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Tesla Q3 Earnings: Record Deliveries Hide Looming Post-Tax Credit Reality
Tesla

Tesla’s Free Cash Flow Collapsed $44 Billion. The Stock Went Up.

Tesla faces a $43.9 billion shift in free cash flow expectations, yet its stock remains resilient at 178x forward earnings. We break down the Q1 2026 delivery miss, the $20 billion AI capex cycle, and why the valuation disconnect is reaching a breaking point.

Tesla's Grünheide Battery Promise Returns: Real Investment or PR Rescue?
Tesla

Tesla Energy Ventures Wins UK Electricity Supply License After Eight-Month Ofgem Review

Eight months after Tesla filed its application with Great Britain’s energy regulator, the answer is yes. Tesla Energy Ventures Ltd. received an electricity supply license from Ofgem on Wednesday, March 12, 2026, effective at 6 p.m. local time according to Bloomberg. The license covers England, Scotland, and Wales, giving Tesla the legal standing to sell…

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