Tesla, Inc. (TSLA)
Tesla-SpaceX Terafab Bet: 4 Chip Equipment Stocks That Could Benefit
Terafab buildout could create major opportunities for KLA, Onto, Applied Materials and Lam Research as AI chip capacity expands.
Tesla-SpaceX merger would make situation 'even more confusing', says investor
Peter Andersen of Andersen Capital Management explains why he is short SpaceX stock. He says a Tesla-SpaceX merger would not be a “solution” to the companies' challenges and adds that Starlink, which he views as SpaceX's only profitable business, could be spun off.
Tesla stock's Terafab shock: is Elon Musk building future or a $17 billion trap?
Tesla stock (NASDAQ: TSLA) closed 1% lower at $319.53 on Thursday as Elon Musk revealed the extraordinary scale of the company's next industrial gamble. Tesla and SpaceX will initially invest $16.8 billion in Terafab, a 100-million-square-foot semiconductor complex in Grimes County, Texas.
Tesla: Premium Valuation, Compelling Long-Term Upside
Tesla reported Q2 revenue of $28.24B, up 26% YoY, with two consecutive quarters of growth acceleration. Despite strong sales, gross margin contracted to 16.83% and operating margin fell to 1.41%, raising profitability concerns. Significant progress continues in Optimus, with factory buildouts, and in Robotaxi, with coverage expansion and Cybercab testing.
Tesla Is Still Far Too Pricey
Tesla, Inc. is showing signs of improvement in some areas, but its stock is still much too expensive. The company's renewed top-line growth is offset by deteriorating gross, operating, and EBITDA margins. Considered in terms of profitability, TSLA is still in decline. You can buy other tech stocks with growth and profit numbers better than TSLA's at far lower multiples.
Tesla or SpaceX: Which Musk-Led Company is a Better Investment Now?
TSLA and SPCX offer high-growth exposure to AI, autonomy, satellites and space, but steep valuations and heavy spending raise investment risks.
Tesla and SpaceX will invest $16.8B to start building ‘Terafab' chip factory in Texas
Tesla and SpaceX said Thursday that “Terafab,” the advanced chip factory they are jointly developing, will be built in Grimes County, Texas, outside Houston, and that they will make an initial investment of $16.8 billion in the project.
Tesla Continues to Crater in 2026: Why One of Wall Street's Most Controversial Pros Expects 100% Gains
Tesla (NASDAQ:TSLA | TSLA Price Prediction) currently trades at $327.35 against an average Wall Street price target of $397.87, an implied upside of 21.5%.
Tesla, Nvidia or Meta: What Would Kenneth Griffin Do?
At current prices, Kenneth Griffin's Citadel playbook would rate NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) a buy at $221.88, Tesla (NASDAQ:TSLA) a sell at $325.76, and Meta Platforms (NASDAQ:META) a hold at $593.82.
Tesla Stock Rises as It Seeks to Tap Massive Self-Driving Market
The shares could get a boost with FSD approvals.
Elon Musk Predicts ‘Money Won't Matter in 2036.' Is This His Worst Prediction Yet or Prophetic?
Tesla (NASDAQ:TSLA | TSLA Price Prediction) CEO Elon Musk claimed at the company's Texas Gigafactory in late July that “Money won't matter in 2036.
Tesla vs BYD: Only One Leader in The EV Race
Tesla (NASDAQ:TSLA | TSLA Price Prediction) just delivered a messy but strategically loud Q2 2026 report, while BYD (OTC:BYDDF) continues to sell more electrified vehicles than anyone on the planet from its Shenzhen base.
