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Every delivery number, every FSD build, every factory move, every filing. Tesla is the most-covered manufacturer on EVXL — this is the desk that watches them.

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Model S

Tesla Ends Model S And Model X Production To Build Optimus Robots At Fremont Factory

Tesla will stop building the Model S and Model X after Q2 2026. The Fremont, California production lines that built the two vehicles for over a decade will be retooled to manufacture Optimus humanoid robots instead. The Model S Helped Make Electric Cars Mainstream The Model S launched in 2012 as a luxury sedan that…

Tesla Optimus Scores Major Win as Apple AI Engineer Defects to Humanoid Team - Morgan Stanley Analyst Calls Tesla's xAI Investment Proposal A "Testing Of The Waters" For Deeper Musk Empire Integration
Tesla

Tesla Q4 2025 Earnings: Profits Fell 61% But Wall Street Focuses On What Comes Next

Tesla beat Wall Street expectations on earnings and margins in Q4 2025, even as net income dropped 61% and annual profit fell to less than a third of its 2022 peak. Investors shrugged off the decline and pushed shares higher after hours, betting on CEO Elon Musk’s promises of robotaxis, humanoid robots, and a $20…

China's EV Market Now Belongs to Chinese Brands, and Detroit Just Took a $25 Billion Hit to Prove It - BYD's Price Cuts Under Fire: China's Bold Move Against EV Overcapacity
BYD

BYD vs. Tesla: How China’s EV Giant Doubled Exports While Western Automakers Retreated

A $60,000 BYD Sealion 7 caught Julian Scot-Smith’s attention at a London Porsche dealership last December. The British couple had come to browse German luxury SUVs in Mayfair. They left considering a Chinese alternative. That moment, captured in a new Wall Street Journal analysis, distills everything happening in the global auto industry right now. BYD…

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