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Tesla secured $430M in energy storage revenue from xAI and plans to unveil Gen 3 Optimus robot this year. However, analyst warns potential 30% downside if AI capex tightens, citing tech-like growth s…
Nvidia will start including stock-based compensation in adjusted earnings, raising transparency but pressuring reported profits. Tesla remains the only major tech firm excluding this expense, contrib…
Nvidia projects $1 trillion AI infrastructure demand, boosting NVDA shares, while its autonomous driving tech threatens Tesla's core EV and robo-taxi ambitions, pressuring TSLA amid mounting competit…
Tesla faces declining vehicle deliveries and competition pressures ahead of Q4 earnings, while Ford's stronger sales, hybrid focus, and favorable valuation position it better for upcoming results.
Tesla faces structural headwinds with weakening delivery momentum, rising competition in China and Europe, and skepticism over robotaxi and humanoid projects, leading analysts to forecast downside ri…
Tesla forecasts vehicle deliveries for 2025 below analyst and Musk’s targets, signaling weaker growth and raising doubts about ambitious production and compensation goals.
SpaceX plans a $25B IPO in 2026, targeting a $1 trillion valuation based on rapid revenue growth and future space data centers. Tesla faces skepticism amid SpaceX’s rising valuation, while Microsoft …
Morgan Stanley downgrades Tesla stock to equal-weight with a higher price target, citing a fully valued EV business but optimism on Full Self-Driving and robotics; expects a choppy trading environmen…
Tesla, up sharply since April, faces a pivotal October earnings report as sky-high valuation, margin and delivery pressures and speculative bets on autonomy and robotics must show progress to justify…