Tesla Expands Electrification Efforts to its Supply Chain

Tesla, the pioneer in electric vehicles, is taking its electrification efforts to the next level by working towards electrifying its supply chain. The company’s Director of Semi Engineering, Dan Priestley, recently hinted at this plan, following a successful 5,000-mile winter trial with the Semi. The trial, conducted by Tesla supplier thyssenkrupp, demonstrated the feasibility of using electric trucks in the supply chain. Priestley noted that the demonstration is part of larger efforts to electrify more of the[…]

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Morgan Stanley Analyst Estimates Tesla Could Save $2.5 Billion by Replacing 10% of Workforce with Optimus Robots

Morgan Stanley analyst Adam Jonas has estimated that Tesla could save $2.5 billion by replacing just 10% of its workforce with its Optimus robots. In a recent note, Jonas assigned each robot a net present value (NPV) of $200,000. Tesla’s workforce currently stands at 125,665 employees worldwide, and according to Jonas’ calculations, a 10% substitution with humanoid robots could be worth approximately $2.5 billion. This potential cost savings could significantly reduce labor costs for the electric vehicle[…]

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Dan Ives, A Tesla Analyst, Calls for the Company’s Board to Establish Ground Rules for Musk

A Leading Tesla Analyst Calls for the Company’s Board of Directors to Establish Ground Rules for CEO Elon Musk Amidst Political Ambitions. A leading Tesla Inc. analyst, Dan Ives of Wedbush, has maintained an Outperform rating on the company with a $500 price target. In a recent investor note, Ives urged Tesla’s Board of Directors to take action and establish rules for CEO Elon Musk as he plans to launch the America Party. According to Ives, Tesla[…]

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What to Expect with Tesla's Upcoming Robotaxi Service Launch

Tesla Stockpiling Cybercab Castings at Giga Texas Facility

Recent images taken of the Tesla Giga Texas complex suggest that the electric vehicle maker is gathering a significant number of Cybercab castings around the factory. Longtime drone operator Joe Tegtmeyer, who has been chronicling the developments around the facility for several years, captured images of hundreds of Cybercab castings. According to industry watchers, the drone operator’s recent photos show approximately 180 front and 180 rear Cybercab castings. The large number of castings suggests that Tesla may[…]

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Dave Portnoy Places $10 Million Bet on Tesla, Anticipating 10% Bounce in Under Two Weeks

Dave Portnoy, the founder and CEO of Barstool Sports, has made a bold move by investing $10 million in Tesla Inc., following a pullback in the company’s shares early this week. On Monday, Portnoy announced on X that he had purchased $10 million worth of Tesla shares, hoping for a 10% bounce in under two weeks. He tagged the move as a #crazyelon play, referencing CEO Elon Musk’s erratic behaviors that have contributed to the stock’s volatility[…]

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Tesla China Sees Strong Domestic Sales in June with 61,484 Units Sold

Tesla China reported a significant increase in domestic sales for June, with 61,484 units sold, marking the company’s second-best performance in 2025 so far. This figure trails only March, when Tesla delivered 74,127 vehicles domestically. According to data from the China Passenger Car Association (CPCA), Tesla sold a total of 71,599 cars wholesale in June 2025. This represents a 59.3% increase compared to May’s 38,588 units and a 3.75% year-over-year increase from 59,261 units in June 2024.[…]

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Cantor Fitzgerald Reiterates Bullish Stance on Tesla Amid Q2 2025 Deliveries

Cantor Fitzgerald is maintaining its bullish stance on Tesla (NASDAQ: TSLA), reiterating its “Overweight” rating and $355 price target despite the company’s release of its Q2 2025 vehicle delivery and production report. Tesla delivered 384,122 vehicles in Q2 2025, falling below last year’s Q2 figure of 443,956 units. Despite softer demand in some countries in Europe and ongoing controversies surrounding CEO Elon Musk, Cantor Fitzgerald believes Tesla is a long-term growth story in the EV sector. Tesla’s[…]

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Tesla Cybertruck Insurance Costs: What Owners Are Paying

The Tesla Cybertruck has been a topic of discussion in the car community due to its unique design, recalls, and CEO Elon Musk’s political endeavors. Despite not meeting some people’s expectations, the Cybertruck has gained a loyal following. However, rumors of car insurance brands dropping Cybertruck owners and increasing rates due to safety and vandalism concerns have sparked concern among electric vehicle enthusiasts about the cost of owning the vehicle. According to Cybertruck owners on Reddit, the[…]

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Ford CEO Questions Tesla’s Approach to Autonomy, Challenges Valuation

Ford Motor Co CEO Jim Farley recently spoke at the Aspen Ideas Festival, where he questioned Tesla Inc’s approach to autonomy and challenged the logic behind betting on it. Farley expressed that Alphabet Inc’s Waymo’s lidar-based system makes more sense than Tesla’s camera-only model, citing consumer trust and safety. In his speech, Farley highlighted the importance of safety in autonomous driving, stating that lidar is a safety non-negotiable. He also revealed that Ford gave up chasing Level[…]

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Tesla Expands Full Self-Driving Testing to Fifth European Country Ahead of Launch

Tesla’s Full Self-Driving (FSD) testing has entered a fifth European country, marking a significant milestone as the company prepares to launch its driver assistance suite on the continent. Despite facing regulatory hurdles with the European Union, Tesla is making progress by expanding its FSD testing to more regions. The company is still working through the complexities of EU regulations, but its continued testing is a testament to its commitment to bringing FSD to European drivers. Today, Tesla[…]

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