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Goldman cuts Tesla Q3 delivery forecast to 435,000 vehicles
Goldman Sachs lowered its estimate for Tesla’s third‑quarter deliveries to 435,000 from 490,000, citing weaker sales in the U.S., China and Europe that may offset strength in export markets. The revised forecast sits below Visible Alpha consensus and implies a sequential decline from Q2 deliveries, signaling softer demand into Q3.
via TabTab1d agoSource
Tesla selected for PG&E’s SHARE virtual power plant program
Pacific Gas and Electric Company picked Tesla as a partner for SHARE, a large Bay Area virtual power plant linking thousands of home energy devices. The deal underscores Tesla’s growing traction in grid services and energy storage, a business that management has been highlighting as a key non‑vehicle growth driver.
via TabTab1d agoSource
U.S. safety regulator orders Tesla to answer questions on Cybercab certification
The National Highway Traffic Safety Administration (NHTSA) has ordered Tesla to respond by Sept. 30 to questions about how it self‑certified the Cybercab robotaxi, including whether temporary human driving controls or touchscreen controls were part of its compliance basis. The probe follows Tesla’s limited commercial launch in Austin and could affect the robotaxi rollout and regulatory scrutiny of Tesla’s approach to vehicle certification.
via TabTab1d agoSource
Elon Musk teases October 1 Roadster reveal; event cited as potential near‑term catalyst
Musk promoted an October 1 Tesla Roadster unveiling and described it as an attention‑getting demo; multiple outlets highlighted the date as a possible catalyst but noted skepticism about delivery timing. Tesla has not provided definitive production or delivery schedules tied to the reveal.
via TabTab2d agoSource
Elon Musk declines to rule out a Tesla–SpaceX merger at All‑In Summit
At the All‑In Summit, Elon Musk said collaboration between Tesla and SpaceX makes the question of a merger worth asking, while SpaceX president Gwynne Shotwell described increasing integration across teams. Musk did not announce any transaction, but the comments revived merger speculation among investors and analysts.
via TabTab2d agoSource
NHTSA scrutiny follows Tesla’s limited Cybercab launch in Texas
Coverage of Tesla’s Cybercab launch indicates limited public disclosure and a small initial deployment; reporting says NHTSA opened an audit into Tesla’s self‑certification basis for the vehicle. The development highlights regulatory friction that could affect robotaxi rollout timelines and expansion plans.
via TabTab2d agoSource
Tesla registers subsidiary in Vietnam to import, distribute and sell vehicles
Tesla has officially registered Tesla Motors Vietnam Limited Liability Company in Ho Chi Minh City with a charter capital of about $3 million to wholesale and retail automobiles and related equipment, marking a formal entry into the Vietnamese market. This gives Tesla a direct corporate foothold in a fast‑growing Southeast Asian EV market dominated by local competitors.
via TabTab3d agoSource
Tesla shares slip amid post‑earnings reaction and retail sentiment shifts
Following the earnings release and commentary about rising capex and strategic priorities, Tesla shares traded lower (MarketBeat reported a 1.8% intraday decline) and retail sentiment indicators noted reduced bullishness. The stock move reflects investor reassessment of higher near‑term spending and execution risks tied to autonomy and robotics programs.
via TabTab3d agoSource
Tesla to roll out v14.3.9 that can steer to avoid imminent collisions even for non‑FSD users
Tesla AI announced a v14.3.9 software update that allows vehicles to intervene and steer away from imminent collisions even if the driver never activated Full Self‑Driving; Elon Musk amplified the post on Sep 14. The change could expand real‑world exposure to Tesla’s advanced driver interventions and has implications for safety, regulatory scrutiny and FSD monetization.
via TabTab3d agoSource