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Tesla’s 480,126 Q2 deliveries broke Wall Street’s estimate of 406,000, a 25% year-over-year jump and the best Q2 in company history.
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UBS raised TSLA’s price target to $442 and JPMorgan called a possible SpaceX merger ‘structurally relevant’ as virtual AI dominates the bulls’ case.
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Tesla is planning $25 billion in capex this year on its Optimus robots and autonomous Cybercabs ahead of its July 22 earnings, triple the amount from last year.
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The lithium producer has crossed a $1B private valuation, joining some of America’s most powerful startups. Now you can invest in EnergyX alongside global giants like General Motors, but only until July 16. (sponsor)
Tesla’s Q2 delivery print resets the narrative. After two straight years of declining sales, Tesla (NASDAQ: TSLA) reported 480,126 deliveries and 451,758 vehicles produced in Q2 2026, beating Wall Street expectations. The consensus put together by Tesla was targeting deliveries of 406,024, while the StreetAccount estimate was 406,600. Bloomberg called it a 25% jump from the previous period and the best Q2 performance in the company’s history.
The beat was no joke for easy comps. CFRA’s Garrett Nelson was quoted by Bloomberg as saying, “This was a stronger-than-expected delivery number, which we think was driven by China and Europe.” Energy storage shipments came in at 13.5 GWh, up more than 50% from Q1 2026.
The Market Is Already Looking Beyond Cars
Despite the hit, Tesla’s shares fell 7.5% on Thursday July 2, the biggest drop since July 2025, after four consecutive days that included an advance of almost 8% on Monday. Karobaar Capital CIO Haris Khurshid told Bloomberg: “When the news actually came, there wasn’t much to be excited about.”
The shares have been stable since then. TSLA closed at $406.55 on July 9. Forecast markets on Polymarket place a 72.5% chance of a bullish day on July 10, with a target for the end of the month skewing bullish (69% chance of hitting $435 in July).
July 16 is the last day to enter Lithium Boom (sponsor)
General Motors, POSCO, and 50,000+ daily investors have already backed lithium producer EnergyX.
Here’s why you should do the same before the July 16 investment deadline: lithium prices are up 75% this year, and demand is expected to grow a staggering 5X by 2040.
With technology that can recover up to 3X more lithium than traditional methods, EnergyX is preparing to unlock up to 15M+ tons. Become an EnergyX private-stage investor before the July 16 deadline.
Physical AI Is The Real Thesis Now
