Elon Musk's Tesla and SpaceX are both pursuing leadership in AI but with very different approaches. Tesla focuses on AI-powered robotics and autonomous vehicles, investing heavily in chip production and Robotaxi expansion, though it currently faces negative free cash flow. SpaceX, meanwhile, leverages its data centers and Nvidia-based AI infrastructure to generate revenue from AI compute services, positioning itself as the nearer-term AI winner. Tesla's success depends on scaling physical AI products like Optimus, while SpaceX benefits from existing compute capacity and software integration. Investors watch key milestones like Tesla's FSD updates and chip production, with SpaceX currently leading in AI infrastructure revenue.
Tesla delivered 487,000 vehicles in Q3, surpassing consensus estimates by 5% and showing a slight quarterly increase despite a 2% year-on-year decline. Model 3 and Model Y deliveries rose 2% quarter-on-quarter but dropped 1% year-on-year. Production ...
Options traders are increasingly betting on a merger between Tesla and SpaceX, with Polymarket placing the odds above 60% for a deal by the end of 2027. Tesla's recent strong Q3 delivery numbers and SpaceX's fastest Falcon 9 launch-to-docking at the ...
Tesla, trading at $370.59, is the worst-performing stock among the Magnificent 7, down 17.6% year to date despite record vehicle deliveries and revenue growth. The company is heavily investing to transform into an autonomy, robotics, and AI chip firm...
Elon Musk confirmed talks with Taiwan Semiconductor Manufacturing Co (TSMC) about building a dedicated chip factory for Tesla, SpaceX, and xAI under the Terafab initiative. The factory would supply custom chips for AI, vehicles, and spacecraft, aimin...
Tesla's stock is down over 20% from its January peak, but the company is investing billions in robotaxis, humanoid robots, and grid batteries that could transform its earnings by 2030. A $10,000 investment today is projected to be worth around $13,93...
