Tesla's Q3 2026 revenue was roughly flat at $28.05 billion, while GAAP operating income fell 56% to $718 million, a 2.6% margin. Deliveries fell 2% to 486,532, and active FSD subscriptions rose 67% to 1.74 million.
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Tesla says its unsupervised Robotaxi fleet has driven more than 3.3 million miles with no injuries, airbag deployments or pedestrian strikes, according to its new Robotaxi Safety Report. Tesla also lists Las Vegas, Jacksonville, Phoenix and San Antonio as coming soon.
The Dow fell more than 4% in September while Micron posted an 11-fold data center revenue increase and beat expectations. Kashkari stated inflation is still too high at around a 3% rate.
SpaceX reported Q3 2026 revenue of $14.6 billion, up 161% from a year earlier, and net income of $4.4 billion. On its earnings webcast, CFO Bret Johnsen said SpaceX expects Q1 2027 revenue of $33 billion to $37 billion, and CEO Elon Musk said SpaceX will try to catch Starship on Flight 15 next month, pending FAA approval.
Tesla marked the start of high-volume Semi production at its new Sparks, Nevada factory on September 24. The plant, which Tesla says covers 1.8 million square feet, is built to scale to 50,000 trucks annually.
TSMC posted a 77.4% year-on-year profit increase to NT$706.56 billion and raised its capital spending outlook while announcing another $100 billion for Arizona fabs. The results underscore sustained AI demand that now dominates 66% of its platform revenue.
