Lucid Group announced on Tuesday morning that it had officially launched an at-home charging station for its EVs. The launch of the at-home charging station is a part of the official launch of Lucid Vehicle Accessories, an expanding lineup of accessories that serve as a “stylish complement” to each Air sedan trim level the company offers.
Lucid Charging moves to your home
Lucid’s Connected Home Charging Station can support up to 19.2 kW of power, giving owners perhaps as much as 80 miles of electric vehicle range per hour. “The home station will effectively double the rate at which the Lucid Air can be charged when installed at full power compared to the included charging cable,” the automaker said.
Designed in-house by Lucid’s team of Engineers, the goal was to design a compact and minimal enclosure to make it comparable in size to other options while giving more driving range per hour than competitors. For comparison, Tesla’s Wall Connector has a power output of up to 11.5 kW or 44 miles of ranger per hour.
The Lucid Connected Home Charging Station is also capable of bi-directional electrical power, allowing the vehicle to act as an energy storage system that can keep essential appliances powered when outages are experienced. Lucid appears to have desires to venture into bi-directional charging as it said it was the company’s first offering that would support a customer’s want to “integrate their vehicle into the company’s future energy ecosystem.”
Lucid said the Connected Home Charging Station will cost $1,200 USD and $1,600 in Canada.
Other Products – Lucid Air Cargo Capsule
Lucid is also planning to launch an Air Cargo Capsule, adding roughly 11.5 cubic feet of cargo space, a sizeable addition to the Lucid Air’s class-leading 32.5 cubic feet of room:
“The spacious and streamlined capsule, composed of a sculpted ABS shell, is exclusively available in black and finished in split gloss and matte black finishes with a gloss black Lucid logo. The capsule can be opened from either side of the vehicle for easy access to the additional storage space and offers interior lighting for visibility in low-light environments.”
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Credit: Lucid Group
Lucid’s Air Cargo Capsule will cost $2,000 USD and $2,750 in Canada.
Lucid Air Crossbars
For hauling bikes, kayaks, or surfboards, Lucid has also developed the Air Crossbars, certified for loads of up to 165 pounds while impacting vehicle aerodynamics minimally. The Air Crossbars are compatible with Yakima mounts and are designed to “blend into the lifestyles of the most adventurous Lucid customers.”
The Lucid Air Crossbars are listed at $500 in the United States and $700 in Canada.
Lucid Air All-Weather Mats
Lucid is also introducing a set of all-weather floor mats for the Air, which were also designed in-house. The vehicles are composed of heavy-duty rubber and are non-slip, waterproof, and feature raised edges for a more rugged and durable alternative than the traditional carpet mats.
Lucid said the All-Weather Floor Mats will be available in four colors: Ceramic, Graphite, Saddle, and Black. They will be available in a three-piece set only.
The Lucid Air All-Weather Mats are priced at $250 in the U.S. and $375 in Canada.
The full range of Lucid Air accessories will be available later this year, with the Air Cargo Capsule arriving in early 2023, Lucid said. The Connected Home Charging Station will be available in limited quantities.
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In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
