Wall Street can’t agree on how many cars Tesla (TSLA) sold in Q3 2026. Estimates from major banks range from 421,758 to 482,000 deliveries ahead of Friday’s report.
That’s a 60,000-unit spread. And after the Street missed Tesla’s Q2 deliveries by 74…
Tesla laid out an updated timeline for Full Self-Driving, its Cybercab, and the Optimus robot in a recent meeting with JPMorgan at its Fremont factory. The bank walked away with claims that FSD v15 is a “step-change,” that today’s HW4 computer can hand…
Tesla CEO Elon Musk has spent 2026 turning his X feed into a problem no investor relations team can fix. His posts have escalated from trolling into open white nationalism, and this week his AI company sued the state of Minnesota to block a law targeti…
Tesla has built its 10 millionth vehicle, the company announced this week. Ten million all-electric cars is a real milestone, and no other automaker has done it.
But it’s arriving later than Tesla once promised, and the company is now building well und…
Tesla has closed the mysterious ~$2 billion acquisition of an AI hardware company that it first hinted at in April — and it did so, again, without naming the target or issuing a press release.
The deal was confirmed in a single passage buried in Tesla’…
Tesla stock is down more than 12% today, wiping out over $140 billion in market value, after the automaker’s Q2 2026 earnings missed on profit and free cash flow turned negative.
The slide got worse during the earnings call, when Elon Musk repeated the…
Elon Musk was asked directly on Tesla’s Q2 2026 earnings call whether the company still plans to upgrade Hardware 3 (HW3) cars so they can run its latest “Full Self-Driving” software. His answer made one thing clear: Tesla still has no concrete plan.
I…
Elon Musk hinted at a merger between Tesla and SpaceX on Tesla’s Q2 2026 earnings call, pointing to “more and more overlap” between the two companies he controls.
He stopped short of confirming anything, deferring to Tesla’s general counsel and “the ap…
Tesla (TSLA) released its financial results and shareholders’ letter for the second quarter (Q2) 2026 after market close today. We are updating this post with all the details from the financial results, shareholders’ letter, and the conference call lat…
Tesla reports its second-quarter 2026 financial results tomorrow, July 22, after the market closes, with the earnings call to follow at 5:30 p.m. ET.
The setup is different this time. Tesla just posted its best-ever second quarter on deliveries, so now…