Tesla has faced severe demand destruction due to a reputational crisis, yet the stock remains resilient due to the powerful narrative and retail

Tesla Inc dropped 14% in a single day yesterday, representing one of its most significant one-day falls in the past few years.

Chinese EV makers are moving quickly to develop driver-assistance systems in a market where car-buyers are demanding them at a faster pace than in other regions, analysts say. Their ability to do so at lower costs poses the biggest threat to Tesla’s new autonomy-based business model.

Worried About Tesla's Robotaxi? These Two Words From Nvidia CEO Jensen Huang Might Change Your Mind.

U.S. stock index futures nudged higher on Friday as investors awaited monthly payrolls data, while Tesla shares rebounded on signs of cooling tensions between CEO Elon Musk and U.S. President Donald Trump.

Musk's net worth on Thursday plunged $34 billion, putting his valuation at $335 billion, according to the Bloomberg Billionaires Index. In addition to Tesla, Musk owns The Boring Company, Neuralink, SpaceX, X (formerly known as Twitter) and xAI.

The robotaxi concept and the FSD that powers it are potentially a huge earnings driver for Tesla. One of Tesla's most vocal and visible supporters, Cathie Wood's Ark Invest, which expected a valuation of $2,600 per share for Tesla in 2029, relies on a model that prescribes 88% of the company's value from robotaxis, compared to just 9% from EVs.

Visionary entrepreneur Elon Musk might be tempted to solve the problem of commercializing air taxies, also known as electric vertical take-off and landing (eVTOL) vehicles.