🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Cybercab Launch Aftermath: Tesla commercially deployed Cybercab robotaxis in Austin, Texas on September 3rd. The launch event — lacking a livestream and Elon Musk’s presence — disappointed investors. TSLA fell 9%+ the next day and remains ~25% below its 52-week high. However, the stock reclaimed key moving averages on September 8th, closing at $368.04.
NHTSA Probe: The National Highway Traffic Safety Administration launched a federal probe into Tesla’s Cybercab certification, examining compliance with federal safety standards for a vehicle with no steering wheel or pedals.
FSD Update Rollercoaster: Tesla began rolling out FSD v2026.27.6 with automatic collision evasion — capable of activating autonomous driving during manual driving to prevent frontal collisions. But v14.3.9 was pulled within minutes of rollout on September 8th.
Analyst Consensus: Morgan Stanley reiterated Hold at $400. Average 12-month price target ~$400 with consensus Hold rating.
Musk’s SpaceX AI Vision: Elon Musk predicts SpaceX’s AI revenue will eclipse all other segments by September 2026, targeting 10 GW computing capacity by end of 2027.