Porsche unveiled its Macan EV today, bringing its second all-electric car to market and releasing some interesting details regarding its performance and power.
Ten years after the launch of the Macan, Porsche is bringing the vehicle in what it calls “a bold new direction.”
Porsche has kept a lot of the same design features with the EV version of the Macan, hoping to build upon its already successful status as a mainstay in the company’s lineup.
“Our aim is to offer the sportiest model in its segment with the all-electric Macan. In many ways, we are taking a very successful SUV to a new level,” Jörg Kerner, VP of the Macan for Porsche, said.
Porsche confirms Macan will go all-electric, production to follow Taycan, Cross Turismo
Initially, Porsche plans to bring two Macan configurations to market: the Macan 4 and Macan Turbo, both offering different performance metrics.
- Porsche Macan 4
- 300 KW | 402 HP
- 479 lb-ft torque
- 0-60 MPH in 4.9 seconds
- 136 MPH Top Speed
- Porsche Macan Turbo
- 470 KW | 630 HP
- 833 lb-ft torque
- 0-60 MPH in 3.1 seconds
- 161 MPH Top Speed
Premium Platform Electric with 800-volt Architecture
A lithium-ion battery with a gross capacity of 100 kWh and 95 kWh of usable energy powers Porsche’s new Premium Platform Electric with an 800-volt architecture. This is the first time the automaker is using this on an EV.
It has a DC charging capability of 270 kW, and Porsche said the Macan will be capable of charging from 10 to 80 percent in just 21 minutes under ideal conditions.
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It also explains that, at 400-volt charging stations, a high-voltage switch in the battery pack will enable bank charging by splitting the 800-volt battery into two batteries, effectively creating two 400-volt batteries. This will keep charging efficiency at a maximum without using an additional lithium-ion booster.
Additionally, the Macan EV will use regenerative braking that allows up to 240 kW of power to be recuperated through the electric motors while driving.
Premium Handling
When Porsche initially developed the Macan, it wanted to keep things simple but still allow the vehicle to encapsulate what it calls “quintessential Porsche driving dynamics and a characteristic steering feel.”
This was also put into focus with the Macan EV.
“Thanks to its particularly sporty seat position and low center of gravity, as well as its impressive driving dynamics and steering precision, the new Macan delivers a real sports car feeling,” Kerner adds.
Both configurations of the Macan EV will feature all-wheel-drive with two electric motors. It is also equipped with the Porsche Traction Management system (ePTM), which operates around five times faster than a conventional all-wheel-drive system, and can respond to wheelspin within 10 milliseconds.
Porsche Torque Vectoring Plus, or PTV Plus, is an electronically controlled differential lock on the rear axle. This helps improve traction, driving stability, and lateral dynamics.
Spacious Interior and Increased Room for Luggage
The Macan was designed with practicality in mind. Porsche details that, depending on the configuration and equipment fitted, the capacity behind the rear-seat bench is up to 18 cubic feet.
The frunk also features 2.9 cubic feet of room, which increases the total space in the vehicle to 4.4 cubic feet greater than the previous Macan model.
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High-Tech Driver Experience
A free-standing 12.6-inch curved instrument cluster is complemented by a 10.9-inch central display.
The Macan EV also features, for the first time, a passenger option to view information, adjust settings on the infotainment system, or stream video content while the car is being driven on its own 10.9-inch screen, which is optional.
The Porsche Driver Experience, however, features a head-up display with augmented reality technology. It also features navigation arrows which are visually integrated into the real world.
Both Android Automotive OS and Apple CarPlay are featured in the Macan EV’s new-generation infotainment system. Porsche Communication Management will allow the driver to say “Hey Porsche” to access anything from suggested routes, charging stops, and other crucial information.
Pricing and Availability
Porsche plans to bring the Macan to market within the second half of the year, but customers can order it immediately.
The Macan 4 is priced at just $78,800, while the Turbo configuration will be $105,300. Each price does not include the $1,650 delivery, processing, and handling fee.
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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
