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Elon Musk agreed with Anthropic CEO Dario Amodei's call to pace AI development for safety. Despite cautioning against AI risks, Musk continues aggressive capital deployment into AI, including Tesla's…
Tesla accelerates its autonomous driving and robotics push with over $25B planned for 2026 AI compute, alongside Nevada approving 5,000 robotaxis. Despite high valuation multiples and recent recalls,…
Tesla is prioritizing Cybercab scaling over Model Y robotaxis, according to a JPMorgan note following executive meetings. Tesla highlighted major performance leaps expected in FSD V15, confirmed HW4 …
Tesla and SpaceX have lost a combined $1.19 trillion in market cap since June amid rising AI-related capex, debt, and execution risk on robotics and self-driving bets. Tesla fell 18% post-earnings, i…
Tesla's 140x forward P/E requires flawless execution across EV leadership, FSD subscriptions, robotaxis, energy storage, and Optimus robot success. Analysis highlights significant execution risks, sl…
BYD confirms August debut of first humanoid robot for retail showrooms, intensifying competition with Tesla's Optimus and other automakers entering the humanoid robotics race.
Tesla's Q2 2026 revenue and deliveries beat estimates, but EPS missed badly, margins collapsed, and free cash flow turned negative amid heavy capex. Stock fell 14% despite long-term AI/Robotaxi optim…
Tesla Q2 revenue beat estimates but EPS and EBITDA missed. Stock fell 7% premarket. Lower-than-expected cash burn and robotaxi/Optimus progress offer some optimism, but heavy 2026 capex plans raise c…
Tesla shares surged 3.5% after Elon Musk claimed the company would be among the first to achieve artificial general intelligence (AGI), linking Tesla to AI and robotics ambitions centered on Optimus …
Tesla expects lower Q4 revenue and profit due to tax credit loss and sales decline. Focus shifts to Robotaxi rollout and humanoid robot Optimus as long-term growth drivers.