Tesla Just Reversed Its 2026 CapEx Surge — Why Gordon Johnson Asks If It's the 'End of the AI Trade'
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Tesla Inc. lowered its 2026 capital expenditure outlook by 20% to about $20 billion from $25 billion, prompting GLJ Research CEO Gordon Johnson to question whether the spending reduction carries broader implications for the AI investment cycle. First ‘Hyperscaler’ CAPEX...
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Tesla Just Reversed Its 2026 CapEx Surge — Why Gordon Johnson Asks If It's the 'End of the AI Trade'
Tesla Inc. lowered its 2026 capital expenditure outlook by 20% to about $20 billion from $25 billion, prompting GLJ Research CEO Gordon Johnson to question whether the spending reduction carries broader implications for the AI investment cycle. First ‘Hyperscaler’ CAPEX...