🚘 1. Tesla Begins Driver-Less Robotaxi Tests in Austin
Tesla is now testing fully driver-free robotaxis on public streets in Austin, Texas — without human safety monitors present. Elon Musk confirmed this major milestone in the company’s autonomous program, marking a significant push toward commercial robotaxi deployment. (Business Insider)
This marks the next step after earlier tests that still had safety monitors inside the vehicles. Musk aims to scale the fleet further and eventually launch robotaxi services — a move that could dramatically transform transportation. (Business Insider)
📉 2. Wall Street Voices Skepticism for 2026
Longtime Tesla investor Ross Gerber publicly stated that 2026 could be a “make-or-break” year for Tesla, particularly due to ongoing challenges with autonomous driving tech and competition from rivals like Waymo. Gerber also criticized Elon Musk’s divided attention across ventures and the strain it may place on Tesla’s innovation pace. (Business Insider)
📊 3. Stock Moves Amid Mixed Signals
Analysts and markets are reacting to the latest developments:
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Recent reports highlight Tesla’s stock catalysts and forecasts as traders watch robotaxi progress and sales signals. (TechStock²)
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Broader tech sector moves — including actions at SpaceX (seeking IPO bank selection with an estimated $1.5 trillion valuation) — feed into investor sentiment around Musk’s ecosystem of companies. (每日经济新闻)
📈 4. Broader Market & TSLA Signals to Watch
Beyond today’s headlines, market commentary also focuses on:
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Analyst price target discussions and 2026 outlooks tied to autonomous efforts. (TechStock²)
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Ongoing global sales trends and competitive pressures that could influence Tesla’s next earnings cycle. (TechStock²)
🔍 What This Means for Tesla
Autonomy Breakthrough 💡
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Driverless testing without safety monitors is a big public milestone, signaling Tesla is pushing its Full Self-Driving (FSD) vision closer to reality.
Investor Debate 🔄
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While some see robotaxis as the next big catalyst, critics worry that technological and competitive hurdles could make the coming year pivotal.
Stock Volatility 📉📈
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TSLA remains sensitive to news — from autonomous progress to broader macro and tech market shifts — keeping investors on alert.
