RT Cern Basher (@CernBasher)Incremental FSD Take Rate now over 50%!@herbertong @thejefflutz https://t.co/0vx5pk0Hsw ...

Tesla plans to spend roughly $3 billion to build a research chip factory in Texas, according to CEO Elon Musk, an early phase of an effort to establish chip manufacturing at a massive scale https://t.co/wjfHq09nkS ...

🚨 Everything Elon Musk Announced at $TSLA Q1 2026 Earnings Call | SupercutPauses and dead silences removed to save you time, plus timestamps included so you can jump to key sections easily.00:00 Welcome and Safe Harbor02:34 Vehicles and Autonomy03:31 Energy and Megapack05:08 Optimus and AI Chips07:24 Financial Update13:35 Capex and Investment Phase18:34 Unsupervised FSD Roadmap20:21 Hardware 3 Upgrade Plan22:33 AI5 and Compute Strategy24:59 Europe FSD and Robotaxi26:27 Robotaxi Safety and V1529:50 Energy Ge ...

Tesla just increased its capex to $25B. Here’s where the money is going. https://t.co/U0F1WVFKnU ...

FSD 14.3.2 rolling out. https://t.co/wWKNweAjgM ...

I think Optimus will be our biggest product, not just Tesla's biggest product ever, but probably the biggest product ever. Probably able to have Optimus be useful outside of Tesla sometime next year. Optimus, we're preparing Fremont for starter production later this year with with Optimus.Again, totally new supply chain, totally new technology. The production scope is always very slow in the beginning, but we'll ramp up to significant numbers next year. And we're constructing a second Optimus factory in at ...

Elon Musk has confirmed that Hardware 3 (HW3) in Tesla vehicles “cannot support unsupervised FSD.” In response, Tesla is offering discounted trade-ins toward AI4 vehicles, plus computer and camera upgrades for current owners.For a longer-term solution across the fleet, the company plans to establish micro-factories in major metro areas to convert HW3 cars to HW4 hardware over time. ...

🚨 NEWS: Elon Musk confirms HW3 won’t achieve Unsupervised FSD• Discounted trade-ins for AI4 vehicles• Upgrade path: new computer + cameras• Microfactories planned for metro retrofits• Long-term: transition HW3 fleet → HW4Also: FSD V14 Light coming to HW3 by end of June$TSLA ...

EVERYTHING YOU NEED TO GET THE EDGE AT THE END OF THE MARKET DAY. THIS IS "THE CLOSE." KATIE: LET US KICK YOU OFF TO THE CLOSING BELL RIGHT HERE, THE S&P 500, EVEN THOUGH THE U.S. AND IRAN DEADLOCKED WHEN IT COMES TO NEGOTIATIONS, THAT BURNING OPTIMISM -- THAT EARNINGS OPTIMISM BOOSTING THE MARKET. CRUDE IS RISING.STOCKS ARE SHRUGGING IT OFF. WE ARE BACK ABOVE 00 A BARREL WHEN IT COMES TO BRENT CRUDE. ROMAINE BOSTICK PUT THIS ON THE BOARD.A VERY ROMAINE INDEX. IT IS NOT FEELING THE LOVE, DOWN ABOUT 7.2% PER ...

The Optimus v3 design is almost ready to demonstrate, and we want to make sure it's polished. There are still some aesthetic elements that need to be finalized. We should be able to showcase it in the middle of this year.Elon Musk ...