Tesla Delivers Record 497,099 EVs In Q3 On Expiring Tax Credits. TSLA Stock Reverses Lower.

Group 1 - Tesla is expected to report third-quarter deliveries and production early Thursday, with a surge in U.S. demand driven by the now-expired $7,500 EV tax credit [1] - Domestic sales for Tesla are likely to decline in Q4 following the surge in demand [1] - Tesla stock has risen to 2025 highs, nearing all-time levels, primarily due to optimism surrounding self-driving technology and Q3 delivery expectations [1] Group 2 - Despite a government shutdown, stocks rose, with Nvidia partner Vertiv breaking out [2] - Tesla's rivals, including XPeng, Xiaomi, and Nio, reported record EV sales in China, while BYD and Li Auto lagged [4] - The upcoming Tesla deliveries are seen as significant news for TSLA bulls [4]