🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Q1 2026 Deliveries Miss Estimates: Tesla reported approximately 358,000 deliveries in Q1 2026 — a 6% year-over-year increase but below the 370,000 Wall Street forecast. The company now holds a record 164,000 unsold vehicles globally, with 50,000 added in Q1 alone.
JPMorgan Warns of Valuation Risk: Analysts flagged a potential 60% downside to Tesla’s stock valuation amid cooling EV demand, rising inventory, and intensifying competition from BYD.
Robotaxi Expansion Accelerating: Tesla’s Austin and San Francisco robotaxi pilots are scaling up, with plans to expand to dozens of major cities by year-end — a key pillar of the company’s long-term growth strategy.
FSD First European Approval: Full Self-Driving received its first supervised regulatory approval in Europe, marking a significant milestone toward broader EU market entry.
Roadster Unveiling & Signature Series: Tesla will unveil the updated Roadster later this month. Additionally, a limited “Signature Series” of 350 Model S and Model X Plaid vehicles marks the final run of these flagship models before their production lines pivot to Optimus humanoid robots.
New In-Cabin Camera Feature: Software update 2026.8.6 enables the cabin camera to estimate driver age for enhanced safety features.