25/12/16 #Tesla News Summary
- Wedbush “Tesla enters new phase of growth with autonomous driving and robotics in 2026”
Wedbush’s Dan Ives predicted Tesla could reach a market cap of $2 trillion within the next year, with an optimistic scenario as high as $3 trillion by the end of 2026.
Ahead of 2026, it is expected that autonomous driving and robotics will begin in earnest, and the mass production of cybercaps and the launch of robotaxi across the United States will accelerate around April to May.
The value of AI and self-driving businesses alone reached at least $1 trillion, and the FSD regulatory environment is likely to be eased. Investment opinion remained OUTPERFORM, with a target price of $600. - Tesla Forecasts 70% Global Self-Driving Market Share
Wedbush estimates Tesla will account for about 70% of the global self-driving market over the next decade.
It analyzed that FSD penetration could expand to more than 50%, which would bring significant changes to Tesla’s profit structure and margins. - 2026 Tesla Model Y Hits Edmunds Driving Range Test Highest
The 2026 Tesla Model Y Standard hit 337 miles in the Edmunds EV mileage test, beating EPA estimates (321 miles).
The standard model also performed well in efficiency, using only 22.8 kWh for 100 miles of driving, even though the battery capacity was smaller. - Tesla Model 3 Long Range RWD Waiting Period Extended in China
The Tesla Model 3 Long Range RWD model’s waiting period for delivery in China has been extended to February 2026.
This is a similar flow to the recent schedule changes applied to the Model 3 performance trim. - CNET Ratings High Reliability In Tesla FSD V14 Live Testing
CNET assessed there was no steering wheel intervention during the FSD V14 test for more than 100 miles.
He said he drove stably in San Francisco’s complex road environment and various weather conditions, especially in parking performance.
The key point was that confidence in the system was maintained throughout the test. - NASA launches SpaceX Star Shield test to support deep space communications
NASA plans to test-run SpaceX’s Starshield satellite network to support deep-space communication network operations.
According to a Dec. 11 filing, NASA is pursuing a sole supply agreement for starshield terminals and data services. - STMicro Significantly Expand Supply of RF Antenna Chips for Starlink
STMicroelectronics said it has supplied SpaceX with more than 5 billion RF antenna chips for its Starlink satellite network.
The possibility of doubling supplies through the partnership over the next two years was also mentioned. - Ford Decides To Stop Production Of F-150 Lightning EVs
Ford has announced an official halt to production of its electric pickup truck F-150 Lightning.
CEO Jim Farley says he will reduce investment in large, less profitable electric vehicles, and restructure his capital allocation strategy. - Ford converts EV battery plant to energy storage
Ford plans to convert its Kentucky battery plant into an energy storage battery cell production facility for the grid in response to slowing EV sales growth.
The move signaled a partial shift from an EV-focused strategy to the energy business. - a self-driving LiDAR Company Lumina files for bankruptcy
U.S. LiDAR maker Luminar has filed for bankruptcy.
Last month, Volvo removed the Lumina LiDAR from its EX90 and ES90 vehicles and ended its partnership, citing breach of contract.