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Key facts: Tesla, Inc. 486,532 Q3 deliveries; $25B+ 2026 capex; $43.5B cash
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Tesla (TSLA) delivered 486,532 vehicles in Q3, about 24,000 above estimates, marking its second-highest quarterly deliveries. Vehicle sales remain Tesla’s main cash source while it funds AI projects. Tesla (TSLA) disclosed 2026 capex above $25B and recorded $8.28B in H1, implying about $16.7B more in H2 to meet the announced full-year spending for auto and AI projects. Tesla (TSLA) held about $43.5B in cash and short-term investments at end of June. On Sept. 29 it…