CapEx

Tesla signals over $25B 2025-2026 CapEx as it targets Optimus production by late July/August and Robotaxi in a dozen states by year-end (NASDAQ:TSLA)

Earnings Call Insights: Tesla (TSLA) Q1 2026

Management view

  • Tesla framed 2026 as an investment-heavy year, with CEO Elon Musk saying, “We’re going to be substantially increasing our investments in the future so you should expect to see significant — a very significant increase

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