Wall Street Doesn't Know What to Do With This AI Stock. I Do.

Tesla (NASDAQ: TSLA) experienced its second straight year of declining vehicle deliveries in 2025, with volumes falling by around 9% year over year. Yet in 2024, despite declining EV sales, Tesla's stock price moved higher by more than 60%, adding another gain of roughly 10% in 2025. Why is Tesla's stock price rising despite a struggling EV business? There are many potential catalysts, but one of the biggest is the market's expectation that the company will transition from an auto manufacturing business to ...