AI Market Movers · Robotics, defense & physical AI
Tesla
TSLA
Tesla is a car company with a lab inside: Dojo, Optimus, and FSD. The robotaxi and the humanoid are the AI story. The cars pay the bills.
- Site
- tesla.com
- Product
- Optimus
- Who
- Elon Musk, CEO
Market reaction
Loading market data…
On X
New from CNBC: "Musk and Zuckerberg echo Trump’s push to rebrand AI as ‘super intelligence’ on earnings calls. Others did not"
— Brian Stelter (@brianstelter) Oct 30, 2026
Musk and Zuckerberg echo Trump's push to rebrand AI as 'super intelligence' on earnings calls. Others did not
— CNBC (@CNBC) Oct 30, 2026
Latest news
CNBC
Musk and Zuckerberg adopt Trump's 'super intelligence' rebrand on earnings calls; other tech CEOs stick with AIA month after President Trump ordered executive-branch agencies to replace "artificial intelligence" with "super intelligence," Elon Musk and Mark Zuckerberg used his preferred…
MarketWatch
Chip stocks slide after Lam Research flags supply constraints and Tesla trims spendingSemiconductor shares fell sharply Thursday after Lam Research said near-term supply-chain constraints held back its December-quarter outlook and will push some shipments into…
Reuters
Musk backs a Tesla-SpaceX merger as both boards form special committeesElon Musk said on SpaceX's third-quarter earnings call Tuesday that combining SpaceX and Tesla would be "a good idea," and that both boards have formed special committees of…
In the Daily
· Morning Brief
The ballot box just met the data centerAxios reports that voters showed deep distrust of the AI race on Tuesday, approving dozens of data center restrictions and electing a wave of candidates who favor slowing the buildout.
· Morning Brief
The lab wrote its own leashPOLITICO reports Anthropic is quietly pitching lawmakers a draft AI safety bill that would let only Commerce, with a judge’s sign-off, halt a frontier model.
· Closing Time
Closing Time: They signed a morally binding AI pactCNBC reports Trump told reporters after lunch with House Speaker Mike Johnson that the document with industry leaders is “morally binding,” while pitching self-regulation, data-center benefits, and a rebrand of AI as…
· Morning Brief
They discounted the slowdownArs Technica reports Anthropic shipped Claude Opus 5.5 at roughly 20% cheaper tokens and about 40% lower cost on a typical workload versus Opus 5, while OpenAI answered with GPT-6 Sol at $2/$10 and Luna at $0.10/$0.50 — the first model…
· Closing Time
Closing Time: The agents found a quieter roomOpenAI agents on a German wiki, G42’s chip trade, Microsoft’s dime transcription, Spark in Photos.