Tesla recently reported weaker quarterly earnings alongside a margin squeeze, while new price moves and a sharpened focus on software and Full Self-Driving keep the story highly controversial among growth and value investors alike. Tesla, Inc. stock remains at the center of market attention after the electric vehicle maker reported a sharp year-on-year drop in quarterly earnings, continued price c...
Tesla recently reported weaker quarterly earnings alongside a margin squeeze, while new price moves and a sharpened focus on software and Full Self-Driving keep the story highly controversial among growth and value investors alike. Tesla, Inc. stock remains at the center of market attention after the electric vehicle maker reported a sharp year-on-year drop in quarterly earnings, continued price cuts in key markets and renewed promises around its software and robotaxi roadmap, keeping volatility elevated for both US and international investors, according to filings and news reports from April 2025 published by Reuters as of 04/22/2025 and the company’s own update letter released in April 2025 on Tesla Investor Relations as of 04/22/2025. As of: 27.05.2026 By the editorial team – specialized in equity coverage. At a glance Name: Tesla Tesla Sector/industry: Electric vehicles, energy storage, automotive software Electric vehicles, energy storage, automotive software Headquarters/country: Austin, Texas, USA Austin, Texas, USA Core markets: North America, Europe, China North America, Europe, China Key revenue drivers: Vehicle sales, software, energy and services Vehicle sales, software, energy and services Home exchange/listing venue: Nasdaq (ticker: TSLA) Nasdaq (ticker: TSLA) Trading currency: USD Tesla, Inc.: core business model Tesla, Inc. positions itself primarily as an electric vehicle manufacturer with an integrated energy and software business, spanning battery storage, solar products and over-the-air software upgrades for its cars, as described in its 2024 annual report filed with the SEC on Tesla SEC filings as of 01/31/2025. The company generates most of its revenue from sales of battery electric vehicles such as the Model 3, Model Y, Model S and Model X, complemented by newer models in development and limited production lines, according to information disclosed in the company’s 2024 Form 10-K on Tesla Form 10-K as of 01/31/2025. Beyond vehicles, Tesla repor...
alejomiranda/iStock via Getty Images At a glance Performance The Portfolio returned -0.05% (gro S s) and the Bloomberg US Aggregate Bond Index returned -0.05%. Contributors/detractors Exposure to agency mortgage-backed securities ( MBS ) detracted from relative performance, while positioning on the yield curve and allocations to securitized credit sectors contributed. Outlook Against a backdrop of...
alejomiranda/iStock via Getty Images At a glance Performance The Portfolio returned -0.05% (gro S s) and the Bloomberg US Aggregate Bond Index returned -0.05%. Contributors/detractors Exposure to agency mortgage-backed securities ( MBS ) detracted from relative performance, while positioning on the yield curve and allocations to securitized credit sectors contributed. Outlook Against a backdrop of heightened geopolitical uncertainty and dispersion, we prioritize selective risk-taking and security selection over macro calls or broad beta exposure. Investment environment • The U.S. fixed income market posted a small negative return for the quarter. Treasuries outperformed investment-grade and high-yield corporates as war in Iran sent oil prices sharply higher, altering the outlook for inflation and global monetary policy. • The Federal Reserve (Fed) kept the fed funds rate unchanged at 3.50% to 3.75%, while noting the “uncertain” implications of the Middle East conflict. Having previously discounted two or three more cuts in 2026, futures markets now are anticipating no change in Fed policy. The yield curve flattened out meaningfully as 2-year Treasury yields rose more than 10-year yields when markets repriced rate-cut expectations. • U.S. employment data was soft in February, with job creation in 2025 revised sharply down and nonfarm payrolls falling. A strong bounce-back in job creation and a drop in the unemployment rate followed in March, indicating that the labor market continues to tread water. Inflation readings were steady, with the consumer price index (CPI) coming in at 2.4% year-on-year in January and February. • The U.S. 10-year Treasury yield ended the quarter 15 basis points (bps) higher, at 4.32%. Investment-grade corporate spreads widened 11 bps, to 89 bps, while high-yield spreads widened 51 bps, to 317 bps, as investors priced in the impacts of higher geopolitical risk. Portfolio review Our overweight allocation to spread risk was the primary detract...
In today's video, I discuss recent updates affecting Microsoft (NASDAQ: MSFT) and Meta Platforms (NASDAQ: META). To learn more, check out the short video, consider subscribing, and click the special offer link below. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nv...
In today's video, I discuss recent updates affecting Microsoft (NASDAQ: MSFT) and Meta Platforms (NASDAQ: META). To learn more, check out the short video, consider subscribing, and click the special offer link below. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » *Stock prices used were the post-market prices of May 22, 2026. The video was published on May 25, 2026. Should you buy stock in Microsoft right now? Before you buy stock in Microsoft, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Microsoft wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $477,813!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,320,088!* Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 208% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of May 27, 2026. Jose Najarro has positions in Meta Platforms and Microsoft. The Motley Fool has positions in and recommends Meta Platforms and Microsoft. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The views and opinions expressed here...
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Mastercard (NYSE:MA) is partnering with JD.com to expand payment infrastructure and co-develop AI powered commerce tools in China. The company is also rolling out new Amazon Business credit cards that run on the Mastercard network, with built in spend management and security features....
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Mastercard (NYSE:MA) is partnering with JD.com to expand payment infrastructure and co-develop AI powered commerce tools in China. The company is also rolling out new Amazon Business credit cards that run on the Mastercard network, with built in spend management and security features. Mastercard, trading at $493.01, is moving beyond headline earnings and focusing attention on where and how transactions happen. The stock has declined 12.5% year to date and 13.7% over the past year, and it shows a 36.5% return over 3 years and 41.1% over 5 years. These new partnerships sit on top of that track record and relate to how the company is positioning itself across both consumer and business payments. For investors, the JD.com partnership provides another path into the Chinese payments market, while the Amazon Business cards relate directly to enterprise and small business spending behavior. Key areas to monitor from here are adoption of the AI based tools in China and how often Amazon customers choose the new cards for day to day purchasing and expense control. Stay updated on the most important news stories for Mastercard by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Mastercard. NYSE:MA Earnings & Revenue Growth as at May 2026 📰 Beyond the headline: 1 risk and 4 things going right for Mastercard that every investor should see. The JD.com collaboration pushes Mastercard deeper into cross-border ecommerce flows in China, a market where local schemes and real-time payment systems already play a large role. By working on AI-powered purchasing solutions through Mastercard Agent Pay, the company is tying its network directly into how merchants and software agents decide which rail to use for a transaction, not just handling the payment at the end. That positions Mastercard alongside peers like Visa ...
Logitech International (NASDAQ:LOGI) Chief Executive Hanneke Faber said the company is entering its next phase from a position of financial strength, with plans to increase investment in innovation, business-to-business sales and marketing while keeping margins near the high end of its long-term model. Speaking at a JPMorgan investor session hosted by Applied Emerging Tech Analyst Paul Chung, Fabe...
Logitech International (NASDAQ:LOGI) Chief Executive Hanneke Faber said the company is entering its next phase from a position of financial strength, with plans to increase investment in innovation, business-to-business sales and marketing while keeping margins near the high end of its long-term model. Speaking at a JPMorgan investor session hosted by Applied Emerging Tech Analyst Paul Chung, Faber said she was “proud” of Logitech’s execution over the past two years but also sees “a huge sense of urgency” as artificial intelligence changes how people work and play. Faber said that when she joined the company, the business was declining and China was “in really poor shape.” She pointed to eight consecutive quarters of growth, operating income margins of 18.8% in the last fiscal year and a “super clean” balance sheet with $1.7 billion in cash and no debt. Logitech Plans to Invest More Aggressively Faber said Logitech can invest because of its current financial position and should invest because AI is creating opportunities in existing and new product categories. She identified three main areas of incremental investment: Research and development and innovation; B2B sales capabilities; Marketing, where she said Logitech has historically spent at low levels but is seeing strong returns. Faber said the company will continue to apply cost discipline, especially in general and administrative expenses, including through internal AI use. She said Logitech achieved 170 basis points of operating expense leverage last fiscal year and remains comfortable that margins can stay at the high end of its long-term operating margin model of 15% to 18%. MX Master 4 Becomes Fastest-Adopting New Product Faber highlighted the MX Master 4 mouse as a recent example of Logitech’s product strategy. She said the product launched last October and has already generated more than $100 million in revenue, making it Logitech’s fastest adoption of any new product. She also said it helped the company g...
By Foo Yun Chee BRUSSELS, May 27 (Reuters) - European leaders are divided on how far to go in curbing Big Tech as they weigh momentous decisions over giving EU firms preferential access to mobile satellite spectrum and limiting large multinationals' access to EU cloud tenders. On Tuesday, Reuters reported Brussels was likely to leave an opening for Elon Musk's Starlink and Amazon's low-earth-orbi...
By Foo Yun Chee BRUSSELS, May 27 (Reuters) - European leaders are divided on how far to go in curbing Big Tech as they weigh momentous decisions over giving EU firms preferential access to mobile satellite spectrum and limiting large multinationals' access to EU cloud tenders. On Tuesday, Reuters reported Brussels was likely to leave an opening for Elon Musk's Starlink and Amazon's low-earth-orbit satellite business Leo to acquire lucrative European mobile satellite spectrum next year as a result of a compromise that will reserve the bulk of frequencies for European firms. A separate decision on EU cloud tenders set for June 3 is expected to temper the influence of U.S. firms such as Amazon, Alphabet's Google and Microsoft, which dominate the global cloud market with a combined 63% share. Both potential moves reflect Europe's efforts to strengthen the bloc's tech sovereignty by promoting EU tech players, driven by concerns over China's technological rise and the dominance of U.S. tech giants at a time of uncertain transatlantic ties. European capitals are, however, divided over how hard and fast to move. Some officials advocate going aggressively to build European capacity, while others fret about a possible backlash from Washington and Europe's ability to plug the gaps. Those pushing for a more robust "Buy European" posture include EU industry chief Stephane Sejourne, who wants a bigger role for European firms, and EU defence chief Andrius Kubilius, who believes military and defence needs require preferences for European players, according to two people familiar with the debate. Finnish EU tech chief Henna Virkkunen, meanwhile, maintains Europe should impose clear rules on all companies rather than exclude non-European ones. The sources said Virkkunen's approach was likely to prevail given she was the one directly responsible for the issues that were now being discussed. The European Commission did not immediately respond to a request for comments from Sejo...
In today's video, I discuss recent updates affecting Nvidia (NASDAQ: NVDA) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel bo...
In today's video, I discuss recent updates affecting Nvidia (NASDAQ: NVDA) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » *Stock prices used were the post-market prices of May 20, 2026. The video was published on May 20, 2026. Should you buy stock in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $477,813!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,320,088!* Now, it’s worth noting Stock Advisor’s total average return is 986% — a market-crushing outperformance compared to 208% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of May 27, 2026. Jose Najarro has positions in Nvidia. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Jose Najarro is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The views and opinions expressed herein are the views and opinions of the author and do not necessarily ref...