Tesla Just Signed a $16.5 Billion Chip Deal
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Elon Musk warned that Tesla could face "a few rough quarters," as it weathers shifting tariffs and the end of EV tax credits in the US.
Tesla is one of several companies worth $1 trillion or more. Elon Musk believes the EV giant will be worth more than the value of the top 10 companies today in the future.
What if the Cybertruck was smaller? A Tesla engineer shares insights into why a compact version was on the drawing board for future markets.
In early July, President Donald Trump called out Musk directly, tweeting that Tesla might “close up shop” in the absence of government subsidies. That jab, layered with policy shifts, sent a chill through Tesla bulls. Tesla’s Q2 results are in, and they’re not pretty.
A Tesla analyst sees over 25% upside to the current share price based on the discounted future valuations of the company's segments.
The big Cybertruck isn’t doing so great. So Tesla is considering making a smaller one, engineering boss Lars Moravy said recently.
Tesla, Inc.'s Q2 earnings disappoint, but a $16.5B Samsung chip deal powers optimism for Robotaxi/Optimus. Discover insights on TSLA stock and its next steps.
On that note, earnings season is upon us and two stood out to me: GM and Tesla. Both companies are facing pressure from tariffs. And while GM also sells gas-powered vehicles, both are trying to sell EVs in a market that has seen growth slow while facing a future without EV incentives.
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BYD, China's top EV manufacturer (which also makes its own batteries), made waves this year when it announced vehicles that can accept a previously unthinkable 1,000 kilowatts of charging power.
Even with shares down 12% this year, Tesla Inc. (NASDAQ:TSLA) still carries an out-of-this-world price-to-earnings ratio of 189x. That's not just lofty—it's meme-level. Tesla's Valuation Is Still From Another Planet For context,