tech

Rani Molla3/21/25

Analysts keep cutting Tesla delivery estimates

Analyst estimates for the number of Teslas the electric vehicle company will sell this year keep going down.

This week: Morgan Stanley lowered its full-year estimate for Tesla deliveries to 1.615 million vehicles, or nearly 10% lower than the 1.789 million the company sold last year. Wells Fargo now predicts a 7% decline. Barclays didn’t give an exact full-year estimate but wrote today, “We believe that a soft 1Q and continued pressure in 2Q potentially puts Tesla’s 2025 delivery volume at risk of being flat, or potentially even down y/y.”

Even analysts who still believe in Tesla’s promise to “return to growth” have lowered their previous expectations. This week Piper Sandler lowered its delivery expectations to 1.877 million this year, down from its previous estimate of 1.957 million, according to FactSet.

Third-party sales data from the first two months of 2025 isn’t looking up in the US or around the world.

More Tech

Form Energy iron-air battery system leaving Form Factory 1

Big batteries are the newest answer to Big Tech’s big energy needs

America’s booming energy demand is creating a powerful case for large-scale energy storage.

Patrick Sisson22h

Astronaut on the Moon

Over 50 years since it last sent astronauts to the moon, the US is now reentering a very different space race

The successful launch of the Artemis II lunar flyby marked one small step for NASA, while China’s already making giant leaps in its own space program.

Millie Giles23h

OpenAI is now valued at $852 billion — that’s about 5 Disneys

The company just closed out the biggest funding round in Silicon Valley history, raising $122 billion.

Sam Altman at BlackRock Infrastructure Summit Held In Washington, DC

Claire Yubin Oh

waymo’s world

Waymo’s now serving more than 500,000 paid robotaxi rides every week

The Alphabet-owned company grew its ridership more than tenfold in less than two years.

Waymo Self-Driving Electric Car Sighted In London

tech

Jon Keegan3/27/26

Judge blocks Pentagon’s move to blacklist Anthropic

A federal judge in Northern California has granted a preliminary injunction blocking the Pentagon from labeling Anthropic as a national security supply chain risk.

The ruling temporarily prevents the Defense Department from restricting the AI company’s access to federal contracts amid a dispute over its refusal to allow certain military and surveillance uses of its technology. The designation could also have shifted lucrative government work toward competitors, including OpenAI.

Earlier this month, Anthropic, the company behind Claude, sued 17 federal agencies and their heads, alleging the government exceeded its statutory authority.

Latest Stories

Sherwood Media, LLC produces fresh and unique perspectives on topical financial news and is a fully owned subsidiary of Robinhood Markets, Inc., and any views expressed here do not necessarily reflect the views of any other Robinhood affiliate, including Robinhood Markets, Inc., Robinhood Financial LLC, Robinhood Securities, LLC, Robinhood Crypto, LLC, Robinhood Derivatives, LLC, or Robinhood Money, LLC. Futures and event contracts are offered through Robinhood Derivatives, LLC.

©2026 Sherwood Media, LLC