$TSLA

Tesla shifts focus toward Optimus humanoid robots and AI amid EV sales decline. Analysts project $2 trillion valuation if robotics development succeeds by 2026.

Rivian launches sub-$50K R2 model targeting mainstream EV buyers while investing in autonomous driving and AI to compete in the growing electric vehicle market.

Ferrari's hybrid sales surge to 45% of output while maintaining profitability. Stock declined despite operational strength, offering valuation opportunity as first EV approaches.

Joby Aviation partners with Nvidia to develop autonomous flight technology for its eVTOL aircraft, combining advanced computing with autonomous software for military and civilian use.

Pentagon listed Alibaba, BYD, and Baidu as military-linked Chinese firms, then withdrew the filing hours later ahead of Trump-Xi summit talks.

Oracle and Netflix face challenges reaching $1 trillion valuations by 2030 due to stock declines. Oracle struggles with AI investment costs; Netflix faces valuation concerns despite strong operations.

Spain legalized 500,000 undocumented migrants via royal decree to formalize workers and address labor shortages, despite public opposition and criticism from right-wing parties.

Xiaomi's YU7 SUV outsold Tesla's Model Y in China's January EV market, delivering 37,869 units versus 16,845. The lower price positioning reflects intensifying competition in mid-range EVs.

U.S. equities fell sharply Thursday amid $22 billion in settlement activity, with S&P 500 down 1.6% and NASDAQ 100 down 2%. Additional settlements ahead could amplify volatility.

EV sales slumped globally in January 2026 as policy shifts triggered sharp declines in China and US, though Europe and emerging markets showed resilience.

Tesla stock down 5% YTD after missing Q4 targets with 16% delivery decline. Company pivots to unproven autonomous and robotics ventures amid high valuation pressures.