🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
1. Tesla Issues Two Recalls
173 Cybertrucks (2024–2026, 18-inch steel wheels) are being recalled over potential rotor cracking that could cause wheel stud separation. Separately, 200,000+ Model Y, S, X, and 3 vehicles are recalled due to a software glitch temporarily disabling the rearview camera. No accidents, injuries, or fatalities reported for either issue.
2. Record $100M Tesla Semi Deal with WattEV
Tesla signed its largest-ever Semi order — 370 electric Class 8 trucks for WattEV in California, with 300+ assigned to Port of Oakland freight operations. First 50 trucks expected in 2026; full fleet operational by end of 2027.
3. 2026 Model Y Passes NHTSA’s New ADAS Tests
The 2026 Model Y became the first vehicle to clear all eight of NHTSA’s new advanced driver-assistance system benchmarks, including pedestrian AEB, lane keeping, blind spot warning, and blind spot intervention.
4. Tesla Semi Battery Specs Officially Confirmed
CARB confirmed the Semi Long Range uses an 822 kWh pack and Standard Range uses 548 kWh — both with 4680 NCMA cells. Notably, the 822 kWh pack is smaller than estimates yet still hits 500 miles of range at max weight.
5. Tesla Stock Rebounds; Institutional Buying Accelerates
TSLA is up ~19% over the past month (down ~8.4% YTD). Q1 2026 showed a 14% EPS beat and 16% revenue growth. Diversify Wealth Management increased its Tesla stake by 57.5% in Q4 2025.