Tesla’s AI-Driven Robotaxi and Optimus Fuel Stock Surge Amid Market Volatility
Tesla shares climbed 1.36% to $422.99 on February 9, buoyed by investor enthusiasm for its AI-powered robotaxi and Optimus humanoid robot projects. The stock exhibited morning volatility, dipping before rallying sharply by 10 AM.
Wolfe Research identifies Tesla’s autonomous taxi venture as a potential $1 trillion revenue opportunity by 2034. Yet Barclays maintains an 'Equal Weight' rating, citing valuation extremes and near-term fundamental uncertainties.
The Optimus prototype’s factory deployment tests and Elon Musk’s prediction of 'sentient robots within a decade' are creating speculative froth. Analysts note Tesla’s energy storage business now generates higher margins than automotive—a potential hedge against robotaxi timeline slippage.