Here's where the bear case gets technical and alarming. Analyst Gordon Johnson of GLJ Research flagged that Tesla's Full Self-Driving (FSD) safety metrics are "sharply deteriorating." The specific number that should concern investors: the "city miles to critical disengagement" metric for FSD v14.2 dropped to 809 miles from a peak of 4,109 miles with v14.1.Palani's exit follows a string of other high-profile departures, including the VP of Gigafactory Texas, program managers for Cybercab and Cybertruck, the ...

stock. However, with a "Hold†rating dominating Wall Street, analysts note that a re-rating would likely require a delivery recovery or a credible FSD milestone.Looking ahead, Q1 2026 delivery data, due at the end of March, will be the next major inflection point for TSLA. Q1 2026 delivery data will be a key data point for investors monitoring Tesla stock, which needs a turnaround sooner rather than later.## Featured ReadsOur top personal finance-related articles today. Your wallet will thank you later.David ...

Interesting looking back to January and seeing the unsteadiness in Iran and how quickly things escalated.Tesla Owners Silicon Valley (@teslaownersSV):https://t.co/Vyb0TQMrfe ...

Core Insights - The Macrohard project by xAI, initially pitched as a potential competitor to Microsoft, is now reportedly stalled and lacks leadership [1][2][3] Group 1: Project Status - Macrohard has faced significant setbacks, including leadership departures, a hiring freeze, and the suspension of a major data project that employed 600 contractors [2] - Over 20 engineers have left Macrohard, and the project currently has no leader or job postings, indicating a lack of momentum [3] Group 2: Company Dynamics - xAI has lost six of its 12 original co-founders, with former staff describing the company as being in a "catch-up" phase against competitors like OpenAI and Anthropic [3] - Tesla is reportedly reallocating resources from Macrohard to its own AI initiatives, such as "Digital Optimus," which aims to operate computers autonomously [4] Group 3: Financial Implications - Tesla disclosed a $2 billion investment in xAI as part of its Master Plan Part IV, which now represents a stake in the merged SpaceX-xAI entity [5] - The future trajectory of Digital Optimus remains uncertain, especially with recent leadership losses in Tesla's AI teams [5] Group 4: Market Predictions - Prediction markets indicate a low probability of xAI's Grok model shipping by the end of March, with only 4% odds, and a mere 8% chance of it being the best AI model by the end of June [6] - Traders assign only 33% odds for the Cybercab to sell for under $30,000 this year, and just 18% for Optimus to reach consumers by year-end [7]

Tesla's Full Self-Driving (Supervised) is an absolute life hack at just $99 per month..Recorded w/ @insta360 X5 – Order yours and get a FREE gift on us 👉🏼 https://t.co/CaUk6epLQ7 https://t.co/XlPhEMbWqj ...

Musk unveils Tesla-xAI project 'Macrohard' to emulate software companies# Musk unveils Tesla-xAI project 'Macrohard' to emulate software companiesArtificial intelligenceAuthorVatsala GaurMar 11, 2026, 17:13 PM- The move comes amid growing concern that agentic AI could disrupt traditional software firms.- The system combines xAI's Grok model with a Tesla-developed AI agent.- "Macrohard†is a joint Tesla–xAI project designed to emulate software companies using AI.Elon Musk on Wednesday unveiled a new artificia ...

🔥 JUST IN: Elon Musk says the xAI–Tesla project “Macrohard” could eventually automate the work of entire companies. https://t.co/d3WPKi1BPM ...

Tesla stock jumps nearly 3% today, but the rally may not last# Tesla stock jumps nearly 3% today, but the rally may not lastStock marketAuthorDevesh KumarMar 11, 2026, 16:36 PM- Weak margins, shrinking China share and profit drop still weigh on outlook.- AI optimism spills into Tesla as markets price in robotics ambitions.- Tesla stock climbs nearly 3% as China sales data lifts investor sentiment.Tesla stock (NASDAQ: TSLA) rose 2.8% in intraday trading on Wednesday, climbing as high as $416.38 from Tuesday' ...

accelerate, said Tesla investor Gene Munster, a managing partner at Deepwater Asset Management.Zero growth is a "win" and a decline smaller than last year is "neutral," he said. "If the decline quickens, that's a problem."Tesla free cash flow estimates turn negative as analysts factor in mammoth capexReporting by Abhirup Roy in San Francisco and Akash Sriram in Bengaluru; Editing by Peter Henderson and Matthew LewisOur Standards: The Thomson Reuters Trust Principles., opens new tabPurchase Licensing RightsA ...

Musk unveils joint Tesla-xAI project 'Macrohard', eyes software disruption | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivTesla CEO Elon Musk attends the Saudi-U.S. Investment Forum, in Riyadh, Saudi Arabia, May 13, 2025. REUTERS/Hamad I Mohammed Purchase Licensing Rights, opens new tab- CompaniesNVIDIA CorpFollowTesla IncFollowMarch 11 (Reuters) - Elon Musk on Wednesday unveiled a joint project between Tesla (TSLA.O), opens new tab ...