News
Tesla’s Elon Musk received commitments for $46.5 billion for Twitter acquisition attempt
Tesla CEO Elon Musk has hinted that he has a “Plan B” just in case his initial acquisition attempt for Twitter does not succeed. A new securities filing published on Thursday appears to hint at what this “Plan B” could be.
As noted in a Schedule 13D filing, Musk is currently exploring a tender offer to purchase some or all Twitter stock directly from shareholders. The Tesla CEO noted that this new strategy was adopted partly because Twitter’s Board of Directors had not responded to his initial acquisition offer. What’s interesting, however, is that Musk has received commitments for $46.5 billion to help finance the potential deal.
The relevant section of the 13D filing follows:
“Twitter has not responded to the Proposal. Given the lack of response by Twitter, the Reporting Person is exploring whether to commence a tender offer to acquire all of the outstanding shares of Common Stock (together with the associated rights issued pursuant to the Rights Agreement (the ‘Rights’ and, together with the Common Stock, the ‘Shares’)) that are issued and outstanding (and not held by the Reporting Person) at a price of $54.20 per share, net to the seller in cash, without interest and less any required withholding taxes, subject to certain conditions (the ‘Potential Offer’), but has not determined whether to do so at this time.
“To finance the Proposed Transaction or a Potential Offer, entities related to the Reporting Person have received commitment letters committing to provide an aggregate of approximately $46.5 billion as follows:
(i) A debt commitment letter, dated April 20, 2022 (the “Debt Commitment Letter”), from Morgan Stanley Senior Funding, Inc. and certain other financial institutions party thereto as commitment parties (collectively, the “Commitment Parties”) pursuant to which the Commitment Parties have committed to provide $13 billion in financing to the Reporting Person and related entities as follows: (a) a senior secured term loan facility in an aggregate principal amount of $6.5 billion, (b) a senior secured revolving facility in an aggregate committed amount of $500 million, (c) a senior secured bridge loan facility in an aggregate principal amount of up to $3 billion and (d) a senior unsecured bridge loan facility in an aggregate principal amount of up to $3 billion ((a) – (d) collectively, the “Debt Facilities”);
(ii) A separate debt commitment letter, dated April 20, 2022 (the “Margin Loan Commitment Letter”), from Morgan Stanley Senior Funding, Inc. and certain other financial institutions party thereto as commitment parties (collectively, the “Margin Loan Commitment Parties”) pursuant to which the Margin Loan Commitment Parties have committed to provide $12.5 billion in margin loans (the “Margin Loan Facility”), the proceeds of which will be distributed or otherwise made available to Purchaser; and
(iii) An equity commitment letter, dated April 20, 2022 (the “Equity Commitment Letter”), from the Reporting Person pursuant to which the Reporting Person has committed to provide equity financing for the Proposed Transaction or the Potential Offer sufficient to pay all amounts payable in connection with the Offer and the Merger (plus related fees and expenses), net of the amounts to be funded pursuant to the Debt Commitment Letter and the Margin Loan Commitment Letter, which is currently expected to be approximately $21 billion (the “Equity Financing”).
Musk caught headlines last week when he announced his intention to acquire Twitter for $54.20 a share in a deal worth about $43 billion. While the Twitter Board of Directors did not formally respond to Musk’s offer, the company adopted a “poison pill” strategy on Friday in what was viewed as an attempt to block a takeover by the Tesla CEO. Twitter co-founder Jack Dorsey has expressed his support of Musk, even noting that the social media company has had a “dysfunction” for some time now.
Prior to his announcement of a proposed Twitter acquisition, Musk had purchased over 73 million shares of the social media company. By amassing a stake of over 9% in Twitter, Musk effectively became one of the company’s single largest shareholders. Twitter soon announced its plan to give Musk a seat on its Board of Directors on the condition that he could not own more than 14.9% of the company. The Tesla CEO declined the seat and issued his buyout proposal not long after.
Elon Musk’s latest filing can be viewed here.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
News
Tesla China exports 50,644 vehicles in January, up sharply YoY
The figure also places Tesla China second among new energy vehicle exporters for the month, behind BYD.
Tesla China exported 50,644 vehicles in January, as per data released by the China Passenger Car Association (CPCA).
This marks a notable increase both year-on-year and month-on-month for the American EV maker’s Giga Shanghai-built Model 3 and Model Y. The figure also places Tesla China second among new energy vehicle exporters for the month, behind BYD.
The CPCA’s national passenger car market analysis report indicated that total New Energy Vehicle exports reached 286,000 units in January, up 103.6% from a year earlier. Battery electric vehicles accounted for 65% of those exports.
Within that total, Tesla China shipped 50,644 vehicles overseas. By comparison, exports of Giga Shanghai-built Model 3 and Model Y units totaled 29,535 units in January last year and just 3,328 units in December.
This suggests that Tesla China’s January 2026 exports were roughly 1.7 times higher than the same month a year ago and more than 15 times higher than December’s level, as noted in a TechWeb report.
BYD still led the January 2026 export rankings with 96,859 new energy passenger vehicles shipped overseas, though it should be noted that the automaker operates at least nine major production facilities in China, far outnumering Tesla. Overall, BYD’s factories in China have a domestic production capacity for up to 5.82 million units annually as of 2024.
Tesla China followed in second place, ahead of Geely, Chery, Leapmotor, SAIC Motor, and SAIC-GM-Wuling, each of which exported significant volumes during the month. Overall, new energy vehicles accounted for nearly half of China’s total passenger vehicle exports in January, hinting at strong overseas demand for electric cars produced in the country.
China remains one of Tesla China’s most important markets. Despite mostly competing with just two vehicles, both of which are premium priced, Tesla China is still proving quite competitive in the domestic electric vehicle market.
News
Tesla adds a new feature to Navigation in preparation for a new vehicle
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Tesla has added a new feature to its Navigation and Supercharger Map in preparation for a new vehicle to hit the road: the Semi.
After CEO Elon Musk announced earlier this week that the Semi’s mass production processes were scheduled for later this year, the company has been making various preparations as it nears manufacturing.
Elon Musk confirms Tesla Semi will enter high-volume production this year
One of those changes has been the newly-released information regarding trim levels, as well as reports that Tesla has started to reach out to customers regarding pricing information for those trims.
Now, Tesla has made an additional bit of information available to the public in the form of locations of Megachargers, the infrastructure that will be responsible for charging the Semi and other all-electric Class 8 vehicles that hit the road.
Tesla made the announcement on the social media platform X:
We put Semi Megachargers on the map
→ https://t.co/Jb6p7OPXMi pic.twitter.com/stwYwtDVSB
— Tesla Semi (@tesla_semi) February 10, 2026
Although it is a minor development, it is a major indication that Tesla is preparing for the Semi to head toward mass production, something the company has been hinting at for several years.
Nevertheless, this, along with the other information that was released this week, points toward a significant stride in Tesla’s progress in the Semi project.
Now that the company has also worked toward completion of the dedicated manufacturing plant in Sparks, Nevada, there are more signs than ever that the vehicle is finally ready to be built and delivered to customers outside of the pilot program that has been in operation for several years.
For now, the Megachargers are going to be situated on the West Coast, with a heavy emphasis on routes like I-5 and I-10. This strategy prioritizes major highways and logistics hubs where freight traffic is heaviest, ensuring coverage for both cross-country and regional hauls.
California and Texas are slated to have the most initially, with 17 and 19 sites, respectively. As the program continues to grow, Florida, Georgia, Illinois, Washington, New York, and Nevada will have Megacharger locations as well.
For now, the Megachargers are available in Lathrop, California, and Sparks, Nevada, both of which have ties to Tesla. The former is the location of the Megafactory, and Sparks is where both the Tesla Gigafactory and Semifactory are located.
Elon Musk
Tesla stock gets latest synopsis from Jim Cramer: ‘It’s actually a robotics company’
“Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session,” Cramer said.
Tesla stock (NASDAQ: TSLA) got its latest synopsis from Wall Street analyst Jim Cramer, who finally realized something that many fans of the company have known all along: it’s not a car company. Instead, it’s a robotics company.
In a recent note that was released after Tesla reported Earnings in late January, Cramer seemed to recognize that the underwhelming financials and overall performance of the automotive division were not representative of the current state of affairs.
Instead, we’re seeing a company transition itself away from its early identity, essentially evolving like a caterpillar into a butterfly.
The narrative of the Earnings Call was simple: We’re not a car company, at least not from a birds-eye view. We’re an AI and Robotics company, and we are transitioning to this quicker than most people realize.
Tesla stock gets another analysis from Jim Cramer, and investors will like it
Tesla’s Q4 Earnings Call featured plenty of analysis from CEO Elon Musk and others, and some of the more minor details of the call were even indicative of a company that is moving toward AI instead of its cars. For example, the Model S and Model X will be no more after Q2, as Musk said that they serve relatively no purpose for the future.
Instead, Tesla is shifting its focus to the vehicles catered for autonomy and its Robotaxi and self-driving efforts.
Cramer recognizes this:
“…we got results from Tesla, which actually beat numbers, but nobody cares about the numbers here, as electric vehicles are the past. And according to CEO Elon Musk, the future of this company comes down to Cybercabs and humanoid robots. Stock fell more than 3% the next day. That may be because their capital expenditures budget was higher than expected, or maybe people wanted more details from the new businesses. At this point, I think Musk acolytes might be more excited about SpaceX, which is planning to come public later this year.”
He continued, highlighting the company’s true transition away from vehicles to its Cybercab, Optimus, and AI ambitions:
“I know it’s hard to believe how quickly this market can change its attitude. Last night, I heard a disastrous car company speak. Turns out it’s actually a robotics and Cybercab company, and I want to buy, buy, buy. Yes, Tesla’s the paper that turned into scissors in one session. I didn’t like it as a car company. Boy, I love it as a Cybercab and humanoid robot juggernaut. Call me a buyer and give me five robots while I’m at it.”
Cramer’s narrative seems to fit that of the most bullish Tesla investors. Anyone who is labeled a “permabull” has been echoing a similar sentiment over the past several years: Tesla is not a car company any longer.
Instead, the true focus is on the future and the potential that AI and Robotics bring to the company. It is truly difficult to put Tesla shares in the same group as companies like Ford, General Motors, and others.
Tesla shares are down less than half a percent at the time of publishing, trading at $423.69.
Tesla China exports 50,644 vehicles in January, up sharply YoY
Tesla adds a new feature to Navigation in preparation for a new vehicle
