Tesla Says 75% of New North American Deliveries Now Include Paid FSD
Tesla says paid FSD signup came with more than 75% of new North American deliveries in Q3 as the active global base reached a record 1.74 million.
Tesla’s First Production-Quality Optimus Bots Roll Off Fremont Line
Tesla says early Optimus production is underway on its high-volume Fremont line, with the first production-quality bots coming off a commercially viable process.
Tesla Flips Wall Street’s $4.9 Billion Cash-Burn Fear Into $1.5 Billion of Free Cash Flow
Tesla generated $1.53 billion in Q3 free cash flow instead of the expected multibillion-dollar burn, but profit fell and its 2026 spending plan was cut.
Wall Street Sees $28.3 Billion Tesla Quarter—and a $4.5 Billion Cash Burn
Tesla reports Q3 after the bell with strong deliveries behind it and Wall Street focused on negative free cash flow, Cybercab economics and Optimus revenue.
Tesla Locks In $30 Billion Credit Backstop for Its AI, Solar and Chip Expansion
Tesla has secured $30 billion in undrawn senior credit capacity as it prepares for record spending on AI compute, solar manufacturing and a chip project with SpaceX.
Tesla Stock Sinks 14.5% as Elon Musk Defends a Massive Buildout
Tesla shares just suffered their steepest one-day fall in more than a year. The Q2 filing shows why Wall Street flinched and where Tesla plans to put more than $25 billion.
Tesla’s Q2 Consensus Puts Revenue at $27.6 Billion and Capex at $6.7 Billion
Tesla's company-compiled analyst estimates point to stronger Q2 revenue, operating income and earnings, alongside $6.7 billion in capital spending and negative free cash flow.
Musk Says Tesla’s Credit Rating Makes No Sense After SpaceX Gets a Higher One
SpaceX just earned a first-time Baa1 issuer rating from Moody's while Tesla stayed at Baa3, and Elon Musk pushed back fast, pointing to Tesla's $40 billion-plus in cash, no debt, and steady profits.