Tesla’s investors are continuing to buy Tesla ($TSLA) shares despite the drama happening between the United States and China. Bloomberg noted that today marked the sixth straight day that the stock has been up. The article also pointed out that the Tesla stock split is likely to make the Tesla stock even more valuable.
$TSLA up 45% from May 24, 2022
Tesla’s stock rose to $928.65 which is up over 45% from May 24 when it closed at $628.16. During a live-blog interview with Bloomberg, Loup Venture’s Gene Munster shared his concerns.
“If the superpowers continue to drift apart, then Tesla’s brand will be damaged in China, impacting sales.”
Given production of about 25% of Teslas comes from China, the China government has ways to make it more difficult for Tesla — like shutdowns for Covid or power conservation.”
Vanda Research: $TSLA shares are “skyrocketing”
Despite the drama happening between the U.S. and China, Tesla’s investors are showing their faith in the company.
Vanda Research found that retail purchases of Tesla shares are “skyrocketing.” Individual investors are viewed as the most bullish on Tesla since the summer of 2020.
Vanda Research’s Marco Iachini and Giacomo Pierantoni pointed out that the shares could go even higher. In a note to clients, they wrote,
“Although a stock split shouldn’t have an impact on the stock price, retail investors speculate on the fact that historically stocks rallied after the split announcement.”
U.S. and China drama
This isn’t the first time the U.S. and China got into a bit of a spat. During President Trump’s administration, a trade war was initiated. And during this trade war, many doubted Tesla would be able to actually open a factory in Shanghai.
Not only did Tesla do so, but Tesla became the first foreign company to fully own a manufacturing plant in China–despite the drama. China literally changed its policies to allow Tesla to come and manufacture EVs there.
Although some analysts may worry about how the ensuing geo-political climate might affect Tesla, $TSLA stock, and Tesla China, Tesla seems to be pretty good at navigating the tough waters of any situation.
Perhaps this is why investors seem so bold. They have faith in Tesla.
Disclaimer: Johnna is a partial Tesla shareholder with under 1 share currently. She plans on buying more and supports Tesla and its mission.
I’d love to hear from you! If you have any comments, or concerns, see a typo, you can email me at johnna@teslarati.com. You can also reach me on Twitter @JohnnaCrider1
News
WATCH: SpaceX attempts Starship’s tenth test flight after two delays
This evening, SpaceX has already stated that conditions appear to be approximately 45 percent favorable for launch. This is ten percent less than last night, when the mission was eventually scrapped around 7 p.m. local time.
SpaceX is set to launch Starship tonight, provided the weather cooperates and everything with the ship goes smoothly.
This is SpaceX’s third attempt to launch Starship for its tenth test flight, with Sunday’s and Monday’s attempts both being scrapped due to a leak and unfavorable weather conditions on the respective days.
This evening, SpaceX has already stated that conditions appear to be approximately 45 percent favorable for launch. This is ten percent less than last night, when the mission was eventually scrapped around 7 p.m. local time.
Propellant load of the upper stage and Super Heavy booster is already underway, and the launch is expected to occur at 6:30 p.m. in Starbase, Texas.
You can watch the tenth test flight of Starship below via SpaceX:
Watch Starship’s tenth flight test → https://t.co/UIwbeGoo2B https://t.co/BFrpQPQFUw
— SpaceX (@SpaceX) August 26, 2025
News
Tesla one-ups Waymo once again with latest Robotaxi expansion in Austin
Tesla’s new Robotaxi geofence measures roughly 171 square miles of Austin’s downtown and suburbs. This is more than double the size of Waymo’s geofence, which measures 90 square miles.
Tesla’s expansion of the Robotaxi geofence on Tuesday morning was a one-up on Waymo once again, as the automaker’s service area growth helps eclipse its rival in an intense back-and-forth.
A lot of conversation has been made about Tesla’s rivalry with Waymo in terms of the capabilities of its driverless ride-sharing service in Austin, Texas.
The two companies have sparred with one another, answering each other’s expansion, and continuing to compete, all to the benefit of consumers in the region.
Tesla expanded the geofence of Robotaxi once again this morning, and it is another growth that catapults it past Waymo’s service area in Austin — this time by a considerable margin.
Comparison of Tesla’s vs Waymo’s Robotaxi geofence map in Austin, Texas.
Today, @Tesla again massively expanded their geofence area, making it significantly bigger than Waymo’s. pic.twitter.com/tHLJ2qabZJ
— Sawyer Merritt (@SawyerMerritt) August 26, 2025
Tesla’s new Robotaxi geofence measures roughly 171 square miles of Austin’s downtown and suburbs. This is more than double the size of Waymo’s geofence, which measures 90 square miles.
On July 14, Tesla officially overtook Waymo in terms of service area in Austin. But just a few days later, Waymo had responded with a bold statement, expanding from 37 square miles to 90 square miles.
Sarfraz Maredia, Global Head of Autonomous Mobility & Delivery at Uber, said the move “unlock[ed] another key milestone in Austin as our operating territory with Waymo expands from 37 to 90 square miles, which means that even more riders can experience Waymo’s fully autonomous vehicles through the Uber app.”
Tesla did not respond immediately, but it took its time with validation vehicle testing in the Austin suburbs, as we reported yesterday:
Tesla looks to expand Robotaxi geofence once again with testing in new area
Today’s expansion is perhaps the biggest step Tesla has taken in its efforts to continue to grow its Robotaxi platform. This is not only because the company has significantly expanded the size of the geofence, but also because it has ventured into suburban areas and even included Gigafactory Texas in its service area.
Waymo could come up with another timely response as it did when Tesla expanded in late July. We’ll wait to see what it comes up with, as this awesome competition between the two companies is accelerating innovation.
News
Tesla Robotaxi geofence expansion enters Plaid Mode and includes a surprise
Now, on August 26, the Robotaxi geofence has expanded once again, and is estimated to be about 130 square miles.
Tesla has expanded its Robotaxi geofence in Austin for the third time since its launch in late June, and the company added a big surprise with this new service area.
After launching on June 22, Tesla’s driverless Robotaxi service has been expanded three times. Its initial launch was about 20 square miles in size. The first expansion occurred on July 14 and was roughly 42 miles large, more than double the initial geofence size.
The second expansion occurred on August 3 and brought the total service area to roughly 80 square miles.
Now, on August 26, the Robotaxi geofence has expanded once again, and is estimated to be about 170 square miles.
🚨 Tesla has expanded its Robotaxi geofence in Austin once again!
This is the third time the service area has expanded! pic.twitter.com/ZzIWWLIgsQ
— TESLARATI (@Teslarati) August 26, 2025
The expansion of the Robotaxi geofence seemed to show the company’s focus on getting the service to the areas East and West of downtown was an utmost priority.
We reported on the Bee Cave region of the Austin suburbs being a place where Robotaxi validation vehicles were spotted testing in recent days.
Bee Cave is included in the new geofence.
However, that is not the biggest addition to the geofence, and it’s not even close. Tesla added a major area to the new geofence, one that fans of the company will absolutely love: Tesla Gigafactory Texas.
🚨 Tesla Gigafactory Texas is now available in the new Robotaxi geofence: https://t.co/Ctcm0HNZk4 pic.twitter.com/7nyhQNYLww
— TESLARATI (@Teslarati) August 26, 2025
The big question that remains is whether Tesla is expanding the size of its fleet of Robotaxi vehicles in Austin. There have been many questions about the expansions of the fleet and not necessarily the geofence, and while the latter is certainly considered progress, Tesla will need to enable more Robotaxi into the vehicle population to handle the additional rides.
Tesla has been planning to do so, but is still prioritizing safety and does not want to rush any part of the Robotaxi process.
Tesla is also looking to expand to new cities altogether. It is currently moving toward a Robotaxi launch in Florida, Arizona, and Nevada, and has also opened up job postings for Robotaxi operators in New York.
WATCH: SpaceX attempts Starship’s tenth test flight after two delays
Tesla one-ups Waymo once again with latest Robotaxi expansion in Austin
Tesla Robotaxi geofence expansion enters Plaid Mode and includes a surprise
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