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Tesla's U.S. EV market share rebounded to 52% through August, up from 43% last year. While overall EV sales fell 30% and Tesla's dropped 16%, legacy automakers are retreating and cutting models, allo…
Tesla gained as Morgan Stanley highlighted massive earnings potential for the Semi truck, citing high diesel prices and potential high-margin autonomous subscriptions of up to $18,000 monthly.
Morgan Stanley highlighted a potential $17 billion autonomous trucking software opportunity for Tesla by 2040, alongside $7.5 billion in incremental EBIT, maintaining an Equalweight rating with a $40…
Tesla shares dropped 1% amid intensifying competition from Chinese EV makers like BYD and Xiaomi. Export surges, regulatory headwinds in China, and local data restrictions threaten Tesla's market sha…
Tesla began offering Cybercab robotaxi rides and completed 1 million unsupervised miles. Goldman Sachs maintained a Neutral rating with a $360 target, highlighting Tesla's potential per-mile cost adv…
BYD reported a 30% jump in second-quarter profit, driven by an 82% surge in overseas exports. The Chinese automaker continues to outperform Tesla in global electric vehicle deliveries, leveraging hea…
Tesla secured approval for its Full Self-Driving Supervised system in Slovenia, marking its sixth European market authorization. The rollout expands Tesla's driver-assistance footprint ahead of a pot…
BYD targets over 2.5 million overseas vehicle shipments by 2027, driven by international plants like its upcoming Hungarian facility. Localized manufacturing will bypass EU tariffs, ramping up global…
XPeng has commissioned automated production lines for its IRON humanoid robot, moving ahead of schedule toward mass production by late 2026. This intensifies competition against Tesla's Optimus progr…
Tesla pushes forward with its vision-only Cybercab and Robotaxi rollout amid expanding European FSD approvals. However, mounting NHTSA crash investigations and sharp registration drops across key Eur…
Investor Gary Black warned Tesla risks squandering its first-mover advantage in autonomous driving and Cybercab by failing to run mainstream advertising. He argued Tesla's high valuation multiple req…
Rivian CFO Claire McDonough is stepping down in October to join GE Vernova, with Derek Mulvey named interim CFO. The executive transition occurs at a pivotal time as Rivian scales its R2 SUV amid mix…
Lucid recalled over 27,000 Air luxury sedans due to exterior lighting fire risks, largely addressed via software updates. Despite 56% Q2 revenue growth, widening quarterly losses over $1 billion and …
An analytical commentary examines Elon Musk's aggressive vertical integration across Tesla, SpaceX, and xAI. It highlights essential suppliers like Nvidia, TSMC, and ASML that possess irreplaceable m…
Tesla gears up for Cybercab deployment in Austin, featuring an efficient rare-earth-free motor and integrated Starlink connectivity. Analyst Gene Munster expects 300 units deployed soon, while Gary B…
Tesla shares dropped over 6% following the official Cybercab launch in Texas. Wall Street analysts expressed disappointment over limited disclosures, absence of concrete scaling timelines, and the la…
Tesla shares rebounded amid investor anticipation of its Cybercab robotaxi launch and Elon Musk teasing Full Self-Driving improvements. However, persistent challenges in addressing autonomous driving…
Tesla announced public Cybercab rides begin Friday in Austin, featuring integrated Starlink V5 connectivity. Elon Musk highlighted expanding Austin's workforce to over 30,000 by 2028, proclaiming a '…
Tesla climbed 5.42% to close at $376.36, driven by investor anticipation ahead of its Austin Cybercab event. Morgan Stanley analysts noted that progress in unsupervised autonomous vehicles could sust…
Tesla is hosting its anticipated Cybercab event in Austin, Texas, where it is expected to unveil a dedicated robotaxi without a steering wheel. The showcase marks a critical step forward in Tesla's a…