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What JPMorgan Saw Inside Tesla's Fremont Factory As Humanoid Production Nears
What JPMorgan Saw Inside Tesla's Fremont Factory As Humanoid Production Nears
Retail flows across Asia remained heavily concentrated in newly listed, high-beta names, most notably Chinese robotics maker Unitree following its blockbuster Shanghai debut. The retail craze surrounding physical AI merely shows Beijing's accelerating push to dominate the humanoid market.
To close out the week, we pivot across the Pacific for a peek inside the US humanoid-robotics supply chain, where Tesla's Fremont buildout provides a timely indicator of how quickly physical AI is advancing.
Rajat Gupta, a JPMorgan analyst who covers Tesla,...
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Jun 23, 2026 / Tyler Durden
Oracle Cuts 21,000 Jobs As AI Adoption Deepens And Credit Risk Flashes GFC-Era Highs
Oracle Cuts 21,000 Jobs As AI Adoption Deepens And Credit Risk Flashes GFC-Era Highs
Oracle disclosed in a Form 10-K filing that it reduced its workforce by 21,000 employees over the past year as it automates white-collar jobs and frees up cash to splurge on AI infrastructure buildouts.
"Our periodic workforce restructurings and reorganizations can be disruptive," Oracle said in the annual financial regulatory publsihed on Monday, adding, "We have an existing restructuring plan in place under which we have made, and will continue to make, adjustments to our workforce in...
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Sep 12, 2026 / Tyler Durden
Trump & Hegseth Try To Tie Iran To 9/11 At Pentagon Ceremony
Trump & Hegseth Try To Tie Iran To 9/11 At Pentagon Ceremony
The two main 9/11 ceremonies on Friday marking 25 years since the terror attacks were held at Ground Zero in New York City and the Pentagon in Washington DC. President Trump attended the latter while VP JD Vance was present at the former.
War Secretary Pete Hegseth also helped lead remembrance events at the Pentagon, but at the annual NYC commemoration, Vance appeared to keep a lower profile while listening from the audience to names being read out.
Trump and...
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May 28, 2026 / Tyler Durden
DOJ Launches Criminal Probe Into E. Jean Carroll Over Alleged Perjury In Trump Lawsuits
DOJ Launches Criminal Probe Into E. Jean Carroll Over Alleged Perjury In Trump Lawsuits
The Department of Justice has opened a criminal investigation into E. Jean Carroll, the veteran advice columnist and author who won two major civil lawsuits against President Donald Trump, CBS News reports. Carroll accused Trump of sexually abusing her in a Bergdorf Goodman dressing room in the mid-1990s and then defaming her when he denied the encounter ever happened.
The probe focuses on Carroll's 2022 deposition. She stated under oath that no outside parties were helping fund her...
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