Tesla China-Made EV Sales Rise 5% in September, Extending Growth Streak To 11 Months Despite Global Sales Slump

As Robotaxis Spread, Carmakers Must Choose Between Owning the Customer and Selling the Car

The robotaxi industry is creating a strategic divide between Transportation-as-a-Service (TaaS) companies like Tesla and Waymo that aim to own the customer relationship, and traditional automakers like Ford and GM that prefer selling autonomous vehicles to consumers. EVs' superior cost-per-mile economics make them ideal for continuous robotaxi operation, but the market will likely support both models. Tesla and BYD hold advantages due to their leading EV hardware positions, though Tesla's stock is heavily priced on successful robotaxi rollout assumptions.

Kevin O'Leary Says This Is What Sets Elon Musk Apart: 'He Does Not Deal With Noise'

Kevin O'Leary says Elon Musk's relentless focus and avoidance of distractions drive his success, though they may come at a social cost.

Stock Market Today, Oct. 16: Tesla Slips 2% as Roadster Reveal Fades Before Earnings

Tesla stock fell 2.13% on October 16, 2026, as investors moved past the Roadster reveal featuring SpaceX thrusters and shifted focus to upcoming Q3 earnings. The Roadster demo sparked SpaceX-Tesla merger speculation, with prediction markets showing 56% odds of a deal. Broader market weakness also affected EV peers Rivian and Lucid.

Semis And Bonds At Inflection Points; Bonds Become Correlated With AI Trade; Musk Shows Flying Roadster

Inflection Points Please click here for an enlarged chart of Direxion Daily Semiconductor Bull 3X ETF (NYSE:SOXL). Note the following: Semiconductors reflect the AI trade, and SOXL is the momo crowd’s

Tesla shares reversed earlier gains from the company’s Roadster unveiling and are trading lower, with the vehicle not expected to ship until 2028, amid a broader tech selloff driven by rising Treasury yields and AI-related jitters.