Analysts at Barclays say clients keep asking whether Tesla and SpaceX could combine, reviving speculation about a Musk mega-merger. No deal has been confirmed, but the chatter is shaping how investors view both companies.
Subscription features like Tesla's monthly Full Self-Driving plan are turning one-time car purchases into recurring software revenue. Automakers keep experimenting even after BMW's heated-seat fiasco showed buyers have limits.
Chinese auto-parts makers that supply Tesla are quietly developing their own humanoid robots, betting that car factories can mass-produce machines. Analysts see a race to lock in orders before the market opens.
China's National Day holiday kicked off a fourth-quarter sales push, with Tesla stores packed and discounts everywhere. Buyers are racing a year-end purchase-tax change that makes 2026 cars thousands of yuan pricier.
Taiwan's chipmaking giant is in talks with Elon Musk's Terafab wafer project, with Musk confirming discussions are underway. The move could reshape where advanced chips for Tesla and SpaceX get built.
Tesla shares climbed more than 5% after the company said it delivered over 486,000 vehicles in the third quarter of 2026, outpacing production by roughly 22,000 units. Storage deployments also hit 13.7 gigawatt-hours.
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