Tesla Expected to Make Its Switch to Robotics, AI in 2026 -- Market Talk

Dow Jones01-02

1017 ET - Tesla is working to pivot its business toward robotics and autonomous vehicles, with products such as its Optimus humanoid robot and steering-wheel free Cybercab under development. While electric-vehicles currently account for most of the company's revenue, that might not be the case for much longer. Wedbush analysts say in a research note that they expect Tesla's market capitalization to jump to as much as $3 trillion by the end of 2026, as Cybercap production is expected to ramp up this spring thanks in part to easing federal frameworks. "We estimate the AI and autonomous opportunity is worth at least $1 trillion alone for Tesla," they write. "We believe Tesla will own 70% of the global autonomous market over the next decade as no other company in the world can match the scale and scope of Tesla coupled with its broadening AI footprint." (connor.hart@wsj.com)

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January 02, 2026 10:17 ET (15:17 GMT)

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