Tesla surprises Wall Street and says demand for vehicles has returned
Sky News
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Tesla defied expectations, profiting more and spending less than expected in closely watched results as the company shifts focus from electric vehicles to artificial intelligence (AI).
Tesla's $25B AI and robotics pivot
- Tesla lifts 2026's spending plans by 25% RTE —
- Musk says Tesla, SpaceX to use Intel’s 14A tech in Terafab, lifting Intel shares Seeking Alpha —
- Tesla signals over $25B 2025-2026 CapEx as it targets Optimus production by late July/August and Robotaxi in a dozen states by year-end Seeking Alpha —
- Tesla Boosts Spending Plan to $25 Billion in AI, Robotics Push Bloomberg —
- Tesla Says EV Orders Benefitted From Soaring Gas Prices Gizmodo —