Tesla Pursues Artificial General Intelligence Technologies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 04 2026
0mins
Should l Buy TSLA?
Source: stocktwits
- Capital Expenditure Surge: Tesla anticipates capital expenditures exceeding $20 billion in 2026, a significant increase from $8.5 billion in 2025, which will support the production of the Cybercab, Tesla Semi, and Optimus robots, highlighting the company's ambitions in the EV and robotics sectors.
- AGI Development Vision: Musk stated that Tesla is committed to developing Artificial General Intelligence (AGI) capable of performing various human cognitive tasks, aiming for a breakthrough by 2026, leveraging its robust computing resources and real-world driving data.
- Optimus Robot Progress: Tesla plans to launch an updated version of the Optimus model in Q1 this year and aims to begin manufacturing by year-end, with Musk emphasizing that the robot will learn by observing human behavior, enhancing its application range and market competitiveness.
- Positive Market Reaction: Tesla's stock rose over 1% in Wednesday's premarket trading, with retail sentiment shifting from 'extremely bullish' to 'bullish', reflecting market confidence in Tesla's future developments.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 381.260
Low
25.28
Averages
401.93
High
600.00
Current: 381.260
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Escalating Security Threats: Iran's Revolutionary Guard has designated 18 tech companies, including Oracle, as 'legitimate targets' in retaliation for U.S. and Israeli strikes, indicating the increasing significance of tech assets in conflicts.
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- Threats to Tech Companies: Iran's Revolutionary Guard has designated 18 U.S. tech firms, including Oracle, as 'legitimate targets' in retaliation for U.S. and Israeli strikes, which raises the operational risks for these companies in the Middle East.
- Rising Cybersecurity Risks: As threats against tech companies escalate, risk management expert James Henderson notes that tech assets are now viewed as integral to the conflict, suggesting future attacks may target data centers and cloud platforms, increasing security vulnerabilities in the industry.
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