Stock & Business

Stock & Business • Mar 27, 2026

Tesla and SpaceX to merge in 2027, Wall Street analyst predicts

A Wall Street analyst predicts Tesla and SpaceX will merge in 2027, driven by their shared technology and AI ambitions under Elon Musk. This potential merger represents a significant strategic consolidation of Musk's companies, aiming to dominate future tech sectors. For Tesla owners and enthusiasts, it signals a future where Tesla's automotive and energy technology could be more deeply integrated with SpaceX's aerospace and advanced engineering capabilities.

Stock & Business • Mar 26, 2026

Tesla Q1 2026 Consensus: 365K Deliveries and Continued Growth in Energy Storage

Analysts project Tesla will deliver 365,000 vehicles in Q1 2026, which would represent a quarter-over-quarter decline. However, the company's energy storage business is expected to show continued growth. This suggests a mixed quarter, with vehicle deliveries potentially softening while the energy division expands.

Stock & Business • Mar 26, 2026

Tesla (TSLA) publishes Q1 2026 delivery consensus: 365,645 vehicles expected

Tesla's published analyst consensus forecasts 365,645 vehicle deliveries for Q1 2026, representing only an 8% increase from the prior year. This modest projected growth suggests the company continues to face challenges in reigniting significant sales momentum after a period of decline. For owners and enthusiasts, this indicates Tesla's growth phase has slowed substantially as it navigates a more competitive market.

Stock & Business • Mar 17, 2026

Tesla (TSLA) Terafab plans point to inevitable capital raise — its first since 2020

Tesla's new "Terafab" semiconductor project is estimated to cost between $25 and $40 billion, a massive investment compared to the company's $6.2 billion in free cash flow last year. This financial pressure makes it highly likely Tesla will need to raise capital through a stock offering, which would be its first since 2020. For owners and enthusiasts, this signals a major strategic push into chip manufacturing but also introduces financial risk and potential shareholder dilution.

Stock & Business • Mar 17, 2026

Tesla confirmed as partner in $4.3B LG Energy Solution battery factory in Michigan

Tesla has been officially confirmed as the partner in a $4.3 billion battery factory project with LG Energy Solution in Michigan. This major investment will secure a domestic supply of battery cells for Tesla's U.S. production. For owners and enthusiasts, this means greater production stability and potentially faster output of vehicles like the Cybertruck and Model Y.

Stock & Business • Mar 17, 2026

Tesla named by U.S. Gov. in $4.3B battery deal for American-made cells

The U.S. government has confirmed Tesla as the buyer in a $4.3 billion battery supply deal with LG Energy Solution. This agreement will secure a major supply of American-made battery cells for Tesla. For owners and enthusiasts, this means greater supply chain stability and supports Tesla's commitment to domestic manufacturing for its vehicles and energy products.

Stock & Business • Mar 16, 2026

Tesla and Syrah extend deadline a fourth time to resolve graphite supply dispute

Tesla and Syrah Resources have extended their supply agreement deadline for a fourth time due to unresolved technical issues with battery-grade graphite. This indicates ongoing challenges in securing a stable supply of this key battery material. For Tesla owners and enthusiasts, it highlights the complexities in the EV supply chain but suggests Tesla is working to secure long-term production inputs.

Stock & Business • Mar 13, 2026

Musk admits xAI ‘not built right’ — weeks after Tesla invested $2 billion

Elon Musk admitted his AI company, xAI, was fundamentally flawed and needs a complete rebuild. This comes just weeks after Tesla invested $2 billion of its shareholder money into xAI, which was then acquired by SpaceX. For Tesla owners and investors, this raises serious concerns about the judgment and oversight of a major corporate investment.

Stock & Business • Mar 13, 2026

Keeping Elon could cost Tesla millions, Rivian R2 and affordable Lucid arrive

A new lawsuit alleges Tesla was negligent in retaining Elon Musk as CEO, criticizing his influence on engineering and safety. This legal challenge could potentially cost Tesla millions of dollars. For owners and enthusiasts, it highlights internal governance concerns amid increasing competition from new, affordable EVs like the Rivian R2.

Stock & Business • Mar 12, 2026

Tesla Gains SpaceX Ownership After Converting $2B xAI Investment

Tesla has converted its $2 billion investment in xAI into a small ownership stake in SpaceX, as per recent regulatory filings. This move strengthens the financial ties between Elon Musk's companies but does not directly impact Tesla vehicles or its core automotive business. For owners and enthusiasts, it primarily signals a strategic financial reshuffling of Musk's corporate assets rather than an immediate change for Tesla products.

Stock & Business • Mar 11, 2026

Tesla VP explains latest updates in trade secret theft case

Tesla is suing a former supplier, Matthews International, for over $1 billion, alleging it stole trade secrets and sold technology to competitors. The case highlights Tesla's aggressive stance on protecting its intellectual property. For owners and enthusiasts, it underscores the company's focus on safeguarding the proprietary technology that underpins its vehicles.

Stock & Business • Mar 11, 2026

Tesla Posts Strong February in China with 58,599 Vehicles Sold

Tesla's Gigafactory Shanghai delivered 58,599 vehicles in February, nearly doubling its sales from the same month last year. This strong performance indicates robust demand in a critical market and suggests Tesla is maintaining significant momentum in China.