Tesla Reports Record Q2 2026 Deliveries as Energy Business Powers Ahead
Tesla delivered a strong Q2 2026 with record 480,126 vehicles (+24.9% YoY) and 13.5 GWh energy storage (+40.6%). Earnings on July 22.
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Rivian Beats Q2 Expectations, Raises 2026 Outlook as R2 Deliveries Begin
Rivian reported 12,194 vehicle deliveries in Q2 2026, exceeding expectations. The company raised its 2026 forecast and started R2 customer deliveries.
Sunrun, Tesla, and Renew Home Launch Nation’s Largest Virtual Power Plant to Power AI Data Centers
Sunrun, Tesla, and Renew Home partner to create the largest U.S. virtual power plant with 16GW from home batteries and smart thermostats — powering AI data centers without new infrastructure.
JPMorgan Capitulates on Tesla – Now Betting Big on Physical AI & Robots
After years as Tesla’s biggest bear, JPMorgan just flipped bullish. The bank upgraded TSLA to Neutral and hiked its price target 228% to $475, citing physical AI, Optimus, and robotaxis as the future.
Tesla Stock Tanks as Sam Altman Launches OpenAI Robotics to Take On Optimus
OpenAI just launched a robotics division to build humanoid robots, going head-to-head with Tesla’s Optimus.
Li Auto and XPeng Report Weaker Q1 Results; XPeng Margins Shine Amid Delivery Slump
Li Auto and XPeng missed earnings but EV growth in China is slowly improving; Tesla sales in China are still down.