“Tesla’s promotion of rare-earth-free motors and Cybercab software updates caused stock price fluctuations”

In September 2026, Tesla showed different trends in both electricization technology breakthroughs and market dynamics. On one hand, Tesla has achieved the application of motors without rare earth materials. This technology aims to replace traditional solutions that use rare earth materials, thereby reducing dependence on these metals and enhancing supply chain resilience. Currently, such motors have been integrated into some models, and plans are in place to gradually expand their use. On the other hand, the much-anticipated Cybercab software update failed to effectively boost market confidence, leading to a decline in Tesla’s stock price, and Wall Street investors responded indifferently.