Tesla

Tesla unveiled a new FSD iteration, met with cautious Wall Street optimism despite cryptic teasers that boosted the stock. Analysts speculate on a potentially new, lower-cost vehicle or the next-gen Roadster. While the Cybertruck faces challenges, Tesla shifts focus to robotics and autonomous driving amid slower auto sales and increased competition. The Cybercab remains in development, while past promises like the Roadster and robotaxi fleets remain unfulfilled. Tesla is also developing Optimus, a humanoid robot.

Tesla has released cryptic teaser videos on X, hinting at a potential new vehicle unveiling on October 7th. The teasers, featuring a spinning component and distinctive headlights, have fueled speculation about a next-generation Roadster or a long-anticipated mass-market model. Analysts believe a competitively priced vehicle is crucial for Tesla’s growth amidst increasing competition and evolving consumer preferences, especially in key markets like Europe and China, where domestic EV manufacturers are gaining ground. The unveiling’s success will be vital for Tesla’s future market position.

A federal court affirmed an arbitration award in favor of Matthews International against Tesla. The dispute’s specifics remain confidential, but sources suggest it involves automation technologies supplied to Tesla. This legal victory strengthens Matthews’ position as a reliable partner in industrial automation. While the financial impact on Tesla is likely manageable, the ruling adds to its operational challenges and raises concerns about future technology procurement disputes and reputational damage. The judgment underscores the importance of clear contracts and intellectual property rights within the EV industry.

Tesla reported 497,099 vehicle deliveries in Q3 2025, a 7% increase YoY, exceeding analysts’ expectations. Production slightly decreased to 447,450 units. Model 3 and Y accounted for most production (435,826). European sales slumped due to competition, offset by increased U.S. demand before a key EV tax credit expired. Ford’s EV sales are significantly lower than Tesla’s. Tesla’s stock rose 40% in Q3, up 14% YTD. Energy storage deployments reached 12.5 GWh, with Elon Musk’s xAI as a major customer.

Tesla shares fell over 4% after European sales data revealed a 23% year-over-year decline in August EV registrations, contrasting with a 26% rise in overall European EV market. RBC analysts remain optimistic, projecting strong Q3 deliveries driven by U.S. tax credit incentives. Despite a challenging start, Tesla’s stock is up 5% YTD. Analysts suggest Elon Musk’s political involvement might affect the brand. Tesla plans a more affordable model to counter increasing competition.

Waymo is expanding its robotaxi service to San Francisco International Airport (SFO), with employee testing starting soon, followed by public access. This permit marks a significant expansion for Waymo in the Bay Area, where it already operates. The move aligns with Waymo’s strategy to integrate into transportation hubs, similar to initiatives in Phoenix and San Jose. This news arrives amid increasing competition in the autonomous vehicle sector, with Tesla also vying for access to Bay Area airports.

Tesla’s shares turned positive for the year after a challenging first quarter, rebounding significantly with an 85% climb from its yearly low. Elon Musk’s $1 billion stock acquisition through his family foundation fueled investor confidence. Factors driving this include a proposed compensation package for Musk and positive attention towards MegaBlocks battery storage systems. Despite this, competition and consumer sentiment relating to Tesla’s CEO’s political involvements remain challenges. Tesla is attempting to shift investor focus to innovative ventures such as robotaxis and humanoid robots.

Tesla’s board proposes a new compensation plan potentially worth $900 billion for Elon Musk, contingent on achieving ambitious market cap and operational targets over the next decade, including reaching an $8.5 trillion market capitalization and delivering 20 million vehicles. If achieved, Musk’s ownership could double. This aims to retain Musk and prioritize Tesla, focusing on autonomous driving, robotaxis, and robots, shifting away from a solely EV-centric model. Success hinges on navigating strategic transitions and competition, amid concerns about inter-company transactions and potential conflicts of interest.

Tesla is seeking shareholder approval for a new CEO compensation package for Elon Musk, following a court invalidation of his 2018 pay plan, deemed excessive. The proposal includes stock options vesting upon achieving ambitious market capitalization and operational milestones, aiming to incentivize Musk and grant him increased voting power. Tesla also proposes investing in Musk’s AI venture, xAI, raising conflict-of-interest concerns. The timing coincides with an ongoing legal battle regarding the 2018 package, adding complexity to executive compensation practices and corporate governance.

Tesla CEO Elon Musk predicts the company’s Optimus robots will drive 80% of its future value, potentially reaching a $25 trillion valuation. Facing challenges with EV competition and public perception, Musk aims to shift focus to AI-powered robotaxis and humanoid robots. While Tesla is on track to produce 5,000 Optimus robots in 2025 and deploy them in factories, it trails competitors like Waymo, Unitree and Boston Dynamics in both robotaxi and humanoid robot markets. A recent leadership change in Tesla’s robotics division adds further complexity. Optimus is envisioned as a versatile robot for various tasks.