Market context
Follow the story. See which markets it affects. Explore the context.
Tesla raised 2025 capex to $8.5B, focusing on autonomy, chips, humanoid robots, and Japan expansion, while Q1 deliveries are expected above last year, boosting shares nearly 5%.
Microsoft shares plunged 10% after disappointing cloud revenue and concerns over slow AI investment returns sparked a broad software selloff, despite gains in Meta, Apple, and IBM amid mixed earnings…
Tesla beat Q4 earnings estimates but faced a 16% drop in vehicle deliveries and its first annual revenue decline. A massive $20 billion capex raise for a risky 'Physical AI' pivot spooked investors, …
Tesla is ramping up capital expenditures in AI, autonomous tech, and energy, with strong free cash flow now but higher spending expected in 2026. Competitors GM and Ford also boost EV/AV investments,…
Tesla’s CEO expressed confidence in ramping production to 3 million vehicles in two years, launching Optimus V3 in Q1, and expanding robotaxi services, despite tariff and energy storage business head…