Tesla Daily Update – March 25, 2026

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📝 Today’s Tesla News Summary

Model S/X Sunset Begins: Tesla officially began winding down the Model S and Model X, marking the end of an era for the company’s original flagship sedans.

New Vehicle Tease: Elon Musk teased that Tesla is developing a new vehicle, way cooler than a minivan, fueling speculation about an upcoming compact SUV.

Terafab Chip Factory: Tesla and SpaceX announced a joint $25 billion chip manufacturing initiative called Terafab, to be built in Austin, Texas. Wedbush analyst Dan Ives called it revolutionary, suggesting it could signal a Tesla-SpaceX merger with 55% upside potential.

Stock Rally: Tesla stock climbed on SpaceX IPO reports, though some analysts including a former bull have turned bearish, warning of potential 70% downside.

Europe Sales Bounce: Tesla finally broke its 13-month sales losing streak in Europe, though BYD still outsold Tesla for the second straight month.

Tesla Semi Milestone: The Tesla Semi will begin mass production deliveries this summer. Jay Leno drove the production model featuring a battery designed to last 1 million miles. In real-world testing, the Semi ran 460 miles on a single charge versus 11.5 mpg for diesel trucks.

Cybertruck Safety Honor: The Cybertruck became the only pickup to earn the IIHS highest safety rating for 2026.

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