🚨 Tesla's energy storage and generation doesn't get enough attention: Requisite's Bryn Talkington@BrynTalkington explains why $TSLA investors stay optimistic despite weaker EV sales and margins, pointing to growth in energy, Robotaxis, and AI.She also highlights Tesla’s power potential, future profit drivers, and her strategy for navigating the stock 🔥 ...

Since robotaxis have fewer accidents than human drivers, they are almost certainly saving lives. Yet regulators are acting as a roadblock against them https://t.co/22K9qezitA ...

Core Insights - Tesla's third-quarter deliveries exceeded Wall Street estimates, driven by a surge in US EV buyers seeking to secure tax credits before their expiration at the end of September [1][5] - Concerns about declining sales in upcoming quarters due to the end of the $7,500 federal tax credit have negatively impacted the company's stock [2][3] Delivery Performance - Tesla delivered 497,099 vehicles in the third quarter, marking a 7.4% increase from 462,890 vehicles in the same period last year [4][6] - The company delivered 481,166 units of the Model 3 and Model Y in the September quarter, surpassing Wall Street expectations [5] Market Challenges - European sales, including the UK, dropped by 22.5% year-over-year in August, reducing Tesla's market share to 1.5% [4] - The company anticipates a decline in fourth-quarter sales, consistent with trends observed in the first half of the year, primarily due to the expiration of the US tax credit [3] Future Projections - Full-year 2025 deliveries are projected to be around 1.61 million, approximately 10% lower than 2024, with a need to deliver 389,498 vehicles in the December quarter to meet this target [5][13] - The introduction of a lower-cost Model Y is delayed, which analysts believe is crucial for maintaining sales momentum post-tax credit [11][12] Strategic Focus - Tesla is positioning itself as a technology company, emphasizing AI-based self-driving systems and other innovations [9] - The company is exploring the launch of more affordable models to mitigate the impact of the anticipated sales slowdown [12]

While robotaxis are accelerating, they’re not expected to meaningfully reshape the world’s passenger vehicle fleet until the mid-2030s https://t.co/1U1bSPxVXs ...

Tesla TodayTSLATesla$443.21 +2.81 (+0.64%) 52-Week Range$212.11▼$488.54P/E Ratio256.19Price Target$332.33Add to WatchlistShares of electric vehicle (EV) giant Tesla Inc. NASDAQ: TSLA closed last week at $440, marking the stock's highest finish of 2025 so far. It capped off a remarkable run of more than 100% since April’s lows and nearly 30% in the past two weeks alone. Ongoing optimism around the company’s non-EV initiatives and CEO Elon Musk’s recent $1 billion insider buy have sent the stock soaring, wit ...

Key Points Robotaxi growth potential is creating a market frenzy. One "boring" EV stock may be the wisest pick. 10 stocks we like better than Rivian Automotive › Many investors are growing bullish on electric vehicle (EV) stocks, but it may not be for the reason you think. In years past, they have focused on the growth opportunity in EV sales, which still represent less than 15% of total vehicle sales in the U.S. The current hype, however, has to do with robotaxis. Some experts believe these could ...

You're about to start. Please make sure your seatbelt is actually fastened. No driver, no small talk.Just sensors, A. I. and real time data.They're not quite mainstream yet, but Robotaxis are already revving up a global race. And the fierce competition. It's playing out between two tech superpowers, the US and China.In the US, Waymo is leading the charge, borne out of Google's self-driving project back in 2009. It now operates in multiple cities, offering fully autonomous rides with no human driver behind t ...

WE BLOOMBERG TECH ASIA IS LIVE WITH SHERY AHN IN TOKYO AND ANNABELLE DROULERS IN HONG KONG. SHERY: AN EXCITING EPISODE AHEAD WITH A ROBOTAXI THAT COULD BE WORTH $330 BILLION ACCORDING TO BLOOMBERG INTELLIGENCE, NOT SURPRISING GIVING -- GIVEN THE AGING POPULATION AND LACK OF CABDRIVERS AND SOME OF THE LEADERS COULD BE CHINESE NAMES. ANNABELLE: ABSOLUTELY.YOU SEE THE VALUE CHAIN SIDE. YOU MENTIONED CHINESE NAMES, YOU HAVE BAIDU'S APOLLO, IN THE U.S. THERE IS WAYMO. THERE'S ALSO THE PARTNERSHIPS ON TOP.UBER AN ...

Elon Musk has done a remarkable job of transforming Tesla. During his spell in politics some investors questioned whether he was the right boss. Unless robotaxis look like a winner soon, the questions will only return https://t.co/t916NjcDLV ...

Core Insights - Tesla's stock has experienced a five-day winning streak, resulting in an 18% total return during this period, largely driven by CEO Elon Musk's purchase of approximately 2.6 million shares valued at around $1 billion, marking his first open market purchase in nearly five years [1][4] - The company's market capitalization has increased by approximately $243 billion over the past five days, reaching around $1.3 trillion, with the stock currently 1.5% higher than its value at the end of 2024 [4] - Tesla's future growth is anticipated to be driven by advancements in AI, autonomous driving, robotaxis, and humanoid robots [1] Financial Performance - Tesla's stock performance is compared to the S&P 500, with a year-to-date return of 12.5% for the index, highlighting the relative strength of Tesla's recent gains [4][6] - The current momentum in Tesla's stock may indicate increasing investor confidence, which could lead to further buying activity [6] Market Context - Among S&P 500 constituents, 41 are experiencing three or more consecutive days of gains, while 26 are facing three or more days of losses, indicating a mixed market environment [7] - The Trefis High Quality (HQ) Portfolio, which includes 30 stocks, has historically outperformed benchmarks like the S&P 500, suggesting that investing in a diversified portfolio may offer lower risk and superior returns compared to individual stocks like Tesla [8]