Tesla(TSLA)
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Tesla has ‘lots of irons in the fire' — but its stock is unusually calm
MarketWatch· 2026-03-19 19:29
Tesla shares have been less volatile than usual as investors wait to see the early results of Elon Musk's forays into robotaxis and chip making. ...
X @Elon Musk
Elon Musk· 2026-03-19 19:21
RT The Humanoid Hub (@TheHumanoidHub)Ashok Elluswamy, Tesla's AI lead, during a GTC discussion, highlighting the fundamental similarity in AI approaches for self-driving cars and humanoid robots:- Hierarchical decision making is useful, but it has to be done as part of the same decision-making process as lower-level controls.- We haven't seen the long tail of humanoid robotics, but Tesla has seen the long tail of self-driving, where high and low-level decisions have to be jointly made at a pretty high frame ...
X @Tesla Owners Silicon Valley
Tesla Owners Silicon Valley· 2026-03-19 19:17
Dictate feature on Grok Web can now be activated with Ctrl + D. https://t.co/kqirDMG4wS ...
X @Herbert Ong
Herbert Ong· 2026-03-19 18:24
Tesla VP AI Ashok Elluswamy in a new presentation! How Tesla's work on self driving applies to Optimus.The Humanoid Hub (@TheHumanoidHub):Ashok Elluswamy, Tesla's AI lead, during a GTC discussion, highlighting the fundamental similarity in AI approaches for self-driving cars and humanoid robots:- Hierarchical decision making is useful, but it has to be done as part of the same decision-making process as https://t.co/mH4OLn0M2i ...
Tesla Fades: Three Big Stories Are Moving the Stock Today and They're Pulling in Different Directions
247Wallst· 2026-03-19 18:06
Core Viewpoint - Tesla's stock is facing downward pressure due to regulatory scrutiny, capital-intensive semiconductor production, and the strategic sharing of its Supercharger network with competitors, leading to mixed investor sentiment [2][3][5]. Regulatory Scrutiny - The National Highway Traffic Safety Administration (NHTSA) has intensified its investigation into Tesla's Full Self-Driving (FSD) system, covering approximately 3.2 million vehicles after nine crashes, including one fatality [6][7]. - The investigation is now at the engineering analysis stage, focusing on FSD's ability to detect degraded road conditions and provide timely warnings to drivers [6]. - The heightened scrutiny adds friction and delays to Tesla's long-term plans for autonomous driving and robotaxi services, which are critical to its growth narrative [7][8]. Semiconductor Production - Tesla has launched its Terafab semiconductor unit, aiming to produce hundreds of billions of custom chips annually, which is a significant move towards vertical integration for AI and autonomous systems [9][10]. - This initiative could reduce dependency on third-party suppliers and potentially enhance profit margins, but chip fabrication is highly capital-intensive [11]. - The market may discount this long-term strategy due to immediate pressures on delivery numbers [11]. Supercharger Network Strategy - Tesla is expanding access to its Supercharger network for Stellantis vehicles, which could generate additional revenue from charging fees, contributing to a reported $3.37 billion in services and other revenue in Q4 2025, up 18% year-over-year [13][14]. - However, sharing the Supercharger network with competitors diminishes Tesla's competitive advantage, transforming it from a unique selling point to an industry utility [14]. - The strategic implications of this move could affect Tesla's market positioning as more automakers gain access to its once-exclusive charging infrastructure [12][14].
Gordon Johnson Warns Tesla's Potential Recall Could Derail 'Robotaxi Story'
Benzinga· 2026-03-19 17:37
Tesla Inc. (NASDAQ:TSLA) is facing a critical regulatory hurdle. The National Highway Traffic Safety Administration (NHTSA) escalated its investigation into Full Self-Driving (FSD) on Wednesday.The probe now moves from a Preliminary Evaluation (PE) to an Engineering Analysis (EA). This move impacts approximately 2.4 million vehicles.Analyst Warns of Robotaxi Narrative CollapseGordon Johnson, an analyst at GLJ Research, said on X (formerly Twitter) on Thursday, that an EA represents a confirmed pattern and a ...
Tesla targets December 2026 for next-generation AI6 chip tape-out
Proactiveinvestors NA· 2026-03-19 16:42
Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists, ensuring independent content production [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The news team delivers insights across various sectors, including biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]
The Great Magnificent 7 Breakup: Nvidia Stands Tall While Tesla, Microsoft Stumble And Fall
Benzinga· 2026-03-19 16:10
The much-vaunted Magnificent Seven stocks are starting to look a lot less magnificent as a group.Instead, investors are drawing clearer lines between the winners and the laggards, and the gap is widening.The Magnificent Seven Bloc Is SplinteringTesla, meanwhile, has been dragged lower by a very different set of concerns, with weak vehicle deliveries and softer demand in the EV market once again pushing growth worries to the surface.Elsewhere, Apple, Amazon and Meta have also lost ground, but for more mixed ...
Tesla faces intensifying NHTSA probe of 'Full Self-Driving' in reduced visibility
CNBC· 2026-03-19 15:58
The editorial image shows the interior of the new Tesla Model 3 with Full Self-Driving activated.The National Highway Traffic Safety Administration has escalated an investigation into Tesla's "Full Self-Driving" systems, according to filings on the agency website out Thursday.The probe into Tesla's FSD is looking into possible safety defects that make it risky for drivers to use in fog, glaring sun or other "reduced roadway visibility conditions."The investigation, which started last year, involves 3.2 mill ...
Why Tesla is falling around 2% on Thursday
Invezz· 2026-03-19 15:16
Why Tesla stock is falling around 2% on Thursday Why Tesla stock is falling around 2% on Thursday Electric vehicles Author Utkarsh Roshan Mar 19, 2026, 15:16 PM Shares of Tesla came under pressure on Thursday as US safety regulators escalated scrutiny of the company's driver-assistance technology. At the time of writing, the Tesla stock was down around 2% to trade at $383. The decline comes as the National Highway Traffic Safety Administration said it is advancing its investigation into Tesla's Full Self-Dr ...