Tesla and Musk Deliver Again
Tesla reported a jump in first-quarter auto deliveries on Friday, topping leading estimates, as it cited strong demand in China where the electric car maker has been ramping up production.
Tesla's deliveries for the period came in at 184,000, a two percent increase from the amount in the fourth quarter, but more than double the level from the year-ago period.
"We are encouraged by the strong reception of the Model Y in China and are quickly progressing to full production capacity," Tesla said in a securities filing.
When Tesla last reported earnings, the company did not project 2021 deliveries, but indicated it expected "faster" growth this year compared with the "multi-year horizon."
Wedbush analyst Dan Ives said in a note Friday that the first-quarter figures were a "jaw dropper," given that many analysts had expected a negative impact from the worldwide semiconductor shortage that has prompted many automakers to curtail production.
"Let's be clear, with chip shortages and related production issues the Street was thinking a 160k-165k numbers was in the cards," Ives said.
Tesla said its production in the fourth quarter was 180,338, up 76 percent from the year-ago period and a slight increase from the fourth quarter.
KXCO AI Ontology at 3 Months: What It Called and What Comes Next
On 19 July 2026 the Round Table's AI room published its first Analyst Outlook. To the 16 October 2026 close its 13 names rose 2.6% on an equal weight against 2.1% for QQQ, per StockAnalysis closes, and the six it opened with 35% or more of upside rose 8.6%. This piece lists the six names up more than 5%, the ten names I rate as opportunities now, the month's results in AI and quantum computing, and the official data showing that four in five firms have not yet started using AI.
SpaceX: The Road to 10 Gigawatts
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Thoughts on Thinking: Take an Art Break
The best way I know to keep complex work in perspective is to stop at intervals and look at something that took the same order of sustained attention under real constraints. The studies now show what that does: a museum visit restored attention where an urban walk did not, judging the beauty of an object raised abstract thinking almost 14 per cent, and artistic film raised originality even in people who felt worse for it. Five works, Leonardo to Holbein, and the non-default decision in each.
The Evil Legacy of the French Revolution
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