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Ron Baron turned a $400 million Tesla position into $7.7 billion in profit when Wall Street laughed him out of the room, and now he is making an even larger bet on a company he believes will reshape the economics of an entire planet.

Tesla's delivery numbers just hit a record high, yet something underneath the headline is quietly breaking down in a way that makes the current price look like a leap of faith rather than a calculated risk.

A Wall Street Journal report dissected on the TBPN podcast episode Nvidia’s $500B Compute Deal, Paramount Threatens CA Exit, Musk’s ‘Shortcut’ to $1T Payday | Diet TBPN is drawing fresh scrutiny to an obscure provision inside Elon Musk’s 2025 Tesla compensation plan. The clause could allow the world’s richest executive to skip the operational milestones ... Wall Street’s Favorite Tesla Rumor Could Unlock $824 Billion Pay Day For Elon Musk

Space Exploration Technologies Corp. and Tesla Inc. CEO Elon Musk‘s Terafab semiconductor manufacturing facility will become the world’s largest building by floor area once completed. Five Times Larger Than Current Record-Holder According to a Fortune report on Monday, Tesla and...

Tesla stock was on track to notch a five-session winning streak on Wednesday, but that doesn’t mean the electric-vehicle maker has turned a corner following a rough stretch. Tesla stock has closed in the green for four straight trading days, rising 4.2% over that period.

Tesla Inc. wants investors to see its future in robots, robotaxis and artificial intelligence. But powering that future may require more fossil fuel than the company’s electric-car identity suggests. Tesla and Space Exploration Technologies Corp. are initially investing $16.8 billion...

The robotics boom could benefit far more than Tesla.

Investor Gary Black believes Tesla Inc.’s (NASDAQ:TSLA) pullback in its self-driving ambitions is causing investors to lose faith that the company will eventually solve autonomy. Gary Black Outlines ‘Fundamental’ Reason Behind Robotaxi Slowdown In a series of posts on X, The Future Fund LLC co-founder opined that there was “some fundamental reason” behind Tesla slowing down its unsupervised Full Self-Driving (FSD) and Robotaxi targets. Read Also: Tesla Burns Through Funds Allocated for Gavin New

Microsoft's dividend yield is the highest among the Magnificent 7 companies. Reasonable valuations and strong momentum in AI monetization make MSFT stock a buy despite the sharp rally from its 2026 lows.

Florida Governor Ron DeSantis rode in a robotaxi at the SunTrax testing facility and highlighted the vehicle’s ability to navigate "all hazards."

Tesla's large market cap and valuation is largely driven by the potential of its future robotics, robotaxi, and AI businesses -- but here are two valid reasons for investors to be nervous.

24/7 Wall St. Founder and Editor Doug McIntyre is joined by Lee Jackson to discuss SpaceX and Tesla and what stocks could be better buys. Lee suggests investors who are more interested in space plays look toward stocks like Rocket Labs and Iridium Communications. However, both express their admiration for Musk and call him the 'Einstein of our time.'

Musk has already been a trillionaire, and he could be worth twice that by consolidating his businesses.

If Rivian delivers more than 20,000 R2 SUVs this year, the bears could finally retreat.

Tesla Gets a China Boost as EV Sales Sink for Seventh Month

The safety action covers certain Model 3 and Model Y vehicles, while regulators have not finalized a remedy.

A Chinese humanoid maker just pulled off one of the most frenzied IPOs in recent memory, and the shockwaves are now rippling through U.S. robotics stocks in a big way. Here is what traders are watching as the physical AI theme hits a new gear.

Space Exploration Technologies Corp. and Tesla Inc. CEO Elon Musk says all cars will eventually feature Starlink connectivity, arguing satellite internet could provide high-bandwidth connectivity to billions of vehicles. Elon Musk Says All Cars Will Have Starlink On Saturday, influencer...

General Motors sold its stake in an Indiana EV battery plant to South Korea's Samsung SDI amid sluggish demand for electric cars. GM stock offered a trendline entry on Tuesday. Ford stock and Tesla stock also gained below key levels.

A SpaceX acquisition of Tesla could simplify Musk's compensation requirements.

Gov. Gavin Newsom‘s (D-CA) MyFirstEV program promises a $3,500 instant discount on new EVs, as well as a $1,750 discount on used EVs, for first-time buyers in California. Now, Elon Musk‘s Tesla Inc. has confirmed on its website that it...

Michael Burry Sounds Off on 'Trump's Market' as Stock Prices Soar

Tesla Inc. and Space Exploration Technologies Corp. CEO Elon Musk says AI agents could eventually generate vastly more internet traffic than humans, but investor Michael Burry has some questions. Elon Musk Backs AI Traffic Explosion On Sunday, Musk highlighted Cloudflare...

Investor demand for humanoid robots just shattered records that SpaceX, Snowflake, and Facebook never came close to touching. Here are the five publicly traded robotics stocks best positioned to capture that fever before it cools.

KLA Corporation recently declared a quarterly cash dividend of US$0.23 per share, payable on September 1, 2026, to shareholders of record as of August 17, 2026, alongside reporting higher quarterly and full-year revenue and earnings through June 30, 2026, and issuing guidance for the September 2026 quarter. These results and guidance arrive as semiconductor equipment demand is being reinforced by large AI chip manufacturing projects like Tesla and SpaceX’s Terafab complex and by industry...

Electric vehicle sales in China fell 4% in July. However, Tesla has a history of bucking the bad sales trend in the world's largest car market. The stock is up about 1% on Tuesday.

BlackRock's latest 13F filing sent Nio shares tumbling while Tesla, Lucid, and Rivian barely flinched, and the reason behind that split tells a bigger story about where institutional money is quietly moving inside the EV sector.

The July Consumer Price Index lands Wednesday at 8:30 a.m. ET, and traders are hoping a soft number can reignite momentum in high-beta names like Palantir Technologies Inc. (NASDAQ:PLTR) and Tesla Inc. (NASDAQ:TSLA). Cato Institute economist Jai Kedia doubts it....

Micron's valuation has been falling in recent weeks as investors may be worried about the company's longer-term growth prospects.

Tesla (NASDAQ:TSLA) may need to demonstrate clearer progress in scaling its Robotaxi business before investors gain greater confidence in the company’s broader Physical AI strategy, according to Morgan Stanley. In a note to clients on Tuesday, analyst Andrew Percoco said feedback following Tesla’s second-quarter earnings showed investors remain constructive on the long-term opportunity, particularly given stronger adoption of the company’s Full Self-Driving software.