Raising shipments guidance 1000 cars for the year is hardly worth $3 billion. 1000 cars?? Who knows what demand will be like next year after all the first adopters blow their wad. Are every day people going to pay 70,000 for this car?
The Model S and X aren't the primary reasons for the billion dollar jumps. You are seeing this because of investor's faith in Elon Musk to execute Gen III well. Gen III is where most of the revenue will be made in the future, and if Tesla can retain a high margin (25%), then they will make a lot of profit. That is the reason for the increase in market cap recently.