Tesla's recent 30% stock selloff since December is attributed more to a market shift toward risk aversion than to weak automotive fundamentals or missed autonomy milestones. Key factors to watch include the rollout of the Full Self-Driving (FSD) subscription, 2026 capital expenditure guidance, and broader geopolitical risk sentiment. The author remains cautious on Tesla's rating, preferring to wait for new goals and milestones in the autonomy business that could shift market sentiment, noting that price action depends more on narrative updates than on meeting original targets. This perspective suggests that Tesla's Q1 2026 performance will be influenced heavily by investor risk appetite and company communication rather than just operational results.
The National Transportation Safety Board (NTSB) reported that a Tesla driver pressed the accelerator pedal to 100%, overriding the Full Self-Driving (FSD) software, before crashing into a house in Katy, Texas, killing a resident. The Tesla was travel...
Google has announced its biggest solar power and battery storage purchase, investing in a project in Arkansas that will generate enough electricity to meet about 6% of the state's peak demand. The project, developed with Cypress Creek Energy, will ad...
Deutsche Bank reaffirmed its Buy rating on Tesla stock, setting a 12-month price target of $465, implying a 17% upside. The bank highlighted Tesla's long-term growth potential driven by autonomy, robotics, and AI, despite expecting Q2 earnings per sh...
The global hybrid robots market is projected to grow from $5.68 billion in 2026 to $10.03 billion by 2030, with a CAGR of 15.3%. Growth is fueled by advances in AI, autonomous operations, and smart manufacturing, alongside rising demand for robots in...
Tesla reported record vehicle deliveries in Q2 2026, but demand quality is weakening due to heavy discounts and lower average selling prices. Despite strong revenue growth, Tesla is expected to have negative free cash flow in 2026–2027 as capital spe...
