Tesla, Inc. (TSLA)
Musk Claims Tesla's Optimus 3 Robot Will ‘Move the Needle' on US GDP
Tesla ( NASDAQ:TSLA ) CEO Elon Musk declared this week that the company's Optimus 3 humanoid robot will “move the needle” on US GDP, backing the claim with a $20 billion capital spending commitment focused on robotics and autonomous vehicles.
Rise of the Machines: Tesla Ditches Luxury EVs for Robot Army
Tesla ( NASDAQ:TSLA ) reported its first-ever annual revenue decline in 2025, with revenue falling 3% to $94.8 billion.
Elon Musk's New $20 Billion Wallet
Tesla Inc.'s (NASDAQ: TSLA) earnings call was a laundry list of what the company is planning to do in the future.
A Weak Dollar And Musk's Excellence Make Tesla Undervalued Today (Rating Upgrade)
I see a weaker US dollar as a structural tailwind for Tesla's US-based CapEx and export competitiveness, supporting its aggressive expansion plans for a fully automated world. I upgrade Tesla to STRONG BUY, as Q4 earnings highlight a strategic pivot from car-centric to full-scale robotics, with major investments in Optimus, Robotaxi, and AI initiatives. Despite high valuation risks, I think TSLA is positioned as a high-risk, asymmetric bet with potential to reach a $10 trillion valuation if execution succeeds.
Tesla's First Annual Revenue Drop Comes Amidst Massive Changes
Tesla reported its first-ever annual revenue decline in 2025, largely driven by falling automotive sales. As Services, Energy, and Supercharging continued to grow, TSLA's free cash flow rebounded sharply to $6.2 billion. Ambitious 2026 plans include ramping up AI computation (Cortex 2), launching Cybercab robotaxis, mass-producing Optimus robots, and expanding battery manufacturing in the U.S.
Tesla's Q4 + FY2025 Print And What It Does To The Investment Thesis
Tesla plans to take the Model S/X production space in Fremont and convert it into an Optimus factory, targeting 1M units/year in that footprint. The most important line from this whole update is that Tesla is explicitly telling you 2026 is a “huge investment year” with CapEx expected to be in excess of $20B. Tesla is treating robots like a real manufacturing ramp competing for scarce factory space against legacy products.
Tesla (NASDAQ: TSLA) Stock Price Prediction and Forecast 2026-2030 (Jan 29)
Tesla Inc.'s (NASDAQ: TSLA) share price pulled back 4.0% in the past week.
Tesla Shares Rise As Musk Outlines AI Pivot And End Of Model S And X Production
In addition to ending Model S and X production to make way for Optimus robots, Tesla announced on January 16 that it had entered into an agreement to invest $2 billion in xAI as part of its latest funding round. xAI is Musk's artificial intelligence company, which also owns and operates the billionaire's social media platform X.
Tesla sales slump in first annual revenue drop on record
Tesla suffers a fall in its annual vehicle sales for the first time in its history but shares are still in the green as the auto maker posts a beat on earnings. Tesla has also announced it will be axing its S and X models as it moves to increasingly produce humanoid robots.
Tesla axes EV models in drive for robotics revenue
Tesla is to axe production of two electric vehicle (EV) models as part of a shift towards robotics after the company reported its first ever decline in annual revenue.
Tesla takes another leap toward becoming a physical AI company: Here are the 6 biggest takeaways from its Q4 earnings call.
Tesla's fourth-quarter earnings call heavily focused on the EV maker's pivot to physical AI. CEO Elon Musk announced a major investment in xAI and plans to discontinue the Model S and X.
End of an Era: Tesla Ends Model S and X Production
Elon Muk's decision to sunset the Model S and X marks a definitive turning point for Tesla away from its legacy EV business and toward the future.
