All articles tagged with #tesla
GLJ Research’s Gordon Johnson reiterates a Sell on Tesla (TSLA) with a $25.28 target, arguing 2026 ends the stock’s long-running options tailwind and TSLA faces a fundamental reset with sharp downside; he notes fading gamma hedging as evidence past gains were driven by option activity. TipRanks shows a Hold consensus with a $393.97 target (~14.8% upside), while TSLA is down about 23.7% year-to-date.
US EV sales fell 27% year-over-year in Q1 2026 to about 216,000 units as subsidies fade and profitability remains challenging for most incumbents. Tesla dominated with a 54% market share, led by a near-23% rise in Model Y deliveries to ~79,000. Toyota also grew to roughly 10,000 EVs (~4.6% share). Ford and VW plunged around 70% and 90%, respectively, while GM held a bit over 10%. If higher gas prices boost EV demand, the market could recover, but the sector’s near-term profitability remains fragile without subsidies.
Reuters reports Tesla is calling suppliers to build a new, standalone affordable electric SUV not based on the Model 3 or Model Y, with production slated first in China and then in the US and Europe, a major reversal for Elon Musk who once said cheaper EVs were pointless. The move follows the 2024 cancellation of a $25,000 “Model 2” and the release of stripped‑down Model 3/Y variants, and it raises questions about whether the new vehicle will be driverless or human‑driven as Tesla’s FSD progress continues to face hurdles.
Intel has joined SpaceX, xAI, and Tesla in the Terafab chipmaking project, aiming to refactor silicon fab technology in Austin to produce ultra-high‑performance chips for AI inference, edge computing, and possibly space‑based training, with a target of about 1 TW/year of compute; the deal helped lift Intel’s stock and signals a strategic shift as it chips away at AI‑chip leadership.
A Delaware Chancery Court judge reassigns three Tesla shareholder lawsuits against Elon Musk to other vice chancellors after Musk's lawyers accused her of bias due to LinkedIn activity; the judge declines to recuse, citing the potential harm of excessive media attention and saying she does not endorse the posts.
The piece explains how Tesla's FSD uses only camera input to create a live 3D representation of the world by fusing multi-view image features into a unified 3D space. Two patents—Vision-Based Occupancy Determination and Vision-Based Surface Determination—describe a voxel-based occupancy map and a 3D surface mesh, built from 2D images via transformers, temporal fusion, and deconvolution, enabling depth, motion, and material understanding without LiDAR. The two systems work together to inform prediction, path planning, and control, training on data from LIDAR/photogrammetry and camera feeds to produce a robust, dynamic world model for real-time driving decisions.
Elon Musk's lawyers asked Chancellor Kathaleen McCormick of the Delaware Court of Chancery to recuse herself from a Tesla shareholder lawsuit over her LinkedIn reaction to a post criticizing him, arguing it creates a perception of bias. McCormick says she did not read the post and reported suspicious activity after her account showed an unusual reaction; the filing seeks to reassign the case to another judge. The matter relates to Musk's past rulings and his move of companies from Delaware to Texas, and concerns allegations Musk misled about selling Tesla shares prior to the Twitter purchase.
Elon Musk unveiled TERAFAB, a joint chip-manufacturing effort by Tesla, SpaceX and xAI, calling it 'the most epic chip-building exercise in history by far,' to supply AI computing for vehicles, humanoid robots and space ventures. The project kicks off with an Austin-area design facility, while the main plant could span thousands of acres across multiple sites; the aim is to produce over 1 terawatt of AI compute per year to close the gap between today’s supply and future demand, with Gov. Abbott in attendance and job postings hinting at roles in Austin and Palo Alto.
Lucid presents Tesla’s decision to retire the Model S and Model X as a major sales opportunity, estimating about 350,000 U.S. S/X owners could switch to its Air and Gravity, which offer more range, faster charging, premium interiors, and lower starting prices (Air from $71k vs Model S at $95k; Gravity from $80k vs Model X at $100k). It plans to sell roughly 25,000–27,000 vehicles this year, with Cosmos and Earth expanding mass-market appeal later; Tesla remains the U.S. EV leader, but the shift could boost rivals in the luxury segment amid Lucid’s production delays for Gravity.
Elon Musk aims to build a large US-based Terafab to design and manufacture logic and memory chips for Tesla's robotaxis and Optimus, initially aiming for about 100,000 wafers per month and potentially up to 1 million, to reduce reliance on external suppliers and shield against geopolitics. Analysts warn the project is extraordinarily complex, expensive, and years-long, requiring scarce lithography equipment, highly skilled workers, and substantial funding—potentially $30–$45 billion.
The U.S. NHTSA has escalated its investigation into Tesla’s Full Self-Driving system to an engineering analysis, examining potential safety defects when FSD is used in fog, glare, or other reduced-visibility conditions across about 3.2 million vehicles, after crashes where the system reportedly failed to detect hazards until close to impact, including a fatal pedestrian collision.
Guardian investigations detail five Cybertruck fires, including fatalities from entrapment, linking design choices—flush door handles and strong windows—and lithium‑ion battery fires to safety risks; lawsuits allege these features hinder escape after crashes, regulators are examining egress standards, and Tesla says it’s reviewing door mechanisms while denying wrongdoing.
Jordan Miller, the sole survivor of a 2024 Piedmont Cybertruck crash that killed three teens, filed a Alameda County lawsuit alleging Tesla’s design—electronic doors with no exterior handles—trapped occupants in a burning vehicle; the suit cites prior entrapment incidents, notes the driver’s intoxication, and names Tesla and the estates of other involved parties as defendants, seeking damages for Miller’s lifelong injuries.
Tesla’s 2026.2 update appears to include several undocumented changes: Autopilot is being renamed Self-Driving; the Maps screen now displays only region and version; 3D Supercharger site maps with live data expand to Europe; the ECU Update Status panel now includes non-CAN ECUs; a forthcoming 2026.8 update adds Comfort Braking for Model Y. The piece also showcases a series of milestone-based, uniquely designed Superchargers worldwide and ends with an opinion that Tesla is chasing short-term profits at the expense of loyalty, citing FSD transfer policy changes, price swings on the Cybertruck, and declining flagship-model updates and service-center quality.
Tesla’s 2026.8 update adds Comfort Braking to the refreshed Model Y, smoothing the final moment of a stop via its dual-master-brake hardware (older Model Y models won’t receive it). Separately, Tesla secures FTC approval to convert its $2B xAI investment into a minority stake in SpaceX as the SpaceX-xAI merger unfolds. In a third note, Cybercab prototypes reveal larger front cameras, ambient interior lighting, and other refinements ahead of mass production planned for April toward a steering-wheel-less robotaxi future.