Quick Read Tesla (TSLA) faces near-term headwinds but could gain traction once Optimus humanoid robot production kicks off this summer and enters recursive manufacturing cycles. A forthcoming SpaceX-xAI IPO could draw investor capital away from Tesla temporarily,

While Tesla is gearing up to report quarterly earnings, CEO Elon Musk’s SpaceX is reportedly preparing to make its public debut. And Tesla's results could further fuel speculation about a potential future merger between the two companies.

Tesla’s futuristic Cybertruck was once pitched as a game-changing product that would reshape the pickup market. Instead, fresh reports suggest the controversial EV is facing a serious demand problem,

Jefferies warned that Tesla’s plan to launch robotaxis across 25%-50% of U.S. markets this year appears “beyond reach.” ・Wedbush’s Dan Ives said investors are closely watching Tesla's $2 billion investment in xAI and potential exposure to SpaceX after the merger.

Intel has joined Tesla, SpaceX and xAI's $25B 'Terafab' project, confirming what was already obvious: Tesla isn't actually going to build its own chip fab.

Yahoo Finance's Julie Hyman and Myles Udland discuss how Tesla (TSLA) earnings expectations have changed over time, and whether Elon Musk or SpaceX (SPAX.PVT) will take the spotlight this quarter.

SpaceX remains one of the hottest private-market names as IPO expectations, Starlink growth, AI ambitions, defense relevance, and Elon Musk’s broader ecosystem continue to support investor demand despite rising valuation concerns.

S&P Global Mobility data confirms SpaceX bought 1,279 Cybertrucks in Q4 2025 — 18% of US registrations — inflating Tesla sales by over $100M.