🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Q2 2026 Deliveries Smash Records: Tesla delivered 480,126 vehicles in Q2 2026 — a 25% year-over-year increase and the company’s best second quarter ever, crushing Wall Street’s expectation of ~406,000 units.
Q2 Earnings Coming July 22: Deutsche Bank maintained a Buy rating with a $465 price target; Zacks consensus estimates Q2 EPS of $0.47 on revenues of $24.7B. Not all analysts are bullish — Wells Fargo kept a Sell rating citing EV demand concerns.
Robotaxi Expands to Miami: Tesla’s unsupervised Robotaxi service launched in western Miami-Dade on July 3rd, its first expansion outside Texas and California. Cybercab production is ramping slowly with validation testing ongoing.
FSD Summer Rollout: Tesla’s Summer Update (v2026.26) is rolling out fleet-wide by end of July. FSD v14 Lite continues expanding to Hardware 3 vehicles in the US and South Korea.
Elon Musk’s Texas Ranch Gallery: Musk announced a product gallery at his Texas ranch showcasing 52 products from 1984–2025, including the Cybercab and SpaceX AI.
Model S & X Discontinued: Tesla has discontinued Model S and Model X production this quarter to focus on Model 3, Model Y, and Cybertruck.