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How Tesla can turn energy into a nearly $200 billion business
Market Intelligence Analysis
AI-Powered
Why This Matters
Morgan Stanley estimates that Tesla's solar manufacturing capacity expansion could cost up to $70 billion, but the potential market size for energy business is nearly $200 billion.
Market Impact
Market impact analysis based on neutral sentiment with 80% confidence.
Sentiment
Neutral
AI Confidence
80%
Time Horizon
Short Term
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Morgan Stanley predicts it could cost as much as $70 billion for Elon Musk to reach his goal of 100 gigawatts of solar manufacturing capacity.
Original article published by
MarketWatch
on February 10, 2026.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.