Tesla Stock Collapse: The AI Trade That Backfired!

Tesla’s latest earnings and strategic updates present a revealing picture of a company navigating an increasingly complex path. The electric vehicle and clean energy giant is caught between near-term financial pressure and long-term ambitions rooted in AI, autonomy, and robotics. While recent quarterly results missed Wall Street’s expectations—adjusted earnings came in at 40 cents per share and revenue dropped 12% year-over-year to $22.5 billion—investor focus has shifted beyond EV sales. Instead, Tesla’s bold bets on robotaxis, humanoid robots, and AI-driven software are commanding attention, even as they come with uncertainties. At the forefront of Tesla’s future vision is its autonomous ride-hailing business. The company has already launched a robotaxi service in Austin and is planning to expand it into the San Francisco Bay Area, Nevada, Florida, and other regions, potentially covering half of the U.S. population by the end of the year—pending regulatory approval.