The more we look at Tesla’s delivery numbers, the worse they get

Tesla reported incredibly disappointing delivery data this morning, missing analyst estimates and last year’s numbers by about 50,000 vehicles — the most on record.

The drop appears to have caught analysts off guard, too. Tesla’s 337,000 deliveries were nearly 14% below consensus estimates on Bloomberg — another record.

Perhaps most concerning is that generally speaking, conditions in Q1 should have been pretty good for Tesla: no tariff-related price increases for parts yet, the potential elimination of the EV credit as a motivator for buyers, and a big push for 0% financing. And that was before the president of the United States held what was basically an infomercial for the company on the White House lawn. With those advantages slipping, why would one expect a turnaround?

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RIP the metaverse

Meta seems to be winding down its metaverse ambitions. We took a look back at what the company was going for.

Rani Molla, Jon Keegan10h

Rani Molla11h

Salesforce falls as Anthropic debuts Cowork tool

Salesforce is on track for its worst trading day in nearly two years, with shares down more than 6% Tuesday afternoon. One potential contributor: Anthropic’s release of Cowork, an autonomous digital assistant for completing office tasks. Essentially, Cowork is an agent-based version of Anthropic’s Claude chatbot that can access and manipulate files, automate workflows, and execute tasks on a user’s behalf.

Salesforce watchers will recall that the SaaS giant has thrown its weight behind its own agent-based workplace AI, Agentforce, which CEO Marc Benioff recently described as one of the company’s two main “momentum drivers.” In December, Benioff said he would consider renaming the company "Agenforce."

Introducing Cowork: Claude Code for the rest of your work.

Cowork lets you complete non-technical tasks much like how developers use Claude Code. pic.twitter.com/EqckycvFH3
— Claude (@claudeai) January 12, 2026

Meta will suffer the most from shouldering higher data center costs

Meta is no Google or Microsoft, but it’s spending like it is.

Rani Molla17h

Google reaches record high and crosses $4 trillion market cap after major wins for Gemini

Google parent Alphabet closed yesterday at a record-high stock price of $331.86, giving the company a market capitalization just above $4 trillion, as investors reward a string of wins for its Gemini AI model, including high-profile partnerships with Apple and Walmart.

After months of speculation, Apple announced a multiyear partnership to use Gemini to power its AI assistant, Siri, a major endorsement of Google’s AI prowess. That same day, Walmart said it would partner with Google to let customers purchase products directly through the Gemini chatbot, a move that would put Gemini in front of millions of Walmart shoppers and test whether AI chatbots can drive real commerce at scale rather than isolated queries. (Amazon, OpenAI, and Microsoft are experimenting with similar AI shopping tools.)

The stock is up nearly 1% again in premarket trading today. While Microsoft and Apple have both crossed $4 trillion in the past, they’ve since dipped below it, leaving Google and Nvidia as the only companies currently valued above the threshold.

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