ON Semi Just Paid $7 Billion to Bet on Physical AI
The stock dropped 23%. The strategic logic is bigger than the sell-off.
June 26, 2026
TSLA Has a Delivery Report in Days and Earnings on July 22. The Robotaxi Math Is What the Stock Is Actually Pricing.
Q2 deliveries are expected around July 2. Earnings follow three weeks later. Here is what the options market sees between now and then.