Latest Tesla news that will affect stock price
8/11/2025 09:24am
Several recent developments are likely to have a significant impact on Tesla's stock price:
1. **Board Approval of CEO Compensation Package**: Tesla's board approved a new compensation package for Elon Musk, including an award of 96 million shares valued at nearly $30 billion. This move reassured investors about Musk's continued leadership, which had previously been a source of uncertainty.
2. **Strategic Battery Deal with LG Energy Solution**: Tesla's $4.3 billion agreement with LG Energy Solution to procure lithium iron phosphate batteries is a significant step in enhancing Tesla's energy storage systems. This deal, which will be produced in the U.S. from August 2027 to July 2030, is part of Tesla's strategy to decrease dependence on Chinese suppliers and bolster domestic manufacturing capabilities.
3. **AI Chip Partnership with Samsung Electronics**: Tesla's partnership with Samsung Electronics to produce its next-generation AI6 chips is a strategically important move. This collaboration, which includes Samsung's Texas fab producing Tesla's AI6 processors, is expected to support Tesla's AI ambitions for its upcoming Robotaxi and Autopilot initiatives.
4. **Morgan Stanley's Upgrade and Price Target**: Morgan Stanley's upgrade of Tesla's stock to 'overweight' with a price target of $410 is a positive development that could boost investor confidence and drive the stock price higher.
In conclusion, these developments are likely to have a positive impact on Tesla's stock price in the near term, driven by increased investor confidence, strategic partnerships, and significant investments in core growth areas.