tech

Rani Molla3/10/25

UBS throws cold water on Tesla’s “return to growth” this year

As monthly reports of Tesla sales around the world keep dropping, so do analysts’ estimates for Tesla’s first-quarter sales. Today, UBS lowered its Q1 delivery estimates to 367,000 from its previous estimate of 437,000. Last week, Goldman Sachs lowered its estimate to 375,000 from 400,000. Currently the analyst consensus for Q1 deliveries on FactSet are a bit higher at 435,000.

More importantly, UBS’s full-year delivery guidance for Tesla is now at about 1.7 million units, down 5% from 2024. That means Tesla’s expected “return to growth” in car sales is off the table for the investment bank.

“While we do expect the Model Y refresh (Juniper) to help, we believe orders are somewhat muted,” UBS wrote today.

As I noted last week, analyst estimates for Tesla’s deliveries this quarter have taken a nosedive recently after rising rapidly following the election of President Donald Trump.

Tesla has now lost all its gains since Trump’s election, trading lower than it did at market close on November 5. The stock is down more than 5% this morning.

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tech

Rani Molla6/12/26

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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