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TD Cowen has maintained its Buy rating on Tesla stock with a $509 price target after analysts took three RoboTaxi rides covering nearly 40 miles in Austin. We have been tracking Tesla’s autonomous ambitions since the June launch, and this marks one of the first instances of Wall Street analysts conducting hands-on due diligence in…
Michael Burry, the legendary investor who predicted the 2008 housing crash, has publicly declared war on Tesla’s valuation. In a scathing post on his new Substack newsletter “Cassandra Unchained,” Burry called the electric vehicle maker “ridiculously overvalued” and took direct aim at what he calls the “Elon cult.” The criticism comes at a precarious moment…
Tesla has just done something no automaker has ever done in Norway: sold more cars in a single year than any manufacturer in the country’s history, and there’s still a month left to go. We’ve been tracking Tesla’s rollercoaster year in Norway closely, and Monday’s registration data from the Norwegian Road Federation (OFV) confirms what…
We’ve been tracking Tesla’s talent struggles all year, and this weekend’s announcement flips the script entirely. Yilun Chen, who spent nearly four years building Apple’s robotics and autonomous systems capabilities, has joined Tesla’s Optimus AI team, calling humanoid robots “the ultimate dream of our generation.” The move, announced on X on November 30, has already…
A new Tesla Megapack battery energy storage system has gone live in Sapporo, Japan, marking another expansion of the company’s utility-scale energy business at a time when its automotive division faces mounting pressure. Manoa Energy announced today the start of commercial operations for the Helios 50MW Battery Energy Storage System in Sapporo City, Hokkaido, Japan.…
Tesla is rolling out a free 40-day trial of its Full Self-Driving (Supervised) V14 software to approximately 1.5 million HW4-equipped vehicles across North America. The trial, which began November 29, 2025, expires January 8, 2026, covering the entire holiday travel season. We’ve been tracking Tesla’s FSD push all year, and this is the company’s most…
Tesla’s top China executive publicly defended the company’s deep ties to Chinese suppliers on Wednesday, directly contradicting reports that the automaker is systematically removing China-made components from its American factories.
Tesla faces sales pressure in all three of the world’s biggest car markets simultaneously, with European registrations plunging 48.5% in October while industry-wide EV sales jumped 26%. The collapse comes as CEO Elon Musk has spent much of 2025 focused on robotics pursuits and winning shareholder approval for his freshly minted $1 trillion pay package.…
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