• Tesla (TSLA) explores selling, spinning off or closing its China unit. Advisers assess separating China operations possibly to enable a deal tied to a SpaceX merger; options under review.
  • TSLA posted record revenue but operating margin dropped over 60% YoY, free cash flow turned negative, EPS missed forecasts due to higher capex, and net income included a one‑time SpaceX stake gain.
  • Tesla's Gigafactory Shanghai has annual capacity above 950,000 Model 3/Y, is the main export hub for Europe, Canada and APAC, and delivered over half of Tesla's global vehicles in 2025
  • Traders watch Tesla (TSLA) as its AI-trained robo-taxi, launched in Austin June 2025, expands slower than expected, with fleet and city growth lagging initial forecasts.
  • Tesla (TSLA) launched Robotaxi service in Miami using Model Y with Full Self-Driving in parts of western and central Miami, expanding commercial autonomous rides after earlier Texas rollout.
  • Tesla (TSLA) said its 10 millionth EV was completed on July 30, 2026. The update gave the milestone date but omitted production pace, regional mix, model breakdown and timing.
  • Virtuix sold an Omni One Enterprise teleoperation system to Tesla (TSLA) on July 27, 2026 to aid Optimus robot training, motion calibration and human-robot collaboration in Tesla factories and R&D.
  • Tesla (TSLA) to supply equipment for Goyder Battery Stage 2 expansion: adds 227 MW / 907 MWh (site now 454 MW / 1,814 MWh). Construction starts August; full operation expected 2028.
  • Elon Musk said potential overlap between Tesla (TSLA) and SpaceX exists but any merger talk isn’t suitable for public discussion and would need a formal process.