

Investor's Corner
Tesla among tech stocks to slide amid Treasury yield, commodity surges
Tesla (NASDAQ: TSLA) is one of several tech stocks sliding after a boost in Treasury yields and increases in commodity prices over the past several days.
After experiencing a $40 drop in stock price yesterday, Tesla continued a slide on Wall Street during pre-market and early hours trading in Tuesday’s session. At the time of writing, TSLA shares were trading at around $649, down around 9.2% or around $65.
The Street attributes the drastic slide in tech stocks to jumps in Treasury yields, along with a strong showing from commodities over the past several trading days. Yesterday, commodities hit their highest prices in eight years, and tech stocks, and their investors, felt the heat.
The S&P 500 fell .78% following the decline on Monday. The index’s heavy hitters, like Tesla and Apple, contributed to the downfall, falling 7 and 1.5%, respectively.
“The prospect of a less dovish tone from central banks, sparked by rising inflation, is causing stock traders to reduce their exposure to equities, especially overbought sectors like tech,” ActivTrades analyst Pierre Veyret said, according to Reuters.
Tesla was one of the hottest stocks of 2020, surging 700% on the year of the COVID-19 pandemic. The company managed to release a new vehicle, unveil a new battery cell that will revolutionize its EV architecture, remained profitable through all four quarters, and recorded its largest delivery and production figures in its history last year. 2021 has not proven to be Tesla’s finest hour as the company’s slide in the market has caused the stock to reach price points that investors last saw before it joined the S&P 500 in late December.
However, investors will see the slip in price as an opportunity to load up on more shares of the electric automaker. This includes ARK Invest, a New York-based investment firm that has arguably been Tesla’s biggest bull in recent times. ARK loaded up on an additional 183,707 Tesla shares yesterday, accounting for an over $202.4 million investment.
The adoption of EVs worldwide has made Tesla a prime candidate to lead the transition to battery-powered passenger transport. Analysts across Wall Street have posted price targets that indicate future stock surges. Many analysts revised their outlooks to prices well over $1,000 per share for Tesla. Many of these price target increases occurred after the Q4 2020 Earnings Call in January, where Tesla reported its fifth consecutive quarter of profitability and detailed its plans to open both Giga Texas and Giga Berlin, two new production facilities, later this year.
Disclosure: Joey Klender is a TSLA Shareholder.
Investor's Corner
Tesla gets its best analysis from Morgan Stanley as ‘it’s all about to change’
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.

Tesla has gotten perhaps its best analysis from Morgan Stanley in quite some time, as the Wall Street firm claims that “it’s all about to change.”
That phrase could be used for both the company’s status and the world in general.
Analyst Adam Jonas said in a new note on Thursday to investors that Tesla could be one of the major winners in terms of the global transition from what it is now to what it will be.
He describes the global shift that will occur over the next few years:
“Have you interacted with a robot today? Have you even seen a robot today? No? Well, take a mental picture because it’s all about to change. When we meet someone who has never been in a Waymo or a Tesla Cybercab (which is most people), we frequently see a wince and a response such as ‘I’m not sure I’d feel comfortable getting in a car without a driver.’ We imagine going back in time to 1903 and asking people if they’d feel comfortable in an airplane.’”
The same technological revolutions that have occurred over the past 150 years will continue to occur again and again. We are on the verge of another, Jonas believes, as companies like Tesla are working on artificial intelligence tech, which includes changing the way we look at things like transportation and labor.
Jonas includes an interesting tidbit in his note about how humanoid robots could change wages, and how it could work into the advantage of Tesla, especially as it is developing its own Optimus robot:
“We estimate 1 humanoid robot at $5/hour can do the work of 2 humans at $25/hour, generating an NPV of approximately $200k/humanoid. 1 robot shaped car can potentially drive down cost/mile of a ride share vehicle to <$0.20 mile (1/10th human-driven ride-share).”
Jonas sees Tesla as a key player in how AI will impact things like manufacturing and various automotive industries, and he believes there is long-term potential for AI, robomobility, and even autonomous eVTOL platforms.
Tesla stock: Morgan Stanley says eVTOL is calling Elon Musk for new chapter
He maintained its ‘Overweight’ rating and the $410 price target Morgan Stanley had on the stock.
Elon Musk
Tesla stock gets crazy prediction from CEO Elon Musk
Musk says this is what it would take to be a millionaire from a Tesla investment right now.

Tesla stock (NASDAQ: TSLA) got a crazy prediction from CEO Elon Musk recently, as the future of the company seems to be moving more toward AI, autonomy, and robotics, and away from automotive, which is what it has traditionally been recognized as.
Over the past few years, as Tesla has prioritized its Full Self-Driving suite, its rollout of a dedicated Robotaxi program, and the development of the Optimus bot, the company has gained a new reputation from analysts.
It was always looked at as a stock with tremendous potential by many Wall Street firms, some more than others.
The most bullish analysts, like Cathie Wood of ARK Invest, believe the company will eventually reach a multi-trillion-dollar valuation and a share price of over $2,000. Her $2,600 price target does not include any contributions of Optimus. Instead, it leans on Full Self-Driving and Robotaxi.
Based on where the company is now, there are a lot of potential catalysts. The Robotaxi expansion, as well as affordable vehicles, its prowess in AI and Robotics, and its powerful energy division are all arguments for investment.
One X user said that a $150,000 investment in Tesla right now would likely make you a millionaire. Musk said he thinks that sentiment is “probably correct.”
I think this is probably correct
— Elon Musk (@elonmusk) August 5, 2025
He’s echoed this belief in recent earnings calls, including the one for Q2, which happened in July:
“I do think if Tesla continues to execute well with vehicle autonomy and humanoid robot autonomy, it will be the most valuable company in the world. A lot of execution between here and there. It doesn’t just happen. Provided we execute very well, I think Tesla has a shot at being the most valuable company in the world. Obviously, I am extremely optimistic about the future of the company.”
Tesla is trading at $316.50 at the time of writing, and has a market cap of just under $1 trillion.
Elon Musk
Tesla stock gets another analysis from Jim Cramer, and investors will like it
“Tesla is morphing right now. It’s in transition from being a car company to being a technology company.”

Tesla stock (NASDAQ: TSLA) got its latest analysis from Jim Cramer, and investors will like what he has to say.
Cramer has flip-flopped his thoughts on Tesla shares many times over the years. One time, he said CEO Elon Musk was a genius; the next, he said Ford stock was a better play. He’s always changing his tune.
However, Cramer’s most recent analysis is of a bullish tone, as he talks about the company’s evolution from an automaker to a tech powerhouse. He made the comments on CNBC’s Mad Money:
“Tesla is morphing right now. It’s in transition from being a car company to being a technology company. You wanna be in there because the tech is worth a lot more than what it’s selling for right now. Don’t care where you bought it, care where it’s going to.”
Jim Cramer last night on $TSLA: “Tesla is morphing right now. It’s in transition from being a car company to being a technology company. You wanna be in there because the tech is worth a lot more than what it’s selling for right now. Don’t care where you bought it, care where… pic.twitter.com/WzlPdQD7gq
— Sawyer Merritt (@SawyerMerritt) August 5, 2025
Tesla has always been looked at by the mainstream media as an automaker. While that is its main business currently, Tesla has always had other divisions: Energy, Solar, Charging, AI, and Robotics. Some came after others, but the important point is that Tesla has not been an automaker exclusively for a decade.
It launched Powerwall and Powerpack in April 2015, marking the start of Tesla Energy.
But Cramer has a point here: Tesla is truly becoming much more than a car company, and it is turning into an AI and overall tech company more than ever before. Eventually, it will be recognized as such, more so than it will be as an automotive company.
Cramer’s comments also follow a recent prediction by Musk, who stated on X that he believes a $150,000 investment in Tesla shares right now would eventually turn someone into a millionaire:
I think this is probably correct
— Elon Musk (@elonmusk) August 5, 2025
Musk has said he believes Tesla could be headed to a serious increase in valuation. Eventually, it could become the most valuable company in the world. He said this during the Q2 Earnings Call:
“I do think if Tesla continues to execute well with vehicle autonomy and humanoid robot autonomy, it will be the most valuable company in the world. A lot of execution between here and there. It doesn’t just happen. Provided we execute very well, I think Tesla has a shot at being the most valuable company in the world. Obviously, I am extremely optimistic about the future of the company.”
-
News2 weeks ago
Tesla hints a smaller pickup truck could be on the way
-
Elon Musk1 day ago
Elon Musk confirms Tesla AI6 chip is Project Dojo’s successor
-
News2 weeks ago
Elon Musk highlights Tesla Model Y’s most underrated feature
-
Lifestyle2 weeks ago
Tesla brings perhaps the coolest interior feature to cars in latest update
-
News2 weeks ago
Tesla’s new affordable Model Y details teased in new sighting
-
Elon Musk2 weeks ago
Tesla exec gives big update on Roadster, confirming recent rumor
-
Investor's Corner2 weeks ago
Elon Musk shares details on Tesla AI6 production deal with Samsung
-
Elon Musk5 days ago
Tesla ‘activist shareholders’ sue company and Elon Musk for Robotaxi rollout