Tesla (TSLA.O) delivered 480,126 vehicles in Q2, up 25% YoY and topping
Bloomberg's consensus of 396,466, outpacing a slowdown in the global plug‑in EV
market. Investors are increasingly shifting focus from corporate controversies
to Musk's drive to scale AI, autonomous driving and robotics as future revenue
sources, and some expect he may consider merging Tesla with SpaceX after SpaceX
completed a record IPO last month.