🎧 Tesla Daily Podcast – March 5, 2026
📝 Today’s Tesla News Summary
🤖 Musk Declares Tesla on Track for AGI via Optimus
Elon Musk announced Tesla will likely be the first to achieve AGI in humanoid form through its Optimus robot. The company is committing over $20 billion in capex for 2026, secured a next-gen AI chip deal, and is retooling Fremont for Optimus production. Gen 3 targeted for Q1 2026.
📈 TSLA Stock Jumps 3.5%, BofA Initiates Buy at $460
Shares surged on the AGI news. Bank of America started coverage with a Buy rating and $460 price target, citing FSD and robotics value. TSLA trading around $403.
🔄 Software Update 2026.2.9 — California Compliance
Tesla renamed certain automated driving features in response to a California lawsuit that threatened a 30-day sales suspension.
🇯🇵 FSD Expansion to Japan
Tesla aims to launch Full Self-Driving in Japan by late 2026, with employee test drives and customer ride-alongs underway.
🇪🇺 European Registrations Up 10%
February registrations across 15 major EU markets rose 10% YoY to 17,425 vehicles — first meaningful growth in over a year.
🚛 Semi Refresh & Roadster Unveiling
Refreshed Tesla Semi with new design and tri-motor powertrain; volume production H2 2026. Next-gen Roadster tentatively set for April 1st unveiling.
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