Browsing Tag
Tesla
86 posts
Tesla (Nasdaq: TSLA) margin recovery meets a $1.47tn execution test
Tesla's Q3 gross margin improved to 19.6% and free cash flow returned to US$1.53 billion, but operating profit fell 56% as spending accelerated. With TSLA valued around US$1.47 trillion, Cybercab, artificial intelligence infrastructure and Optimus now need to produce increasingly measurable economic returns.
October 26, 2026
Tesla profit falls 43% despite 486,532 deliveries as AI spending tests margins
Tesla reported third-quarter revenue of $28.05 billion and net income of $787 million as improving vehicle margins were offset by rapidly rising research and operating expenses. Capital expenditure more than doubled, putting greater pressure on the economics of its artificial intelligence and robotics ambitions.
October 22, 2026
Elon Musk spends $366m on 2026 US midterm elections as Republican funding surges
Elon Musk's federal political contributions have reached approximately $366 million during the 2025–26 election cycle, including $276 million since July. The largest disclosed allocations include $158 million to the Senate Leadership Fund and more than $76 million to America PAC. The spending demonstrates the scale of private funding entering congressional contests ahead of November 3.
October 14, 2026
Tesla Q3 deliveries beat forecasts at 486,532 as annual growth comes back into reach
Tesla delivered substantially more vehicles than analysts expected in the third quarter, putting annual volume growth back within reach even though deliveries remained below the unusually strong year-earlier quarter.
October 4, 2026
Tesla starts broader Semi deliveries almost nine years after electric truck debut
PepsiCo, DHL and US Foods are among early customers as Tesla moves its long-delayed electric Class 8 truck from limited deployment toward commercial-scale production.
September 26, 2026
Elon Musk’s The Boring Company eyes $4bn raise as Vegas Loop expansion continues
The Boring Company is reportedly seeking about $4 billion at a $20 billion valuation, but investors must decide whether Vegas Loop, Nashville and Dubai can turn tunnelling ambition into scalable transport infrastructure.
July 28, 2026
Green Turtle battery project moves to construction as GIGA Storage closes Belgium financing
GIGA Storage’s Green Turtle financing puts Europe’s 2.8GWh battery buildout, Belgian grid congestion and project finance discipline on trial.
July 12, 2026
Tesla (TSLA) falls 7.5% despite record Q2 deliveries as margins face July test
Tesla delivered 480,126 vehicles and lost 7.5%. July earnings must show whether record volumes can fund its US$25bn AI and robotaxi bet.
July 5, 2026
Nasdaq-100 in 5 days, S&P 500 blocked until 2027: what SpaceX (SPCX) is still missing
Wedbush initiates SpaceX (SPCX) at Outperform, $190 target, $2.5T enterprise value; Nasdaq-100 inclusion July 7 adds $4.3B in passive inflows. Winners named.
July 1, 2026
BMW says mass layoffs are not planned, so where will 7,700 roles disappear?
BMW is preparing workforce discussions after cutting its 2026 outlook, putting jobs, manufacturing localisation and the new chief executive’s cost strategy under investor scrutiny.
June 20, 2026