$TSLA

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.

UBS expects Tesla to deliver 470,000 vehicles in Q3 2026, down 5% YoY, with a $385 price target. This estimate is above the Visible Alpha consensus of 454,000 units. Tesla's Q2 2026 deliveries were 480,126, up 25% YoY. UBS forecasts strong growth in Tesla's energy business, with 16.9 GWh of storage deployment. Tesla's stock is trading at $377.50, up 5.9% since Goldman Sachs' downgrade.

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) 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 began high-volume production of its Semi truck in Nevada, with an annual capacity of 50,000 units. Elon Musk highlighted cost savings and strong demand, while analysts forecast potential market share gains. Tesla also reported 1.48 million active FSD subscriptions in Q2, with revenue growing 50% year-over-year to $4.6 billion.

Tesla (TSLA) has started delivering its Semi trucks to initial customers, nearly nine years after their unveiling. The company reaffirmed its target to produce 50,000 units annually. Deliveries began at Tesla's Nevada plant, with executives present. The move marks a significant milestone for Tesla's commercial vehicle division.

Tesla (TSLA) CEO Elon Musk announced the start of 'high volume production' of its electric semi truck at a new Nevada factory, targeting 50,000 units annually. The company has secured orders for 3,000 semis from major firms, including Microsoft and PepsiCo. Musk highlighted cost savings from electricity over diesel and future autonomous driving features.

Tesla (TSLA) is offering discounts of up to 7,000 yuan ($1,040) on Model 3 and Model Y variants in China for orders placed by October 31. The promotion includes additional benefits like interest-free financing. This follows three months of year-on-year sales declines in China, with August deliveries down 12.43%.

Tesla began volume production of its Semi truck in April 2026, with deliveries starting this week. The company announced new and existing customers, including PepsiCo and DHL, but did not reveal order numbers or updated pricing. Tesla claims the Semi is cheaper to run than diesel trucks and highlighted engineering improvements and charging infrastructure. The event lacked key updates, such as order numbers and pricing details.