Tesla has begun high-volume production of its humanoid Optimus robots in Fremont, aiming for up to a million units per line eventually. Texas Instruments (TI) revealed its chips, costing $500 to $1,000 per robot, are integral to these robots, potentially generating $500 million to $1 billion annually if TI supplies all units. Tesla's ramp-up timeline is uncertain, with a Texas factory under construction to increase capacity. TI's chip business benefits from a broader robotics market beyond Tesla, with competition and Tesla's own chip development posing risks. The success of Optimus production and TI's chip sales will be key to watch in 2027.
Tesla shares trade at USD 382.39 on Pluang as of Oct 22, 2026 22:31 WIB, down 1.06% and closer to their 52-week low of USD 298.16 than the high of USD 489.88. Texas Instruments is priced at USD 280.23, down 1.55%, and also nearer to its 52-week low of USD 153.33 than its high of USD 332.35. While Tesla's market cap is significantly larger at $1.53 trillion compared to TI's $259.96 billion, TI offers a 2.14% dividend yield, contrasting Tesla's growth-focused profile. Pluang order activity shows more selling pressure on both stocks, with 76% sell for Tesla and 86% sell for TI as of the same time.
Tesla's shares fell following a flat Q3 revenue report and a year-over-year decline in electric vehicle deliveries, despite slightly better-than-expected earnings per share. CEO Elon Musk highlighted efforts to expand full self-driving approvals and ...
Elon Musk claimed Tesla will eventually handle the majority of all passenger miles on Earth where it can operate freely, highlighting the company's ambition in autonomous ride services. Despite this bold vision, Tesla's current robotaxi fleet has dri...
Tesla reported Q3 2026 earnings that surpassed EPS expectations despite a decline in revenue and year-over-year earnings and free cash flow. The company's gross margin improved to 19.6%, supported by growth in non-electric vehicle segments like Full ...
Tesla reported a 3% year-over-year decline in automotive revenues and a 2.1% drop in vehicle deliveries, signaling weakening demand and the expiration of regulatory credits. Despite a strong free cash flow rebound to $1.5 billion in Q3, capital expen...
Tesla's Q3 2026 results showed mixed performance with adjusted EPS beating expectations but deliveries failing to grow year-over-year despite new models and discounts. The company is experiencing margin pressure in both automotive and energy segments...
