Tesla stock jumps as Model S and X are retired, highlighting Musk’s pivot toward AI, robotics and autonomous driving.

Tesla expects to more than double capital spending in 2026 as it invests heavily in robotics and driverless technology.

The more profound truth behind the spectacle is, as it has been pointed out, that there are still too many demos that use scripted behaviors or require direct oversight. The line proposed by Lei Yang,

Tesla fast-tracks Optimus humanoid robots, shifting factory space and strategy as Musk promises mass production and a poverty-free future.

In the Q4 earnings call for Tesla, Elon Musk said the Fremont factory would stop production of Model S and X vehicles, and instead, it will pivot to producing Optimus robots.

ET with analyst comments Tesla (TSLA) shares are gaining ground as a top- and bottom-line beat coupled with an upbeat outlook on Cybercab and robotaxi growth overshadowed another quarterly revenue decline,

Tesla Inc. will spend over $20 billion on a dramatic reshuffling of factory lines reflecting Elon Musk’s repositioning of the carmaker coming off a multiyear sales slump.

Tesla has built its modern identity on growth: more vehicles delivered, more factories ramped, and more revenue flowing in year