Tesla recently reported third-quarter vehicle deliveries of 486,532 units, exceeding market expectations of approximately 461,974 vehicles, with the company’s full official Q3 earnings report scheduled to be released later in October 2026. At the same time, investors are closely monitoring the production ramp-up of Tesla’s driverless Cybercab, which has entered the early stages of production in Austin, Texas, with 169 units reportedly authorized for commercial use as of early October. Tesla management has indicated plans to accelerate production more significantly toward the end of 2026 and throughout 2027, making the pace of the Cybercab ramp a key factor in assessing the company’s future robotaxi ambitions. Another major area of focus is Tesla’s Robotaxi and Full Self-Driving (FSD) expan
Tesla recently reported third-quarter vehicle deliveries of 486,532 units, exceeding market expectations of approximately 461,974 vehicles, with the company’s full official Q3 earnings report scheduled to be released later in October 2026. At the same time, investors are closely monitoring the production ramp-up of Tesla’s driverless Cybercab, which has entered the early stages of production in Austin, Texas, with 169 units reportedly authorized for commercial use as of early October. Tesla management has indicated plans to accelerate production more significantly toward the end of 2026 and throughout 2027, making the pace of the Cybercab ramp a key factor in assessing the company’s future robotaxi ambitions. Another major area of focus is Tesla’s Robotaxi and Full Self-Driving (FSD) expan
$Broadcom(AVGO)$ today's decline appears to be more about expectations being too high than about the business suddenly deteriorating.Thus, I remain positive about their long term AI position.