Tesla's AI Investments Pale In Comparison To Microsoft, Amazon, and Alphabet

Tesla's AI Investments Pale In Comparison To Microsoft, Amazon, and Alphabet

Investments in OpenAI, Anthropic and SpaceX netted tens of billions in paper gains for these AI hyperscalers.

Amazon Stock Is Beating 2 Rivals on 1 Key Metric

Piper Sandler says Amazon holds the most consistent ROIC among Big Tech at 17% since 2018. Meta and Alphabet face ROIC drops of 27 and 26 points by 2027.

OpenAI, Anthropic Deals Deliver Earnings Windfall For Microsoft, Amazon, Alphabet

Tesla’s investments in AI startups lag far behind those of its peers in the Magnificent Seven. Alphabet, Amazon and Microsoft have made investments worth tens of billions of dollars in OpenAI and Anthropic. They are slowly starting to disclose just how much those investments are paying off. Meanwhile, Tesla has limited itself to a single [...]