TLDR
- Tesla climbs as WattEV confirms 370-truck Tesla Semi fleet expansion
- WattEV places massive Tesla Semi order for California freight rollout
- TSLA rises after Tesla Semi secures major commercial fleet agreement
- Tesla Semi deployment marks a major shift in California freight transport
- Tesla gains momentum as Semi production supports large fleet delivery
Tesla (TSLA) shares advanced during Thursday trading after WattEV confirmed a large order for Tesla Semi electric trucks. TSLA climbed 2.55% to $408.68 after rebounding from the $404 support level. Meanwhile, buyers pushed the stock toward the key $410 resistance zone during active trading hours.
Tesla Semi Order Expands Commercial Truck Rollout
WattEV announced a purchase order for 370 Tesla Semi Class 8 electric trucks during the ACT Expo event. The company plans to receive the first 50 trucks in 2026 as production increases in Nevada. Once completed in 2027, the rollout will become California’s largest single electric truck deployment.
More than 300 Tesla Semi trucks will operate through a joint program linked to the Port of Oakland. WattEV will use the trucks for freight transportation and drayage operations across major logistics routes. The deployment also supports California’s broader transition toward lower-emission freight transportation systems.
Tesla continues scaling Semi production after years of development delays and limited pilot deployments. The Nevada manufacturing facility now supports the company’s planned commercial expansion into heavy-duty trucking markets. As a result, Tesla aims to strengthen its position within the growing electric freight transportation sector.
Charging Infrastructure Supports Fleet Expansion
WattEV plans to open dedicated charging stations at the Port of Oakland and in Fresno for the incoming fleet. The company will equip these locations with Tesla Megawatt Charging System chargers once construction finishes. These chargers can deliver roughly 300 miles of driving range within about 30 minutes.
The company also plans additional charging depots in Stockton and Sacramento to support future fleet operations. WattEV expects the Sacramento project to begin construction work in 2026 as expansion efforts continue. The infrastructure network will support larger electric freight routes throughout California.
WattEV operates a vertically integrated business model that combines trucks, charging infrastructure, and leasing services under one platform. The company provides carriers with access to electric transportation systems without requiring large upfront capital spending. Therefore, the model aims to accelerate commercial adoption of battery-electric freight operations across regional logistics markets.
Tesla Stock Holds Momentum as Commercial Business Grows
TSLA maintained upward momentum after rebounding sharply from intraday weakness near the $404 price area. Buyers defended pullbacks throughout the session, although sellers remained active below the $410 resistance level. The stock continued trading near session highs as momentum supported short-term bullish sentiment.
Tesla’s Semi program represents a significant part of the company’s commercial vehicle expansion strategy in North America. The electric truck market continues attracting fleet operators seeking lower operating and fuel costs over long-distance transportation routes. At the same time, charging infrastructure development remains essential for broader industry adoption.
WattEV stated that its electric truck fleet surpassed seven million cumulative driving miles during 2025 operations. The company currently operates 75 electric tractors and drayage trucks across freight transportation networks in California. Therefore, the new Tesla Semi deployment marks a major expansion of WattEV’s long-haul transportation strategy.


