Tesla (TSLA) News Today

A merger of SpaceX and Tesla could make sense, as Elon Musk runs both companies and they are already working together on several initiatives. However, a deal like this would be complex.

Tom Staudt, president of ARK Invest (@ARKInvest2015), discusses how the decline of AI inference costs opens the door to a stronger productivity, which in turn leads to a stronger economy. A tentative merger between Tesla (TSLA) and SpaceX (SPCX) is something he believes adds to that thesis.

With results from about a quarter of S&P 500 members already out, we see a continuation of the broad-based strength we've seen in the last few reporting cycles. Most importantly, the revisions trend remains positive, with estimates for 2026 Q4 and full-year 2027 continuing to rise.

Tesla (TSLA) is increasingly positioning itself as more than an electric-vehicle company through autonomy, Robotaxi, Optimus and energy storage. In this week's Tech Corner, George Tsilis breaks down Tesla's latest quarterly earnings which showed improving automotive margins, growing FSD adoption, and the expansion of its energy-storage business.

A top Wall Street analyst sees Tesla soaring while the rest of the Street keeps slashing estimates and the stock drifts further below its highs.

QS' Q3 loss narrows on lower operating costs as the company expands solid-state battery production, advances AI data center solutions and strengthens partnerships.

Europe's car market is OK, and September registration numbers show it. In the first nine months of the year, total registrations in the region were up 5.7% to 8,517,058.

Tesla Inc (NASDAQ:TSLA) is building an AI-based mapping system that will draw on information from its vehicle fleet and learn from both individual preferences and patterns across its cars.

Tesla Inc. pulled back its spending plans after investment last quarter trailed expectations, with capital expenditures to be around $20 billion this year. The company had been consistently short of the pace needed to hit its spending goal, particularly after a $4.73 billion outlay in the third quarter, with analysts having expected $7.95 billion on average.

On a third-quarter earnings conference call, Elon Musk said Tesla Inc (NASDAQ:TSLA) may need roughly 10,000 to 20,000 Optimus robots to generate training data through "self-play," in which robots practice tasks and use the resulting experience to improve.

Tesla remains a core buy as it builds unmatched leadership in vehicles, robotics, and energy despite market volatility and valuation concerns. TSLA's Q3 saw record auto backlog, rising FSD attach rates (75% in North America), and sequential margin improvements despite flat revenue and production constraints. Gross margin expanded to 19.6% (+160 bps y/y), with FSD subscriptions and the energy business (33.1% margin) providing significant incremental profitability.

Tesla (NASDAQ:TSLA | TSLA Price Prediction) has told Australian and New Zealand reservation holders that it will no longer build the Cybertruck for either market.

Elon Musk ensured that talk of a SpaceX-Tesla merger would dominate the conversation by calling it a "good idea" on an earnings call. Such a tie-up would be cheered by Musk fans, but the companies face a long road of negotiations, shareholder votes and regulatory reviews in the U.S. and overseas.

Elon Musk said this week that SpaceX and Tesla have formed special committees to study a merger of his two biggest companies.

Tesla reported another quarter of flat revenue growth. The company hasn't grown vehicle sales meaningfully in three years.

Tesla's third-quarter revenue was flat year over year at $28.0 billion. Tariff refunds provided most of the quarter's operating income.

Laffer Tengler Investments CEO and CIO Nancy Tengler and Gerber Kawasaki President and CEO Ross Gerber debate Tesla's Optimus robot timeline, and more, on 'The Claman Countdown.'

After another quarter of flat revenue growth, Tesla's valuation looks hard to justify. The autonomy components of its business, like Optimus and full self-driving, seem to be valued at over $1 trillion.

Tesla beat Q3 expectations, but declining profitability, a lofty valuation, and uncertainty surrounding its AI ambitions raise questions about whether TSLA stock is a buy after the post-earnings selloff.

Elon Musk's Tesla is gearing up to expand its gold-colored Cybercab robotaxi service beyond Austin, Tex., next month, with an exec saying the automaker is planning transportation "domination.

Musk has recused himself from talks between his two companies because of conflicts of interest.

Stephen Sopko of HyperFRAME Research discusses the possibility of a mega merger between Tesla (TSLA) and SpaceX (SPCX) and what a tie-up means for both companies. He notes that a combined company serves as both a bear and bull case for the combined entity.

NASDAQ · As of 4:00 PM ET 10/22/26

Tesla Inc (NASDAQ:TSLA) stock is down 2.1% at $378.52 this afternoon, after the EV giant reported third-quarter earnings that topped estimates, though revenue fell short of expectations.

A potential Tesla (TSLA) and SpaceX (SPCX) will face lots of regulatory landmines, says Hatem Dhiab. Combining companies will also raise lots of question marks he believes investors aren't considering, especially around Tesla's EV business.

Elon Musk has committed roughly $366 million to the 2026 midterm election, with much of it aimed at preserving or expanding Republican power in Washington. Several races receiving Musk-backed spending could affect oversight, federal contracts or regulations involving SpaceX, Tesla and other Musk ventures.

Tesla, Inc. offers enormous long-term optionality, but commercialization timelines remain highly uncertain. My 2031 base case values TSLA at $519/share, far below ARK's $4,400 target, due to more conservative robotaxi and Optimus assumptions. Robotaxi and humanoid robotics are the largest sources of upside and risk, with robotaxi revenue and margin capture being key valuation drivers.

Elon Musk wants another shot at dazzling the public.

Tesla Inc (NASDAQ:TSLA) stock is trading down Thursday after the company reported mixed financial results for the third quarter on Wednesday. Analysts remain mostly bullish on the stock, but are not increasing price targets after the latest report.

Steve Westly, founder and managing partner of The Westly Group and a former Tesla board member, joins 'Squawk on the Street' to discuss the obstacles facing a potential Tesla-SpaceX merger, his take on Tesla's Q3 earnings, and more.

Combining Tesla's robust balance sheet with SpaceX's aggressive growth trajectory creates compelling technical, financial, and strategic synergies.

Tesla, Inc., beat earnings, but Q3 revenue was flat YoY, and operating income fell 56%, so the case for owning it here rests largely on a SpaceX merger. Tesla spent $4.7B on CapEx against $3.7B of cash generated before working capital; that ~$1B gap was covered by paying suppliers later and collecting customer money up front. It's like taking a loan from yourself. That money has to go back out eventually, and CapEx has doubled this year while cash-ex-working capital has been flat.

Tesla investors are likely to demand a premium in a possible merger with SpaceX, says Ben Harwood, New Street Research senior analyst for technology and space infrastructure. Harwood discusses the synergies he sees between Tesla and SpaceX and why demand for Tesla's full self-driving shows the company has momentum to keep profits growing.

Elon Musk has repeatedly said cars will drive themselves around the world. Now, he's making a bolder claim: Tesla will dominate that autonomy, he predicts.

Brad Gerstner says we are on the brink of superintelligence and whoever controls the most compute wins, but the company doing the heaviest spending may not be the one pocketing the profits.

Salesforce (CRM) is an important bellwether for the software sector, according to @ProsperTradingAcademy's Mike Shorr, especially after the stock muscled a strong rebound from the SaaS-acre lows. He turns to UnitedHealthcare (UNH) as a resilient stock in a volatile stock market, and points to Tesla (TSLA) pulling back to its 50-day SMA as a bullish indicator.

A potential SpaceX–Tesla merger could bring Elon Musk's ambitions in artificial intelligence (AI), robotics, energy and transportation under one roof. But former Tesla director Steve Westly sees three substantial obstacles between “strategic appeal” and a “completed transaction”: valuation, regulatory approval and Tesla's China business.

Meta (META) demonstrates robust AI-driven growth, but introduces a new share class to raise $100B+ for continued AI investment, pressuring shares. Tesla (TSLA) trims CapEx guidance citing efficiencies, while political dynamics accelerate potential SpaceX merger timelines.

While Tesla Inc. NASDAQ: TSLA was literally flying last week, with its rocket-powered Roadster pulling midair flips, Wednesday's earnings report seems to have brought the company and the stock back down to earth.

I'm downgrading Tesla, Inc., from Buy to Hold, with a reduced price target of $360 due to valuation concerns despite operational progress. Q3 2026 saw positive free cash flow, improved gross margins, and advances in FSD subscriptions, Robotaxi, Optimus production, and energy storage capacity. While TSLA's growth investments are materializing, earnings growth lags the valuation premium, with the stock trading at a 215x FWD non-GAAP P/E.

Henry Greene says Tesla (TSLA) needs to win on the technology behind full-self driving as global EV and autonomous driving competitors catch up to the Mag 7 company. He points to steep competition in China as the biggest hinderance to Tesla's earnings growth.

Quarterly vehicle deliveries exceeded 480,000 units for two consecutive quarters. Over 75% of North American deliveries included paid full self-driving subscriptions.

Tesla Inc (NASDAQ:TSLA) is giving investors two big things to consider: a stronger-than-expected earnings report and the possibility of joining forces with Elon Musk's SpaceX.  Shares opened lower Thursday before recovering some ground, trading just under 0.7% lower by midday as investors weighed improving vehicle demand, growing software and energy businesses, and renewed speculation about a potential merger.

Tesla returned to positive free cash flow with better-than-expected earnings. Tesla now has delivered more than 10 million electric vehicles.

SpaceX gave investors a few reasons to buy it yesterday. Today, analysts are starting to look for reasons to sell SpaceX.

Tesla (NASDAQ: TSLA | TSLA Price Prediction) announced earnings, and CEO Elon Musk's headline announcements were robotaxis, AI, robotics, and robots.

Tesla says it is preparing to launch its shiny gold Cybercab in new markets outside its home of Austin, Texas, in a bid to “literally take over every part of terrestrial transportation.”

Tesla just started rolling humanoid robots off its Fremont production line, and a chip company that never mentioned Tesla by name may be positioned to collect a toll on every single one built anywhere in the world.

Tesla (TSLA) shares fell after flat Q3 revenue and a YOY decline in EV deliveries, despite EPS slightly topping forecasts. IBM (IBM) is lower despite a Q3 beat as CEO Arvind Krishna said large enterprises are becoming more cautious about the returns on their AI investments.

Tesla beats Q3 earnings estimates as auto margins improve and FSD adoption surges. The 2026 capex outlook is revised to $20B.