Tesla Inc

The Dutch Road Transport Authority (RDW) confirmed on the 26th that, regarding concerns that Tesla vehicles may have doors that are difficult to open in emergencies, there is currently no recall of the company's vehicles in Europe for this issue. Last week, China recalled 4.3 million vehicles that may have emergency door release devices that are hard to locate or operate after a collision, of which 2.98 million were Teslas, marking the largest batch recall in the country's history. The RDW, the main regulatory authority monitoring Tesla vehicle safety in Europe, responded in writing to Reuters' questions, stating that it is monitoring the issue but declined to comment on whether it is considering or investigating a recall, only explaining that no recall is currently underway. It also noted that Tesla's signature retractable door handles themselves are not the problem.

Einride posted a 27% increase in revenue for the first half of 2025 following its June 10 IPO, and the company expects that growth rate to roughly double in the second half of the year, CEO Roozbeh Charli said in an interview with FreightWaves. The results represent early progress toward converting approximately $800 million in joint business plans with customers into recognized revenue. Alongside the revenue gains, Einride grew its autonomous driverless operating hours by about 60% in the first half, with roughly 250 trucks deployed on its Saga AI platform across more than 30 customers in seven countries, including Amazon, Heineken, and PepsiCo. The most significant near-term expansion is a 500-truck order for Tesla Semi vehicles, which Einride will purchase, finance through third-party partners, and deploy on its platform as the carrier of record; approximately 75 of those trucks are expected to be deployed before year-end, with the remainder targeted for deployment by the end of next year. Separately, Amazon's middle mile freight network is absorbing 75 Einride electric heavy-duty trucks across five locations, a deal announced in April before the IPO, with the majority expected to be deployed before year-end. Einride is also pursuing a defense business unit built around its Android Driver autonomous software stack, having conducted a pilot for a NATO allied country and added retired General Keith Alexander to its board.

President Trump signed an emergency order Wednesday that aims to keep some foreign-made transformers and other critical energy equipment out of U.S. electric grids, as reported by Bloomberg. The order generally bars the purchase, importation, or installation of certain foreign-made bulk-power system electrical equipment and associated software where it could pose cybersecurity or operational risks, and sets the stage for potentially new conditions on the continued use of equipment already installed. China accounts for about 80% of the world's battery and solar inverter manufacturing capacity, according to the International Energy Agency, and scores of Chinese large power transformers have been imported into the U.S. over the past decade, per a 2020 Commerce Department investigation. The executive order warned of "certain foreign actors" who are "increasingly creating and exploiting vulnerabilities in the United States bulk-power system." Power utilities and other companies using such equipment are effectively put on notice while the Department of Energy develops rules to implement the ban. Analysts say the move could benefit domestic manufacturers and companies like SolarEdge Technologies, Enphase Energy, and Tesla.

Venture capitalist Jason Calacanis predicts Tesla's Optimus humanoid robot will become a product bigger than Apple's iPhone, forecasting 1 billion Optimus robots worldwide by 2036. Speaking on the This Week in Startups podcast after watching the World Humanoid Robot Games in Beijing, Calacanis said he had recently seen an Optimus demonstration that has not been publicly shown, calling it "the greatest product ever made by humanity." He argued Tesla's hardware is roughly "one and a half generations" ahead of competing robots and predicted Optimus would win 35 of the competition's 51 events. Reuters reported that more than 2,000 robots from 666 teams competed at this year's Games, highlighting China's rapid progress despite robots still struggling with practical tasks. Calacanis guaranteed that in 10 years there will be 1 billion Optimus robots, a scale far beyond the million-unit production targets Tesla has set for its Fremont line, which is being converted from Model S and Model X production. Tesla has committed more than $20 billion to capital spending in 2026, and CEO Elon Musk has cautioned that Optimus will be Tesla's "hardest product to scale manufacturing" due to the need for an entirely new supply chain. Skeptics like investor Ross Gerber and Unitree founder Wang Xingxing question Optimus's near-term prospects, suggesting humanoids may still be years from their "ChatGPT moment."

SpaceX, Tesla, and Intel have broken ground on the Terafab, the world's largest vertically integrated chipmaking factory in Grimes County, Texas. The initial phase will cost $16.8 billion, with total costs across all phases potentially surpassing $119 billion. The 100-million-square-foot facility is expected to meet SpaceX and Tesla's projected computing demand of more than 1 terawatt per year. SpaceX and Tesla will fund construction, while Intel will support development with its licensed chipmaking process and foundry operations. Approximately 75% of the chips will go to SpaceX's orbital data centers and satellite constellations, with the remaining 25% powering Tesla's Optimus robots, self-driving vehicles, and Cybercabs. Texas is supporting the project with a $30 million grant and tax abatements. SpaceX's capex surged more than sixfold year over year in the second quarter of 2026, from $2.8 billion to $18.4 billion, with $15.8 billion allocated to expanding its AI business.

JPMorgan expects demand for humanoid robots to surge in U.S. manufacturing as the cost of deploying a robot falls below $10 per hour, undercutting the roughly $30 hourly cost of a warehouse worker. The bank's research note, cited by MarketWatch, identifies U.S. manufacturing as a sector with substantial unfilled job openings that humanoid robots are expected to absorb in large numbers. The forecast comes as the Federal Communications Commission added foreign-made humanoid and quadruped robots to its Covered List, blocking new imports on national security grounds, a move targeting China, which holds roughly 85% of the global humanoid robot market. Chinese firms Unitree and AGIBOT each shipped more than 5,000 humanoid units in 2025, while American competitors such as Tesla and Figure AI shipped only a few hundred units apiece, according to CNN citing technology research firm Omdia. Unitree went public on Shanghai's STAR Market earlier this month, closing 460% above its IPO price on its first trading day and valuing the company at roughly $50 billion, after raising approximately 6.1 billion yuan, or $905 million, in the listing.

Tesla will unveil its production Cybercab at a launch event in Austin on September 3rd, with the company expecting to roll out 2,500 robotaxis in 2026. The Cybercab has no pedals or steering wheel, seats two people, and features scissor-like doors. Tesla's chief cybercab officer said during a Nevada public hearing that he expects to have around 2,500 vehicles within the year, and that 5,000 has always been a ceiling for the company. Nevada approved an expansion of robotaxi testing up to 8,000 vehicles in Clark County, with Tesla receiving the largest share of 5,000 robotaxis.

Tesla shares rose 6.9% after Einride AB announced plans to deploy 500 Tesla Semis on its Saga AI freight platform over the next 24 months across major U.S. freight corridors, and regulators in Nevada and Texas approved Tesla to operate thousands of Cybercab robotaxis following its recently scheduled September 3 Austin launch event. Nevada's decision lets Tesla operate up to 5,000 robotaxis within a year, reinforcing the idea that Cybercab scaling could accelerate Tesla's shift toward higher margin, recurring software and ride-hailing revenues. The company's narrative projects $149.5 billion revenue and $13.1 billion earnings by 2029, with a $420.55 fair value implying 16% upside. Some analysts modeling revenue near $214.1 billion and earnings of $17.5 billion by 2029 see the same autonomy and AI milestones as reasons for far greater upside.

MarketsandMarkets projects the EV charging station market will grow from USD 38.55 billion in 2026 to USD 120.85 billion by 2033 at a CAGR of 17.7%. The expansion is driven by OEM-led investments from Tesla, Rivian, and Hyundai, along with public and private capital from players such as ChargePoint and BP Pulse. Advancements in ultra-fast DC charging of 150 to 350 kilowatts are aligning with OEM migration toward 800-volt and 1,000-volt vehicle platforms. Asia Pacific is expected to be the largest region in 2026, with China projected to hold the largest share globally. Key players include ABB, BYD, ChargePoint, Tesla, and Siemens.

Tesla is preparing to unveil the Cybercab, a fully autonomous robotaxi without a steering wheel or pedals, on September 3 in Austin, Texas, according to Teslarati, a media outlet that tracks Tesla news. The company has not officially confirmed the date. Previously, Elon Musk, Tesla's CEO, revealed plans to sell the Cybercab to general customers at a price below 30,000 US dollars, or around 980,000 baht per vehicle. Tesla first showed this model in October 2024, and it is central to the company's robotaxi market push. It is expected to be deployed alongside the Model Y, which has been used for autonomous passenger transport on public roads for more than a year. The Information, a technology media outlet, reported that in the initial phase Tesla plans to test the Cybercab by transporting employees on public roads before integrating it into the company's commercial robotaxi service.

Jim Cramer said NVIDIA doesn't need any customer other than Elon Musk, predicting the Tesla and SpaceX CEO will be the biggest buyer of its chips. The CNBC host argued that CEO Jensen Huang doesn't need to invest in AI startups right now because Musk's demand alone could absorb the entire Vera Rubin platform. Cramer's comments come amid debate over the sustainability of AI spending, with UBS forecasting hyperscaler capex growth slowing to 25% in 2027 and 6% in 2028. NVIDIA's data center revenue jumped 92% annually to $75 billion in its fiscal Q1 2027, and the company guided Q2 revenue to $91 billion, beating analyst estimates of $86.84 billion.

JPMorgan Chase & Co. said Tesla Inc. appears to be prioritizing the Cybercab over further scaling its Model Y robotaxi fleet, following a meeting with the EV giant's management at its Fremont, California facility. The investment bank said Tesla expressed confidence in its ability to scale Cybercab in the near-term, and management reiterated that the Cybercab is just the initial form factor, with additional vehicle types expected to follow as the platform evolves, pointing to the Obovan concept. JPMorgan also said Tesla touted the Full Self-Driving V15, which will be a step-change in performance, and that the system would encompass seven core technologies, with about 40% of those currently being tested in the robotaxi fleet, where initial feedback has been encouraging. Tesla reaffirmed that the HW4 hardware was capable of running FSD V15 and unsupervised FSD, but the AI4.5 compute system is designed to future-proof against rising compute, about 10% higher FLOPS, and memory, about 2x higher demands, as robotaxi models scale and context windows expand. On the Optimus front, the note said that commercial sales of the Optimus Gen 3 robot could begin by the second half of 2027, while the reveal of the robot would be closer to the start of its production at Fremont to protect competitive advantage.

Alphabet shares jumped about 1.1% to $344.42 Friday morning after Waymo joined Tesla and Uber in securing permits for robotaxi operations in Las Vegas. The move adds another proving ground for Waymo's technology as Alphabet works to turn it into a scalable transportation business. Alphabet's second-quarter revenue surged 24% to $119.8 billion, while Cloud revenue rocketed 82% to $24.8 billion and backlog swelled to $514 billion. The stock trades near 17 times trailing earnings, roughly half Apple's multiple, but stands 36.2% above the $252.87 GF Value estimate.

Tesla stock rallied 4% to $357.91 in Friday morning trading on two forward-looking catalysts: a Europe launch event for its all-electric Semi truck and Nevada regulators' approval of Las Vegas robotaxi permits for Tesla, Uber, and Alphabet's Waymo. Uber gained 2% to $79.79 on the same Nevada approval, while Alphabet rose 0.3% to $343.07 and the Global X Autonomous & Electric Vehicles ETF added 1% to $34.9, showing the rally is narrowly concentrated in Tesla rather than the broader autonomy theme. The gains came even as Tesla disclosed its largest-ever recall in China, covering 2.98 million vehicles built between 2018 and 2026 due to emergency door release failures linked to at least 15 deaths, and as Tesla's July retail sales in China fell 32% year over year while the country's battery-EV market grew 6%. Tesla's active Full Self-Driving subscriptions reached 1.48 million in Q2 2026, up 56% year over year, and the company says its Semi factory in Nevada is commissioning with production on track for 2026.

Tesla, the US automaker, has integrated the Doubao large language model developed by ByteDance into electric vehicles sold in mainland China. The in-cabin intelligent voice command system supports general conversation, singing, interpreting debates, storytelling, English conversation practice, and character role-play, allowing users to switch between four voice tones and five operating modes. Tesla China said the in-cabin infotainment system uses Doubao's real-time conversational model together with an end-to-end voice interaction system to move beyond traditional question-and-answer communication toward a more natural, fluid, and proactive interactive experience, activated simply by pressing and holding the voice command button on the steering wheel. Meanwhile, Mercedes-Benz, the German automaker, has expanded its cooperation with ByteDance to integrate the Doubao large language model into Mercedes-Benz electric vehicles starting in September 2025. Chinese technology groups have made significant progress in developing artificial intelligence models, such as Alibaba launching Qwen 3.8-Max, a large language model, on August 3, a major upgrade of the Qwen family of AI models with advanced capabilities in coding, real-world tasks, and research. MoonShot AI, an artificial intelligence startup, launched Kimi K3 in July, which has 2.8 trillion parameters and is the world's largest open-source AI model by parameter count. Experts believe the growing number of large open-source models from China is shifting from individual breakthroughs to collective progress, offering new approaches to global artificial intelligence development.

The Nevada Transportation Authority unanimously approved three permits Thursday allowing Tesla, Uber, and Waymo to operate commercial robotaxi services in Clark County, home to Las Vegas. Together, the permits would deploy up to 8,000 robotaxis across the county over the next 12 months, with Tesla allowed up to 5,000 vehicles, Waymo up to 1,000, and Uber up to 1,000 through partnerships with Hyundai subsidiary Motional and Zoox. Tesla's Cybercab chief engineer Eric Early said the 5,000 figure is a ceiling and the company would be happy to reach 2,500 vehicles in the next year. Representatives from the Livery Operators Association and local taxi companies opposed the permits, citing concerns about oversaturation and roadway overcrowding.

Einride reported first-half revenue of SEK 273 million, up 26% year over year, and expects growth to accelerate to between 60% and 73% in the second half. The Swedish company also announced two new partnerships: a joint initiative with DAF Trucks to integrate its autonomous driving system into DAF's electric truck platform, and plans to deploy 500 Tesla Semi trucks on its Saga AI platform, which would triple its current fleet of roughly 250 vehicles. Einride is targeting cash-flow breakeven in 2028 with between 1,500 and 2,000 trucks in operation, and roughly $800 million of potential long-term annual recurring revenue sits in joint business plans with customers. Net loss widened to SEK 1.12 billion from SEK 887 million a year earlier, driven largely by non-cash charges including a SEK 636 million recapitalization expense and a SEK 245 million share-based compensation charge. Amazon remains the anchor customer with a deployment of 75 manual electric heavy-duty trucks across five U.S. locations, and driverless hours in contracted customer operations rose 64% to more than 5,400 as of June 30.

South Korean battery giant LG Energy Solution is shifting its focus from electric vehicle batteries to energy storage batteries. Robert Lee, president of the company's North America division, announced that five of its eight plants in North America will be producing batteries for energy storage systems by the end of this year. Demand for large-scale batteries for power storage is surging amid a construction boom for artificial intelligence data centers, and Lee said this is a growth area he had not anticipated. The plant in Lansing, Michigan, produces batteries for utilities and also plans to manufacture batteries for Tesla.

Tesla shares jumped 3% Wednesday as investors weighed a planned event tied to the company's autonomous Cybercab program. The electric-vehicle maker is promoting an invitation-only gathering in Austin, Texas, where it is expected to showcase the steering-wheel-free vehicle. Customers using Tesla's existing robotaxi service in the city through Aug. 23 can enter a drawing for invitations, with winners due to be selected Aug. 25. Tesla is also preparing for an initial Cybercab rollout in Austin, and reports indicate employees could be among the first riders on public roads before the service expands to a broader customer base. Investors may be looking beyond event-related publicity for evidence that autonomous driving can generate meaningful revenue, as the company's robotaxi ambitions remain a key part of its growth strategy but execution and commercialization will likely remain central to the market's view of the program.

Tesla's AI software chief Ashok Elluswamy praised Full Self-Driving (Supervised) V14 after a highway video showed a Tesla slowing from 82 mph to a complete stop as smoke and crashed vehicles appeared ahead. Elluswamy wrote on X that owners can have James Bond as their personal driver, while Tesla reposted the footage calling the maneuver like having a fighter pilot behind the wheel. The vehicle's owner said FSD reacted before they had fully recognized the danger. Tesla reported 1.48 million active FSD subscriptions in the second quarter, up 56% year over year and from 1.28 million in Q1. The NHTSA in March escalated its investigation into FSD to an engineering analysis covering about 3.2 million Teslas over concerns FSD may fail to detect degraded visibility, including glare, dust or airborne obstructions.

Swedish trucking company Einride is partnering with Tesla, ordering 500 of Tesla's electric semi-trucks for its North American fleet. The Tesla Semi was first introduced in 2017, entered production in 2019, and reached its first major customer, Pepsi, in 2022. Tesla has said it does not expect the Semi to be a huge part of its business, while the deal is a bigger development for Einride, whose shares moved higher. Tesla shares traded slightly lower.

BYD held on to its lead in worldwide battery-electric vehicle sales in June, selling roughly 280,000 BEVs, 25% lower than a year earlier but significantly above Tesla's around 208,000 deliveries. Tesla's sales jumped 19% year on year in June, indicating demand is improving even as BYD remains the bigger seller. In the second quarter, BYD sold roughly 557,090 BEVs versus 480,126 for Tesla, though Tesla had momentarily reclaimed the lead in the first three months of 2026. The figures show the contest is much more competitive than headline market share numbers suggest, with BYD still leading on unit volume but Tesla growing faster than last year.

Rivian Automotive is closing the gap with Tesla in advanced driver-assistance technologies, making software a bigger part of its growth strategy. CNBC testing over hundreds of miles indicated Rivian's Autonomy+ technology was better than historical systems such as General Motors' Super Cruise, but Tesla's FSD was still more capable overall. Tesla navigated traffic signals, junctions, exit ramps and nearly 200 miles of combined highway and city driving with little assistance, while Rivian still needs driver input for some of these and can't change lanes by itself yet. Rivian plans to launch point-to-point driving later this year, moving Autonomy+ closer to what Tesla already offers today. Rivian's Autonomy+ subscription is priced at $49.99 per month, compared to Tesla's FSD subscription at $99 a month.

Baron Partners Fund reported a 16.61% gain for institutional shares in the second quarter of 2026, outperforming both the Russell Midcap Growth Index and the Russell 3000 Index. The fund highlighted Tesla as a top holding at 14.1% of total investments, contributing 2.99% to quarterly performance. Tesla shares rose after first quarter results delivered substantial outperformance across most key metrics, with Full Self-Driving penetration deepening and the active subscriber base growing. Production of the Cybercab robotaxi platform is scaling, and Tesla finalized the design of its next-generation AI5 inference chip. Tesla closed at $342.27 per share on August 14, 2026, with a market capitalization of $1.35 trillion.