๐ TSLA -14% vs SMCI +18% โ this week's biggest earnings swings & what's next
Tesla $TSLA cratered ~14% this week after Q2 EPS came in at $0.33 โ well below the $0.54 Wall Street expected โ with negative free cash flow and gross margins shrinking to 16.9%. On the flip side, Super Micro Computer $SMCI rocketed +18% after revealing $60B+ in fresh AI data center orders (including a SpaceX/xAI build) and nearly doubling its gross margin guidance. Now the spotlight shifts to the mega-cap triple-header: Microsoft $MSFT, Meta $META, and Apple $AAPL all report next week โ and after TSLA got punished for heavy AI spending, the question is whether Big Tech gets the same treatment. Not financial advice.