Episode Details

Alex and Jordan break down Tesla's third quarter of 2026: revenue of 28.05 billion dollars and adjusted earnings of 48 cents a share ahead of consensus, auto gross margin ex-credits rebounding to 18.1 percent, free cash flow swinging back to a positive 1.53 billion, FSD attached to more than 75 percent of new North American deliveries, robotaxi miles growing eightfold with the Cybercab joining the Austin fleet, and energy storage nearly sold out through 2027 on data-center demand. The stock fell on the trimmed 2026 spending guidance anyway.