Benzinga(@Benzinga):Tesla ($TSLA) cut its 2026 CapEx outlook by 20%, from $25B to about $20B. GLJ Research CEO Gordon Johnson (@GordonJohnson19) is asking whether Tesla should be viewed as a “jr. hyperscaler” and if the cut has broader implications for the AI trade.

Benzinga

@Benzinga

Financial News, Data & Education 💸

参加 June 2009

851 フォロー中 345K ファン

Benzinga@Benzinga

5hours ago

Tesla ($TSLA) cut its 2026 CapEx outlook by 20%, from $25B to about $20B. GLJ Research CEO Gordon Johnson (@GordonJohnson19) is asking whether Tesla should be viewed as a “jr. hyperscaler” and if the cut has broader implications for the AI trade.