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Jefferies analyst Philippe Houchois says Tesla (TSLA) “delivered its most attention-grabbing earnings name in lots of quarters,” including that the corporate’s outlook was “imprecise and low in numbers,” besides a “whopping” $20B in capex guided for 2026. Funding might turn out to be a subject regardless of a $44B money pile, in response to the analyst, who provides that the introduced funding in xAI suggests “assembly supercompensation targets might depend on Musk-related company offers.” The agency has a Maintain score and $300 value goal on Tesla shares.
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