Part 6/11:
As noted, early discussions with OEMs could accelerate licensing deals, especially as Tesla approaches a new level 4 autonomous driving milestone with FSD V12.
- Federal Reserve Interest Rate Decisions
Market expectations suggest the Fed will likely hold interest rates steady at the upcoming September meeting, with possible rate cuts projected for next year. Lower interest rates could buoy growth stocks like Tesla.
- Government Incentives
Tesla buyers still benefit from $7,500 EV rebates, although these are set to be phased out temporarily and renewed in 2024, impacting short-term demand.
- Share Repurchase Plans
A $10 billion share buyback in 2024 is on the horizon, potentially supporting Tesla’s stock price.
- FSD Alpha Version 12 & Next-Generation Vehicle