Sharemaestro company-news research for Tesla, Inc. (TSLA), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.

MEX Mexico Measured evidence

Company news sentiment

TSLA news sentiment

Tesla, Inc.

Company headlines from the last 30 days, weighted by freshness, relevance, publisher quality and the strength of the wording. Price is shown separately.

Full chart Weekly report RSS feed
30-day score46Neutral is 50
Balanced news tone 55/100 evidence confidence 88% direct company focus 43 current stories across 7 publishers
Latest weekly closeMXN 5603.00week of 7 Aug 2026
Main news subjectEarnings74/100 share of current news
News data statusHealthy99 duplicate stories removed

Current company news

Balanced news tone

The score uses 43 current company stories from 7 publishers.

Observed headline tone45/100 Published 30-day score46/100

Older, less relevant and less reliable stories count for less. Confidence is shown separately.

Latest source headline Walmart, Tesla, FedEx, and More Winners and Losers From Shipping’s Rough Seas finance.yahoo.com · 13 Aug 2026 17:53

What supports the score

Direct evidence

43 current stories are mapped specifically to TSLA.

Source breadth

The score uses 7 publishers rather than depending on one outlet.

Story agreement

The current stories agree at 87/100.

What limits the score

No major limit stands out.

46/100
News scoreBalanced news tone
55/100
Confidencebuilding confidence
88%/100
Company news43 company stories
87/100
Story agreement13/100 difference

News history

Daily score and story count over 30 days

Daily weighted evidence
21 Jul: 1 stories27 Jul: 2 stories07 Aug: 3 stories08 Aug: 2 stories09 Aug: 2 stories10 Aug: 8 stories11 Aug: 7 stories12 Aug: 13 stories13 Aug: 5 stories 21 Jul: tone 50, 1 stories27 Jul: tone 55, 2 stories07 Aug: tone 43, 3 stories08 Aug: tone 34, 2 stories09 Aug: tone 62, 2 stories10 Aug: tone 39, 8 stories11 Aug: tone 36, 7 stories12 Aug: tone 52, 13 stories13 Aug: tone 45, 5 stories 95505
16 Jul31 Jul14 Aug
News scoreStory count50 baseline

Confidence

How reliable the score is

Separate from direction

Confidence uses the amount of news, separate publishers, direct company relevance, freshness and agreement. A high or low score is not automatically reliable.

Amount of evidence51
2.545 after freshness weighting
Source breadth100
7 independent publishers
Company relevance88
share tied directly to this company
Freshness68
recency-weighted evidence
Agreement87
how closely stories agree
Publisher mix41
less reliance on one publisher

Price and news history

News score and weekly price over 26 weeks

Balanced read

News tone and price action are not far from neutral.

One scoring method across the chart.Stored company headlines are recalculated at each weekly point with the current 30-day freshness weighting. Old published snapshots are left unchanged.
13 Feb 2026: close 7165.0, indexed 100.020 Feb 2026: close 7014.75, indexed 97.927 Feb 2026: close 6899.0, indexed 96.306 Mar 2026: close 7106.99, indexed 99.213 Mar 2026: close 7012.67, indexed 97.920 Mar 2026: close 6574.78, indexed 91.827 Mar 2026: close 6551.21, indexed 91.403 Apr 2026: close 6789.09, indexed 94.810 Apr 2026: close 6019.94, indexed 84.017 Apr 2026: close 6932.7, indexed 96.824 Apr 2026: close 6559.31, indexed 91.501 May 2026: close 6658.82, indexed 92.908 May 2026: close 7306.57, indexed 102.015 May 2026: close 7361.85, indexed 102.722 May 2026: close 7352.04, indexed 102.629 May 2026: close 7545.0, indexed 105.305 Jun 2026: close 6867.32, indexed 95.812 Jun 2026: close 6963.93, indexed 97.219 Jun 2026: close 6870.0, indexed 95.926 Jun 2026: close 6657.95, indexed 92.903 Jul 2026: close 6849.87, indexed 95.610 Jul 2026: close 7157.78, indexed 99.917 Jul 2026: close 6689.13, indexed 93.424 Jul 2026: close 5442.17, indexed 76.031 Jul 2026: close 5411.88, indexed 75.507 Aug 2026: close 5603.0, indexed 78.2 12 Jun 2026: news score 50, close 6963.93, 1 stories5019 Jun 2026: news score 50, close 6870.0, 3 stories26 Jun 2026: news score 50, close 6657.95, 5 stories5003 Jul 2026: news score 50, close 6849.87, 10 stories10 Jul 2026: news score 50, close 7157.78, 10 stories5017 Jul 2026: news score 50, close 6689.13, 13 stories24 Jul 2026: news score 50, close 5442.17, 11 stories5031 Jul 2026: news score 50, close 5411.88, 13 stories07 Aug 2026: news score 49, close 5603.0, 14 stories49
13 Feb15 May07 Aug
Weekly close, indexedSentiment score
26-week price-21.8%latest close 5603.0
News score change-1first to latest comparable week
One-week response+3.5%Price confirming higher
Fair-value position-0.8%Near fair-value range
WeekNews scoreCloseWeekly move
07 Aug 202649MXN 5603.0+3.5%
31 Jul 202650MXN 5411.88-0.6%
24 Jul 202650MXN 5442.17-18.6%
17 Jul 202650MXN 6689.13-6.5%
10 Jul 202650MXN 7157.78+4.5%
03 Jul 202650MXN 6849.87+2.9%
26 Jun 202650MXN 6657.95-3.1%
19 Jun 202650MXN 6870.0-1.3%

News subjects

What is shaping the score

Earnings
Earnings4217 stories · 40%
Market update4410 stories · 23%
Deals and strategy486 stories · 14%
Macro sensitivity404 stories · 9%
Balance sheet613 stories · 7%
Analyst action402 stories · 5%
Guidance421 stories · 2%

Source mix

Where the evidence comes from

41/100 independence
finance.yahoo.com4531 stories · 72%
nasdaq.com427 stories · 16%
uk.finance.yahoo.com411 stories · 2%
MarketBeat581 stories · 2%
Stocktwits501 stories · 2%
Market source501 stories · 2%
TechStock²501 stories · 2%

Recurring subjects

Subjects appearing most often

Current evidence
Electric Vehicles15Earnings11AI8Free Cash Flow7Markets6Automotive4Semiconductors3Robotics3Manufacturing3ELECTRIC-VEHICLES3

Earlier readings

How the score has changed

24 comparable readings · 68 days
Past and present use the same method.Each point recalculates the previous 30 days of stored company headlines with today's scoring rules. The original stored snapshots remain unchanged.
Comparable move+150 to 51 · Broadly stable
Observed range49–5850 is the neutral baseline
Evidence depth105stories at latest stored reading · +104
Confidence68/100Measured · +43
06 Jun50 neutral13 Aug 23:59
ConstructiveBalanced or withheldCautious

Changes in the stored score

Scores are rebuilt from stored headlines with the current 30-day method. Days with no change are collapsed.

ObservedScoreMoveConfidenceStoriesStatus
13 Aug 23:5951+068/100 (-3)105 (+5)Measured
12 Aug 23:5951+071/100 (+4)100 (+32)Measured
11 Aug 23:5951-267/100 (+11)68 (+28)Measured
10 Aug 23:5953-556/100 (+11)40 (+18)Measured
09 Aug 23:5958+445/100 (+4)22 (+3)Measured
08 Aug 23:5954+541/100 (+9)19 (+5)Measured
07 Aug 23:5949-132/100 (+6)14 (+1)Provisional
31 Jul 23:5950+026/100 (+2)13 (+2)Provisional

Source headlines

The news behind the score

Showing 1-30 of 43

Only company-specific stories enter this score. The latest 30 days are shown newest first, with newer stories weighted more heavily and duplicate coverage combined.

#150Tone
finance.yahoo.comDirect company coverageStored article

Walmart, Tesla, FedEx, and More Winners and Losers From Shipping’s Rough Seas

Walmart, Tesla, and more stocks will feel the effects of the capacity constraints, delays, and higher prices reported by shipping giants Maersk and Hapag-Lloyd. Continue Reading

LogisticsShippingSupply Chain
Published
13 Aug 2026 17:53
News subject
Macro sensitivity
Why this score
No clear positive or negative phrase
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 1.3% · 0.3d old
Duplicates
2 consolidated
#250Tone
finance.yahoo.comDirect company coverageStored article

Tesla paid Elon Musk 2.5m times more as CEO than its average worker in 2025

Elon Musk attends a session during the Cannes Lions international festival of creativity on 19 June 2024 in Cannes, France.Photograph: Marc Piasecki/Getty Images Elon Musk received over 2.5m times as much compensation at Tesla as the company's average worker, according to a new report on the growing gap between top corporate executives and their workers. Musk's $158.3bn pay deal was an outlier but came as the gap between CEO and worker pay continued to grow. Excluding Musk, last year the average ratio of CEO to worker pay for the top S&P 500 companies was 312 to 1, up from a 285:1 ratio in 202

CryptoExecutive CompensationIncome InequalityLabor IssuesUS Economy
Published
13 Aug 2026 16:31
News subject
Market update
Why this score
No clear positive or negative phrase
Company focus
Main company · 100%
How it is used
Direct company coverage
Weighted influence
Low · 1.9% · 0.3d old
Duplicates
1 consolidated
#340Tone
nasdaq.comDirect company coverageStored article

Tesla Is Down 26% in 2026 and Trailing Every Magnificent Seven Peer. Here's What Could Turn It Around.

Key Points Tesla's vehicle sales are slowing, which is causing the stock to drop. Its margins are compressing rapidly while it embarks on a massive capital expenditures plan. SpaceX may merge with it in the future. These 10 stocks could mint the next wave of millionaires › The shine has come off Tesla(NASDAQ: TSLA) in the last few years. At one point, it was considered the definitive growth stock for investors to own, with shareholders betting that founder Elon Musk would take the lead in the emerging electric vehicle (EV) industry, along with other promises in areas like energy storage and se

AI ProductsElectric VehiclesMarketsMergerRoboticsSelf Driving
Published
13 Aug 2026 15:05
News subject
Deals and strategy
Why this score
Negative market reaction
Company focus
Main company · 100%
How it is used
Direct company coverage
Weighted influence
Low · 5.4% · 0.4d old
Duplicates
1 consolidated
#450Tone
finance.yahoo.comDirect company coverageStored article

Why Tesla Doesn't Need to Win China's Brutal EV Price War

Tesla's TSLA July vehicle sales numbers in China point in opposite directions. Deliveries in the country fell nearly 33% year on year to 27,249 vehicles and 48.51% month over month, per CnEVPost. On the surface, it looks like the company is losing ground in the world's biggest electric vehicle (EV) market. But in the same month, exports from Tesla's Shanghai plant hit 66,330 units, up 143.24% year on year and 83.38% from June, a new monthly record beating the previous high set in October 2022. Combined, Tesla's Shanghai-made output— domestic sales plus exports— actually rose 37.8% year on year

China MarketElectric VehiclesSales
Published
13 Aug 2026 13:50
News subject
Market update
Why this score
Deteriorating financial comparison, Operating growth
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 1.7% · 0.5d old
Duplicates
1 consolidated
#550Tone
finance.yahoo.comDirect company coverageStored article

Elon Musk's Tesla Weighs $10.1 Billion Solar Plant, Chamath Palihapitiya Calls It a Bet on Nuclear: Here's Why

Venture capitalist Chamath Palihapitiya said Wednesday that Tesla Inc.'s (NASDAQ:TSLA) expansion into solar manufacturing was essentially a bet on nuclear power, as the automaker weighs a $10.1 billion solar cell plant in Texas. 'All in on Nuclear' "Tesla is going all in on nuclear," Palihapitiya said in a post on X. "Actually, it's going all in on solar, but they are the same thing, the sun is a nuclear reactor, just farther away." Palihapitiya has been a vocal supporter of Musk's ventures, previously floating the idea of merging Tesla and Space Exploration Technologies Corp.(NASDAQ:SPCX) int

JobsManufacturingSolarTax Incentives
Published
13 Aug 2026 06:06
News subject
Market update
Why this score
No clear positive or negative phrase
Company focus
Main company · 100%
How it is used
Direct company coverage
Weighted influence
Low · 1.7% · 0.8d old
Duplicates
1 consolidated
#658Tone
finance.yahoo.comDirect company coverageStored article

Tesla Just Keeps Crashing: One of Wall Street’s Most Outspoken Names Sees 80% Gains Anyway

Quick Read Dan Ives assigns Tesla a $600 target by valuing it as an AI-robotics company, despite a 38% Q2 EPS miss and negative free cash flow. GM raised full-year EPS guidance and holds 22 of 28 Buy ratings, while RIVN's R2 launch remains the key catalyst for its 17% upside. Tesla's forward P/E of 169 and 1.4% operating margin leave little room for error. The key signal to watch is whether the company can sustain even one quarter of margin stabilization. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to g

Autonomous DrivingEarningsElectric VehiclesFree Cash FlowPrice Target
Published
12 Aug 2026 16:10
News subject
Earnings
Why this score
Missed expectations, Guidance raised
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 3.7% · 1.4d old
Duplicates
1 consolidated
#734Tone
finance.yahoo.comDirect company coverageStored article

Tesla’s China Numbers Show It Is On The Road To Comeback

Quick Read Tesla sold 93,579 units to Chinese buyers in July as China's car market fell 21%, while rival BYD failed to crack the top three sellers. TSLA holds over half the US EV market after GM and F retreated, though US EV sales dropped 20% when the federal tax credit ended. A 100% US tariff on Chinese EVs shields TSLA from cheaper rivals, while US oil at a 40-year low could push gas prices toward $5. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today. Investors, more and more likely to look at Tesla's (NA

Auto IndustryChina Car MarketEv MarketOil PricesUS Tariffs
Published
12 Aug 2026 15:50
News subject
Analyst action
Why this score
Operating deterioration
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 2.8% · 1.4d old
Duplicates
1 consolidated
#866Tone
finance.yahoo.comDirect company coverageStored article

Tesla (TSLA) Stock Looks Rich On Sales But Strong On 5 Year Returns

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Tesla stock has delivered a strong 50.0% return over the past 5 years, yet current checks flag it as expensive, with a low value score and market multiples that point to an overvalued picture. Recent share price swings and ambitious AI and robotics plans now sit against questions about how much of that story is already in the valuation. A 50.0% gain over 5 years highlights that long term holders have been rewarded, which rai

AIEvsOvervaluedRevenue GrowthRoboticsShare Price
Published
12 Aug 2026 15:09
News subject
Earnings
Why this score
Negative valuation view
Company focus
Main company · 100%
How it is used
Direct company coverage
Weighted influence
Low · 6.4% · 1.4d old
Duplicates
1 consolidated
#950Tone
finance.yahoo.comDirect company coverageStored article

How SpaceX's AI Buildout Is Boosting Tesla Megapack Sales

SpaceX SPCX is becoming a major customer for Tesla's TSLA energy storage business, and that could be more important than it first appears. In the first half of 2026, SpaceX bought about $329 million worth of Tesla Megapacks (including $295 million in the second-quarter itself), compared with $506 million for all of 2025. The reason is tied to the growing power needs of artificial intelligence (AI). Why SPCX is Buying TSLA Megapacks? On Tesla's latest earnings call, Musk explained why SpaceX is purchasing so many Megapacks. SpaceX is using the batteries to deal with the huge and sudden changes

AIBatteriesEarningsEnergy Storage
Published
12 Aug 2026 15:04
News subject
Earnings
Why this score
No clear positive or negative phrase
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 2% · 1.4d old
Duplicates
1 consolidated
#1050Tone
finance.yahoo.comDirect company coverageStored article

Tesla's Japan Sales Surging: Can Its Delivery Network Keep Up?

U.S. electric vehicle (EV) and tech giant Tesla TSLA is gaining momentum in a market that has historically been difficult for foreign automakers to crack. After selling more than 10,000 vehicles in Japan in 2025 (doubling from 2024), Tesla registered roughly 12,000 vehicles in the first six months of this year. June was particularly impressive, with registrations jumping 183.7% year over year to 3,997 vehicles from 1,411 a year earlier, per the data from the Japan Automobile Importers Association, as cited in EVwire. Tesla overtook BMW BMWKY to become Japan's second-best-selling imported brand

Automotive IndustryElectric VehiclesJapan Market
Published
12 Aug 2026 14:54
News subject
Market update
Why this score
No clear positive or negative phrase
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 0.9% · 1.4d old
Duplicates
1 consolidated
#1134Tone
finance.yahoo.comDirect company coverageStored article

Great News For Tesla Stock Fans

This article first appeared on GuruFocus. Tesla's Model Y secured the No. 2 spot among China's best-selling vehicle models through July, trailing Geely's lower-priced Xingyuan as electric vehicles continued to dominate consumer demand, according to Wednesday sales data from Autohome. Geely's Xingyuan led the six-month ranking with nearly 197,500 units sold, while Tesla's Model Y exceeded 180,000 deliveries. Tesla (NASDAQ:TSLA) maintained its position despite the Model Y carrying a substantially higher price than Geely's compact electric hatchback. Warning! GuruFocus has detected 6 Warning Sign

Automotive SalesChina MarketCompetitionElectric Vehicles
Published
12 Aug 2026 14:42
News subject
Macro sensitivity
Why this score
Negative financial language
Company focus
Main company · 100%
How it is used
Direct company coverage
Weighted influence
Low · 2.6% · 1.4d old
Duplicates
1 consolidated
#1245Tone
finance.yahoo.comDirect company coverageStored article

Tesla's Model Y Loses China's Top Spot to Geely

This article first appeared on GuruFocus. Tesla Inc. (TSLA, Financials), the electric vehicle maker, lost the top spot among China's best-selling car models as lower-priced local competitors continue to gain ground. Warning! GuruFocus has detected 5 Warning Signs with TSLA. Is TSLA fairly valued? Test your thesis with our free DCF calculator. Geely's Xingyuan electric hatchback led the market with nearly 197,500 vehicles sold during the six months through July, according to Autohome data cited by CNBC. Tesla's Model Y ranked second with more than 180,000 sales. The price gap is striking. Geely

ChinaElectric VehiclesMarket Share
Published
12 Aug 2026 13:14
News subject
Market update
Why this score
Negative financial language
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 1.1% · 1.5d old
Duplicates
1 consolidated
#1357Tone
finance.yahoo.comDirect company coverageStored article

Crypto.com Launches Tokenized Stock Derivatives

Crypto.com Launches Tokenized Stock Derivatives Crypto.com has launched tokenized derivatives that track 1,500 U.S. stocks and exchange-traded funds (ETFs). The introduction of tokenized stock derivatives comes as the crypto exchange looks to tap traditional equity markets. Privately held Crypto.com said that eligible users in Europe and other approved markets can access stocks such as Nvidia (NASDAQ: $NVDA) and Tesla (NASDAQ: $TSLA), as well as a range of ETFs. More From Cryptoprowl: Bernstein Sees 100% Upside In TeraWulf Stock After Earnings Bitcoin ETFs Attract $754 Million Of Capital MEXC

Crypto ExchangeEtfsShareholderShareholder RightsTokenized Stocks
Published
12 Aug 2026 13:09
News subject
Earnings
Why this score
Positive financial language
Company focus
Company discussed · 86%
How it is used
Direct company coverage
Weighted influence
Low · 3.3% · 1.5d old
Duplicates
1 consolidated
#1450Tone
finance.yahoo.comDirect company coverageStored article

Ron Baron Bet $25 Billion on SpaceX and Projects the Rocket Company Will Hit $40 Trillion

Quick Read Ron Baron built a $25 billion SPCX position from $2 billion in capital, projecting 20 to 30 times returns over the next decade. Baron turned $400 million in TSLA into $7.7 billion profit by holding through repeated 30%-plus drawdowns, and he is applying that same approach to SpaceX. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and SpaceX didn't make the cut. Grab the names FREE today. Although most Wall Street veterans have learned to tune out billionaire projections that sound like science fiction, Ron Baron just made one worth listening to. Spea

AerospaceAutomotiveInvestment StrategyIPOTechnology
Published
12 Aug 2026 12:00
News subject
Earnings
Why this score
No clear positive or negative phrase
Company focus
Company discussed · 86%
How it is used
Direct company coverage
Weighted influence
Low · 2.4% · 1.5d old
Duplicates
1 consolidated
#1557Tone
finance.yahoo.comDirect company coverageStored article

Wall Street’s Favorite Tesla Rumor Could Unlock $824 Billion Pay Day For Elon Musk

Quick Read A change-of-control loophole in Musk's TSLA pay package worth $824B eliminates all 12 operational milestones, letting a single acquisition replace a decade of targets. Musk's U-shaped payoff rewards both a cheap Tesla sale, which amplifies his larger SpaceX stake, and a high-priced deal that expands his Tesla equity. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today. A Wall Street Journal report dissected on the TBPN podcast episode Nvidia's $500B Compute Deal, Paramount Threatens CA Exit, Musk's

AI InfrastructureAutomotiveCompensationFree Cash FlowMergers AcquisitionsSplit
Published
12 Aug 2026 11:13
News subject
Deals and strategy
Why this score
Positive financial language
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 2.4% · 1.6d old
Duplicates
1 consolidated
#1650Tone
finance.yahoo.comDirect company coverageStored article

Why Tesla Stock Is Headed for a 5-Day Winning Streak

Tesla stock was on track to notch a five-session winning streak on Wednesday, but that doesn’t mean the electric-vehicle maker has turned a corner following a rough stretch. Tesla stock has closed in the green for four straight trading days, rising 4.2% over that period. Continue Reading

Earnings
Published
12 Aug 2026 10:23
News subject
Earnings
Why this score
No clear positive or negative phrase
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 1.8% · 1.6d old
Duplicates
1 consolidated
#1750Tone
nasdaq.comDirect company coverageStored article

Elon Musk Says Optimus Will Be a $10 Trillion Business. Here Are 2 Industrial Stocks That Could Actually Cash In

Key Points Tesla isn't the only way to invest in humanoid robots. Automation suppliers could benefit regardless of Tesla's success. Pick-and-shovel stocks may offer steadier robotics exposure.10 stocks we like better than Rockwell Automation › Elon Musk has never been shy about making bold predictions. But his latest may be one of the biggest yet. Musk believes Tesla's (NASDAQ: TSLA) humanoid robot, Optimus, could eventually become a $10 trillion business, calling it potentially the company's most valuable product ever. The company is preparing to begin production of its first manufacturing-re

AutomationEarnings GrowthFactory AutomationFree Cash FlowIndustrial AIMarkets
Published
12 Aug 2026 09:30
News subject
Earnings
Why this score
No clear positive or negative phrase
Company focus
Company discussed · 86%
How it is used
Direct company coverage
Weighted influence
Low · 2.6% · 1.6d old
Duplicates
1 consolidated
#1850Tone
nasdaq.comDirect company coverageStored article

1 Reason BYD Co. Could Be the Top Stock Investors Are Missing

Key Points BYD has burst onto the global auto scene by surpassing Tesla in full-electric vehicle deliveries and surpassing Ford in total deliveries in 2025. BYD has a new target, surpassing Toyota for No. 1 in total scale within five years. BYD offers investors massive growth as it tries to more than double deliveries while closing the gap on Toyota.10 stocks we like better than BYD Company › It's easy to understand why investors and Wall Street were focused on Western electric vehicle (EV) pioneers, given Tesla(NASDAQ: TSLA) essentially reenergized the industry from California. When looking f

Automotive IndustryElectric VehiclesGrowthMarketsShareholder
Published
12 Aug 2026 06:25
News subject
Analyst action
Why this score
No clear positive or negative phrase
Company focus
Company discussed · 86%
How it is used
Direct company coverage
Weighted influence
Low · 1.7% · 1.8d old
Duplicates
1 consolidated
#2042Tone
nasdaq.comDirect company coverageStored article

Rivian's R2 Is Finally in Driveways. Here's The Number That Decides Whether The Stock Doubles

Key Points Rivian’s R2 could broaden its market and boost its margins. Its stock could easily double if it’s revalued as a high-growth EV maker again.10 stocks we like better than Rivian Automotive › Rivian (NASDAQ: RIVN) launched its R2 SUV in the U.S. on June 9. The premium EV maker expects the new vehicle, which costs less than its R1T pickup and R1S SUV, to expand its addressable market and widen its moat against Tesla (NASDAQ: TSLA). But how many R2 SUVs does Rivian need to sell to double its stock price over the next 12 months? Image source: Getty Images. Missed Nvidia in 2009? This Rare

Auto IndustryEvsGrowth RateGrowth StocksMarkets
Published
11 Aug 2026 19:30
News subject
Guidance
Why this score
Negative financial language
Company focus
Company discussed · 86%
How it is used
Direct company coverage
Weighted influence
Low · 4.5% · 2.2d old
Duplicates
1 consolidated
#2122Tone
finance.yahoo.comDirect company coverageStored article

Tesla Stock Rises as China EV Sales Slide for Seventh Straight Month

This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA) shares edged higher by about 0.7% on Tuesday as new Chinese industry data showed battery-electric vehicle demand continued to expand in July despite a broader contraction in the country's passenger-car market, according to China Passenger Car Association data reported Tuesday. China's total passenger-vehicle retail sales fell 21% year over year in July, while plug-in hybrid sales dropped 21%. Battery-electric vehicle sales, however, increased 6%, suggesting demand for fully electric models remained more resilient than other segments

Auto IndustryChinaEarningsElectric VehiclesEurope
Published
11 Aug 2026 19:24
News subject
Earnings
Why this score
Deteriorating financial comparison, Operating deterioration, Operating growth
Company focus
Main company · 100%
How it is used
Direct company coverage
Weighted influence
Medium · 9.1% · 2.2d old
Duplicates
1 consolidated
#2226Tone
finance.yahoo.comDirect company coverageStored article

Tesla Retail Sales In China Drop 32%, Even As The Battery EV Market Gains

Tesla stock is up about 1% on Tuesday. The EV makers retail sale in China fell 32%, even as the broader battery EV sales in China gained 6% last month. Continue Reading

CHINAChinaEVEvRETAIL-SALESRetail Sales
Published
11 Aug 2026 15:47
News subject
Market update
Why this score
Deteriorating financial comparison, Operating deterioration
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 2.1% · 2.4d old
Duplicates
1 consolidated
#2350Tone
finance.yahoo.comDirect company coverageStored article

2 Things That Will Reignite Tesla’s Stock Rally

The electric-vehicle maker’s recent rally may be about to fizzle out ahead of inflation data that could determine what the Fed does next. Continue Reading

ELECTRIC-VEHICLESElectric VehiclesFEDFedINFLATIONInflation
Published
11 Aug 2026 12:11
News subject
Macro sensitivity
Why this score
No clear positive or negative phrase
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 0.6% · 2.5d old
Duplicates
2 consolidated
#2457Tone
finance.yahoo.comDirect company coverageStored article

SpaceX and Tesla choose Texas for massive AI chip plant billed as world's largest building

Photo Credit: Getty Images Texas could become home to an enormous new semiconductor hub if SpaceX and Tesla follow through on plans for a proposed site outside Houston, a project the companies say would grow into the world's largest building by footprint. What happened? According to Fox Business, SpaceX says it wants to build Terafab Texas in Grimes, Texas, as an enormous semiconductor facility. The project, which SpaceX is pursuing with Tesla, is expected to exceed 100 million square feet. The outlet noted that the facility's footprint would be well beyond the Pentagon's roughly 6.6 million s

AIELON-MUSKElon MuskMANUFACTURINGManufacturingSEMICONDUCTORS
Published
11 Aug 2026 10:45
News subject
Balance sheet
Why this score
Positive financial language
Company focus
Shared story · 78%
How it is used
Direct company coverage
Weighted influence
Low · 3.1% · 2.6d old
Duplicates
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#2543Tone
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Tesla and SpaceX Committed $16.8 Billion to One Chip Plant. Tesla's Entire Annual Profit Is $3.8 Billion.

Tesla (NASDAQ: TSLA) and SpaceX (NASDAQ: SPCX) said on Aug. 6 that they will spend $16.8 billion on the first phase of Terafab, a semiconductor plant in Grimes County, Texas. Tesla's net income over the past 12 months was about $3.8 billion -- so the two companies' opening commitment alone is more than four times what Tesla currently earns in a year.Image source: Tesla. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a c

Balance SheetCapital ExpenditureFree Cash FlowNet IncomeRobotsSemiconductors
Published
11 Aug 2026 09:32
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Earnings
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Negative financial language
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Low · 2.1% · 2.6d old
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#2650Tone
finance.yahoo.comDirect company coverageStored article

Does Tesla’s Terafab Texas Chip Bet Reshape Its AI Ambitions And Margin Story For TSLA?

In late July 2026, the Wall Street Journal reported that Tesla was exploring options to separate its China business ahead of a potential merger with SpaceX, a story Elon Musk and Tesla representatives publicly rejected as false even as it highlighted Tesla's heavy operational reliance on its Shanghai factory. At the same time, Tesla's deepening ties with SpaceX and projects like the Terafab Texas chip facility are prompting investors to weigh how any future restructuring of its China operations could reshape the company's global manufacturing footprint and exposure to geopolitical risk. We'll

AIGEOPOLITICAL-RISKGeopolitical RiskRESTRUCTURINGROBOTICSRestructuring
Published
10 Aug 2026 17:11
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Deals and strategy
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No clear positive or negative phrase
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Low · 1.5% · 3.3d old
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#2750Tone
finance.yahoo.comDirect company coverageStored article

Tesla in the spotlight as NFL's 49ers head coach says Autopilot may have been engaged during accident

Tesla (TSLA) is in the spotlight after news that the company's self-driving software may have played a part in an accident involving the head coach of the NFL's San Francisco 49ers. This comes as Tesla is ramping up its autonomous tech around the globe, a huge part of its future revenue story. Head coach Kyle Shanahan was injured in an accident on July 14 when his car veered onto oncoming traffic and hit another car head-on. Shanahan was adamant that he was the one at fault, not the other driver. However, in his first press appearance since the accident on Aug. 8, he added some new details. Sh

AUTONOMOUS-TECHAutonomous TechREGULATIONROBOTAXIRegulationRobotaxi
Published
10 Aug 2026 16:04
News subject
Earnings
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No clear positive or negative phrase
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Shared story · 78%
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Low · 1.4% · 3.4d old
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#2825Tone
finance.yahoo.comDirect company coverageStored article

Tesla Has More to Prove Than Ever, But the Upside Could Be Huge

Quick Read TSLA dropped 27% YTD after Q2 EPS missed by 39% and free cash flow turned negative, leaving shares 20% below their 52-week high. With only 49% of analysts bullish, the 2027 pipeline of Optimus, Cybercab, and Robotaxi remains largely unpriced in Wall Street's $398 consensus target. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Tesla didn't make the cut. Grab the names FREE today. Tesla (NASDAQ:TSLA) just delivered its most contradictory quarter in years. Record deliveries of 480,126 vehicles, revenue of $28.236 billion, and an EPS miss so severe

AIEarningsEarnings ReportEnergyFree Cash FlowPrice Target
Published
10 Aug 2026 15:00
News subject
Earnings
Why this score
Missed expectations, Deteriorating financial comparison
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Main company · 100%
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Low · 6.3% · 3.4d old
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#2950Tone
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How to Deploy $1000 Across Tesla and Ford for Growth and Optionality

Quick Read A 70/30 split in TSLA and F balances Tesla's robotaxi growth call against Ford's 5.5% dividend yield and $5B free cash flow. Prediction markets give Tesla's California robotaxi launch just 15% odds and Optimus only 14.5%, underscoring why position sizing in TSLA matters. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Tesla (NASDAQ: TSLA) and Ford (NYSE: F) just delivered earnings that read like two different eras of the auto industry. Tesla poured cash

AutomotiveDividendsEarningsFree Cash FlowRobotaxisSoftware Subscriptions
Published
10 Aug 2026 14:55
News subject
Earnings
Why this score
No clear positive or negative phrase
Company focus
Shared story · 78%
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Low · 1.4% · 3.4d old
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#3050Tone
finance.yahoo.comDirect company coverageStored article

Tesla or SpaceX: Who Benefits More From Terafab and How

Quick Read SpaceX's (SPCX) 247% AI segment growth and $93.5B cash pile give it far more Terafab upside than margin-squeezed Tesla (TSLA), whose free cash flow turned negative. SpaceX holds $14.1B in signed cloud agreements and a pending $60B Cursor deal, making wafer allocation at Terafab the critical signal to watch. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) Tesla (NASDAQ: TSLA) and SpaceX (NASDAQ: SPCX) closed Q2 2026 with results that put their shared Aus

AIEarningsFree Cash FlowSemiconductorsSpace
Published
10 Aug 2026 13:42
News subject
Earnings
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No clear positive or negative phrase
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Shared story · 78%
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Low · 1.2% · 3.5d old
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Earlier company news

TSLA news archive

Showing 1-28 of 28 stored headlines

Stored newest first for historical research. It starts after the newest three pages above and then continues through older news. Each archive page is loaded only when it is opened.

Aug 12 2026
finance.yahoo.comArchivedPositive tone

Tesla wants to build a $10B solar factory in Texas

Tesla intends to build a massive solar panel factory 45 minutes southwest of Houston, according to documents filed with the state of Texas. The new factory, called Project Crystal Sun, could cost as much as $10.1 billion. Tesla has applied for tax incentives to partially offset the cost, saying that it is exploring other sites "across multiple U.S. states." The factory would create about 9,700 full-time jobs, Tesla said. Without incentives, Tesla's accountants estimated that the property tax liability for the project would be about $1.1 billion over 37 years. The project aims to break ground t

ManufacturingRenewable EnergyTax Incentives
Published
12 Aug 2026 17:18
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Aug 12 2026
finance.yahoo.comArchivedNeutral tone

Tesla Stock Set to Snap Win Streak. Its Rough Stretch Isn’t Over.

FEATURE Tesla stock was on track to snap a four-session winning streak on Wednesday. The electric-vehicle maker is struggling to turn a corner following a rough stretch. Shares declined 0.7% to $330. Continue Reading

Automotive
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12 Aug 2026 14:53
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Aug 12 2026
finance.yahoo.comArchivedPositive tone

Tesla Stock Rises But a 5-Day Win Streak Would Mask Risks

Tesla stock was on track to notch a five-session winning streak on Wednesday, but that doesn’t mean the electric-vehicle maker has turned a corner following a rough stretch. Tesla stock has closed in the green for four straight trading days, rising 4.2% over that period. Continue Reading

Electric VehiclesStocksWinning Streak
Published
12 Aug 2026 13:11
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Aug 12 2026
finance.yahoo.comArchivedNegative tone

Tesla's AI Future Is Starting to Look a Lot Less Electric

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Tesla Inc. wants investors to see its future in robots, robotaxis and artificial intelligence. But powering that future may require more fossil fuel than the company's electric-car identity suggests. Tesla and Space Exploration Technologies Corp. are initially investing $16.8 billion in Terafab, a massive semiconductor complex in Texas designed to produce AI chips for Tesla's Optimus humanoid robots and Cybercabs, as well as SpaceX's space-based data centers. The 100-million-square-foot facilit

AIEnergyFree Cash FlowInfrastructureRoboticsSemiconductors
Published
12 Aug 2026 10:45
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Aug 11 2026
finance.yahoo.comArchivedNegative tone

Tesla Stock Rises Despite 20,349-Vehicle Headlight Recall

This article first appeared on GuruFocus. Tesla (NASDAQ:TSLA), the electric-vehicle and energy heavyweight, rose about 1% Tuesday despite another regulatory headache landing on its doorstep. Tesla is recalling 20,349 U.S. vehicles after the National Highway Traffic Safety Administration found that low-beam headlights on certain Model 3 and Model Y vehicles could exceed federal brightness limits. The concern is simple: headlights that are too bright can create glare for oncoming drivers and raise accident risk. Yet investors barely blinked. Tesla shares climbed anyway, signaling that Wall Stree

AutomotiveElectric VehiclesRecallRegulation
Published
11 Aug 2026 20:09
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Regulatory and legal
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Aug 11 2026
finance.yahoo.comArchivedPositive tone

A SpaceX-Tesla Deal Could Unlock Musk's $824 Billion Payday

This article first appeared on GuruFocus. Tesla Inc. (TSLA, Financials), the electric vehicle maker, could face an unusual consequence if speculation about a combination with SpaceX ever turns into a real deal. Warning! GuruFocus has detected 1 Warning Sign with SPCX. Is SPCX fairly valued? Test your thesis with our free DCF calculator. A takeover by SpaceX could effectively remove some of the operating milestones Elon Musk must hit before collecting the largest portions of his Tesla compensation package, according to a report cited by Seeking Alpha. Under the current plan, Tesla must reach a series of valuation targets while also hitting ambitious goals for vehicles, robots and robotaxis. A change of control could alter that equation. The operating milestones could effectively be treated as achieved, leaving Tesla's valuation at the time of a transaction as the main factor determining Musk's award. At the highest threshold, the maximum package would currently be worth about $824 billion. That creates an unusual tension. Musk controls roughly 86% of SpaceX's voting power, but Tesla shareholders would still need to approve any takeover. For investors, the bigger question is whether a deal designed to combine Musk's companies could also reshape the economics of his compensation in the process. View Comments

AUTOMOTIVEM-ATECH
Published
11 Aug 2026 18:50
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Aug 11 2026
finance.yahoo.comArchivedPositive tone

Tesla and SpaceX Just Committed $16.8 Billion to a Texas Chip Plant.

Legendary Tech Investor explains the chip shortage behind the project, and why he believes it could reshape the AI era Baltimore, MD, Aug. 11, 2026 (GLOBE NEWSWIRE) -- James Altucher says the most important technology story of the year just unfolded in a quiet Texas county. On August 6, Reuters reported that SpaceX and Tesla will build a colossal new chip plant, called Terafab, in Grimes County, Texas. In a new presentation, the former hedge fund manager explains why he believes this single announcement points to one of the biggest shifts in the AI era, and why the chips behind it may matter more than most people realize. A Shortage So Large It's Hard to Believe Altucher's presentation centers on a number that sounds almost impossible. In his words, "Elon Musk says he needs 50 times more computer chips than the market can currently give him." Not 50 percent more. Fifty times more than the entire world produces in a year. It's the kind of figure that invites disbelief, and Altucher knows it. A year ago, a claim like that might have sounded like exaggeration. Now Musk's own companies are describing the same gap, and putting billions behind closing it. There are already reports that Terafab is designed to produce roughly double the entire current U.S. chip output on its own, a scale that would have seemed fantastical from a company that has never built a chip fab before. Altucher calls these chips "the bedrock of the AI revolution." In his telling, they are the hidden foundation beneath everything the technology promises, the data centers, the robots, the self-driving systems. Strip them away, and the entire AI story grinds to a halt. That, he argues, is why a shortage this severe is worth paying close attention to. A Factory Unlike Anything Ever Built The scale is difficult to picture. Musk called it "the largest and most valuable building on Earth by far," with more than 100 million square feet planned under a single roof. That isn't a factory in the ordinary sense. It's closer to a small industrial city built around one purpose. The idea is to bring the entire process together in one place, chip design, fabrication, memory, packaging, and testing, without shipping anything around the globe. According to one source, the plan splits the work: Tesla runs a smaller research fab while SpaceX handles high-volume manufacturing, using Intel's advanced production technology. It's an all-under-one-roof approach the traditional chip industry has never attempted at this size. Story Continues Both companies now say plainly that they will need far more chips than the world can currently make, which is the exact shortage at the heart of Altucher's presentation. When the companies themselves start echoing the argument, he suggests, it's no longer a fringe prediction. It's becoming the industry's working assumption. The Part He Finds Most Interesting What draws Altucher's attention isn't the giant names everyone already knows. It's a much smaller company where he describes it as one of "Elon's most trusted suppliers," a company he says Musk has quietly relied on for years. His reasoning is straightforward: a smaller supplier tied to a project of this magnitude has far more room to grow than a company already worth trillions. Why It Matters Now The investment is already underway, with $16.8 billion committed to the first phase of Terafab. As construction moves forward, the project represents one of the largest commitments ever made to expanding America's AI infrastructure. For Altucher, that's what makes this story so important. While most people are focused on today's AI headlines, the real foundation of tomorrow's AI economy is being built right now. Understanding that shift early is exactly why he believes this project deserves attention. About the Presentation In his new presentation, James Altucher explains why he believes Elon Musk needs far more chips than the market can supply, why that shortage points to one overlooked company, and wha

AICHIP-SHORTAGEMANUFACTURINGSEMICONDUCTORSTECH
Published
11 Aug 2026 18:35
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Aug 11 2026
seekingalpha.comArchivedPositive tone

GraniteShares Autocallable TSLA ETF declares $0.3876 dividend

* GraniteShares Autocallable TSLA ETF (TLA [https://seekingalpha.com/symbol/TLA]) declares $0.3876/share monthly dividend [https://seekingalpha.com/pr/20615105-graniteshares-announces-monthly-distributions-for-its-autocallable-etfs-anv-tla-msr-atc-pla]. * Payable Aug. 14; for shareholders of record Aug. 12; ex-div Aug. 12. * See TLA Dividend Scorecard, Yield Chart, & Dividend Growth. [https://seekingalpha.com/symbol/TLA/dividends?source=news_bullet] MORE ON GRANITESHARES AUTOCALLABLE TSLA ETF * Dividend scorecard for GraniteShares Autocallable TSLA ETF [https://seekingalpha.com/symbol/TLA/divi

Dividend Stocks NewsDividendsETF Crypto
Published
11 Aug 2026 17:53
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Aug 11 2026
finance.yahoo.comArchivedPositive tone

Tesla Burns Through Funds Allocated for Gavin Newsom’s EV Rebate Within Days—California Governor Hails Clean Energy Bet

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Gov. Gavin Newsom's (D-CA) MyFirstEV program promises a $3,500 instant discount on new EVs, as well as a $1,750 discount on used EVs, for first-time buyers in California. Now, Elon Musk's Tesla Inc. has confirmed on its website that it has run out of allocated funds in the program. Tesla Ran Out Of Funds in Four Days In a post on X, influencer Sawyer Merritt on Saturday quoted a post he made earlier, which shared that the EV giant had announced on Friday that only 30% of funds were left in the rebate program. Merritt said that Tesla had used up all of the allocated funds. Don't Miss: A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast "The program launched on August 3rd, so this means buyers used up all of Tesla's allocated funds in just 4 days lol," Merritt said. UPDATE: Tesla's allocated funds for California's MyFirstEV program have officially been all used up. Just 22 hours ago, 30% of the funds remained. The program launched on August 3rd, so this means buyers used up all of Tesla's allocated funds in just 4 days lol. https://t.co/c0tByx4q3m — Sawyer Merritt (@SawyerMerritt) August 8, 2026 Source: Tesla Trending: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time Tesla, on a support page, has confirmed that the incentive is no longer available as the allocated funds have been depleted. Tesla had earlier confirmed that the EV giant will be participating in the program and that its eligible Model Y and Model 3 units would be sold to prospective buyers who placed their order "on or after August 3, 2026″ and take delivery while funds were still available. Tesla's competitors like Rivian Technologies Inc., as well as Lucid Group Inc. had also said they would be participating in the program. Gavin Newsom on California's Clean Energy Push In a post on X, the California Governor's Press Office handle shared a clip of Newsom at the MyFirstEV program event on Saturday. Newsom said that California had exceeded the state's "environmental goals." He also touted that California had invested "$6 billion" in developing EV infrastructure, as well as 2.5 million EVs sold since 2019. In every single category, California has exceeded environmental goals. $6 billion invested in EV infrastructure. 2.5 million cumulative EV's sold. California continues to set the standard for environmental action. pic.twitter.com/C9sfl8iAjs — Governor Newsom Press Office (@GovPressOffice) August 7, 2026 Story Continues See Also: Skip the Regrets: The Essential Retirement Tips Experts Wish Everyone Knew Earlier. He also shared that California had deployed "21,000 megawatts of battery storage," adding that the state had "the second largest utility scale battery storage in the world" behind China. Newsom also shared that the state had not experienced a "flex alert," which is a voluntary call by authorities to conserve power, in the last four years. "That's what battery storage has done," he said, outlining that the figure was around 770 megawatts when Newsom took office in 2019. 21,000 megawatts of battery storage. It was 770 when @CAGovernor Gavin Newsom started his term. California made a commitment to lead in this space. Now we're the second largest utility scale battery storage in the world. China, then California. The state hasn't had a Flex… pic.twitter.com/kUnpR1KYkV — Governor Newsom Press Office (@GovPressOffice) August 7, 2026 Photo courtesy: Shutterstock Read Next: Think you're saving enough for your kids? You might be dangerously off — see why Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's wh

CALIFORNIACLEAN-ENERGYEVINFRASTRUCTURE
Published
11 Aug 2026 17:31
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Aug 11 2026
finance.yahoo.comArchivedPositive tone

Tesla needs Robotaxi flywheel proof to boost investor conviction: Morgan Stanley

Investing.com -- Morgan Stanley told clients in a note on Tuesday that Tesla will need clearer evidence that its Robotaxi effort is scaling to strengthen investor conviction, following feedback from conversations after the company's second-quarter earnings. Analyst Andrew Percoco said investors remain constructive on Tesla's "Physical AI" opportunity, supported by stronger adoption of its Full Self-Driving software, but stronger conviction "will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex." The analyst added that the quarter did not materially alter his long-term thesis that Tesla is positioned to lead in Physical AI. However, weaker gross margins, higher research and development spending and extended free cash flow burn have "sharpened our (and investors') focus on measurable progress across Robotaxi and Optimus." Morgan Stanley noted that the most constructive feedback centered on FSD adoption, noting a 55% attach rate on North America deliveries, well above its prior 25% to 30% expectation. Investors are said to have viewed the Robotaxi disclosures as helpful "on the margin," but remain focused on whether Tesla can build density within existing cities while maintaining safety and improving utilization. On Optimus, the market "is still looking for evidence beyond commentary around SOP." Greater conviction in the stock, Percoco said, "will depend on evidence that the Robotaxi flywheel is working," with more vehicles on the road, higher city-level density, rising weekly unsupervised miles and improving unit economics. He called Robotaxi "the nearer-term validation point" for Tesla's broader Physical AI strategy. Related articles Tesla needs Robotaxi flywheel proof to boost investor conviction: Morgan Stanley Goldman expects lower but still attractive stock market returns in 2026 Wolfe Research outlines eight risks that could spark stock declines in 2026 View Comments

AIAUTOMOTIVEEARNINGSFREE CASH FLOWROBOTAXISELF-DRIVING
Published
11 Aug 2026 13:24
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Aug 11 2026
finance.yahoo.comArchivedPositive tone

Tesla Just Found Another Way to Grow Without Selling a Car

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Elon Musk wants Tesla Inc. (NASDAQ) to become an autonomous-driving powerhouse, , but the company's Robotaxi service covered roughly 700,000 paid miles in the second quarter. That's down about 36% from approximately 1.1 million miles in the first quarter, according to Tesla's reported figures. Still, the service expanded across more U.S. cities, accumulating driving data specific to its purpose-built Cybercab so it can roll out more vehicles on the road. That makes the latest growth in Tesla's broader software ecosystem particularly interesting. Don't Miss: A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast Tesla's Robotaxi Future Is Taking Time Robotaxi is supposed to be one of Tesla's biggest long-term growth engines. But the second quarter mileage decline shows why investors may have to wait before autonomous rides become a major source of revenue. The company says its Robotaxi service has expanded to additional metropolitan areas, while its purpose-built Cybercab is moving toward production. But scaling an autonomous fleet involves collecting enough real-world driving data, proving safety, and navigating regulatory requirements. In the meantime, Tesla already has something Robotaxi doesn't: millions of existing customers. The Tesla App Is Becoming More Important Tesla's mobile app reached 10.8 million monthly active users in July, according to Similarweb data, up 36.8% from a year earlier and 16.5% from June. Trending: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time The app is also becoming more tightly connected to Tesla's software ecosystem. Recent updates added self-driving statistics, more vehicle controls and the ability to use Tesla's app for additional functions. Tesla has also expanded xAI's Grok assistant inside its vehicles, allowing drivers to control functions such as climate and music through voice commands. That creates an important distinction: Tesla doesn't necessarily need to sell another vehicle to increase the value of the vehicles it has already sold. Tesla's FSD Business Provides Clearer Example Tesla ended the second quarter with 1.48 million active full self-driving (FSD) customers, up 56% from a year earlier. More than 55% of new Tesla deliveries in North America included FSD, showing that the company is increasingly attaching software revenue to its vehicles. Story Continues Services and other revenue also reached $4.58 billion in the second quarter, up about 50% year over year, with record gross profit and gross margin. See Also: Skip the Regrets: The Essential Retirement Tips Experts Wish Everyone Knew Earlier. The bigger opportunity, then, isn't simply Tesla's ability to sell more cars. It's the ability to keep generating revenue from the cars already on the road through software, subscriptions and other services. Robotaxi could eventually become the much larger prize Musk has promised. But while that business works through its growing pains, Tesla is finding another way to grow: make the existing Tesla fleet worth more. For investors, that may be just as important to watch as the next Robotaxi mile. Image via Shutterstock Read Next: Think you're saving enough for your kids? You might be dangerously off — see why Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture stea

AUTONOMOUS-DRIVINGROBOTAXISELF-DRIVINGSOFTWARE-REVENUESUBSCRIPTIONS
Published
11 Aug 2026 01:31
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Aug 10 2026
finance.yahoo.comArchivedPositive tone

Tesla Autopilot under scrutiny after crash involving 49ers coach Kyle Shanahan

Yahoo Finance Senior Autos Reporter Pras Subramanian joins Josh Lipton on Market Domination Overtime to discuss the Tesla (TSLA) Autopilot incident that may have played a role in a crash involving San Francisco 49ers head coach Kyle Shanahan and what it could mean for the carmaker going forward. Video Transcript 00:00 Pras Subramanian Kyle Shanahan, 49ers coach, one of the top coaches in the league, involved in a pretty serious car accident. This is a big deal for for the NFL, the season, you know, 00:09 Pras Subramanian training season is is here right now. Uh, so he had injuries like broken bones, uh, 40 stitches in his face, possibly lost almost lost an eye. It was really serious stuff. 00:19 Pras Subramanian But then we find out over the weekend that it's some more new details were were were revealed. So, you know, at the time before that Shanahan said he had gotten accident, he dropped his phone and looked for it and then he got into got into an accident. 00:27 Pras Subramanian The car swerved into a another lane. But then he said that 00:30 Pras Subramanian he actually, you know, he is a Tesla owner for many years, and he said that he may have had autopilot engaged when the car crossed the line. So here's a direct quote from him from a press conference he gave over the weekend. He said, 00:41 Pras Subramanian I've had autopilot for nine years, so I'm pretty comfortable with it and you know, who knows what happens when I turned around? Whether it malfunctioned or whether I knocked it off. That's something I don't know yet. But regardless that that's, sorry, but regardless, that's it is always your fault 00:54 Pras Subramanian whether you're in autopilot or not, you can't take your eyes off the road. So, he seemingly admitted that autopilot was engaged during the trip, but he doesn't know what happened in between the time that he dropped his phone and turned around and then the car swerved and hit a car. 01:04 Pras Subramanian So, that's really interesting because of the fact that, you know, was it on or not. So, he doesn't know necessarily. He knows it's on before, he doesn't know what happened during the accident. 01:12 Pras Subramanian Tesla potentially could add add in there some some data if if they look it up, but 01:17 Pras Subramanian you know, this happens a lot. Um so they're not going to be looking at every instance of that, you know. 01:21 Speaker B Is is Tesla's data though, is that the only way to really determine whether autopilot was indeed engaged? 01:27 Pras Subramanian I believe so because I don't think I don't think that Coach Shanahan has the ability to see in his car's data logs whether that was on, and he doesn't know yet either. 01:36 Pras Subramanian Maybe the car also was damaged beyond uh the ability to kind of re reopen things. But Tesla will have this information being streamed back to their to their servers and they they should be able to tell what happened at at the moment that the car actually uh hit 01:47 Pras Subramanian got was engaged in the accident. You can also see whether he pushed the accelerator. You can see different things, whether he disengaged it in any fashion. 01:53 Speaker B Why why bigger picture, why does all this matter to Tesla? 01:56 Pras Subramanian You know, this is part of like the, you know, we talk about Tesla's valuation as beyond a car company. Um and it's more about software services, AI. and a big part of that, the AI services stuff is a physical or embodied AI and that means robo-taxis 02:07 Pras Subramanian and that means uh FSD, right? So Wall Street very bullish on these two businesses to the point that, you know, uh Deutsche Bank had a recent note out talking about how they see um FSD's 02:19 Pras Subramanian enterprise value by 2030 being $225 billion, okay, not nothing, but they see the robo-taxi business at 1.125 trillion 02:28 Pras Subramanian by 2030. They see these things as big business for Tesla way bigger than the regular car business, right? Way

AIAUTOPILOTROBO-TAXISSOFTWARE-SERVICES
Published
10 Aug 2026 21:41
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Aug 10 2026
finance.yahoo.comArchivedPositive tone

The Zacks Analyst Blog Highlights SpaceX, Tesla KLA Corp, Onto Innovation, Applied Materials and Lam Research

For Immediate Release Chicago, IL – August 10, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: SpaceX SPCX, Tesla TSLA, KLA Corp KLAC, Onto Innovation ONTO, Applied Materials AMAT and Lam Research LRCX. Here are highlights from Friday's Analyst Blog: Tesla-SpaceX Terafab Bet: 4 Chip Equipment Stocks That Could Benefit Elon Musk is betting big on chips. SpaceX and Tesla have committed an initial $16.8 billion to build Terafab, an AI semiconductor complex spanning more than 100 million square feet in Grimes County, TX. The vertically integrated facility is designed to handle chip manufacturing, packaging, and testing all under one roof. A buildout of this scale could create opportunities for chip equipment makers like KLA Corp, Onto Innovation, Applied Materials and Lam Research. Musk has pegged Tesla and SpaceX's future AI compute needs at over 1 terawatt annually— a figure that dwarfs current global chip output— and Terafab is meant to help close that gap. The chips from the Terafab plant will be engineered for edge computing and inference, purpose-built to power Tesla's Optimus robots and Cybercabs, alongside high-performance processors for SpaceX's space-based data centers. As Tesla and SpaceX lean further into AI-dependent products, including autonomous robots, self-driving vehicles and orbital computing, owning manufacturing capacity in-house could mean fewer bottlenecks, less reliance on external suppliers and faster execution on projects central to Musk's roadmap. To pull it off, Intel has also stepped in as a manufacturing partner, lending its process technology and high-volume production expertise to the facility. Beyond Intel, Terafab's buildout will require enormous amounts of specialized equipment— the tools that actually construct, inspect, and calibrate a fab of this size. No vendors have been named publicly yet, but a handful of companies dominate that space, and they stand to benefit as Terafab's plans unfold. 4 Top-Ranked Chip Equipment Stocks KLA helps chipmakers detect defects and measure chip quality during the manufacturing process. It's like the quality-control specialist of a semiconductor factory. Since Terafab plans to manufacture logic chips, memory chips, and package them all in one facility, maintaining high production quality will be critical. As chips become more advanced, manufacturers need even more inspection and testing, which should support demand for KLA's tools. The stock sports a Zacks Rank #1 (Strong Buy). The Zacks Consensus Estimate for KLA's fiscal 2027 and 2028 EPS implies year-over-year growth of 44% and 21%, respectively. Story Continues You can see the complete list of today's Zacks #1 Rank stocks here. Onto provides inspection and measurement tools, with a strong focus on advanced chip packaging, including tools that help align and connect chip components as they are assembled. Terafab plans to handle packaging in-house, and since Musk's roadmap spans different chip types, that likely means a mix of packaging methods too. As AI chips grow more complex, demand for advanced packaging keeps rising, and Onto has been benefiting from that trend. The stock sports a Zacks Rank #1. The Zacks Consensus Estimate for Onto's 2026 and 2027 EPS implies year-over-year growth of 45% and 40%, respectively. Applied Materials sells a broad range of chipmaking equipment along with the installation and support services that go with them. That breadth matters for Terafab, which plans to produce advanced logic and memory chips in a single facility. AI-driven demand is pushing more equipment spending toward this kind of advanced chipmaking, where Applied Materials already has an established presence. The stock carries a Zacks Rank #2 (Buy). The Zacks Consensus Estimate for AMAT's fiscal 2026 and 2027 EPS implie

AICHIP-EQUIPMENTMANUFACTURINGSEMICONDUCTORSTESLA
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10 Aug 2026 15:56
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Aug 10 2026
finance.yahoo.comArchivedPositive tone

Tesla Stock Slips as Army of Fans Fails to Help It Claw Back Losses

FEATURE Tesla stock was sliding on Monday, putting the electric vehicle maker’s recent good run on track to end. Shares slipped 0.3% to $327.30 in early trading. The was 0.1% lower as Wall Street’s focus shifted from jobs numbers to inflation. Continue Reading

ELECTRIC-VEHICLESINFLATION
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10 Aug 2026 15:14
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finance.yahoo.comArchivedPositive tone

Paul Graham Says His Wife’s First Tesla FSD Experience Was Like a ‘Religious Revelation’— and AI Chief Ashok Elluswamy Had One Request When He Heard It

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Y Combinator co-founder Paul Graham said a new Tesla Inc. left his wife Jessica stunned by its self-driving capabilities, calling her reaction the "usual religious revelation" and praising the 23-year-old automaker for still generating that level of excitement. Graham Praises Tesla's Self-Driving Wow Factor "Jessica bought a new Tesla today. Her experience with self-driving was the usual religious revelation. Impressive that a 23 year old company can still generate that kind of reaction," Graham wrote in an X post on Thursday. Please let it be in the US — Ashok Elluswamy (@aelluswamy) August 7, 2026 Don't Miss: A single bad hire can set a startup back years. Here are the 5 hires founders most often misjudge — and why Still Learning the Market? These 50 Must-Know Terms Can Help You Catch Up Fast Tesla AI chief Ashok Elluswamy replied, "Please let it be in the US," where Tesla has built its largest market for Full Self-Driving, or FSD. The company still markets the technology as supervised driver assistance rather than fully autonomous driving. Tesla's FSD business has expanded quickly. The company ended the second quarter with about 1.5 million active subscriptions, up 56% from a year earlier, Reuters reported. Tesla disclosed 1.48 million subscriptions, up from 1.28 million in the first quarter. FSD Growth Meets Rising Regulatory Scrutiny CEO Elon Musk has said customers in markets where regulators allow FSD increasingly ask for the software first and the vehicle second. Musk recently stated that Tesla's U.S. store employees hear customers asking for FSD on "whatever car it comes with," highlighting the carmaker's effort to make software a bigger part of vehicle demand. Despite the name, FSD requires active driver supervision. The National Highway Traffic Safety Administration classifies systems that control steering and speed while requiring human oversight as Level 2 advanced driver assistance. Trending: Avoid the #1 Investing Mistake: How Your 'Safe' Holdings Could Be Costing You Big Time Regulators continue scrutinizing the technology. NHTSA in March upgraded an investigation covering about 3.2 million Teslas after examining FSD incidents in reduced-visibility conditions. The agency identified nine potentially related incidents, including one fatal crash and two injury crashes. Global Rollout Tests Tesla's Autonomy Ambitions Tesla's overseas rollout remains uneven. The Netherlands approved supervised FSD earlier this year, while wider European clearance remains under review and Tesla is also seeking approval in China. Story Continues Graham's reaction highlights the contrast between regulatory caution and owner enthusiasm. Tesla is betting that such experiences can help convert more drivers into paying FSD subscribers as autonomy becomes central to its growth story. Benzinga Edge Rankings show Tesla stock scores poorly on the Momentum and Value metrics, but provides satisfactory Growth and Quality. Image via Shutterstock Read Next: Skip the Regrets: The Essential Retirement Tips Experts Wish Everyone Knew Earlier. Think you're saving enough for your kids? You might be dangerously off — see why Building Wealth Across More Than Just the Market Building a resilient portfolio means thinking beyond a single asset or market trend. Economic cycles shift, sectors rise and fall, and no one investment performs well in every environment. That's why many investors look to diversify with platforms that provide access to real estate, fixed-income opportunities, precious metals, and even self-directed retirement accounts. By spreading exposure across multiple asset classes, it becomes easier to manage risk, capture steady returns, and create long-term wealth that isn't tied to the fortunes of just one company or industry. Arrived Backed by Jeff Bezos, Arrived Homes makes real estate investing accessible with a low barrier to entry. Invest

AUTONOMOUS-VEHICLESGROWTHREGULATIONSELF-DRIVINGTECH
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10 Aug 2026 11:01
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Aug 10 2026
finance.yahoo.comArchivedPositive tone

Tesla (TSLA) Rumors Swirl Over China Split Ahead Of Possible Merger

Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Tesla (NasdaqGS:TSLA) is at the center of new market rumors that it may separate its China business and prepare for a potential merger with SpaceX. Unconfirmed options reported for Tesla's China operations include a possible sale, spinoff, or closure ahead of any combination with SpaceX. CEO Elon Musk and Tesla representatives have publicly denied that such merger and separation talks are taking place. The speculation focuses investor attention on Tesla's access to China-based supply chains, regulatory exposure, and long term positioning in a key electric vehicle market. Consider broadening your watchlist to other companies exposed to automation and robotics through 37 robotics and automation stocksNasdaqGS:TSLA Earnings & Revenue Growth as at Aug 2026 Tesla sits at the crossroads of electric vehicles, batteries, and software, so any discussion around its structure draws attention to how the stock trades. At a share price of US$328.58, Tesla has seen mixed performance, with a gain of 5.6% over the past week but declines of 19.4% over the past month and 25.0% year to date. Its 3 year and 5 year returns remain materially positive. We've flagged 2 risks for Tesla. See which could impact your investment. How the Tesla China and SpaceX Rumors Test the Physical AI Narrative The central bet in Tesla's Narrative is that the company can use real world AI, autonomy, and energy infrastructure to build a high margin, software and services focused business on top of its vehicle and storage base. Rumors of a China separation and a possible merger with SpaceX cut directly across how integrated and scalable that model really is. Tesla's aggressive Gigafactory and product development, including more affordable models and next-gen robot or humanoid products like Optimus, are expanding its addressable market... Read the full Tesla narrative to see the case behind these numbers On the bull side, the story of Tesla as a physical AI and infrastructure platform is reinforced by how central China has become to manufacturing, batteries, and exports. The Shanghai plant accounts for over half of global vehicle deliveries and supplies multiple regions. That scale fits the Narrative claim that Gigafactories and vertical integration are core to widening Tesla's market reach. The bear case gets fresh support from the same facts. Any scenario that involves selling, spinning off, or even sharply ring fencing Tesla China would directly test the Narrative's assumption that trade policy and regulatory frictions are manageable headwinds. It would also raise questions about how easily Tesla can compound energy and autonomy services if a key production and demand region is structurally separated. Story Continues For execution risk, this rumored pivot would sit alongside concerns already flagged in the Narrative, such as slower product ramps and high capital spending. Combining Tesla with SpaceX could add another layer of complexity and governance risk on top of existing projects like robotaxis and Optimus, particularly when investors are already weighing competition from players like Alphabet's Waymo and Chinese EV manufacturers. Overall, this news leans slightly bearish for the current Narrative. It does not invalidate the physical AI and energy story, but it underlines how reliant that story is on geopolitically sensitive supply chains and on leadership focus across several large, parallel initiatives. Whether this news matters depends on the Narrative you believe for the company. To ensure you're always in the loop on how the latest news impacts the investment narrative for Tesla, head to the community page for Tesla to never miss an update on the top community narratives. Do you think there's more to the story for Tesla? Head over to our Community to see what others are saying! This article by Simply Wall St is general in nature. We provide comment

AUTONOMYCHINA-MARKETELECTRIC-VEHICLESMANUFACTURINGMERGERSHARE PRICE
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10 Aug 2026 08:09
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Aug 07 2026
seekingalpha.comArchivedNeutral tone

SA analyst upgrades/downgrades: TSLA, NVDA, BBBY, WDC

[Man looking at currency trading app on his smart phone from his home office] Alistair Berg Nvidia (NVDA [https://seekingalpha.com/symbol/NVDA]) and Tesla (TSLA [https://seekingalpha.com/symbol/TSLA]) both received upgrades, with analysts pointing to Nvidia's expanding AI platform and Tesla's improved top-line growth as key factors. Meanwhile, Western Digital (WDC [https://seekingalpha.com/symbol/WDC]) and Bed Bath & Beyond (BBBY [https://seekingalpha.com/symbol/BBBY]) face more skeptical outlooks, with analysts citing valuation concerns after a massive run-up and execution risks around a spec

AIAutomotiveRetailUpgrade Downgrade
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7 Aug 2026 19:31
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Jun 19 2026
Market sourceArchivedLegacy headline · tone unscoredLegacy source lookup

Is Tesla, Inc. (TSLA) A Good Stock To Buy Now?

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19 Jun 2026 23:27
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