🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Q2 2026 Deliveries Beat Expectations: Tesla delivered 480,126 vehicles in Q2 2026, a 25% year-over-year jump, beating Wall Street estimates of under 400,000. The company also produced over 450,000 vehicles and deployed 13.5 GWh of energy storage.
Stock Dip Despite Strong Numbers: Tesla shares fell ~8% on July 2nd despite the delivery beat, following a 13.25% rally the prior week. Investor hesitancy persists ahead of the full Q2 earnings report on July 22nd.
Model S & Model X Production Ends: Tesla confirmed it has stopped producing the Model S and Model X, repurposing Fremont factory lines for Optimus robot manufacturing. Focus is now on Model 3, Model Y, and Cybertruck.
FSD v14 Lite Rollout: Tesla is deploying FSD v14 Lite to ~4 million older AI3-equipped vehicles globally, bringing speed profiles, self-park-from-park, and improved arrival options. Early feedback is positive.
2026 Model Y Lease Deals: New 2026 Model Y leases start at $459/month with upgrades including slimmer headlights, full-width light bar, improved cabin materials, and ventilated front seats.
First Fatal Tesla Semi Crash: A Tesla Semi was involved in its first recorded fatal crash in Nevada, resulting in two fatalities. Preliminary reports suggest the driver may have fallen asleep.