Tesla (TSLA.O) Q3 2026 revenue $28.0 bln; $28.1 bln a year earlier; consensus $27.883 bln.

The Wall Street Journal, citing U.S. officials and people familiar, reported SpaceX CEO Elon Musk last week ordered limits on Ukrainian military use of the Starshield satellite-communications system. The Hill, citing sources, said the curbs reduced Ukrainian drone, fixed‑wing and helicopter operations; the WSJ reported the decision was linked to Musk’s and U.S. President Trump’s displeasure over Ukraine’s continued strikes on Russian refineries.

Goldman Sachs cut Hua Hong Hongli’s (01347.HK) target price to HK$289 from HK$335, a 13.7% reduction, and maintained a Buy rating. The bank trimmed net profit forecasts for fiscal 2026 and 2027 by 5% and 2%, respectively, to reflect integration of subsidiary Huali Microelectronics, and lifted the 2028 forecast by 3%. Goldman expects generative AI investment and client strategies to boost demand for embedded and discrete non-volatile memory and power-management ICs. Higher depreciation and initial integration costs will weigh on near-term earnings, but continued expansion of 12‑inch capacity should drive long-term scale benefits and improved operating leverage.