New York, Feb 9, 2026, 09:32 ET — Regular session
- Tesla shares picked up roughly 3.5% at the open, adding to last week’s bounce-back after the selloff.
- Elon Musk announced Tesla’s Semi is set for “high volume production this year,” even as the company’s Semi page pointed to 2026 deliveries and listed two range options. Fidelity
- Wall Street’s focus shifts to U.S. inflation and jobs numbers coming this week, as investors hunt for direction on rates and risk sentiment.
Tesla shares jumped roughly 3.5%, trading at $411.11 during Monday’s early session in New York.
After the weekend, shares reacted to CEO Elon Musk’s post on X, where he said the Tesla Semi would “starts high volume production this year.” X (formerly Twitter)
Why it matters now: Tesla shareholders are jumping at any sign of traction for products outside the main car business, especially following a volatile run for big tech and “AI trade” names. Monday saw an early move higher as the broader market steadied—Invesco QQQ, which tracks the Nasdaq, climbed roughly 2.2%, while the SPDR S&P 500 ETF tacked on about 1.9%.
Tesla’s Semi remains one of those long-teased projects: bulls say it could open up a bigger market for the company, though skeptics still highlight the frequent delays and the gritty economics of the trucking business.
Tesla’s Semi website, as of Monday, put “Deliveries Start in 2026” front and center, detailing two available trims — the Standard Range with roughly 325 miles and the Long Range at about 500 miles. Energy use lands at 1.7 kWh per mile. (For energy, lower numbers mean greater efficiency.) Tesla
Musk’s post stopped short of specifying production numbers, a factory site, or any schedule. Tesla hasn’t issued a standalone production update in a filing, either.
Tesla shares have reacted noticeably to future spending disclosures ever since the company’s late-January earnings, when it warned of a major increase in 2026 capital outlays for projects like autonomous vehicles, robotics, and the Semi truck.
Investors continue to wrestle with concerns that hefty AI spending might crimp near-term profits for the tech heavyweights — a pressure point that’s sent momentum stocks on a rollercoaster lately.
Still, the risks are obvious. “High volume” trucking puts pressure on Tesla to ramp up production, maintain battery cost discipline, and expand its service and charging infrastructure for fleet buyers—this as the wider EV market faces cooled demand and fierce price cuts. Reuters
Traders are sticking close to macro cues for now. The Bureau of Labor Statistics has the January U.S. Employment Situation lined up for release on Wednesday, Feb. 11 at 8:30 a.m. ET. Then comes the January Consumer Price Index, set for Friday, Feb. 13, also at 8:30 a.m. ET.
Tesla shares face their next hurdle: will the Semi buzz actually translate into concrete, scheduled production goals? This week’s jobs and inflation numbers might well steer the market’s appetite for high-growth names one way or the other.
