🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
Q2 Deliveries Surge: Tesla reported 480,126 vehicle deliveries in Q2 2026, beating Wall Street’s consensus of ~406,000 units — a 25% YoY jump and the best Q2 in company history. Strong sales in China and Europe drove the growth, with European sales up 77% Jan-May.
Stock Plunge Despite Beat: Tesla’s stock dropped ~8% in early July despite the delivery beat, signaling investor hesitancy. Michael Burry reportedly took a short position.
Robotaxi Miami Launch: Tesla launched robotaxi service in Miami, expanding beyond Texas and California. Full rollout delayed; Musk awaits FSD v15 for unsupervised deployment by year-end or early 2027.
Model S/X Discontinued: Tesla discontinued Model S and Model X production to focus on Model 3, Model Y, and Cybertruck. Q2 saw 12,364 Cybertruck deliveries.
25B CapEx Plan: Tesla plans $25B capital expenditures in 2026 — 3x last year — for Optimus robots and autonomous Cybercabs.
Q2 Earnings Preview: Tesla Q2 2026 financials expected July 22 after market close.