News
Researchers find graphene can strengthen the brain’s neural signals
A recent study from a group of researchers at the International School for Advanced Studies (SISSA) in Italy and the Catalan Institute of Nanoscience and Nanotechnology (ICN2) in Spain have demonstrated how graphene could be combined with neurological tissue, allowing the material to become a valuable tool for medicine and other biological processes.
In a statement to the IEEE Spectrum, Laura Ballerini, a researcher in neurons and nanomaterials at SISSA, stated that the results of the recent study demonstrate that graphene might tune neuronal activities by altering ion mobility at the cell interface depending on the how the single-layer graphene is engineered. According to the researcher, graphene-based nanomaterials have come to represent potential tools in neurology and neurosurgery.
“These materials are increasingly engineered as components of a variety of applications such as biosensors, interfaces, or drug-delivery platforms. In particular, in neural electrode or interfaces, a precise requirement is the stable device/neuronal electrical coupling, which requires governing the interactions between the electrode surface and the cell membrane,” she said.
Graphene has been dubbed as a supermaterial, thanks to its unique set of properties. Graphene, described in simplest terms, is a thin layer of graphite, the same material used in pencil lead. What is particularly remarkable with graphene is that it takes some near-miraculous properties when it is isolated from graphite. At one atom thick, graphene stands as the world’s first two-dimensional material ever discovered. It also boasts a tensile strength of 130 gigapascals, making it ~100 times stronger than steel. Apart from being thin and durable, graphene is also flexible, transparent, seemingly impermeable to most gases and liquids, and most of all, highly conductive.
These properties have allowed graphene to be viewed as a potential game-changer in several fields, including electronics, solar cells, semiconductors, and of course, biomedical technology. Just last year, researchers from the Graphene Flagship developed graphene-based field-effect transistors which have the capability to record brain activity in high resolution while maintaining an optimal level of signal-to-noise ratio (SNR).
Ballerini noted that thanks to graphene’s electrical properties, transparency, and flexibility, the material has become the ideal material candidate for several ongoing researches. Among these studies, the primary goal has been to analyze and investigate how graphene can tune neuronal excitability, as well as to demonstrate that the material can selectively modify membrane-associated neuronal functions. Ballerini and her team’s latest research, for one, operated under the hypothesis that there would be specific interactions between graphene and potassium ions in the extracellular solution which would regulate cell excitability.
“Graphene properties might (thus) affect neuronal information processing through the physical interactions of such a nanomaterial with the biological environment. Nanomaterials might then represent, in general, unconventional tools to gain insights into genuine biological processes,” Ballerini’s team stated in their conclusion to the recent study.
Ballerini and her team’s research could be accessed here.
The applications of graphene are wide, from practical solutions such as water filtration systems and faster internet speeds to measuring brain activity. The material, if any, seems to be tailor-fit for Elon Musk’s neurotechnology startup, Neuralink, which aims to create brain-computer interface systems. Considering that the startup is aimed at developing neural lace technologies, advances in graphene, showcased in these recent studies, could very well help make Musk’s vision of “wizard hats for the brain” a reality.
Investor's Corner
Tesla has one big financial question to answer for investors: Morgan Stanley
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
Investor's Corner
SpaceX AI investment gamble will make it a big winner, firm says
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
News
Tesla headlights cause recall of over 20,000 Model 3 and Model Y
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.

