TechCrunch Mobility: The great Tesla rebranding

Welcome back to TechCrunch Mobility — your central hub for news and insights on the future of transportation.

Tesla takes another leap toward becoming a physical AI company: Here are the 6 biggest takeaways from its Q4 earnings call

Tesla CEO Elon Musk announced a $2B investment into xAI and the discontinuation of Model S and Model X in order to support ...

Should Investors Buy Tesla Stock After Upbeat Outlook on Robotaxis and Robots?

Tesla has a history of making big promises.

Tesla’s energy storage business is growing faster than any other part of the company

Energy storage products like the Megapack, Megablock, and Powerwall drove ...

Tesla shifts from cars to humanoid robots

Tesla is taking one of the boldest turns in its history, and it’s not just about electric cars anymore. After years of ...

Why Tesla Stock Could Double as Optimus Reaches Human-Level Proficiency This Year

Wall Street analysts project strong earnings growth over the next few years.

Tesla: Many Positive Strategic Shifts In 2026 (Upgrade)

Tesla is navigating weak vehicle demand but pivoting toward robotics and autonomy, driving a more constructive outlook. Learn ...

Tesla (TSLA) Seen as ‘Physical AI’ Leader as Mizuho Lifts Price Target

Tesla, Inc. (NASDAQ:TSLA) is one of the 10 AI Stocks Making Waves on Wall Street. On January 29, Mizuho analyst Vijay Rakesh ...

Elon Musk says Tesla ending Models S and X production, converting Fremont factory lines to make Optimus robots

On Tesla's fourth-quarter earnings call, CEO Elon Musk said the company is ending production of its Model S and X vehicles.

Tesla: The Valuation Makes No Sense

Tesla delivered a Q4 double-beat, with strong sequential gross margin expansion, despite a 16% year-over-year decline in EV deliveries. TSLA's gross margin rose to 20.1%, driven by cost efficiencies ...