🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
1. Critical March 9 NHTSA Deadline for FSD Data
Tesla faces a crucial deadline to submit comprehensive Full Self-Driving data to the NHTSA. Bank of America reinitiated coverage with a Buy rating and a $460 price target, calling FSD the “leading consumer autonomy solution.”
2. Software Update 2026.2.3 Goes Global
New features include easier charge cable unlatching, 3D Supercharger maps for Europe, expanded Service Mode, child left-alone detection, and Grok integration for Cybertruck navigation.
3. Model S/X Production Ending for Optimus
Tesla is winding down Model S and Model X production at Fremont to convert factory space for Optimus robot manufacturing, targeting one million units per year long-term.
4. FSD Europe Approval Expected March 20
Dutch authorities have reportedly informed Tesla to expect FSD approval on March 20, potentially opening the door to broader EU rollout.
5. Stock Trading at $390, Mixed Analyst Sentiment
TSLA trading at the lower end of a multi-month range. Consensus Hold rating with average price target near $407.
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