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Tesla Leans Into Robotaxis and Humanoid Robots as EV Sales Slow

Market optimism rests on promised Optimus Gen 3 production and a robotaxi expansion this year despite a steep valuation.

Tesla Weighs ‘TeraFab’ Chip Plant as Musk Warns of Looming Supply Wall

Tesla Expands Cybercab Road Tests as USPTO Freezes Trademark Bid

Rivian Pulls Back From Highs as Analysts Boost Targets on R2 and Autonomy Push

Wall Street Reprices Tesla as an Autonomy Play, Not a Carmaker

Evercore Tempers Rivian Rally, Says AI Day Chip Reveal Was a Surprise, Not a Market Mover