Nasdaq TSLA Tesla

In this edition of, Nasdaq-100® Inside the Index profiles Tesla (TSLA), examining its automotive, energy storage and software businesses, operating measures, growth catalysts, valuation and key risks.

TSLA's Roadster delay takes a back seat as robotaxi growth, Cybercab production and FSD adoption reshape its story.

Key PointsExpectations for third-quarter deliveries range widely.

Key PointsSpaceX's revenue is a small fraction of that of its megacap counterparts.

Tesla Inc. (NASDAQ: TSLA) looks like a stock rediscovering its old swagger, having gained around 20% since the start of August. Then, two sessions wiped roughly 7% off the gains on softer car delivery forecasts, a reminder of how quickly the mood around this name can turn. The

Key PointsRobotaxis could become a $10 trillion global industry.

Both the reason for this delay and the broader backdrop are more encouraging than the headline suggests.

Fluence Energy's EVE Power battery deal aims to boost supply resilience, cost visibility and scalability for its growing energy storage business.

Tesla's latest Roadster demo delay renews timeline concerns as margins thin, capex rises and key growth bets remain years from proving financial returns.

Key PointsMicron earned $28.2 billion in GAAP net income in its fiscal third quarter, which ended May 28.

Key PointsTesla is ramping up production of its Semi trucks.

Key PointsTesla is already profitable and could become significantly more so as it scales its robotaxi business.

Key PointsThe S&P 500 last traded in bear territory during 2022 and 2023, sparking a 75% peak-to-trough decline in Tesla stock.

Key PointsInvesting in an S&P 500 index fund is one of the surest ways to build wealth in the stock market over the long term.

Key PointsTesla disrupted the global automotive industry, which propelled its revenue over the last decade.

Key PointsSpaceX is growing faster, but has less revenue than Tesla.

Key PointsOver the last eight quarters, Ford Motor consistently generates higher total revenue volume than Tesla, although Tesla demonstrates a much faster rate of top-line expansion.

Key PointsA 13.61% post-earnings drop erased about $120 billion from a mega-cap that investors heavily rely on.

Key PointsWall Street analysts are divided on what to expect from Tesla's third-quarter deliveries.

Key PointsThe "Magnificent Seven" stocks that have led the market higher now sport enormous market caps.