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Tesla's $25B AI Pivot Meets Apple's New CEO Era
Fresh off Tesla's earnings beat turned stock plunge, Elon Musk doubles down on AI dreams. Meanwhile, Apple's April 30 report eyes AI under incoming CEO John Ternus—what's the real play?

The Announcements
Tesla just dropped its Q1 2026 numbers, and on paper, it looked solid: revenue hit $22.4 billion with profits beating Wall Street's guesses at $0.41 per share versus the expected $0.37. But CEO Elon Musk stole the show by unveiling plans to ramp capital spending to a whopping $25 billion this year, funneled straight into AI, robotaxis like the freshly minted Cybercab (now rolling off lines in Texas), Optimus robots, and even a chip factory. Over on the Apple side, eyes are...
Tesla
Apple
AI
earnings
Elon Musk
John Ternus
Cybercab
robotaxi
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