Tesla disclosed in a single sentence in its Q1 2026 10-Q that it agreed to acquire an unnamed AI hardware company for up to $2 billion in stock — a deal it never mentioned in its shareholders' letter or earnings call.

This symbolic milestone reinforces Tesla’s autonomy lead, but with capex doubling and FCF [free cash flow] turning negative,

With Tesla closing in on 10 billion FSD miles traveled, Morgan Stanley released a mostly upbeat research note touching on FSD 15 – with some caveats.

Tesla said it would cover half the US with Robotaxis by now, then backpedaled to 8 cities, and is now delaying 5 of them.

JPMorgan analyst Ryan Brinkman just dropped one of the most bearish calls on Wall Street: Tesla (NASDAQ:TSLA) shares could fall roughly 60% from current levels, with the bank maintaining its $145 price target and an Underweight rating on the stock (1).

Tesla, Inc. faces mounting headwinds with declining vehicle deliveries and eroding margins, despite its leadership in sustainable energy and robotics. TSLA's Q4 deliveries fell 16% y/y, and price cuts failed to materially lift demand, intensifying gross ...

Learn more The bottom hunters are stalking Tesla's (TSLA) battered stock price. Tesla has seen a strong $256 million in retail inflows over the past five days and consistent dip-buying, the team at Vanda Research wrote in a new note.

Tesla stock closed out a tough week for tech with a gain. Shares of the electric vehicle maker added 3.5%, closing at $411.11, while the S&P 500 and Dow Jones Industrial Average gained 2% and 2.5%, respectively. The gain left shares down about 4% for the week.

Tesla reported higher first-quarter profits Wednesday, topping expectations as it confirmed plans for massive additional investments in autonomous transport, humanoid robotics and artificial intelligence.