・CFO Vaibhav Taneja confirmed on the earnings call that Tesla recorded over $250 million in tariff-related benefits from duties paid earlier. ・Short seller Jim Chanos noted that $860 million of the ...
Tesla’s Q1 2026 earnings beat looks impressive on the surface — 21.1% gross margin, 136% operating income growth, $0.41 non-GAAP EPS. But dig into the shareholders’ letter and a pattern emerges: Tesla ...