tech

Rani Molla3/12/25

More analysts are turning on Tesla

After incorporating President Donald Trump’s Tesla purchase into their estimates, Wall Street analysts are... still cutting their forecasts for how many cars the electric vehicle maker will deliver in 2025. Tesla’s terrible ride this year has been on full display this week, as the tide of negative assessments from high-profile analysts keeps rolling in.

Monday: UBS lowers full-year delivery guidance to 1.7 million units, representing a 5% drop compared with 2024.

Tuesday: Even noted Tesla bull Dan Ives at Wedbush had some uncharacteristically pointed words for Elon Musk, who he said needs to “step up.” He noted, “There has been little to no sign of Musk at any Tesla factory or manufacturing facility the last two months.”

Wednesday: Evercore ISI cut full-year delivery estimates to 1.75 million from 1.88 million.

For those keeping track, Tesla will have to deliver more than last year’s 1.79 million vehicles in order to fulfill its promised “return to growth” in 2025.

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Report: Microsoft weighs Xbox spin-off amid major overhaul

Microsoft is reportedly considering spinning out or restructuring its struggling Xbox unit, per The Information. While new Xbox CEO Asha Sharma, who took over in February, is preparing for layoffs, she’s simultaneously planning to boost investment in its biggest franchises like “Halo,” “Fallout,” and “Minecraft.”

The latest potential shake-up comes as the gaming division battles major headwinds, following a massive 33% plunge in Q3 console sales and a recent move to slash Game Pass prices while removing new “Call of Duty” titles.

Microsoft Has Considered Spinning Out Xbox, Plans New ‘Halo,’ ‘Fallout’ Games

Microsoft Has Considered Spinning Out Xbox, Plans New ‘Halo,’ ‘Fallout’ Games

The latest potential shake-up comes as the gaming division battles major headwinds, following a massive 33% plunge in Q3 console sales and a recent move to slash Game Pass prices while removing new “Call of Duty” titles.

AI was the top reason cited for US job cuts for the third straight month in May

Employers cited AI for nearly 40% of May’s cuts — a share that’s kept climbing since Challenger began tracking it in 2023.

robot carrying sacked mid adult businessman

mythos robots

Anthropic’s Mythos gets tired, hates bad users, and wants to be thanked

Reminder: these models are not people, they don’t think, and when you close the tab, the model isn’t pondering your last interaction.

Jon Keegan6/11/26

Alphabet’s Waymo is getting into the subscription — and Uber’s — business

Waymo is hoping its new membership tier will lock in customers and get them to spend more.

Waymo bridge near Embarcadero

Oracle Stock's Rises Sharply After Reporting Ultra High Demand For Cloud Computing Services

Oracle is trying really hard to convince investors it won’t have a debt problem

It’s coming up with new metrics to allay fears about its ballooning capex and debt load.

Rani Molla6/11/26

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