Tesla (TSLA) investors just got an unexpected reality check. The electric vehicle (EV) giant reported another quarter of strong revenue growth and record deliveries, but those headline numbers weren't enough to calm Wall Street as earnings missed by a wide margin.
Another big news item that investors focused on was a major change in Tesla's long-term roadmap. The company removed language that had previously pointed to volume production of Cybercab, Semi, Megapack 3, and Optimus in 2026, saying it now needs to prioritize ramping 4680 battery production instead.