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Tech & Innovation·August 14, 2026·1 min read

Tesla’s stock is bouncing. Here’s what the options market says you should do.

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Options flow around Tesla is a sentiment barometer for retail risk appetite more than a signal on EV fundamentals. Unless you’re directly exposed to Tesla’s supply chain or capital structure, treat this as background noise, not an input to operating plans.

Tech & Innovation

In Q2, "other income", mostly from investment gains, at Amazon and Alphabet totaled ~$121B after taxes and made up 66% and 71%, respectively, of profits

When ~66–71% of quarterly profit comes from investment gains—much of it tied to AI bets—you can’t read Big Tech earnings as a clean signal of operating health. Operators should separate core-margin trends from mark-to-market noise before benchmarking, and assume AI-adjacent equity swings will keep distorting comps.