Tesla's China Retail Sales Fall 9% Even as Shanghai Exports Surge 58%

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.

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.

Tesla's Flying Roadster Sends Delivery Odds Tumbling Despite Spectacular Demo

Roadster delivery odds fell from 33% to 14% after Elon Musk said production would not begin until 2028.

Gasoline Cars Fall Below 50% of Global Sales: The Trump Contradiction

Gasoline-only cars fell below half of global sales as Trump's fossil-fuel agenda diverges from the auto industry's electrification shift.