Dan Ives reiterates position that Tesla has the potential to reach a $2 trillion market capitalization in early 2026. ・Goldman Sachs said Tesla’s valuation has long hinged on AI-driven profits, which will come under even greater scrutiny as planned capital spending ramps up.

Autonomous driving is about to leave the lab and enter its most unforgiving phase: commercial reality. According to a new industry analysis from the Korea Automotive Technology Institute, 2026 will mark the point where autonomous driving competition shifts from technology demonstrations to business-model warfare.

Tesla’s nascent robotaxi program is off to a rough start. New NHTSA crash data, combined with Tesla’s new disclosure

Tesla, Inc. is upgraded to Buy due to attractive functions around robotaxis, FSD, and Optimus. Learn more about TSLA stock here.

Tesla EVs have a new Autopilot computer and sensor suite dubbed HW4.5, making it even less likely that the HW3 vehicles will be supported for FSD Unsupervised

Basically, driving a car like the Model S isn’t the future, but a car driving you is. In a first for the company, Tesla revealed it has 1.1 million paying subscribers for its full self-driving (FSD) business.

Online insurance firm Lemonade said it would offer a policy designed specifically for self-driving cars, starting with Tesla.

The Elon Musk-owned electric car brand is shifting focus to self-driving vehicles, AI and robotics as automotive sales fall.