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Tesla Hits Record High as Unoccupied Robotaxi Tests Fuel AI Re‑Rating

Investor enthusiasm for robotaxi testing has shifted focus to autonomy and robotics even as California scrutiny of 'Full Self‑Driving' marketing looms over near‑term operations.

Overview

  • Shares closed at a record $489.88 with after‑hours prints near $493–$495, lifting market value to roughly $1.63 trillion and briefly approaching $1.7 trillion before a pullback Wednesday.
  • Elon Musk said Tesla is testing unoccupied robotaxis in Austin, moving beyond earlier trials that used safety monitors and reinforcing plans for a ride‑hailing network.
  • Wedbush reiterated a $600 target and Mizuho raised its target to $530, while several analysts remain cautious with an average target near $400 and warnings that most value hinges on unproven autonomy.
  • A California judge found Tesla’s Autopilot/FSD marketing deceptive and set up a potential 30‑day sales suspension unless issues are addressed, with the DMV indicating a 60‑day window to remedy; Tesla says sales continue.
  • SEC filings show multiple wealth managers added or increased Tesla positions, even as recent data point to weaker vehicle sales and a broader disconnect between stock momentum and core auto fundamentals.