Stock Market Today, Jan. 2: Tesla Falls After Q4 Delivery Decline Highlights Shift Toward Energy and Autonomy

Core Viewpoint - Investors are weighing the decline in vehicle deliveries against the record growth in energy storage and increasing focus on autonomy [1][2]. Group 1: Tesla's Performance - Tesla's stock closed at $438.07, down 2.6%, with a trading volume of 84.6 million shares, which is 2.4% above its three-month average [1]. - Q4 deliveries were reported at 418,227, representing a nearly 16% decline compared to the previous year, while full-year deliveries for 2025 decreased by 8.5% [4]. - Despite the drop in vehicle deliveries, Tesla's energy storage product deployment reached a record 14.2 gigawatt hours (GWh), with a year-over-year increase of nearly 50% in the energy segment [4]. Group 2: Market Context - The S&P 500 index increased by 0.19% to close at 6,859, while the Nasdaq Composite decreased by 0.03% to finish at 23,236 [3]. - Competitors in the automotive industry showed mixed results, with Ford Motor Company rising by 1.68% and General Motors falling by 0.42%, highlighting the competitive pressure in the EV market [3]. Group 3: Future Outlook - Investors are increasingly focusing on Tesla's energy segment and its advancements in autonomous vehicle and humanoid robot technologies, as emphasized by CEO Elon Musk [5]. - A full report on Q4 financial results and updates on robotaxis and robots is expected on January 28 [5].