Key takeaways• TSLA fell 3.7% Friday to close at $429.52; market cap sits near $1.43T, with a 52‑week range of $214.25–$488.54. Macrotrends+1• Shareholders approved Elon Musk’s performance‑based pay plan—widely described as “nearly $1T,” and framed by Reuters as “up to $878B”—with more than 75% support. Expect continued debate on governance and “key‑man” risk. Reuters+1• Tesla stopped taking orders for its cheapest Cybertruck and is emphasizing the ~$100,000 “Foundation” trims—another sign of a premium mix in the near term. Reuters• Q3 2025 delivered records: 497,000 vehicles and 12.5 GWh of energy storage deployments; revenue reached $28.1B, free cash flow nearly $4.0B, and cash & investments rose to $41.6B. Tesla Investor Relations+2assets-ir.tesla.com+2• Regulators are probing FSD: the NHTSA opened an inquiry covering ~2.9M vehicles, citing dozens of incidents; that overhang remains a watch item. Reuters+1• Chips & AI: Tesla inked a $16.5B AI‑chip foundry deal with Samsung and Musk floated a Tesla “mega” AI chip fab with a potential Intel tie‑up. Reuters+1• Macro this week: U.S. CPI for October lands Thursday and PPI Friday—both can swing high‑beta tech, including TSLA. Bureau of Labor Statistics+1
