🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Q2 Deliveries Beat: Tesla delivered 480,126 vehicles in Q2 2026 — a 25% YoY increase, smashing Wall Street estimates of ~406,000. Second consecutive quarter of EV sales recovery.
Robotaxi Miami Launch: Tesla’s Robotaxi service launched in Miami, Florida on July 3rd, expanding beyond Texas and California. 2026 is framed as Tesla’s biggest investment year since Model 3 ramp, with capex guided above 5B across 2025-2026.
Cell Giga Challenge: Gigafactory Berlin launched a program inviting external startups to pilot battery cell technologies. Applications open until July 24th.
2026 Model Y Refresh: New Model Y features slimmer headlights, full-width light bar, improved cabin materials, ventilated seats. Leases start at 59/month. Six-seat Long Wheelbase variant launched in US/PR.
Stock & Regulatory: TSLA dipped 7.5% on July 2nd despite delivery beat, then gained 6.6% on July 6th after Miami robotaxi launch. European registrations +57.2% YoY in Jan-May 2026. NHTSA closed 2022 unexpected braking investigation with no defect finding. Q2 earnings expected July 22nd.