New York, January 10, 2026, 09:58 EST — Market closed
Tesla Inc (TSLA.O) shares rose 2.1% to $445.01 on Friday, trading between $430.40 and $448.78, with about 74 million shares changing hands.
Tesla stock has become a bet on what comes after cars — software, robotaxis and humanoid robots — as much as on quarterly deliveries. That makes it fast to reprice when the autonomy race shifts, or when rates move and squeeze high-valuation names.
Markets are closed for the weekend, but Monday’s open comes with fresh inflation data and more clues on rates. Tesla’s next results update is approaching, and investors will be listening for comments on demand, pricing and progress in autonomy.
On Friday, the S&P 500 closed at a record high and the Nasdaq gained 0.82% after the Labor Department reported a smaller-than-expected gain in December payrolls, while the unemployment rate slipped to 4.4%. “On the overall AI theme, investors are getting granular and picking the winners and losers,” said Zachary Hill, head of portfolio management at Horizon Investments.
At the CES show in Las Vegas, Nvidia and auto suppliers announced partnerships aimed at speeding self-driving development, an area Tesla and Alphabet’s Waymo have largely built in-house. Ozgur Tohumcu, a general manager at Amazon Web Services, called generative AI a “big accelerant”, while Infineon CEO Jochen Hanebeck warned against “market fantasy” and said he did not see a “tsunami” toward fully self-driving cars. Level 2 driver-assist systems can steer and brake but still require full attention, while Level 5 means no human driver is needed.
Tesla said earlier this month it produced 434,358 vehicles in the fourth quarter and delivered 418,227, while deploying 14.2 gigawatt-hours of energy storage products, a record for deployments. For 2025, it reported 1,636,129 vehicle deliveries and energy storage deployments of 46.7 GWh.
But the company’s car-sales business is grappling with the end of U.S. federal EV tax credits and tougher competition, including from BYD, which overtook Tesla in annual EV sales last year. “Investors are so focused on the future with Tesla that they are ignoring delivery numbers,” said Dennis Dick, a trader at Triple D Trading; Morningstar analyst Seth Goldstein said the weakness was “not a major surprise.”
The stock is near its 50-day simple moving average of about $442; the 200-day average sits around $456, data from Investing.com showed. Tesla’s 52-week range runs from $214.25 to $498.83, leaving the low-$430s as nearby support and $450 as the next hurdle.
What comes next is less about delivery totals and more about the tone on margins and cash, and how quickly any autonomy revenue can show up. Investors will also watch whether the energy business can keep growing while car pricing stays tight.
The U.S. consumer price index for December 2025 is scheduled for Tuesday, January 13, at 8:30 a.m. ET, and the Fed’s next policy meeting is set for January 27-28. Tesla will report fourth-quarter results after the close on Wednesday, January 28, and management is set to hold a webcast at 5:30 p.m. ET.
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