Core Viewpoint - Tesla's stock has declined over 2% due to increasing competition in autonomous driving, weak electric vehicle (EV) demand, and pricing pressures in the sector [1] Group 1: Competition and Market Trends - Uber has expanded its robotaxi platform, introducing an Autonomous Solutions platform that offers services to robotaxi developers, which may intensify competition for Tesla [1] - Tesla's stock fell approximately 1.3% last week, marking its third weekly decline in four weeks, amid a broader downturn in the US EV market [1] - US electric vehicle sales dropped 30% year-on-year in January, representing about 6% of total new car sales, influenced by the expiration of the $7,500 federal EV purchase tax credit [1] Group 2: Tesla's Performance and Market Share - Despite a 17% decline in January sales, Tesla's market share increased to about 61%, up from 57% in December, as it outperformed the broader market [1] - Tesla's shares are down about 8% year-to-date but have risen 22% over the past 12 months, outperforming the S&P 500 by approximately seven percentage points [1] - The company plans to invest around $20 billion in new equipment this year to enhance production of robotaxis and robotics [1] Group 3: Challenges in China - Tesla faces significant competition in China, where low-cost domestic EV models have gained market share, with Geely Auto and Wuling Motor Holdings leading in sales [1] - Tesla's Model Y sales fell nearly 21% year-on-year to 382,300 units, despite new payment schemes, indicating challenges in maintaining its position in the Chinese market [1] - The Chinese government has implemented measures to curb aggressive discounting, which may further impact demand and pricing strategies for Tesla [1]

Elektros Heralds a New Era in Lithium Leadership Amid Global EV Renaissance ELEMENT--[Back to the Newsroom]# Elektros Heralds a New Era in Lithium Leadership Amid Global EV RenaissanceSUNNY ISLES BEACH, FL / [ACCESS Newswire]/ February 23, 2026 / Elektros Inc. (OTC PINK:ELEK), a hard-rock lithium mining developer with operations in Sierra Leone, today announced the advancement of a comprehensive Q1 media and communications strategy designed to enhance transparency, deepen investor engagement, and underscore ...

Core Viewpoint - Tesla shares traded significantly below the S&P 500 for much of the previous year [1] Group 1 - Tesla's stock performance was notably underwhelming compared to the broader market index [1]

U.S. sales of all-electric vehicles dropped 30% year over year in January. ...

“It seems like the momentum stocks that have got us here still remain in favor with our customers.” This was highlighted by Steve Sosnick, Chief Strategist at Interactive Brokers, in a late December 2025 interview with CNBC. Sosnick said the market environment is marked by continuous retail inflows, while citing data from his firm’s platform. According to this data, in most weeks, the vast majority of the 25 most actively traded stocks on the platform are net buys, meaning more clients are buying than selli ...

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Core Viewpoint - Tesla is not retreating from the electric vehicle (EV) market but is instead leading it, maintaining its long-held aspirations despite challenges faced by other automakers [1][5]. Investment and Strategy - Tesla has committed to a significant $20 billion capital spending program, which includes investments in a lithium refinery in Texas, a lithium iron phosphate (LFP) battery factory in Nevada, and the Gigafactory in Texas for Cybercab production [4]. - These investments are aimed at supporting Tesla's vision for the future of the EV market, which aligns with the ambitions that many legacy automakers once promised [5]. Industry Context - Legacy automakers have struggled with their robotaxi developments, with companies like Ford and General Motors backing off from their initial plans, indicating a shift in their strategies due to weak sales performance [6][9]. - The failures of legacy automakers in the EV market are highlighted by significant financial writedowns, such as $19.5 billion at Ford and $27 billion at Stellantis, while Tesla holds a 46% share of the U.S. EV market compared to GM's 13% [9]. Tesla's Focus - Tesla's strategy differs from that of legacy automakers, as it aims to build out its robotaxi business, including the Cybercab, while also introducing lower-cost variants of its Model Y and Model 3 [12]. - The company's consistent focus on the EV market and its robotaxi ambitions reflects a belief in the potential of the sector, contrasting with the reset strategies of its competitors [13].

Core Viewpoint - Tesla's decision to discontinue the Model S and Model X is part of a strategic evolution towards a focus on autonomy rather than a retreat from the electric vehicle market [1][2]. Group 1: Production Decisions - The Model S and Model X are higher-cost models that do not significantly contribute to Tesla's sales, with only 4,000 units delivered in the last quarter, representing just 1.2% of total deliveries [4]. - The market is shifting towards lower-cost models, as evidenced by the decline in Model S/X sales and the production of more affordable versions of the Model 3 and Model Y [5]. - Tesla is reallocating production space at its Fremont factory, previously used for the S and X, to manufacture its Optimus robot as part of a $20 billion capital spending commitment by 2026 [6]. Group 2: Market Trends and Future Direction - The automotive industry is moving towards an autonomous future, with Tesla making gradual progress towards achieving autonomous robotaxis, unlike competitors who have struggled in this area [8]. - The cost dynamics of electric vehicles favor heavy usage, particularly in taxi applications, which will be enhanced by the introduction of dedicated robotaxi vehicles like the Cybercab [9]. - Discontinuing the Model S and Model X aligns with current market conditions and the overall direction of the EV market, marking a natural evolution in Tesla's business strategy [12].

US stock market surging big today: The US stock market is surging Friday after a 6-3 The market reversed early losses after the high court struck down most tariffs imposed under the International Emergency Economic Powers Act (IEEPA), ruling that the law does not authorize the president to impose broad import duties. The decision immediately boosted tech stocks, retail shares, and consumer-focused companies that had been facing higher import costs, particularly from China. Wall Street reacted to both reli ...

A federal judge in Miami denied Tesla's bid to toss out a $243 million verdict in a lawsuit that requires the automaker to compensate the family of a 2019 fatal Autopilot crash victim as well as a survivor.The collision, which occurred in Key Largo, Florida, killed 22-year-old Naibel Benavides and severely injured her boyfriend, Dillon Angulo. Tesla owner George McGee was driving his Model S sedan while using the company's Enhanced Autopilot, a partially automated driving system. During the trial, McGee sai ...