Despite struggling vehicle sales in 2025, which saw BYD overtake it as the top EV seller, Tesla announced a strategic pivot toward future growth, projecting a substantial increase in 2026 capital expenditures.
- The company reported a significant decline in Q4 deliveries, falling almost 16% year-over-year.
- The increased CapEx is earmarked for significant investments in AI initiatives, particularly the Optimus humanoid robot.
- TSLA is trading higher pre-market at $437.64 (+0.42%).