🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Tesla stock dropped 7% on July 8, 2026 — its worst session in nearly a year — despite reporting record Q2 deliveries of 480,126 vehicles. The market is shifting focus to Tesla as an AI company rather than a car manufacturer.
Key highlights:
- Tesla expanded Robotaxi service to Miami, Florida — third U.S. state for the program
- Optimus V3 mass production targeted for late July/early August; Model S and Model X production ended to free up lines
- Q1 2026 automotive gross margin rebounded to 21.1%; FSD subscriptions up 51% YoY to 1.28M
- Tesla cut Model 3 prices in China amid rising competition; FSD China rollout still delayed
- BNP Paribas maintains Underperform rating with $280 target; GuruFocus sees 39% overvaluation