Here’s the Tesla Semi… again

Nasdaq and S&P 500 futures rose despite surging Treasury yields. Akamai (AKAM) surged 20% after a $11.6B deal with Anthropic. Tesla (TSLA) trended upward following a next-gen Roadster unveil and Semi truck production news. SpaceX (SPCX) gained on AI model predictions. Bloom Energy (BE) rose 1% after reaffirming Oracle's (ORCL) fuel-cell contract. Comcast (CMCSA) fell on analyst downgrades. Regenxbio (RGNX) rose 2% on positive gene therapy data.

Tesla has begun high-volume production of its Semi electric truck at a Nevada factory, nearly nine years after its initial unveiling. CEO Elon Musk announced plans for self-driving features in the near future and highlighted the truck's cost efficiency. The company has secured orders from multiple customers, including PepsiCo and Microsoft. The Semi is priced at $250,000 to $290,000, with a production capacity of 50,000 trucks annually.

Tesla (TSLA) shares trimmed overnight losses after the company began engineering tests of its Cybercab in Austin, featuring no steering wheel or pedals. The stock jumped 8% on Monday to $411.84, its best day in over a year, following the rollout of FSD V14 Lite. The Cybercab is designed for fully autonomous ride-hailing and includes safety features for various conditions.

Tesla (TSLA) began high-volume production of its electric Semi in Nevada, with two trims priced at $290,000 and a capacity of 50,000 units/year. UBS estimates Q3 deliveries at 470,000, down 5% YoY. CEO Elon Musk announced plans for lithium refineries and cathode plants. ZET SCALE ordered 2,500 Semis. UBS maintained a Neutral rating with a $385 price target.

Tesla released a teaser for its new Roadster, featuring a full-width LED light bar, and reopened reservations with a $50,000 refundable deposit. The company also began delivering Semi trucks the week of September 24, 2026, according to Reuters. Tesla aims to build 50,000 Semis annually, with Swedish logistics company Einride AB ordering 500 units. Morgan Stanley estimates the Semi program could add $80 billion to Tesla's market value in a bull-case scenario.

Tesla opened a Nevada plant to mass-produce its Semi electric truck, with an annual capacity of 50,000 units. The Semi, first unveiled in 2017, has seen orders from PepsiCo, Microsoft, and others. Tesla plans to integrate its Full Self-Driving system into the Semi, aiming for autonomous capability by early 2024. The company is also targeting the European market, competing with Volvo and Daimler Truck.