Tesla, Inc. (TSLA)
Inside Tesla's $20B Capex Plan: How TSLA Is Shaping Its Future
TSLA plans capex above $20B in 2026, ramping factories, AI compute, robotaxis and Optimus as it pushes beyond autos into AI and autonomy.
Tesla Q4 Earnings: My CliffsNotes On 200+ P/E And Record CapEx
Tesla Q4 Earnings: My CliffsNotes On 200+ P/E And Record CapEx
Why Musk's Decision to End Model S/X Production Makes Sense for Tesla
TSLA will end Model S and X to free factory space, cut low-return models, and accelerate its push into robots, autonomy, and AI-driven growth.
Tesla Investors Could Be in for a Treat If a SpaceX Merger is on the Table
Even with the more recent turbulence, shares of Tesla (NASDAQ:TSLA) have been making up for lost time in the past six months, up close to 40%.
Tesla registrations in Europe show little recovery in January
Registrations of new Tesla cars in some of its largest European markets showed little signs of recovery in January, one of the lowest-volume months, rising in Sweden and Denmark but falling in France and Norway.
Tesla's China EV Rivals Xiaomi, Xpeng, Nio, BYD To Report January Sales With This Big Caveat
Tesla China rivals Xiaomi, XPeng, Nio, Li Auto and BYD are set to report January sales, but with Lunar New Year holidays still weeks away.
Tesla Bets Everything on Robotaxis, Kills Model S and Model X for Robot Factory Space
Tesla Inc ( NASDAQ:TSLA ) made a bold move this week, during the company's Q4 2025 earnings call: CEO Elon Musk unveiled a vision where Tesla owners can loan their vehicles to the company's robotaxi network, turning every Model 3 or Model Y into a revenue-generating asset.
Combining SpaceX with xAI may be simple for Musk Inc, but Tesla isn't so easy
Elon Musk fans and the man himself have long mused about Musk Inc, a merger of companies owned by the world's richest man. But with SpaceX expected to go public later this year, and Tesla facing a challenging transition from human-driven EVs to robotaxis and robots, even some proponents of a sprawling Musk conglomerate want to start smaller.
Tesla After Q4 Earnings: Autonomy Takes Over Fundamentals, Again
As I anticipated in my Q4 earnings preview, the story around Tesla, Inc.'s physical AI platform outweighed the fundamentals during the quarter. Q4 results showed auto revenue down 11% YOY, FCF down 30% YOY, and both GAAP and non-GAAP EPS down sharply YOY. That said, the Street consensus was overly pessimistic. Management is now accelerating autonomy and robotics, discontinuing Model S/X for Optimus production, and targeting 1M humanoid robots annually (long term).
Tesla Kills Legacy Models: Analyst Response Is Meh
Tesla NASDAQ: TSLA got the market's attention when it revealed plans to shift gears. The shift entails mothballing Model S and Model X production and retooling its Fremont facility for robots.
Musk's SpaceX Said to Weigh Tie-Up With Tesla or xAI
SpaceX is said to be considering a potential merger with Tesla or xAI, as Elon Musk weighs how to consolidate his empire. Bloomberg Tech's Ed Ludlow discusses what's at stake on "Bloomberg: The Asia Trade.
Tesla jumps as SpaceX merger talks fuel Musk empire consolidation hopes
Shares of Tesla jumped more than 5% on Friday, after reports that SpaceX was in deal talks with Elon Musk's other companies stoked investor hopes that the billionaire's tech empire could be unified further.
