Elon Musk publicly denied reports that Tesla is preparing to spin off or sell its China operations, calling the news "absurdly fake." However, Tesla has been building operational and technological separations between its China unit and the rest of the company over the past 18 months, driven largely by regulatory requirements. Experts note that fully separating the China business would be complex due to intertwined technology, supply chains, and regulatory scrutiny from both the US and China. Despite mixed sales reports, China remains Tesla's second-largest market and a critical production hub, making any formal split challenging and uncertain.
JPMorgan analyst Rajat Gupta projects Tesla's robotaxi revenue to reach about $320 billion by 2035, with nearly all earnings coming from Tesla-owned vehicles rather than individual owners. This shifts the narrative from a shared ride network where ow...
Tesla announced it will reveal the long-delayed second generation Roadster on October 1. The new model, originally announced in 2017, has undergone a complete redesign and may include optional cold gas thrusters developed by SpaceX, allowing some for...
Elon Musk declared that the sun, as a massive free fusion reactor, will eventually provide 100% of humanity's energy, dismissing terrestrial fusion reactors as inefficient. Tesla's energy segment shows strong growth with rising revenue and storage de...
Investors are rotating capital into frontier tech stocks such as SpaceX, Anthropic, and OpenAI, anticipating their upcoming IPOs and signaling a shift from legacy tech giants. The FAB 10 and MANGOS baskets highlight this trend, with SpaceX's $75 bill...
Tesla's operating margins fell sharply to 1.4% and free cash flow turned negative in Q2 2026 due to heavy investments in new technologies like Robotaxi, Optimus, and Full Self-Driving (FSD). Despite these near-term financial pressures, analysts see s...
