Group 1 - Tesla accounted for 38% of total EV sales in the US last month, marking the first time since October 2017 that it has dropped below 40% [1] - Tesla previously held over 80% of the US EV market but has faced challenges, including missing expectations for vehicle deliveries and revenue, resulting in its largest year-over-year revenue decline in the last decade [2] - The company cited a "sustained uncertain macroeconomic environment" as a factor affecting performance, including shifting tariffs and unclear impacts from changes to fiscal policy [2] Group 2 - Tesla's board proposed a $1 trillion pay package for Elon Musk, while the company appears to be shifting focus towards AI and its humanoid robot, Optimus [3] - Musk indicated that Tesla could experience "a few rough quarters" due to the expiration of the EV federal tax credit and the broader regulatory environment [2] - Industry experts suggest that without new products, Tesla's market share will continue to decline, despite its positioning as a robotics and AI company [4]

Tesla’s US market share dropped to a near eight-year low in August as buyers chose electric vehicles from a growing stable of rivals over the aging lineup offered by CEO Elon Musk’s company, according to data from research firm Cox Automotive shared exclusively with Reuters.The decline highlights the threat from automakers ramping up EV incentives at a difficult time for the industry. Analysts expect an EV sales bump to continue through September in the US, then drop when federal tax credits expire at the e ...

The Pragmatic Investor covers global macro, international equities, commodities, tech and cryptocurrencies and is designed to guide investors of all levels in their journey. Features include a The Pragmatic Investor Portfolio, weekly market update newsletter, actionable trades, technical analysis, and a chat room. Learn moreJames Foord is an economist by trade and has been analyzing global markets for the past decade. He leads the investing group The Pragmatic Investor where the focus is on building robust ...

Core Insights - BYD is aggressively expanding its presence in Europe, particularly in Germany, aiming to nearly triple its sales and service locations by the end of 2026 [1] - The company has successfully outsold Tesla in Europe for the second time in July, indicating strong sales momentum [2] - BYD is establishing a factory in Hungary with a production capacity of 200,000 cars per year, set to begin production by the end of 2025 [3][8] Expansion Plans - BYD plans to double the number of its stores in Europe to over 2,000 by next year [1] - The company is also introducing ultra-fast "megawatt" EV chargers in Europe, with plans to install 200 to 300 units by the second quarter of 2026 [9] Product Offerings - BYD currently sells 13 models in Europe, with significant sales growth reported this year [2] - The new SEAL 6 DM-i Touring hybrid sedan, featuring a combined range of up to 1505 km, was showcased at the IAA Mobility summit [3]

It's time to go out inside out on the EV space. Tesla in particular. Very exciting. Paul Brower is with us, executive analyst at iccars.com. So, you know, we're hearing a lot about SpaceX today. Um, we saw a huge pay package that may be coming for Elon Musk pertaining to Tesla. What is it that you're watching when it comes to Tesla? I know there are pros and cons. Yeah, the challenge for Tesla right now really is to come up with its newest business plan. one that's going to be based not on selling electric ...

We are back on Morning Movers. One Tesla bull is a little less bullish this morning. Morgan Stanley's Adam Jonas said the firm removed its top pick status for the EV maker. Jones said the stock met Morgan Stanley's criteria to remove the designation.He is keeping his overweight rating and a $410 price target on shares. Time now for Options Corner. Joining us to take a deeper look at Tesla is Rick Dukeat, the Duke of data himself, lead market technician here on Schwab Network.All right, let's talk about this ...

NEW YORK , Sept. 8, 2025 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Tesla, Inc. (NASDAQ: TSLA). ...

Wall Street is now reacting to Tesla (NASDAQ: TSLA) CEO Elon Musk’s massive performance-based pay proposal, valued at $1 trillion.The plan links Musk’s payout to market valuation milestones ranging from $2 trillion to $8.5 trillion, alongside ambitious operational goals. Notably, the shares would vest over a period of up to ten years, provided that Musk remains in a leadership role.Now, according to Baird analyst Ben Kallo, who reiterated a ‘Neutral’ rating on Tesla with a $320 price target following the an ...

Tesla's U.S. market share dropped to a near eight-year low in August as buyers chose electric vehicles from a growing stable of rivals over the aging lineup offered by CEO Elon Musk's company, according to data from research firm Cox Automotive shared exclusively with Reuters. ...

Core Concerns - Tesla's sales numbers have significantly declined globally, with profitability suffering and the Cybertruck underperforming [1] - The company's share price has dropped over 25% from its highs, indicating investor concerns [1] Future Focus - Tesla's Master Plan Part 4 largely overlooks its core automotive business, with minimal mention of electric vehicles and solar products, instead emphasizing autonomous driving, AI, and humanoid robots [2][3] - CEO Elon Musk has indicated that up to 80% of Tesla's future value could derive from its Optimus humanoid robots, suggesting a shift in focus away from electric vehicles [3] Market Position - The competitive landscape for electric vehicles has intensified, with many automakers now producing EVs, diminishing the unique appeal of Tesla's existing lineup [4] - Musk's enthusiasm appears to be directed towards futuristic technologies rather than the current EV market, raising concerns about Tesla's commitment to its core business [4][5] Investment and Growth Challenges - There is a risk of underinvestment in Tesla's EV business, which could lead to further market share loss to competitors while pursuing speculative ventures with uncertain returns [6] - A proposed compensation package aims to incentivize Musk to focus on the core business, with ambitious goals such as delivering 20 million vehicles and achieving 10 million active full self-driving subscriptions [8][9] Strategic Uncertainty - The effectiveness of the compensation package in retaining Musk's focus on the core EV business remains uncertain, with potential implications for Tesla's long-term viability if the automotive segment deteriorates [10]