Chinese EV sales stumbled in February 2026 due to the Spring Festival holiday, with major players like BYD and XPeng seeing sharp drops. This pressures Tesla in its key China market, raising the importance of its pivot to AI, robo-taxis, and humanoid robots for future growth.
Morgan Stanley says Tesla’s move into solar manufacturing could add $25B–$50B to its energy business by boosting vertical integration and data center power supply.
Elon Musk merges SpaceX and xAI in historic $250B acquisition, forming $1.25T entity combining space exploration with AI. Deal sets new M&A record, surpassing Vodafone-Mannesmann.
Wells Fargo says Tesla’s U.S. solar plans triggered a selloff, but First Solar remains well positioned thanks to cost and pricing strength.
SpaceX is weighing potential mergers with both Tesla and xAI as Elon Musk considers consolidating his business empire ahead of a blockbuster IPO potentially valuing SpaceX at $1.5 trillion.
Tesla announces $2 billion investment in Elon Musk's xAI while reporting stronger-than-expected Q4 2025 earnings. Energy storage hits record highs as EV sales face headwinds.
