Tesla (TSLA)
46 articles on this topic, newest first.
Nov 2026 5 stories
Musk Says He'd Cancel Government Contracts. Washington Still Holds Leverage
After Democrats won both chambers in the midterms, Musk floated cancelling SpaceX's federal contracts. The share of revenue matters less than bargaining power and the regulatory risk that remains.
Democrats Won Congress. That Doesn't Settle Tesla's Future
Tesla and SpaceX fell more than 4% in premarket trading after Democrats took both chambers. A six-year Tesla holder asks what politics can and cannot decide.
Tesla-SpaceX Merger: The Exchange Ratio Matters More Than the $3.5 Trillion Headline
Merger talks between Musk's two companies are now formal. For Tesla shareholders, the key question is the price: how many SpaceX shares each Tesla share becomes, which shapes returns, ownership and voting power.
Why SpaceX Wants to Move Data Centers Into Orbit
Power is hard to find on Earth, and computers are hard to lift into space. Elon Musk is betting that cheaper Starship launches can flip that equation.
When AI Stocks Wobble, What Should Long-Term Investors Buy and Watch?
Five holdings may not mean five bets. Overlap across Tesla, Nvidia, VOO, QQQ and SMH can concentrate a portfolio more than it looks.
Oct 2026 21 stories
Tesla Slipped Just 0.87% While the Nasdaq 100 Fell 3.46%. What Held It Up?
Tesla held up on a day of heavy tech selling. The reason is unconfirmed, and the long-term case rests on FSD, auto margins, energy and AI, not only a possible SpaceX merger.
If You Only Watch Tesla, You May Be Missing Half the AI Story
Nvidia builds the AI brain. Who supplies the electricity to run it? Six power companies Tesla investors should know, and why Tesla's storage business is just one link in the chain.
Before Robots Sell, Chips Sell First: Following the Money in the Humanoid Race
Billions of dollars are moving before humanoid robots reach mass sales. Compute suppliers may see revenue first, but that does not guarantee stock returns.
Musk Sees the Next Phase of AI Infrastructure: Who Can Switch GPUs On, Fast
If neoclouds struggle under financial pressure, AI demand may not shrink. It may simply favor the few operators with the capital and execution to serve it, a shift that could matter for SpaceX and Tesla.
Why Tesla Jumped: Barclays Sets a $450 Target on SpaceX Merger Hopes
Hopes for a SpaceX merger moved the stock. Whether the rally lasts likely depends on how robotaxis turn into profit and cash flow.
Tesla Cut Its Capex Guide by $5 Billion. Good News or Bad?
Tesla protected cash, but its growth timetable now carries a question mark. The key issue is not how much it saved but what it pushed back.
Tesla's Paradox: Profit Halved, Yet Cash Came In Positive
Tesla posted $1.53 billion in free cash flow against an expected $4.92 billion outflow. What matters is less the cash itself than how fast Tesla invests in AI and what that capital eventually earns.
Tesla's Q3: Operating Profit Down 56%, but the Future Businesses Moved Forward
Operating income fell 56%, auto gross margin hit 18.1% and FSD reached 1.74 million users. Tesla's third quarter split sharply between today's profit and tomorrow's businesses.
If Tesla and SpaceX Merge, Who Gets the Gains from Musk's Grand Plan?
The two companies have begun formally weighing a merger. For long-term TSLA holders, the key question is not technical synergy but how much of the value created flows to existing shareholders.
Musk's Terafab: What a $119 Billion Chip Plant Is Really For
From Tesla's robots to SpaceX's orbital data centers, Musk wants to control chip production itself. The open question is whether he can make advanced chips at high yield.
SOXX Bounces Off 489 Low as SpaceX Results Lift AI Stocks After Hours
The Dow and small caps gained while the Nasdaq stood still. Chip dip-buying and SpaceX's surge in AI revenue offered hope, but high rates and heavy capital spending remain.
Tesla and SpaceX: What Shareholders Should Watch in Musk's Next Chapter
A Roadster demo, a proposed stock gift to children and a new proxy-voting program have fueled merger talk. No deal has been announced, and the exchange terms would matter more than any one price.
Your Car Is Starting to Understand You: Tesla, Grok, and the Next Phase of AI
The breakthrough is not that a Tesla can answer questions. It is that AI is beginning to turn natural conversation into useful action, in a place where speed and attention matter.
What the Tesla Roadster's Five New Technologies Could Mean for Model 3 and Model Y
Tesla's new Roadster flipped, hung upside down and jumped in a demo. Which of its technologies could realistically reach mainstream Teslas, and which are showpieces?
The Number That Matters More Than 0.81 Seconds: 2028 and Tesla's Roadster
The second-generation Roadster has flown, using SpaceX-derived thrusters. For investors, the better question is not whether it can fly but what it can change in Tesla's value.
Tesla Q3 Preview: Deliveries Recovered, Now Profit Gets Tested
Tesla delivered 486,532 vehicles, ahead of expectations. The October 21 report will show whether auto margin, energy profit and cash flow can keep pace with rising AI spending.
AI Stocks Have Already Run. Is It Too Late to Buy Copper, Nuclear, Robots and Chips?
A growing industry and a stock worth buying today are different things. Each AI theme earns money on a different timeline, and the price paid matters as much as the story.
Tesla's FSD Clears Eight European Countries. The Number That Matters Now Is Paid Conversion
European regulatory barriers for FSD Supervised are falling. But investors who lump supervised software revenue together with the value of driverless robotaxis risk pricing the same news twice.
Controlling AI Costs Comes Down to Sequence, Not the Model You Pick
The best way to save on ChatGPT and Claude is not to stick with cheap models. Handle easy work lightly, sharpen the question first, and reserve strong models and high reasoning for the final step where mistakes cost money, time or security.
Tesla Energy's 13.7GWh Paradox: Expectations Ran Faster Than Deployments
Q2 deployments recovered but margins collapsed. Q3 set a record for deployments and still missed estimates. The issue is not the size of AI power demand but how fast it converts into Tesla revenue and profit.
Tesla's Two-Year Sales Slide May Be Ending. Margins Will Say If It Counts
Third-quarter deliveries beat Wall Street estimates by about 30,000 vehicles. The number that matters more is 311,449, the fourth-quarter total that would snap two straight years of annual declines.
Sep 2026 20 stories
Why Tesla Lined Up $30 Billion in Credit It Says It Won't Use This Year
Tesla's 2026 capex is set to nearly triple. The question is less about debt than about when spending on AI, robotaxis, chips and energy turns into cash flow.
Jobs Cooled, Yields Rose, and Only Chip Equipment Stocks Rallied
The S&P 500 slipped 0.17% on Sept. 29 while SOXX gained 1.19%. Investors did not abandon AI. They appear to be picking the AI names that can live with high rates.
What Matters More Than Tesla Semi's 2,500-Truck Order
Tesla was picked as lead supplier in the largest electric Class 8 truck group order in US history. The bigger story is that the fight in electric trucking is shifting from range to charging, financing, uptime and autonomy.
Tesla Semi Waited 9 Years. Now It's Rolling Off a Real Factory Line
The Tesla Semi, unveiled back in 2017, has finally reached full-scale production at a dedicated Nevada plant. The number investors should watch isn't the 50,000-unit annual capacity, though. It's what the truck actually saves per mile.
Stocks Rose, But the Discount Rate Rose More
A cooler Brent oil price and Microsoft's AI monetization pitch lifted US stocks, but the 10-year Treasury yield hit 5.23% intraday, its highest since 2007.
The AI Rally Meets a 5% Wall. Micron and Jobs Data Will Decide
The first week of October tests whether AI earnings growth can outrun long-term rates stuck near 5 percent. Wednesday's PCE report and Micron earnings, and Friday's jobs report and Tesla delivery numbers, could point in different directions.
The AI Bubble Question Has Changed: By Late 2026, It's ROIC Over GPUs
There is no sign yet that AI investment is slowing. If anything, hyperscaler spending forecasts keep climbing. But as the scale of that capital has grown, the market's question has shifted from "is AI growing" to "when, and how much, does this capital come back as cash."
After AI Gets Hands and Feet, the Bigger Shift Is in Classrooms, Not Factories
Physical AI is not a robotics buzzword. As AI moves off the screen and starts manipulating real objects, it is reshaping how factories compete, where the line between human and machine work sits, and the oldest question in education: what should we teach.
Humanoid Robots Sold Just 7,000 Units Worldwide Last Year
Videos of Tesla's Optimus, Unitree and Figure make the humanoid era look like it has already arrived. The real 2025 sales number tells a much smaller story.
Why Elon Musk's 4% Growth Call Deserves a Serious Read
Elon Musk says AI could double US GDP growth next year from roughly 2% to 4%. The number that matters isn't 4%, it's the idea that intelligence is turning from scarce labor into replicable capital.
The Real AI Question Isn't Bubble Risk. It's Whether Profits Keep Up With Capex
Rather than take Tom Lee and Dan Ives' latest bullish calls at face value, we separated what the data actually confirms from what is still a forecast. The size of the AI buildout matters less now than how fast it turns into profit.
Tesla Semi's Real Bottleneck Is Starting to Clear
A new 30-megawatt heavy-truck charging buildout in California is too small to move Tesla's earnings on its own. But it marks real progress on one of the Semi business's hardest problems: charging infrastructure that has to exist before the trucks do.
Texas Solar Just Passed Nuclear. The AI Trade Isn't the Panel
Elon Musk says solar's exponential growth will eventually crowd out nearly everything else. The direction checks out, but as AI pushes power demand higher, the money looks more likely to flow into storage, grid gear and transmission than into solar modules alone.
When Will Tesla's Rally Finally Hold? The Case for 2027
The next leg up for Tesla will not come from another product reveal. It will come when self-driving, AI investment and Optimus stop being "future stories" and start showing up as real profit and cash flow. The first real test window is likely 2027.
Musk's Real AI Strategy Isn't the Model, It's a Chips-to-Space Physical Stack
On the All-In Summit stage, Elon Musk and Gwynne Shotwell laid out AI peer review, Terafab, Starship, and orbital data centers as if they were separate topics. Strung together, they reveal Musk betting the AI race is decided less by who builds the smartest model and more by who can deploy intelligence at the lowest cost and largest scale.
Tesla's biggest asset is not the car: when Robotaxi and Optimus stop being options
Tesla's AI value sits in autonomy and humanoids, and both could dwarf car manufacturing. The gap is between a demo and a fleet that earns cash per vehicle.
AI Stocks Come in Three Kinds. Pricing Them the Same Way Is the Mistake
Nvidia, Meta and Tesla all get called AI growth stocks. They sell entirely different things: proven cash, a productivity boost hidden inside an old business, and a bet on a market that does not exist yet.
The Cybercab is not a $30,000 car. Tesla is selling hours, not vehicles
No steering wheel, no pedals. The economics of Tesla's robotaxi turn on how many paid hours a day it runs, not on what it costs to build.
"AI stock" is the most dangerous phrase in your portfolio
Nvidia, Microsoft, Meta, Vertiv and Tesla all get filed under the same label. They sell different things to different buyers with different moats, and pricing them the same way is how investors get hurt.
Musk's G20 message: AI's real bottleneck is not GPUs, it is electricity
A billion humanoids and a 20 to 30 percent bigger world economy make headlines. The line investors should read first is duller: AI chips are multiplying faster than the power and physical infrastructure needed to switch them on.
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