Tesla Daily Update – April 26, 2026

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📝 Today’s Tesla News Summary

Stock: TSLA trading at $376.30, down ~1.8% today. 5-day decline from $393 to current levels.

Earnings: Tesla Q1 2026 results posted a slight earnings beat, but analysts see a mixed picture with concerning trends.

$2B AI Acquisition: Tesla quietly disclosed acquiring an unnamed AI hardware company for up to $2 billion in its Q1 10-Q filing — never publicly announced.

China Credit: Tesla maxed out its $5.8 billion China working capital facility, a 35% increase in one quarter, as China sales crash.

Cybercab: Production officially began at Giga Texas — robotaxi delays continue for unsupervised FSD launch.

Supercharging: Tesla offers 1 year free Supercharging for new Model 3 Premium/Performance orders in North America.

HW4 Plus: Tesla announces AI4.1 upgrade doubling RAM to 32GB; plans retrofit factories for millions of HW3 cars.

Model YL: New longer-wheelbase 6-seat SUV prototype spotted on US roads for the first time in the San Francisco Bay Area.

🔗 Sources