Tesla, Inc. (TSLA)

US — Consumer Cyclical Sector
Peers: TM  GELHY  F  NIO  CJET  LI  GM  ZK  RIVN  RACE 

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News

Wall Street Roundup: Big Name Earnings
AAPL, META, MSFT, TSLA
Published: January 30, 2026 by: Seeking Alpha
Sentiment: Neutral

Microsoft (MSFT) and Meta (META) both beat earnings, but diverged post-report as MSFT fell 10% and META rose 10%, reflecting differing market sentiment on core execution and AI investment. Tesla (TSLA) and Apple (AAPL) both saw muted reactions; TSLA's narrative remains tech-driven despite declining deliveries, while AAPL's AI progress remains opaque despite record iPhone and services revenue.

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image for news Wall Street Roundup: Big Name Earnings
Tesla jumps as SpaceX merger talks fuel Musk empire consolidation hopes
TSLA
Published: January 30, 2026 by: Reuters
Sentiment: Positive

Shares of Tesla jumped more than 5% on Friday, after reports that SpaceX was in deal talks with Elon Musk's other companies stoked investor ​hopes that the billionaire's tech empire could be unified further.

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image for news Tesla jumps as SpaceX merger talks fuel Musk empire consolidation hopes
Will Elon Musk Really Merge SpaceX with Tesla Before Its IPO?
TSLA
Published: January 30, 2026 by: 24/7 Wall Street
Sentiment: Neutral

SpaceX is exploring a potential merger with Tesla ( NASDAQ:TSLA ) or xAI as it prepares for an initial public offering targeted for mid-June 2026, according to reports from Bloomberg and Reuters.

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image for news Will Elon Musk Really Merge SpaceX with Tesla Before Its IPO?
Tesla Stock: Three Catalysts Nobody Is Seeing
TSLA
Published: January 30, 2026 by: Forbes
Sentiment: Positive

TSLA has experienced impressive surges, with over 30% increases in less than two months happening 18 times, particularly in 2013 and 2024. There were also occasions where gains surpassed 50% within similar time frames, underscoring Tesla's capacity for swift price increases.

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image for news Tesla Stock: Three Catalysts Nobody Is Seeing
Tesla's Model S, Soon to Be History, Changed the Auto Industry
TSLA
Published: January 30, 2026 by: NYTimes
Sentiment: Neutral

The company's chief executive, Elon Musk, said this week that it would stop making the car, an electric pioneer in 2012, as well as the Model X.

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image for news Tesla's Model S, Soon to Be History, Changed the Auto Industry
Tesla Plots $20 Billion Splurge to Reshuffle Factories
TSLA
Published: January 29, 2026 by: Bloomberg Technology
Sentiment: Positive

Tesla plans to spend over $20 billion reshuffling its factory lines to boost production of cars, batteries and robots. Tasha Keeney, director of investment analysis and institutional strategies at ARK Invest, discusses Tesla's earnings and robotaxi plans.

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image for news Tesla Plots $20 Billion Splurge to Reshuffle Factories
Tesla sold $430 million worth of its Megapack backup batteries to Musk's xAI in 2025
TSLA
Published: January 29, 2026 by: CNBC
Sentiment: Positive

In Tesla's annual financial filing on Thursday, the company said that last year it sold $430 million worth of its energy storage products to xAI, Elon Musk's artificial intelligence startup. Those sales accounted for about 3.4% of Tesla's energy business revenue in 2025.

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image for news Tesla sold $430 million worth of its Megapack backup batteries to Musk's xAI in 2025
Tesla could slide back into cash-burn mode as Elon Musk pursues his costly AI vision
TSLA
Published: January 29, 2026 by: Market Watch
Sentiment: Negative

The company's capital expenditures are set to surpass $20 billion this year, more than double what they were last year.

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image for news Tesla could slide back into cash-burn mode as Elon Musk pursues his costly AI vision
TSLA EV Slowdown, Full Speed on AI: Earnings Highlight "Critical" 2026 Ahead
TSLA
Published: January 29, 2026 by: Schwab Network
Sentiment: Neutral

Tesla (TSLA) beat earnings and showed dedication in ramping up robotaxi and robotics. However, it will pull back on EVs by discontinuing its S and X models.

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image for news TSLA EV Slowdown, Full Speed on AI: Earnings Highlight "Critical" 2026 Ahead
Tesla is saying goodbye to two of its EV models. As sales and deliveries fall, Elon Musk is focusing on this instead
TSLA
Published: January 29, 2026 by: Fast Company
Sentiment: Negative

Tesla, a brand once synonymous with consumer electric vehicles, is ditching some of the cars that brought its success.

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image for news Tesla is saying goodbye to two of its EV models. As sales and deliveries fall, Elon Musk is focusing on this instead
SpaceX: The $1.5 Trillion Lifeboat For Tesla's Failing EV Business
TSLA
Published: January 29, 2026 by: Seeking Alpha
Sentiment: Negative

Tesla, Inc. is winding down Model S/X to pivot toward robotics, AI, and automation, with heavy CapEx planned for these initiatives. TSLA's core EV business is shrinking, margins are deteriorating, and management is shifting investor focus to future technologies and a potential SpaceX IPO. SpaceX, with Starlink driving 70% of projected $15.5B 2025 revenue, is preparing for a $1.5T IPO, likely in mid-2026, with Tesla holders rumored to get priority access.

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image for news SpaceX: The $1.5 Trillion Lifeboat For Tesla's Failing EV Business
Elon Musk ended Tesla's earnings call with an urgent plea
TSLA
Published: January 29, 2026 by: Business Insider
Sentiment: Positive

Elon Musk took the final moments of Tesla's earnings call to warn American companies about global battery supply risks. Tesla has built its own lithium refinery and battery facility to avoid disruptions: "We wish others would build this," Musk said.

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image for news Elon Musk ended Tesla's earnings call with an urgent plea
Optimus Will Make Tesla Great Again
TSLA
Published: January 29, 2026 by: Seeking Alpha
Sentiment: Positive

Tesla, Inc. remains a Buy in my books as its future pivots to robotics, AI, and energy infrastructure, not just EVs, gives it long-term upside. Q4 '25 results beat consensus despite auto segment weakness; energy generation and storage revenue surged 25% year over year. TSLA's energy business is central to the AI infrastructure buildout, with grid-scale storage and solar poised for accelerating demand.

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image for news Optimus Will Make Tesla Great Again
Tesla: Overpriced, Yet No Clear Catalyst To Break It
TSLA
Published: January 29, 2026 by: Seeking Alpha
Sentiment: Negative

Tesla, Inc. remains highly valued despite deteriorating automotive fundamentals, with investors pricing in significant future optionality from robotaxis and "physical AI." Automotive revenue declined 11% YoY, but gross margin surprised positively at 17.9%, and energy storage grew 25% YoY, partially offsetting automotive weakness. 2026 CapEx guidance was raised to over $20B, signaling aggressive investment in new production lines and AI infrastructure, reinforcing management's long-term confidence.

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image for news Tesla: Overpriced, Yet No Clear Catalyst To Break It
Why Elon Musk is making a smart move by killing off Tesla's Model S and Model X
TSLA
Published: January 29, 2026 by: Market Watch
Sentiment: Positive

One analyst estimates Tesla could ultimately make $25 billion a year by selling Optimus robots manufactured on former Model S and Model X production lines.

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image for news Why Elon Musk is making a smart move by killing off Tesla's Model S and Model X
Robots dominate Tesla earnings, Microsoft concerns, Meta's AI investments
META, MSFT, TSLA
Published: January 29, 2026 by: Yahoo Finance
Sentiment: Neutral

Robots dominate Tesla earnings, Microsoft concerns, Meta's AI investments Yahoo Finance Executive Editor Brian Sozzi breaks down the latest market news for January 29, 2026. Tesla, Meta, and Microsoft reported earnings on Tuesday.

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image for news Robots dominate Tesla earnings, Microsoft concerns, Meta's AI investments
Could Tesla's Q4 Earnings Fuel the Next Rally?
TSLA
Published: January 29, 2026 by: MarketBeat
Sentiment: Neutral

Electric vehicle king Tesla Inc NASDAQ: TSLA looks set for fresh gains after its Q4 earnings report dispelled fears that its best days were behind it. With a major source of uncertainty removed, the bulls should now have more than enough ammunition to get this rally back on track.

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image for news Could Tesla's Q4 Earnings Fuel the Next Rally?
Tesla Q4 Earnings Beat Estimates, Revenues Decline Y/Y
TSLA
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Positive

Tesla Q4 EPS of 50 cents beats estimates despite declining revenues and vehicle deliveries.

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image for news Tesla Q4 Earnings Beat Estimates, Revenues Decline Y/Y
Tesla's energy storage business is growing faster than any other part of the company
TSLA
Published: January 29, 2026 by: TechCrunch
Sentiment: Positive

Tesla's energy storage business saved a dismal earnings report from turning into a horrible one.

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image for news Tesla's energy storage business is growing faster than any other part of the company
Tesla invests $2B in Musk's xAI
TSLA
Published: January 29, 2026 by: Proactive Investors
Sentiment: Positive

Tesla Inc (NASDAQ:TSLA) disclosed in its fourth-quarter earnings report that it has invested about $2 billion in xAI, the artificial intelligence startup founded by CEO Elon Musk. The automaker said it entered into an agreement on January 16 to acquire shares of Series E preferred stock in xAI as part of the company's latest financing round.

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image for news Tesla invests $2B in Musk's xAI
Tesla Trades on ‘Elon Musk's Storytelling' According to Cramer
TSLA
Published: January 29, 2026 by: 24/7 Wall Street
Sentiment: Neutral

After its earnings announcements, Jim Cramer, America's ancient stockpicker and TV star, said Tesla Inc.

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image for news Tesla Trades on ‘Elon Musk's Storytelling' According to Cramer
Musk Claims Tesla's Optimus 3 Robot Will ‘Move the Needle' on US GDP
TSLA
Published: January 29, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Tesla ( NASDAQ:TSLA ) CEO Elon Musk declared this week that the company's Optimus 3 humanoid robot will “move the needle” on US GDP, backing the claim with a $20 billion capital spending commitment focused on robotics and autonomous vehicles.

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image for news Musk Claims Tesla's Optimus 3 Robot Will ‘Move the Needle' on US GDP
Rise of the Machines: Tesla Ditches Luxury EVs for Robot Army
TSLA
Published: January 29, 2026 by: 24/7 Wall Street
Sentiment: Negative

Tesla ( NASDAQ:TSLA ) reported its first-ever annual revenue decline in 2025, with revenue falling 3% to $94.8 billion.

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image for news Rise of the Machines: Tesla Ditches Luxury EVs for Robot Army
Tesla Q4: Beating Expectations And Positioned To Lead The Robotaxi Market
TSLA
Published: January 29, 2026 by: Seeking Alpha
Sentiment: Positive

Tesla, Inc. exceeded Q4 2025 consensus on revenue, EPS, and gross profit, demonstrating resilience despite industry headwinds and operational challenges. TSLA's power generation and battery segment grew 25% in Q4 and 27% for the year, offsetting declines in vehicle sales and supporting robust free cash flow. I remain highly optimistic about TSLA's leadership in the robotaxi market, driven by proprietary AI chips, cost advantages, and rapid expansion of FSD subscriptions.

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image for news Tesla Q4: Beating Expectations And Positioned To Lead The Robotaxi Market
Elon Musk's New $20 Billion Wallet
TSLA
Published: January 29, 2026 by: 24/7 Wall Street
Sentiment: Neutral

Tesla Inc.'s (NASDAQ: TSLA) earnings call was a laundry list of what the company is planning to do in the future.

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image for news Elon Musk's New $20 Billion Wallet
Here's How Much Traders Expect Tesla Stock to Move After Earnings
TSLA
Published: January 28, 2026 by: Investopedia
Sentiment: Neutral

Tesla is set to report its latest financial results after the market closes today, with traders anticipating a sizable move from the electric vehicle maker's stock following the results.

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image for news Here's How Much Traders Expect Tesla Stock to Move After Earnings
Google is backing a Tesla founder's push to power AI data centers
GOOG, GOOGL, TSLA
Published: January 28, 2026 by: Market Watch
Sentiment: Positive

J.B. Straubel's Redwood Materials has secured some high-profile backers as AI makes energy storage more critical.

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image for news Google is backing a Tesla founder's push to power AI data centers
Tesla set to report fourth-quarter earnings after the bell
TSLA
Published: January 28, 2026 by: CNBC
Sentiment: Neutral

Tesla's fourth-quarter earnings report lands weeks after Elon Musk's automaker reported a 16% year-over-year decline in vehicle deliveries for the period. The company has been trying to focus investor attention on its nascent Robotaxi ride-hailing service and Optimus humanoid robots.

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image for news Tesla set to report fourth-quarter earnings after the bell
Mega-Cap Earnings Could Decide the Tech Sector's Next Big Move
META, MSFT, TSLA
Published: January 28, 2026 by: MarketBeat
Sentiment: Negative

The technology sector has gotten off to a sluggish start to the year by its own standards. The tech-heavy Technology Select Sector SPDR ETF NYSEARCA: XLK is up just 2.8% year-to-date (YTD), while the Invesco QQQ Trust NASDAQ: QQQ has also struggled to gain traction.

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image for news Mega-Cap Earnings Could Decide the Tech Sector's Next Big Move
Tesla Q4 earnings updates: Wall Street analysts are jittery over sales slump, AI roadmap
TSLA
Published: January 28, 2026 by: Business Insider
Sentiment: Negative

Tesla earnings are looming, and Wall Street's outlook is mixed as vehicle sales remain in a rut and the company's AI plans continue to take shape. Analysts said ahead of the Wednesday report that they see challenges ahead for Elon Musk's carmaker, including uncertain EV demand and unclear timelines for some of its major AI projects.

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image for news Tesla Q4 earnings updates: Wall Street analysts are jittery over sales slump, AI roadmap

About Tesla, Inc. (TSLA)

  • IPO Date 2010-06-29
  • Website https://www.tesla.com
  • Industry Auto - Manufacturers
  • CEO Elon R. Musk
  • Employees 125665

Tesla, Inc. designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems in the United States, China, and internationally. It operates in two segments, Automotive, and Energy Generation and Storage. The Automotive segment offers electric vehicles, as well as sells automotive regulatory credits; and non-warranty after-sales vehicle, used vehicles, retail merchandise, and vehicle insurance services. This segment also provides sedans and sport utility vehicles through direct and used vehicle sales, a network of Tesla Superchargers, and in-app upgrades; purchase financing and leasing services; services for electric vehicles through its company-owned service locations and Tesla mobile service technicians; and vehicle limited warranties and extended service plans. The Energy Generation and Storage segment engages in the design, manufacture, installation, sale, and leasing of solar energy generation and energy storage products, and related services to residential, commercial, and industrial customers and utilities through its website, stores, and galleries, as well as through a network of channel partners; and provision of service and repairs to its energy product customers, including under warranty, as well as various financing options to its solar customers. The company was formerly known as Tesla Motors, Inc. and changed its name to Tesla, Inc. in February 2017. Tesla, Inc. was incorporated in 2003 and is headquartered in Austin, Texas.