Tesla is adding another Model Y option with cloth seats and fewer screens that starts at $43,630. The All-Wheel-Drive car saves $7,000 compared to its more luxe sibling.
TSLA's hefty, multi-year capex guidance underscores its cash-heavy, infrastructure business, with it lending uncertainty to its euphoric stock prices/valuations. This is especially since the multi-faceted growth opportunities across EVs/robotaxi/Optimus/battery/lithium refinery/chip fab suggest its intermediate-term free cash flow and balance sheet risks. TSLA has also signaled the mixed Robotaxi and Optimus monetization prospects, with it uncertain when the 'quantum leap' in their mass production/commercialization may occur.
Lawmakers, Waymo and Tesla will urge Congress to take action on long-stalled legislation to speed deployment of self-driving vehicles, warning of competitive threats from China.
Tesla sold less than half the number of battery-electric vehicles recorded by Chinese rival BYD in the UK last month, data from New Automotive showed on Wednesday, pointing to mounting competitive pressures on the U.S. automaker.
Shares of Chinese solar panel makers surged Wednesday. Staff linked to Elon Musk had reportedly visited several photovoltaic suppliers in China.
Tesla sold 69,129 China-made electric vehicles in January, up 9.3% from a year earlier, extending gains for a third consecutive month as it battles shrinking market share in both China and Europe.
The synergies supporting a Tesla-SpaceX tie up are growing.
Chinese solar shares jumped in morning trading on Wednesday after local media reported Tesla staff visited various companies in the sector days after Elon Musk announced plans to build large-scale solar cell production in the U.S.
Following the acquisition of xAI, SpaceX is valued at $1.25 trillion, just 26% below Tesla's current market cap. On paper, Musk now derives more of his net worth from SpaceX than from Tesla.
Earth's richest man wants to build a mega company. Its mission is as ambitious as its reported valuation.
With Q4 earnings now well and truly digested, investors are watching closely to see how Tesla Inc NASDAQ: TSLA shares behave through the first week of February.
Tesla, Inc. faces deteriorating fundamentals and an increasingly challenging risk-reward profile at its current valuation. TSLA's future growth and competitiveness hinge on the successful development and deployment of the AI5 chip. Planned 2026 CAPEX of $20B far exceeds current free cash flow, raising concerns about margin pressure and negative FCF.