Innovation News: 5 August 2025 - 9 August 2025

January 8, 2026, 6:38 AM EST. Wedbush analyst Dan Ives issued a note after Tesla's Q4 and full-year 2025 results, calling the figures "better than feared" and a step in the right direction. Tesla posted Q4 production of 434,358 and deliveries of 418,227; full-year production reached 1,654,667 with 1,636,129 deliveries. The company's own consensus had expected about 1,640,752 for the year, leaving roughly 4,000 vehicles short. Energy deployments totaled 46.7 GWh. Ives notes that growth hinges on restoring vehicle deliveries amid the loss of the US tax credit and European headwinds, but sees upside in 2026 driven by AI, Robotaxi, and Cybercab initiatives. He cites a potential bull-case market cap of $2 trillion-$3 trillion as production scales and Cybercab testing in Austin advances toward a mid-2026 launch.