Tesla is increasingly valued for its Optimus humanoid robot project, which could revolutionize labor economics by enabling automation at under $2 per hour and encouraging industrial reshoring. This represents a shift away from traditional valuation based on Tesla's automotive earnings toward the broader robotics market opportunity. A key upcoming catalyst is a Proof of Concept involving third-party deployment. Despite risks related to liquidity and execution, Tesla is rated a long-term buy for investors interested in transformative automation technologies.
Sunrun and Tesla set a US record by dispatching 745 megawatts from home batteries to California's grid on October 6, enough to power all homes in San Francisco and San Jose during peak hours amid a heat wave. This surpassed the previous record of 669...
Tesla's Q3 deliveries exceeded production, reducing inventory, but Q4 demands higher output with little margin for error. Support from Germany improves chances for EU-wide approval of Tesla's driver assistance software, potentially boosting future pr...
Tesla's nearly 1.5 million paid Full Self-Driving (FSD) customers and a 55% attach rate in North America underscore its expanding software distribution. The Robotaxi program has surpassed 380,000 unsupervised miles with rapid weekly mileage growth, s...
Technical analysis suggests Tesla stock may enter a major bullish phase, potentially reaching $2,000 between 2028 and 2030 if it stays within its long-term ascending channel. Past rallies were fueled by electric vehicle adoption and autonomous drivin...
Tesla has made a strong comeback in its electric vehicle (EV) business, with sales rising notably in China, Europe, and the US despite challenges. Deliveries in China increased 5% year-over-year, while European sales jumped nearly 66% in the first ei...
