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  • Tesla stock in focus ahead of Jan. 28 earnings as AI hype meets delivery data
    January 29, 2026, 6:10 PM EST. Tesla reports fourth-quarter earnings on Jan. 28. The name is under the spotlight as investors chase AI-driven narratives. Musk remains a magnet for sentiment even as actions lag promises. Last year, Tesla stock rose about 11.4%, lagging the S&P 500 and Nasdaq Composite. On Dec. 29, the company previewed a Wall Street consensus for Q4 deliveries of 422,850 and 1,640,752 for the full year. Four days later, actual deliveries came in at 418,227 and 1,636,129, missing the tally. With EV sales still the core revenue driver, a shrinking market share raises questions about the outlook. Through Jan. 12, the stock sits roughly breakeven for 2026, with volatility ahead of earnings. The robotaxi strategy and AI push remain central to the bull case, even as near-term momentum wobbles.