Market context
Follow the story. See which markets it affects. Explore the context.
Tesla will discontinue the one-time payment option for its Full Self-Driving system, switching exclusively to a monthly subscription, amid sales declines and increased competition from BYD.
Tesla surged nearly 5% after a volatile selloff tied to AI stocks, driven by investor confidence in Musk’s AI and robotics vision despite stretched valuations and slowing core auto momentum.
Morgan Stanley downgraded Tesla to Equal-weight citing limited near-term upside despite leadership in EVs and AI; execution risks and choppy trading expected through 2026.
Tesla missed its third earnings estimate this year with lower-than-expected EPS and slowing growth despite revenue gains, leading to share declines and heightened bearish concerns amid rising competi…