Bulls and Bears: IBM, Super Micro, Tesla

examined the prospects for many investors’ favorite stocks over the last week — here’s a look at some of our top stories.

U.S. stocks endured a difficult week as a renewed surge in oil prices and disappointing reactions to Big Tech earnings weighed heavily on investor sentiment.

The S&P 500, Nasdaq Composite and Dow Jones Industrial Average all finished lower, with the Nasdaq leading the declines as Brent crude climbed above $100 per barrel for the first time in months.

Rising energy prices rekindled inflation concerns, prompting investors to reassess expectations for Federal Reserve policy and adding pressure to already stretched technology valuations.

Technology stocks were at the center of the selloff after Alphabet (NASDAQ: GOOG ) and (NASDAQ: TSLA ) reported earnings that intensified concerns about the soaring cost of artificial intelligence investments.

While both companies highlighted continued demand for AI, investors focused on sharply higher capital expenditure plans and weakening free cash flow, sending shares sharply lower and dragging down the broader "Magnificent Seven." The results fueled broader questions about whether massive AI spending will generate sufficient long-term returns, extending the recent rotation out of high-growth technology names.

Despite the week’s weakness, investors remain optimistic about the long-term AI opportunity, though attention has shifted toward balancing growth with profitability.

With oil prices elevated and Treasury yields rising, markets are entering the heart of earnings season with a sharper focus on capital discipline, inflation risks and corporate guidance. provides daily reports on the stocks most popular with investors.

Here are a few of this past week’s most bullish and bearish posts that are worth another look.

The Bulls " IBM Delivers Q2 Double Beat, ‘Taking Action’ To Accelerate Revenue Growth, Profitability," by Adam Eckert, reports that International Business Machines Corp. (NYSE: IBM ) topped Wall Street’s second-quarter earnings and revenue expectations, reassuring investors after its earlier preliminary results and highlighting progress on initiatives to improve growth and margins.

IBM said it is "taking action" to accelerate revenue growth and profitability through AI-driven productivity improvements, automation and faster commercialization of new technologies, while reaffirming its expectation for approximately $1 billion in year-over-year free cash flow growth in 2026 despite lowering its constant-currency revenue growth outlook to 4%–5%. " Super Micro Stock Soars After The Close: Here’s Why," by Adam Eckert, reports that Super Micro Computer Inc. (NASDAQ: SMCI ) surged in after-hours trading after announcing preliminary fiscal fourth-quarter results that showed a dramatic improvement in profitability, with gross margins expected to reach 15% to 17%, nearly double the company’s prior guidance of 8.2% to 8.4%.

Although revenue is projected near the low end of its previously issued $11 billion to $12.5 billion range, Super Micro also disclosed a record backlog of more than $60 billion in new orders, reflecting robust AI infrastructure demand and a more favorable customer and product mix. " Oklo, X-Energy Shares Jump As Trump Program Targets Nuclear Power For AI," by Adam Eckert, reports that Oklo Inc. (NYSE: OKLO ) and X-Energy Inc. (NASDAQ: XE ) shares moved higher after reports that the companies will participate in a Trump administration-led $200 million initiative aimed at accelerating the development of nuclear power plants to support growing electricity demand from AI data centers.

The program, which also includes Microsoft Corp. (NASDAQ: MSFT ) and Nvidia Corp. (NASDAQ: NVDA ), is designed to address concerns that the rapid expansion of AI infrastructure is placing pressure on the U.S. power grid and increasing demand for reliable, around-the-clock energy sources.

For additional bullish calls of the past week, check out the following: Rocket Lab Stock Rises After the Bell: Here’s Why ServiceNow Stock Rallies After Strong Q2 Print: Details These 7 Small Caps Are on Fire as the Second Half Begins: Here’s Why The Bears " Tesla Hits 11-Month Low, ‘Patience Required,’ Says Analyst," by Rachit Vats, reports that Tesla Inc. (NASDAQ: TSLA ) shares fell to an 11-month low as investors remained cautious following pressure on vehicle demand, profitability concerns and uncertainty around the company’s long-term AI and autonomous driving ambitions.

The article highlights that Wedbush analyst Dan Ives maintained an optimistic view of Tesla’s future, arguing that investors need patience as the company transitions from an electric vehicle manufacturer into an AI, robotics and autonomous technology company.

Despite the recent stock weakness, Ives said Tesla’s future valuation will depend on execution in areas such as robotaxis, Full Self-Driving technology and Optimus humanoid robots, while acknowledging that the company faces a challenging period as it works to prove those initiatives can translate into meaningful revenue. " Tempus AI Stock (TEM): Cathie Wood Bet Is Bleeding," by Surbhi Jain, reports that Tempus AI Inc. (NASDAQ: TEM ) shares have fallen about 16% in 2026 as investors weigh concerns surrounding the company’s $1.5 billion all-stock acquisition of Personalis Inc. (NASDAQ: PSNL ), which expands its AI-powered precision medicine and oncology data platform but raises concerns about shareholder dilution and near-term execution risks.

The article highlights that Cathie Wood ’s ARK Innovation ETF (NYSE: ARKK ) remains a major investor in Tempus, while Wall Street analysts maintain bullish long-term views on the company’s AI healthcare opportunity.

However, technical indicators have weakened, with shares trading below key moving averages and momentum signals pointing to continued selling pressure. " Southwest Airlines Stock Slides As Q3 Guidance Comes In Light," by Adam Eckert, reports that Southwest Airlines Co. (NYSE: LUV )