Legal: Tesla settled a lawsuit over the first reported pedestrian fatality tied to its Full Self-Driving system in Arizona (2023). A new lawsuit was filed by the family of a woman killed in a Texas Model 3 crash with alleged automated driving.
NHTSA: Closed its power steering engineering analysis covering ~376,000 Model 3/Y vehicles from 2023, following an OTA software fix in 2025.
Berlin Expansion: Tesla plans a 20% production increase at its Berlin Gigafactory, targeting 7,500 vehicles/week by October, requiring ~1,000 new hires.
Model Y L: The larger China-exclusive Model Y L is reportedly coming to the US market this year.
Cybertruck Safety: Earned the 2026 Top Safety Pick Plus rating from IHS — the only truck with this distinction.
Semi Video: Tesla released footage of the Semi handling a jackknife on icy roads at its Alaska winter test facility.
Robotaxi: Unsupervised robotaxi service is expanding across the entire Austin Metro area in Texas.
Q2 Outlook: Analysts project ~406,000 vehicle deliveries and 13.8 GWh energy storage for Q2 2026.
Musk Options: Elon Musk exercised 303.96M stock options, raising voting power to ~20%, reigniting Tesla-SpaceX merger speculation.
Energy Deal: Tesla + Sunrun + Renew Home announced supplying 16+ GW of flexible energy to hyperscalers and utilities.