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.

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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.