🎧 Tesla Daily Podcast
📝 Today’s Tesla News Summary
1. Model S/X Production Winding Down
Tesla has begun winding down Model S and Model X production in the US to free up factory space for Optimus robots and the Robotaxi platform. Full production ceases Q2 2026.
2. Q1 2026 Delivery Estimates: 365,645
Tesla projects 365,645 Q1 2026 deliveries, an 8% YoY increase, though below Q3/Q4 2025 levels.
3. Europe Sales Up 12% YoY in February
Tesla sold 17,664 vehicles in Europe in February 2026 — first YoY gain since December 2024.
4. Tesla-SpaceX Merger Speculation for 2027
A joint Terafab facility in Austin and Tesla’s xAI investment converting to SpaceX equity fuel merger speculation.
5. TSLA Trading at ~$355-361
Tesla stock ranged $352-$367 today, currently around $355-361.
6. Customer Experience Head Leaves for Coinbase
Jose del Corral, Tesla’s head of product for customer experience, departed for Coinbase this month.
发表回复