SpaceX debuted with a $2.13 trillion market cap but saw a 19.43% share drop in its first week, facing concerns over valuation and negative forward EPS. Tesla reported strong Q1 FY2026 results, with automotive gross margins improving to 21.1%, a 42% revenue jump in services, and 51% growth in Full Self-Driving subscriptions. Tesla’s cash reserves remain strong at $44.74 billion, while SpaceX’s future depends on Starlink and launch growth amid lock-up expirations. Tesla’s near-term catalysts include Cybercab production and Tesla Semi ramp-up, while SpaceX’s valuation and share float dynamics remain key uncertainties.
The US Department of Transportation has proposed new rules that would let companies produce fully autonomous vehicles without brake pedals, removing a major regulatory hurdle. This change aims to accelerate the deployment of driverless cars like Tesl...
Tesla's addition to the S&P 500 in 2020 caused a roughly 70% stock price increase driven by forced index buying rather than fundamental improvements. This highlights a growing trend where passive investing, which now controls about 55% of U.S. fund a...
Elon Musk's net worth fell to $946 billion from over $1 trillion less than two weeks ago, following a decline in SpaceX and Tesla shares amid a broader tech sell-off. SpaceX's IPO initially boosted Musk's wealth above $1 trillion, valuing the company...
Sunrun, a home solar and battery storage company, announced a partnership with Tesla and Renew Home to provide over 16 gigawatts of flexible energy capacity for AI data centers and utilities. This collaboration aims to support the growing energy dema...
Tesla's stock fell 5.79% to $381.61, pressured by shrinking tech multiples and margin challenges as global EV pricing tightens. Despite strong Q1 2026 earnings, expanding automotive gross margins, and growth in FSD subscriptions and services, valuati...
