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Related tickers and likely impact
TSLA
▼ Likely negativeTesla, Inc.
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Automobile Manufacturers |
| Market cap | $1.4T |
| Close on 10/21/2026 | 386.55 |
| Change that session | +3.44% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Elon Musk says Tesla's Optimus robot needs to learn like a toddler
Elon Musk said on Tesla’s earnings call that Optimus humanoid robots must learn through self-play at scale, since Tesla lacks the vast car fleet that supplies training data, likening this to how a toddler learns to navigate the world by playing. Tesla cut its 2026 capex outlook to about $20 billion from $25 billion as it prioritizes usable humanoids. Optimus V3 production began at Fremont in the summer after Model S and Model X output ended there, with about 1,000 Gen 3 units already operating on the production floor. William Blair analyst Jed Dorsheimer said Musk pushed the timeline for a 1 million-unit weekly run-rate to over a year, with first applications in dangerous industrial settings by the end of 2027.
- Elon Musk Says He'd Be 'Stunned' If Any Robot Rivals Optimus At Launch: Gene Munster Calls It A Tesla 'Call Option' With 'Massive Value'
On Tesla's third-quarter earnings call, Elon Musk said some humanoid robot demos rely on pre-programmed tasks and that a non-scripted Optimus video is due in a few months. He said the first customers are likely industrial firms with deliveries around the end of next year, and that reaching 20,000 units a week at the Fremont line will take at least a year. Musk said he would be 'stunned' if any rival robot were remotely competitive with Optimus when deliveries begin. Deepwater Asset Management's Gene Munster said most investors still see Optimus as optionality, but a 'call option' with massive value. Tesla's Q3 revenue was $28.05 billion, flat year over year and above the $27.88 billion consensus, and adjusted EPS of 48 cents beat the 43-cent estimate. Shares closed up 3.41% at $386.47 on Wednesday and fell 3.32% to $373.65 in extended trading after the results.
- Elon Musk Says Optimus, Cybercab Will Be ‘the Vast Majority’ of Tesla’s Value
Tesla CEO Elon Musk said on Sunday that the Optimus humanoid robot and Cybercab will account for the vast majority of Tesla's value, positioning robotics and AI as the core of the long-term story rather than cars. The post came days before Tesla's third-quarter report, due after the close on Oct. 21, when analysts expect earnings per share of $0.43 on revenue of $27.90 billion. Musk also named super intelligence, robots, solar power and mass-to-space as the areas that can scale the most, and said the Roadster stays in the plan because it is 'super cool'. Tesla has begun limited public Cybercab service, with Austin among the markets. Investors will be watching automotive gross margin after Tesla reported third-quarter deliveries of 486,532 vehicles, and energy storage margins after a steep second-quarter drop that followed deployments of 13.7 GWh.
- TSLA Stock Reverses After-Hours Gains As Tesla Cuts Full-Year Capex Guidance To $20B, Musk Tempers Optimus Timeline
Tesla shares reversed after-hours gains and were trading about 4% lower after the company cut its full-year capital expenditure guidance to roughly $20 billion from more than $25 billion. Revenue of $28.0 billion missed the $28.3 billion estimate, while adjusted EPS of $0.48 beat the $0.45 forecast; both declined from a year earlier. Tesla secured capacity to borrow up to $30 billion but does not plan to draw on it this calendar year, and ended Q3 with free cash flow over $1.5 billion and more than $45 billion in cash and investments. Musk said Optimus production has begun in Fremont, but reaching 20,000 units a week could take at least a year, while the company plans to bring Cybercab to Dallas next and sees a path to charging $0.30 per mile for robotaxi rides. TSLA stock has dropped 14% year-to-date.
- Musk: People Are "Buying FSD With a Car Attached." There's Only One Problem.
Tesla said 75% of its new North American deliveries in the third quarter came with an FSD subscription, up from 55% in the second quarter, and active FSD subscriptions rose 67% to 1.74 million. Tesla has not disclosed how many subscribers pay, since the first month is free. When an RBC analyst asked whether the paid rate was closer to 30% to 40%, CFO Vaibhav Taneja did not give a clear answer. The article also notes that Tesla's overall gross margin fell from 25.6% in fiscal 2022 to 18% in fiscal 2025, while the stock trades at 185x forward earnings. It argues the paid attach rate is the key figure to watch, as paid FSD revenue remains small relative to Tesla's total sales.
- Did Wall Street forget about Tesla's Cybercab?
Yahoo Finance's Brian Sozzi discusses Tesla (TSLA)'s Cybercab expansion and its relevance amid a possible merger with SpaceX (SPCX). Elon pointed to 2 million cumulative unsupervised robotaxi miles by quarter-end, Austin operating hours now run 6:00 a.m. to midnight, and more Cybercabs are expected in more cities in coming months. The Austin Cybercab fleet has grown by a factor of 10 since launch about a month ago. Tesla shares fell partly because the company cut capex by $5 billion, which Sozzi attributes to Optimus robot production bottlenecks rather than the Cybercab. He argues that with merger talks being explored, investors should start thinking of SpaceX and Tesla as one company.
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- Tech stocks fall as Nvidia boss warns of AI funding slowdown
US stocks fell sharply on Thursday after Nvidia CEO Jensen Huang warned that a “scarcity of capital” was holding back AI rollout, fuelling worries about the cost of sustaining the AI boom. The Nasdaq 100 dropped 1.5% and the S&P fell nearly 1%. Meta shares slid 5% after it raised the lower bound of its capex guidance from $130 billion to $135 billion and issued new non-voting stock, while Tesla fell 2% after cutting its proposed AI spending from $25 billion to $20 billion. Oil added to the sell-off, with Brent rising 2.5% to $111.60 per barrel, its first move above $110 since May, after Aramco evacuated staff from its Dhahran headquarters over a warning of Houthi attacks.
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- TeraFab's $16.8 billion bet to start producing 100K chips a month
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- Meta Beat Expectations in the Last Quarter. Its Stock is Plunging Anyway.
Meta's third-quarter revenue rose 26% to $64.60 billion, beating the $63.34 billion analysts expected, but the stock was down 6.33% at 11:17 a.m. ET after an early after-hours jump. Reported EPS of $3.83 reflected a $9.89 billion charge tied to an agreement with state attorneys general over teen mental health; excluding it, EPS was $7.40. Meta plans nonvoting Class C shares from January 2027 to raise AI funding while preserving Mark Zuckerberg's voting control, and now expects capex of $135–145 billion this year. Free cash flow turned negative at $2.12 billion, versus positive $10.63 billion a year earlier.
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