Elon Musk Promised "a Million Robotaxis" by 2020. None Materialized, and a Dedicated Robotaxi Fleet Isn't Expected Until at Least 2027. Here's What That Track Record Means for Tesla's Valuation.

Elon Musk's 2019 promise of one million Tesla robotaxis by 2020 has failed to materialize, with only a few hundred vehicles currently operating as of mid-2026. Tesla's Robotaxi service lags significantly behind competitor Waymo, and the company's stock has declined 15% over the past year. With a high P/E ratio of 351 and over 70% of revenue still from vehicle sales rather than autonomous services, investors are increasingly skeptical of Tesla's ability to execute on its ambitious autonomous vehicle goals.

10/15/2026, 9:05 PM • The Motley Fool

These 2 Stocks Have Run Circles Around the Magnificent Seven This Year, and Wall Street Says There Is More Upside Ahead

Revolution Medicines and Oruka Therapeutics have significantly outperformed the Magnificent Seven tech stocks this year, both more than doubling. Revolution Medicines gained FDA approval for Rasonque, a pancreatic cancer treatment with blockbuster potential ($20.8B peak revenue projected). Oruka Therapeutics is developing ORKA-001 for psoriasis with promising Phase 2 results and convenient once-yearly dosing. While Wall Street sees substantial upside (36% for RVMD, 95% for ORKA), both stocks carry significant risk due to clinical uncertainty and limited approval history.

10/15/2026, 3:14 PM • The Motley Fool

Tesla's Cybercab Robotaxi Fleet Jumped Eightfold in a Month to More Than 300 Vehicles in Austin, With Dallas Up Next. Is Elon Musk's Robotaxi Bet Finally Scaling?

Tesla's Cybercab robotaxi fleet in Austin has grown from fewer than 40 to over 300 vehicles in one month, with Dallas expansion planned next. While the rapid scaling demonstrates progress on Elon Musk's autonomous driving ambitions, the company still needs to prove profitability and operational economics. Regulatory scrutiny and competition from Waymo remain challenges.

10/15/2026, 3:05 PM • The Motley Fool

SpaceX Is on the Verge of Making Dubious History Yet Again, and Retail Investors May Pay the Price

SpaceX completed a record-breaking $85.7 billion IPO in June 2026 with a $1.77 trillion valuation. However, the company's accelerated and staggered insider share-unlock schedule poses risks to retail investors. With a historically low float (less than 5% of shares offered at IPO) and massive unlock events tied to quarterly reports and specific calendar dates, insiders are positioned to sell billions of shares, potentially creating a significant wealth transfer from retail investors to company insiders.

10/15/2026, 7:06 AM • The Motley Fool

The 1 Thing I'd Want Elon Musk to Answer on Tesla's Oct. 21 Call

Tesla's valuation is heavily dependent on Robotaxi profitability, yet the company hasn't disclosed per-mile earnings data. With adjusted EPS down 18% year-over-year despite 26% revenue growth, and capital expenditures expected to exceed $25 billion in 2026, the stock trades at 165x expected 2027 earnings. The analyst argues investors need transparency on Robotaxi's per-mile profit margins to justify the current valuation.

10/15/2026, 3:44 AM • The Motley Fool

Tesla's Elon Musk Might Have Gone Back on His Word, but It's Working in China

Tesla has shifted strategy in China, pivoting from domestic sales to exports from Giga Shanghai as the Chinese EV market faces a brutal price war. While exports have more than doubled to nearly match domestic sales, Tesla's actual domestic retail sales hit a 4-year low. A looming challenge: Beijing will cut EV export tax rebates from 13% to 9% in April 2027, forcing Tesla to either absorb margin losses, raise prices, or reduce production capacity.

10/14/2026, 6:45 PM • The Motley Fool

SpaceX Stock Looks Expensive. Here's the Valuation Case for and Against.

SpaceX trades at a high valuation with a forward P/S multiple of 49x, but could appear undervalued if it achieves Elon Musk's ambitious $1 trillion revenue target by 2030. The bull case hinges on growth from AI infrastructure, Starlink, and mobile market expansion, while the bear case emphasizes the company's massive capital requirements and Musk's history of missed timelines.

10/14/2026, 6:30 PM • The Motley Fool

Global Battery Energy Storage System (BESS) Market Forecast, 2026-2033 | Market to Reach USD 170.1 Billion as Renewables, Smart Grids, and Decarbonization Drive Growth

The global Battery Energy Storage System market is projected to expand from USD 74.6 billion in 2026 to USD 170.1 billion by 2033, with a CAGR of 12.50%. Growth is driven by renewable energy integration, grid modernization, transportation electrification, and decarbonization initiatives. Asia-Pacific is expected to record the fastest growth, while lithium-ion batteries dominate the market segment.

10/14/2026, 4:56 AM • GlobeNewswire

Bull Market Just Completed Year 4. Will It Finish Year 5? Here's What History Says.

The S&P 500 bull market has entered its fifth year. Historical analysis shows that 5 of 6 bull markets lasting at least four years since 1957 reached their fifth birthdays, suggesting the current rally could continue. While rising interest rates and AI stock valuations pose potential headwinds, strong earnings growth expectations (27% annually over 5 years), reasonable valuations (forward P/E of 19.1), and potential for broader market participation support further upside.

10/13/2026, 2:30 PM • The Motley Fool

The First Pure-Play Humanoid Robot Stock Is About to Go Public. Here's What Investors Need to Know About Agility Robotics.

Agility Robotics, maker of the Digit humanoid robot, is going public through a SPAC merger with Churchill Capital Corp XI at a $2.5 billion valuation. While the company has impressive technology and $300 million in orders, it lost $140 million on only $1.8 million in sales last year. The stock is expected to be highly volatile as investors debate whether humanoid robots will mainstream within weeks or take a decade, with most tech IPOs declining in their first months after going public.

10/13/2026, 10:15 AM • The Motley Fool

Here's What a $1,400 Investment in Taiwan Semiconductor Manufacturing (TSMC) Stock Could Be Worth in 3 Years

TSMC is positioned as a top AI infrastructure play due to its virtual monopoly on advanced chip manufacturing. With AI infrastructure spending projected to reach $2 trillion by 2027, analysts forecast TSMC's EPS to grow from $16.96 to $28.64 by 2028. A $1,400 investment (three shares) could be worth $2,325-$2,850 in three years, representing a 70-100% potential return, though risks include AI spending slowdowns and competition from Samsung, Intel, and Tesla's Terrafab venture.

10/12/2026, 4:15 AM • The Motley Fool

Humanoid Robots Could Be a $5 Trillion Market. Here Are 3 Stocks Positioned to Win.

Morgan Stanley projects the humanoid robot market could reach $5 trillion by 2050. Three stocks are positioned to benefit: Micron Technology provides essential memory chips for AI inference and sensor processing; Tesla's Optimus robots are well-developed with CEO Elon Musk targeting a $25 trillion company valuation; and Alphabet has multiple avenues including Google Cloud, Gemini AI, custom chips, and Waymo's autonomous robotaxi operations.

10/11/2026, 9:30 PM • The Motley Fool

If I Had a Choice to Invest $10,000 in SpaceX or Nvidia, Here's What I Would Do

In a comparison between SpaceX and Nvidia for a $10,000 investment, the author recommends Nvidia despite SpaceX's impressive growth and innovative opportunities. SpaceX shows strong fundamentals with 92% revenue growth and expanding Starlink operations, but trades at an expensive 69x sales valuation. Nvidia, with proven profitability, accelerating revenue (doubled to $96.2B), and a more attractive 30x earnings multiple, is positioned as the better buy given its central role in AI infrastructure development.

10/11/2026, 1:18 PM • The Motley Fool

Schwab's Dividend ETF's Worst Year Since 2012 Was a 5.5% Loss. The Cost Showed Up in the Good Years.

The Schwab U.S. Dividend Equity ETF (SCHD) had only three losing years between 2012-2025, with its worst loss being 5.5% in 2018. While this defensive positioning protected it during market downturns like 2022 (down 3% vs S&P 500 down 18%), it significantly underperformed in rising markets. Over 14 years, $10,000 in SCHD grew to ~$49,000 compared to ~$70,500 in the S&P 500, demonstrating the trade-off between downside protection and upside participation.

10/11/2026, 6:22 AM • The Motley Fool

Symbotic Has a $22.5 Billion Backlog. Here's Why It Could Be the Best Robotics Stock Nobody Talks About.

Symbotic, a warehouse automation robotics company with a $22.5 billion backlog, is gaining traction with major retailers like Walmart, Albertsons, and Target. Despite recent stock underperformance, analysts remain bullish with a consensus price target 45% above current levels. The global warehouse robotics market is projected to grow at 23.1% annually through 2034, reaching $117.3 billion.

10/11/2026, 6:15 AM • The Motley Fool