Tesla is quietly assembling pieces that go far beyond selling cars, and the question is whether the market has any idea how large the combined opportunity could get.
JPMorgan analyst Rajat Gupta circulated a note last week projecting Tesla robotaxi revenue of roughly $320 billion by 2035, with nearly all of it (~$314 billion) coming from a Tesla-owned and -operated…
Rich Duprey One number reframes the entire robotics conversation, and it did not come from a chipmaker or an automaker. It came from a bank. Goldman’s Big Robot Number 6.5 million humanoid robot units…
Elon Musk called terrestrial fusion reactors 'pet science projects' and declared the sun will supply essentially all of humanity's energy, but Tesla's own financials and its $10.1 billion "Project Crystal Sun" solar…
Rich Duprey $2.3 Billion a Day The seven companies known as the Magnificent 7 collectively generate roughly $2.3 billion in operating profits every single day on a trailing 12-month basis. That figure represents the…
Tesla's operating margins just collapsed to 1.4% and free cash flow turned negative, yet one forward catalyst is quietly building that could dwarf everything the company has delivered so far.
Tesla is down on the year, yet two ETFs that both own the stock are having completely opposite experiences in 2026. The reason has nothing to do with the stock itself and…
Ford's multibillion-dollar EV ambitions collapsed faster than almost anyone predicted, and the company's bold plan to rebuild from scratch raises more questions than it answers.
Tesla's expanding robotaxi footprint is sending ripples through the rideshare market, and Uber shareholders are absorbing the hit even though Uber's own results gave them no reason to sell.
Lucid stock has cratered while rivals like Tesla and Rivian held their ground, and the company's latest financials reveal a tension between surging revenue and an alarming cash burn that puts every…
Lemonade's CEO claims the way auto insurance has always worked quietly punishes the majority of drivers, and his company is betting a radical repricing model around telematics and Tesla's self-driving miles can…
Elon Musk's brief stint as the world's first trillionaire is slipping away fast, and the forces dragging him back down reveal deep cracks in two of his most powerful companies.
Tesla's August numbers out of China signal trouble for a company already struggling to find a win in 2026, and the problems extend well beyond one month of weak demand.
Douglas A. McIntyre Tesla posted record deliveries and 25% revenue growth in the same quarter it missed earnings by nearly 40% and burned over a billion in free cash flow. Wall Street cannot agree on…
Elon Musk is running two separate companies toward the same AI finish line, but their strategies, cash positions, and timelines could not be more different. One already earns revenue from compute today…
Alex Sirois 
