Tesla reported third-quarter 2026 results on October 21, with auto gross margins excluding credits at 18.1% against 16.8% expected, alongside 1.74 million FSD subscriptions, the start of Optimus production and two million unsupervised RoboTaxi miles. Attention has since moved to a possible SpaceX acquisition: New Street expects a deal by the end of next year, citing Musk's higher voting control at SpaceX, and Bloomberg sources describe a push to announce one in the first half of next year. Neither company has confirmed talks. On Optimus, Tesla said it would build the California and Texas plants at the same time, while Morningstar expects the Texas plant to be delayed a year or two. CyberCab deployment details remain pending.