Fitch upgraded Tesla to a BBB investment-grade credit rating on September 23, 2026. This milestone likely reduces financing costs for the company's upcoming projects. Tesla announced plans for over $25 billion in capital expenditures throughout 2026. The investment targets AI chips, data centers, and new vehicle production lines.
The National Highway Traffic Safety Administration (NHTSA) opened two public investigations into Tesla's Full Self-Driving system. One probe focuses on crashes occurring in adverse weather conditions. A second investigation examines reports of vehicles running red lights or driving the wrong way. These regulatory actions create risks for Tesla’s autonomy-centered valuation.
CEO Elon Musk praised Chinese President Xi Jinping’s leadership in a state television interview. Musk specifically highlighted the country's ongoing prosperity. Separately, Goldman Sachs lowered its third-quarter delivery estimates for the automaker. The firm cited weakening sales performance across several key markets.