Latest Tesla News and Insights | Yellow

Tesla shares are down about 18% in 2026, and analysts warn that a fall lineup of Elon Musk's product events may not deliver what investors actually want. Key Points: Tesla will open its Semi factory in Nevada on Sept. 24 and unveil the Roadster on Oct. 1. Analysts say robotaxi growth, Optimus progre

Tesla will unveil its long-delayed second-generation Roadster on Oct. 1, a spectacle CEO Elon Musk is staging while the stock sits down roughly 20% for the year. Key Points: Tesla set an Oct. 1 reveal for the Roadster, a car first shown in November 2017 and once promised for 2020 deliveries. Analyst

Billionaire investor Ron Baron says now is the time to buy Tesla, citing FSD uptake on 55% of new North American deliveries and rising U.S. EV share. Key Points: Baron Capital holds about $5 billion in Tesla shares and roughly $25 billion in SpaceX. Tesla reported 1.48 million active FSD subscriptio

Elon Musk denied a Wall Street Journal report that Tesla could separate its China business to clear geopolitical obstacles for a possible merger with SpaceX. Key Points: Musk said discussions about separating Tesla's China operation had never occurred at any level inside the company. Tesla China als

Elon Musk declined to rule out merging Tesla and SpaceX** on Wednesday's earnings call, and one analyst promptly lifted his odds of a deal to 90%. A SpaceX takeover of Tesla would be paid for in shares that have lost roughly 50% since their June peak, and that arithmetic moves the terms daily. Key P