New data suggests that the Tesla Powerwall 3 is significantly disrupting the US solar inverter market. The home battery ...

Instead of pulling back into cost-cutting, Tesla is funding countercyclically into high-ROI verticals that widen its addressable market as well as margin upside over the long-term. Tesla's ...

Tesla's market value has halved from its peak due to structural EV market changes, Chinese competition, and Elon Musk's controversial leadership and political involvement. The once-inevitable ...

Love it or hate it, Tesla is quite the disruptor. Within its first year on the market, the Powerwall 3 battery energy storage system outsold longtime leader Enphase—the first company to do so in ...