Tesla Q4 Vehicle Deliveries Fall 16% But Analysts Say It's All About The Robotaxi

Group 1 - Tesla's CEO Elon Musk has missed the end of 2025 deadline to remove safety monitors from Model Y robotaxis in Austin, Texas, yet Tesla shares have shown an upward trend ahead of the fourth-quarter vehicle deliveries and energy storage deployment numbers [4] - The stock market is experiencing a late Santa Claus rally as indicated by rising Dow Jones futures, suggesting positive market sentiment as 2026 trading begins [5] - The year 2026 is being positioned as a "defining year" for Tesla, heavily reliant on the success of self-driving robotaxis and achieving true autonomy [7] Group 2 - There is a growing concern regarding six AI-related S&P 500 stocks that are accumulating significant debt, which could pose a threat to their stability [6] - The interest in quantum computing stocks has surged in 2025, raising questions about the sustainability of this trend [6]