🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
1. Tesla-SpaceX Merger Speculation: Reports indicate Elon Musk is actively exploring a potential Tesla and SpaceX combination valued at ~3.4 trillion USD, as SpaceX prepares for the largest IPO in history. Tesla Q1 2026 filing revealed a 2B USD equity investment in SpaceX, with joint development of a semiconductor fab at Gigafactory Texas.
2. FSD Approved in Estonia: Tesla’s Full Self-Driving system received approval in Estonia, the third EU country after Lithuania and the Netherlands. Estonia’s Transport Administration called it a logical step given self-driving vehicles have operated there since 2017.
3. Stock Performance: TSLA closed down 1.43% at $435.79, snapping a 6-session winning streak. Wall Street analysts remain divided with a consensus hold rating; some see 52.6% overvaluation.
4. Capital Expenditure Increase: Tesla raised 2026 capex guidance to over $25B (from $20B), directed toward Optimus Gen 3 (expected late July/August), robotaxi, and FSD development.
5. Software Update 2026.14.100: New factory build spotted in recent vehicles includes “Hey Grok” voice activation, Blind Spot Warning Accent Lights, Pet Mode customization, and music queuing for Apple Music/Spotify.
6. Tesla Semi Charging Infrastructure: Tesla advancing Megacharger projects in Texas freight corridors with new electrical infrastructure filings in San Antonio, Laredo, and Houston.