Despite a strong Q4, Tesla's recent stock pullback has created an attractive opportunity in the options market. Traders selling near-term put options can secure a high monthly yield, a strategy gaining traction among investors seeking income in a volatile market.
Prominent investor Gary Black argues a potential merger between Tesla and SpaceX lacks financial and strategic logic for Tesla shareholders, citing excessive dilution and divergent business models, despite recent market speculation driving Tesla's stock higher.
While Tesla's electric vehicle deliveries dipped in Q4 2025, its energy storage business shattered records, deploying 14.2 GWh. CEO Elon Musk declares energy as the company's future growth engine, even as solar faces industry headwinds.
Elon Musk has announced the merger of SpaceX and his artificial intelligence firm xAI, creating a $1.25 trillion private tech and aerospace giant. The move intensifies focus on whether Tesla will be the next piece to join Musk's consolidating empire.
Alphabet-backed Waymo secures a massive $16 billion investment round, elevating its valuation to $126 billion and sharpening its competitive edge against Tesla in the race to deploy fully driverless vehicles across global markets.
First Solar (FSLR) shares dropped nearly 7% this week following a downgrade by BMO Capital, which cited rising domestic competition and potential new market pressure from Tesla's expanding solar manufacturing plans.
An AI analysis suggests Tesla shares could see modest gains, averaging around $456 by late April. As the EV leader navigates margin pressures and bets on AI-driven futures, investors weigh short-term technical forecasts against long-term transformative potential.
Elon Musk touts a new dry electrode technique as a significant advance for lithium-ion battery production, promising lower costs, reduced environmental impact, and greater scalability for Tesla's energy and automotive divisions.
Tesla's planned $20 billion capital expenditure signals a fundamental shift, betting its future on AI-driven robotaxis and autonomy. This high-risk, high-reward strategy redefines the company and poses a critical question for investors.
Tesla's full-year 2025 results show a sharp 46% decline in net income, marking a second consecutive year of falling profits as EV competition intensifies and the company accelerates its shift toward AI and robotics.
Facing intensifying competition and declining electric vehicle deliveries, Tesla is making a high-stakes strategic shift, discontinuing key models to double down on its autonomous Cybercab and Optimus humanoid robot.
Tesla has quietly added a new all-wheel-drive configuration to its popular Model Y SUV in the United States, positioned as a mid-tier option priced at $41,990. The move continues the automaker's recent strategy of broadening its lineup with more accessible price points.
As Wall Street remains fixated on software-based AI, a leading tech analyst argues the next trillion-dollar opportunity lies in 'physical AI'—machines that see, move, and act. Dan Ives of Wedbush singles out Tesla and Nvidia as the indispensable architects of this new industrial revolution.
CNBC's Jim Cramer expressed renewed bullishness on Tesla, shifting focus from its electric vehicle business to its ambitions in robotics and autonomous 'Cybercab' technology following the company's latest earnings call.
The Delaware Supreme Court has dramatically reduced the legal fees awarded to attorneys in a shareholder lawsuit against Tesla's board, cutting the sum from $176.1 million to $70.9 million. The ruling, which cited an overvaluation of the settlement, prompted a pointed response from CEO Elon Musk.
Speculation mounts over a potential merger between Tesla and SpaceX, part of a broader strategic realignment under Elon Musk that could see Tesla shift focus from electric vehicles to humanoid robots and autonomous taxis, with xAI potentially in the mix.
Tesla's strategic pivot from electric vehicles to AI and robotics, coupled with declining automotive revenue, has created a stark divide among analysts. Bullish forecasts see shares hitting $500, while bears warn of a drop to $350, leaving investors to weigh Elon Musk's high-stakes vision against core business challenges.
A California class-action lawsuit and regulatory actions are challenging Tesla's usage-based insurance model, alleging that its Safety Score algorithm unfairly penalizes drivers with 'false' collision warnings. The case highlights broader concerns about transparency and consumer protection in the growing telematics-driven insurance sector.
A recent analyst price target update for Tesla, devoid of specific figures, has reignited debate over the core drivers of the stock's story. The focus is shifting from pure growth metrics to the underlying expectations and perceived risks surrounding its business model and long-term strategy.
Tesla will cease production of its flagship Model S and Model X next quarter, ending an era for its pioneering luxury EVs as it converts factory space to manufacture Optimus humanoid robots, signaling a profound strategic pivot.
