 2025 at 5 p.m. ET Call participants Chair and Chief Executive Officer — Dr. Lisa Su Executive Vice President, Chief Financial Officer, and Treasurer — Jean Hu Corporate Vice President, Investor Relations — Matthew Ramsay Takeaways Total Revenue -- $7.7 billion, up 32%, with record EPYC and Ryzen CPU sales offsettin...
Logo of jester cap with thought bubble. Image source: The Motley Fool. Date Aug. 5, 2025 at 5 p.m. ET Call participants Chair and Chief Executive Officer — Dr. Lisa Su Executive Vice President, Chief Financial Officer, and Treasurer — Jean Hu Corporate Vice President, Investor Relations — Matthew Ramsay Takeaways Total Revenue -- $7.7 billion, up 32%, with record EPYC and Ryzen CPU sales offsetting Instinct headwinds from export controls. Data Center Revenue -- $3.2 billion, increased 14% due to high EPYC demand and ongoing record share gains. Client and Gaming Revenue -- $3.6 billion, up 69%, reflecting record client CPU sales and strong semi-custom and GPU demand. Client Revenue -- $2.5 billion, up 67%, led by record desktop CPU sales and higher average selling prices. Gaming Revenue -- $1.1 billion, increased 73% as console inventories normalized and Radeon 9000 GPUs saw strong sell-through. Embedded Revenue -- $824 million, down 4%, with recovery in several markets offset by softness in industrial inventory reductions. Gross Margin -- 43%, down 10 points due to an $800 million inventory write-down tied to export restrictions; non-GAAP gross margin was approximately 54% excluding this charge. Operating Income -- $897 million, representing a 12% margin, down from $1.3 billion or 22% the prior year due to inventory and related charges. Diluted EPS -- $0.48, reduced by $0.43 from the inventory and related charges. Free Cash Flow -- $1.2 billion, a record, with $1.5 billion in cash from operating activities; $478 million returned via share repurchases. Share Repurchase Authorization -- Board approved an additional $6 billion, bringing $9.5 billion remaining under the program entering Q3. ZT Systems Sale -- Entered agreement to sell the ZT manufacturing business to Sanmina (NASDAQ: SANM) for $3 billion in cash and stock, expected to close by year-end. Guidance for Q3 Revenue -- Approximately $8.7 billion, plus or minus $300 million, implying 28% growth, driven by doub...
FG Trade/iStock via Getty Images Shares of Western Alliance Bancorporation ( WAL ) have been a poor performer over the past year, losing 7% and missing out on a market rally. While the company has generated strong deposit growth, investors have been cautious about potential credit losses, given its fairly light reserves and exposure to private credit, which caused some losses in Q3. In July, I rat...
FG Trade/iStock via Getty Images Shares of Western Alliance Bancorporation ( WAL ) have been a poor performer over the past year, losing 7% and missing out on a market rally. While the company has generated strong deposit growth, investors have been cautious about potential credit losses, given its fairly light reserves and exposure to private credit, which caused some losses in Q3. In July, I rated Western Alliance a “ Hold ” given a cheap valuation but concerns about the adequacy of reserves. Since then, shares have gained 6%, lagging the market’s 10% rally. I view this positive but market-lagging return as being consistent with the rating. With updated financials, now is a good time to revisit WAL. I am more bullish now. Seeking Alpha In the company’s fourth quarter , Western Alliance earned $2.59 per share, which blew past estimates by $0.22. For the full year, WAL earned $8.73. For comparison, I was targeting $8.20-$8.60 back in July, as credit costs were better than feared and balance sheet growth remains strong. After facing significant pressure during the 2023 regional banking crisis, Western Alliance has rebuilt momentum in its business, showcasing its significant earnings power and returning to growth. Balance sheet growth is strong Looking first at its balance sheet, deposits grew by $11 billion, or 16%, from a year ago to $77 billion. Balances were down $88 million in Q4, consistent with seasonal outflows. Given its mortgage warehousing business, Western Alliance has a high share of valuable, noninterest-bearing deposits (“NIB”). These balances tend to seasonally decline in Q4, but they were up nearly $6 billion from last year, which is supportive of margins. After facing significant pressure in 2022-2024, these balances have clearly returned to growth. Interest-bearing deposit costs were down a solid 25bps sequentially, reflecting pass-through of Fed rate cuts. Western Alliance During the quarter, Western Alliance added $2 billion of loans, bringing its...
The era of uncontested dominance for Tesla, Inc. (NASDAQ: TSLA) in the European Union appears to have hit a significant roadblock. On Tuesday, January 27, 2026, shares of the Austin-based automaker plummeted by 8%, following a series of data releases from the European Automobile Manufacturers' Association (ACEA) that confirmed a staggering double-digit decline in vehicle registrations across the c...
The era of uncontested dominance for Tesla, Inc. (NASDAQ: TSLA) in the European Union appears to have hit a significant roadblock. On Tuesday, January 27, 2026, shares of the Austin-based automaker plummeted by 8%, following a series of data releases from the European Automobile Manufacturers' Association (ACEA) that confirmed a staggering double-digit decline in vehicle registrations across the continent. This sharp sell-off reflects growing investor anxiety that the "high-growth" narrative surrounding the world's most valuable automaker is being rewritten by aggressive competition and shifting regulatory landscapes in its most critical overseas market. The immediate implications are stark: Tesla has officially lost its title as the world's top seller of pure electric vehicles to China’s BYD Company Ltd. (OTCMKTS: BYDDY). For the first time, market participants are pricing Tesla not as a disruptive tech titan with infinite scale, but as a mature industrial manufacturer facing the same cyclical headwinds and margin pressures as its legacy peers. The decline in the EU—a region once considered Tesla's most loyal stronghold—signals a potential "demand cliff" that may force further price cuts, threatening the company’s industry-leading margins just ahead of its highly anticipated Q4 2025 earnings report. The Anatomy of a Sales Slump The 8% intraday drop on January 27 was triggered by the ACEA’s final 2025 registration data, which painted a grim picture of Tesla’s European performance. According to the report, Tesla’s sales in the European Union plummeted by 37.9% over the course of 2025, falling to just 150,504 units from over 242,000 the year prior. December 2025 was particularly brutal, with registrations down 31.9% year-over-year. This wasn't a case of a shrinking market—the overall European EV market actually grew during the same period—but rather a rapid erosion of Tesla’s market share, which fell from 2.3% in 2024 to a mere 1.4% in 2025. The timeline of this decli...
On the surface, Netflix (NFLX) looks like a hot property. Subscriber growth is still strong, revenue just beat expectations, and the platform remains deeply embedded in global culture. And yet, the stock’s performance tells a very different story. In this Market on Close clip, Senior Market Strategist John Rowland, CMT, and co-host “Twitter Tom” discuss why NFLX is one of the most aggressively pun...
On the surface, Netflix (NFLX) looks like a hot property. Subscriber growth is still strong, revenue just beat expectations, and the platform remains deeply embedded in global culture. And yet, the stock’s performance tells a very different story. In this Market on Close clip, Senior Market Strategist John Rowland, CMT, and co-host “Twitter Tom” discuss why NFLX is one of the most aggressively punished mega-cap stocks in the market — and why patience may matter more than conviction right now. The Market Is Voting, and It’s Not Happy Netflix is currently trading near $85, down 36% from its 2025 highs. More importantly from a technical perspective, the stock is trading far below its 200-day moving average – by the widest margin in more than three years, to be specific. That’s not noise. That’s the market sending a message. As John points out in the clip, price action reflects collective investor opinion, and right now, investors are not buying what Netflix is selling — regardless of how strong the underlying business may look. The Fundamental Disconnect: Record Growth vs. Falling Stock Here’s where the contradiction gets interesting. Netflix just crossed 327 million paid subscribers, adding more than 25 million net users in 2025. Q4 revenue grew 18% year-over-year, beating expectations. Based on fundamentals alone, this doesn’t look like a broken company. But NFLX stock isn’t trading on subscriber growth. It’s trading on risk. The Warner Bros. Overhang One of the biggest clouds hanging over Netflix is the company’s proposed $72 billion all-cash bid for Warner Bros. Discovery (WBD), a move that has rattled investors. Markets are concerned about: Balance-sheet stress A pause in buybacks Strategic risk in large-scale M&A The deal drama created a technical gap near $90, which John highlights as a critical resistance level. Until that gap is reclaimed, any bounce risks running straight into supply. This is why, despite oversold conditions, the chart still matters more than...
Shares in Corning surged toward peaks set during the dot-com boom, after the company struck a multiyear deal worth up to $6 billion to sell fiber-optic cable to Meta Platforms. Corning shares jumped 14% on Tuesday morning, topping $108 a share.
Shares in Corning surged toward peaks set during the dot-com boom, after the company struck a multiyear deal worth up to $6 billion to sell fiber-optic cable to Meta Platforms. Corning shares jumped 14% on Tuesday morning, topping $108 a share.