Tesla’s big AI gamble puts its EV business under a microscope Opinion: Tesla’s big AI gamble puts its EV business under a microscope Investors are left with unanswered questions as the company leans on car sales to help fund its expensive AI ventures Tesla beat expectations with its delivery numbers earlier this month, but there’s far more for investors to consider. /Tesla Tesla’s artificial-intelligence ambitions depend on a car business that already pays the bills, and the company’s latest delivery report gives shareholders a reason to examine that business more closely. Elon Musk’s company delivered 486,532 vehicles in the third quarter, more than Wall Street had been expecting. The result is welcome news for a company spending heavily on robotaxis and humanoid robots, because car sales help fund those bets.
Yet shareholders still need evidence that the billions Tesla is committing will eventually pay off. Copyright ©2026 MarketWatch, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8 Oil prices are jumping again.
How the S&P 500 has performed on days crude has seen big gains may be surprising. Samsung just did something no tech company has ever done, but investors still aren’t satisfied Rising yields are quietly crashing the stock market’s earlier winners of 2026 French bonds are suffering through their worst decade since 1803 — and investors are bracing for more pain A true ‘nuclear renaissance’ is taking shape, and these stocks could be big winners Jurica Dujmovic is a columnist for MarketWatch. He is a business publisher, consultant, designer and gamer.
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