Tesla Inc (TSLA) reports strong energy revenue growth and FSD adoption, while facing increased operating expenses and Bitcoin depreciation impacts.

Tesla Inc. will spend over $20 billion on a dramatic reshuffling of factory lines reflecting Elon Musk’s repositioning of the carmaker coming off a multiyear sales slump.

Elon Musk said Tesla Inc. needs to build and operate what he is calling a “TeraFab” to manufacture semiconductors, a massive undertaking that will cost billions of dollars and mark another expansion beyond what had been the company’s core electric vehicle business.

Tesla, Inc. beat Q4 2025 revenue and EPS as energy storage growth boosted cash flow. Click for this updated look at TSLA following earnings.

Tesla, Inc. (NASDAQ:TSLA) is one of the AI Stocks in Focus on Wall Street. On January 27, Cantor Fitzgerald reiterated the stock as “Overweight.” The firm noted that it’s sticking with the stock ahead of earnings on Wednesday.

Though Tesla sales in Europe collapsed last year as it lost ground to rivals, its shares continue to outperform the broader market.

Tesla considers building "Terafab" chip factory to meet AI demands, targeting AI5 and future chips, citing supply and geopolitical risks.

Tesla’s stock, which raced to an all-time high in December before retreating some, trades at more than 195 times its expected earnings over the next 12 months as of Monday’s close.

B xAI deal done, Model S/X axed, energy soars to $3.84B record, capex doubles to $20B+ as first revenue drop hits.

Tesla, Inc. analysis: auto fundamentals weaken as energy grows; valuation hinges on robotaxis/physical AI and $20B+ CapEx. Click for this TSLA earnings update.