Tesla Briefing

📈 Daily Tesla briefing — the essentials, fast 👇
Stocks · 🚗 Vehicles & energy · 🤖 Optimus · FSD & Robotaxi · Elon Musk

[Tesla Briefing @TeslaBriefing]

Record Q2 deliveries — yet Tesla tanks 7% | July 2 Tesla Briefing
https://t.co/q3GXHOyv8l

#Tesla #TSLA #Q2Deliveries #ModelYL #FSD #ElonMusk

[Tesla Briefing @TeslaBriefing]

🚗 Tesla Briefing · July 3 (Fri)

Today's 7 key stories on Tesla — the signal, without the noise. More at https://t.co/6DGE1tJUqr.

📈 Stock & Earnings

1️⃣ Tesla Q2 deliveries hit 480,126, crushing the 406K consensus
👉 Tesla delivered 480,126 vehicles in Q2, beating its own IR consensus of 406,024 by 18% — up 25% year-over-year and 34% from Q1. The blowout print, coming despite fears that the expired federal EV tax credit would crush demand, completely reverses the narrative from Q1's delivery miss

🚗 Vehicles, Energy & Optimus

2️⃣ Tesla officially launches three-row, six-seat Model Y L in the US, starting at $61,990
👉 Tesla has officially launched the long-wheelbase, three-row, six-seat Model Y L in the US and Puerto Rico — the Launch Series trim starts at $61,990, comes with an EPA-estimated 325-mile range, and includes 12 months of FSD

3️⃣ Tesla's China-Made EV Sales Rise 24.4% YoY in June — 8th Straight Month of Growth
👉 Tesla's Shanghai-built Model 3/Y sales — exports plus domestic — hit 89,091 units in June, per CPCA data, up 24.4% year-over-year and marking an eighth straight month of growth after May's 39.4% gain

4️⃣ NHTSA closes four-year phantom braking probe into 695K Teslas
👉 The U.S

🤖 FSD, Autonomy & Robotaxi

5️⃣ Driver in fatal Texas home crash charged with manslaughter — Tesla disputes self-driving claim
👉 Michael Butler, the driver whose Tesla struck a Katy, Texas home on June 19 and killed 76-year-old Martha Ávila, has been arrested and charged with manslaughter (held on $150,000 bond, arraignment set for July 6)

⚡ Elon Musk

6️⃣ Mirae Disputes SpaceX IPO Snub — Says Underwriter Confirmed Its Orders
👉 Mirae Asset Securities pushed back on reports it mishandled SpaceX IPO orders, saying a lead underwriter confirmed receiving its bids — a dispute over who's responsible for $1.14B in Korean investor demand missing from the final allocation, now drawing a regulatory review in South Korea

…and 1 more on the site ↓

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🎯 Real-time Tesla news, updated around the clock — https://t.co/JeruUA00zy
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$TSLA #Tesla #TSLA #ElonMusk #EV #Robotaxi #TeslaBriefing

[Tesla Briefing @TeslaBriefing]

🚗 Tesla Briefing · July 2 (Thu)

Today's 5 key stories on Tesla — the signal, without the noise. More at https://t.co/6DGE1tJUqr.

📈 Stock & Earnings

1️⃣ Tesla Q2 deliveries one day out — Bloomberg's own estimate at 396K, below IR's 406K consensus
👉 Bloomberg's own analyst consensus puts Tesla's Q2 deliveries at 396,466 vehicles, below Tesla IR's official consensus of 406,024 — the gap leaves investors guessing which figure the July 2 report will land closer to

2️⃣ BYD delivers 557K BEVs in Q2 — outpaces Tesla's estimate by 160K+
👉 Electrek and Bloomberg reported on July 1 that BYD delivered 557,090 battery-electric vehicles in Q2 2026, more than 160,000 units ahead of Bloomberg's conservative Tesla estimate of roughly 396,500 — reversing the standings from Q1, when Tesla narrowly reclaimed the global BEV lead

🚗 Vehicles, Energy & Optimus

3️⃣ Tesla Semi hits first fatal crash — 2 killed in Nevada
👉 A Tesla Semi rear-ended two passenger vehicles on Nevada's Highway 50 Sunday morning, killing both occupants — the first known fatal crash involving Tesla's electric semi truck since deliveries began in 2022, a fresh test for confidence in commercial EV trucking safety

4️⃣ Cybertruck power-conversion failures spread — Tesla skips a recall, swaps parts instead
👉 A growing number of Cybertruck owners are losing home AC charging to Power Conversion System (PCS) failures, but Tesla has yet to file an NHTSA recall — it's handling cases with part swaps instead, even as failures recur on trucks with just 10,000-18,000 miles

⚡ Elon Musk

5️⃣ Wedbush's Dan Ives initiates SpaceX coverage — Buy, $190 price target
👉 Wedbush's Dan Ives — Wall Street's most prominent Tesla bull — initiated coverage of SpaceX with a Buy rating and a $190 price target, using a sum-of-the-parts valuation that assigns roughly $600B to Starlink and about $1.8T to SpaceX's AI-related business

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🎯 Real-time Tesla news, updated around the clock — https://t.co/JeruUA00zy
🎬 Watch us on YouTube too — subscribe at https://t.co/VhowLpjivW

$TSLA #Tesla #TSLA #ElonMusk #EV #Robotaxi #TeslaBriefing

[Tesla Briefing @TeslaBriefing]

Tesla Q2 Delivery Day: D-1 — Goldman Sees a 420K Beat (Consensus 406K) | Tesla Briefing
https://t.co/9Li78J34Vd

#Tesla #TSLA #Q2Deliveries #BYD #Cybertruck #SpaceX

[Tesla Briefing @TeslaBriefing]

🚗 Tesla Briefing · July 1 (Wed)

Today's 7 key stories on Tesla — the signal, without the noise. More at https://t.co/6DGE1tJUqr.

🚗 Vehicles, Energy & Optimus

1️⃣ Tesla expands Blind Spot Warning While Parked globally in SW 2026.20.6
👉 Tesla's software 2026.20.6 update expands Blind Spot Warning While Parked to more vehicles globally — when an approaching cyclist or vehicle is detected in a parked car's blind spot as a driver attempts to open the door, an audible alert sounds and the door does not open on the first press

2️⃣ Tesla VP Lars Moravy teases Giga Texas 'cool news' on July 7 — Roadster build site confirmed
👉 Tesla VP of Vehicle Engineering Lars Moravy told the Ride the Lightning podcast that 'a week from Tuesday there will be some cool news about things happening around Giga Texas as part of the scaling effort' — pointing to July 7

3️⃣ BMW, Ferrari, Stellantis follow Tesla into aluminum wiring — industry switch accelerates
👉 Reuters reports that Tesla's 2019 shift to aluminum wiring in the Model Y is becoming an industry standard — BMW, Ferrari, Stellantis, and Chinese EV makers are now following suit as structural copper price increases reshape vehicle manufacturing economics

🤖 FSD, Autonomy & Robotaxi

4️⃣ Tesla's Production Cybercab — no wheel, no pedals — begins Austin public road tests
👉 Tesla launched engineering tests of its purpose-built production Cybercab on Austin public roads on June 30, sharing video on X of the vehicle — steering-wheel-free and pedalless by original design, not retrofit — navigating city streets with a safety monitor in the front seat

5️⃣ Tesla's H1 Robotaxi Deadline Expires — Zero of 5 Cities Launched
👉 Tesla's self-imposed H1 2026 deadline to launch robotaxi service in Las Vegas, Tampa, Orlando, Miami, and Phoenix expired today, June 30 — all five cities stand at zero operational rides

6️⃣ Fatal Texas FSD crash triggers dual federal probe by NHTSA and NTSB
👉 A Tesla Model 3 driving at 73 mph struck a Katy, Texas home on June 20, killing resident Martha Avila, 76 — the driver told police the car was in Full Self-Driving mode

…and 1 more on the site ↓

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🎯 Real-time Tesla news, updated around the clock — https://t.co/JeruUA00zy
🎬 Watch us on YouTube too — subscribe at https://t.co/VhowLpjivW

$TSLA #Tesla #TSLA #ElonMusk #EV #Robotaxi #TeslaBriefing

[Tesla Briefing @TeslaBriefing]

No Wheel, No Pedals: Tesla's Cybercab Hits Public Roads in Austin | Tesla Briefing
https://t.co/4YbeQZouzy

#Tesla #Cybercab #Robotaxi #TSLA #FSD #ElonMusk

[Tesla Briefing @TeslaBriefing]

🚗 Tesla Briefing · June 30 (Tue)

Today's 5 key stories on Tesla — the signal, without the noise. More at https://t.co/6DGE1tJUqr.

🤖 FSD, Autonomy & Robotaxi

1️⃣ Tesla Ships FSD v14 Lite (2026.20.5.1) to HW3 — 4 Million Cars, First Update in 14 Months
👉 Tesla began rolling out FSD v14 Lite (firmware 2026.20.5.1) to early-access Hardware 3 vehicles on June 29 — the first FSD update for HW3 in over 14 months, with roughly 4 million vehicles eventually in scope

2️⃣ GM- and Toyota-backed Momenta targets $751M Hong Kong IPO — 20% for robotaxi
👉 Momenta Global, a Chinese autonomous driving software startup backed by GM, Toyota, and BYD, has launched a Hong Kong IPO targeting up to $751M, earmarking 60% for R&D and 20% for Robotaxi expansion

⚡ Elon Musk

3️⃣ SpaceX explores mobile phone business with Charter — Verizon, AT&T, T-Mobile fall
👉 SpaceX is exploring entry into the US mobile phone market through a partnership with cable operator Charter Communications, Bloomberg and Barron's report — Charter surged to the top of the S&P 500 for the day while Verizon, AT&T, and T-Mobile all fell sharply on the competitive threat

4️⃣ Barron's Spotlights Deepening Tesla-SpaceX Collaboration — TSLA Closes $411.84 (+8.46%)
👉 Tesla shares surged +8.46% to close at $411.84 on June 29, up from Friday's $379.71, after Barron's reported deepening Tesla-SpaceX collaboration spanning AI infrastructure, satellite connectivity, and advanced manufacturing

5️⃣ Gerber: Tesla should go back to selling EVs — calls AI pivot a 'strategic error'
👉 Ross Gerber, co-founder of wealth manager Gerber Kawasaki, said June 28 that 'Maybe Tesla should consider selling EVs again…. It's a wonderful business' — characterizing Tesla's drift from its core EV franchise toward AI as a 'strategic error' as TSLA has shed more than 13% since May 26

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🎯 Real-time Tesla news, updated around the clock — https://t.co/JeruUA00zy
🎬 Watch us on YouTube too — subscribe at https://t.co/VhowLpjivW

$TSLA #Tesla #TSLA #ElonMusk #EV #Robotaxi #TeslaBriefing

[Tesla Briefing @TeslaBriefing]

Tesla rockets +8.5% to $411 — 7 reasons behind the surge | Tesla Briefing
https://t.co/CIwk6X3SUo

#Tesla #TSLA #Robotaxi #Cybercab #FSD #ElonMusk

[Tesla Briefing @TeslaBriefing]

Wall Street Just Raised Its Q2 Bets on Tesla — Deliveries in 4 Days | Tesla Briefing
https://t.co/oanlUqsNFm

#Tesla #TSLA #Cybercab #FSD #Robotaxi #ElonMusk

[Tesla Briefing @TeslaBriefing]

🚗 Tesla Briefing · June 27 (Sat)

Today's 8 key stories on Tesla — the signal, without the noise. More at https://t.co/6DGE1tJUqr.

📈 Stock & Earnings

1️⃣ Tesla stock is having a bad week and a worse month — Barron's
👉 Tesla stock is having a bad week and an even worse month, Barron's notes. With the Q2 delivery report on the horizon and investor sentiment turning cautious, the weakness heading into a key fundamental catalyst underscores the near-term momentum pressure on the shares

🚗 Vehicles, Energy & Optimus

2️⃣ Tesla Semi slides on ice and regains control in new video
👉 Tesla Semi program lead Dan Priestley shared a video of the electric truck holding its line on icy surfaces — sliding under control rather than skidding out of it, Electrek reports

3️⃣ Tesla reportedly keen to bring the larger Model Y L to the U.S.
👉 Tesla is showing keen interest in bringing the long-wheelbase Model Y L — currently sold only in China — to the U.S. market, Teslarati reports

🤖 FSD, Autonomy & Robotaxi

4️⃣ Tesla settles lawsuit over fatal Full Self-Driving pedestrian crash
👉 Tesla has settled a lawsuit over a pedestrian death involving its Full Self-Driving system, Electrek and Bloomberg report

⚡ Elon Musk

5️⃣ SpaceX's new $25B bonds slide just weeks after IPO
👉 SpaceX's $25B bond sale — issued barely two weeks after its IPO — is weakening so fast in the secondary market that paper losses versus Treasuries have swelled to roughly $305M, Bloomberg reports

6️⃣ Tesla sales in Europe are rising despite views on Musk
👉 Tesla's vehicle sales in Europe are climbing again despite negative public sentiment toward Elon Musk, according to The New York Times

7️⃣ CNBC: SpaceX investors question 'the cult of Elon' as post-IPO swings intensify
👉 CNBC reports SpaceX investors are grappling with the stock's extreme post-IPO volatility, reassessing whether the 'cult of Elon' is a tailwind or a risk factor; Reuters adds that the late-June Russell 1000 rebalancing could amplify SpaceX price swings further — a development Tesla shareholders are

…and 1 more on the site ↓

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🎯 Real-time Tesla news, updated around the clock — https://t.co/JeruUA00zy
🎬 Watch us on YouTube too — subscribe at https://t.co/VhowLpjivW

$TSLA #Tesla #TSLA #ElonMusk #EV #Robotaxi #TeslaBriefing

[Tesla Briefing @TeslaBriefing]

Tesla Briefing 2026.06.26 | Europe registrations +108% in May — 4th straight month of growth
https://t.co/o6brus2K97

#Tesla #TSLA #ElonMusk #TeslaStock #Robotaxi #FSD #Cybertruck #Optimus #SpaceX

[Tesla Briefing @TeslaBriefing]

🚗 Tesla Briefing · June 26 (Fri)

Today's 11 key stories on Tesla — the signal, without the noise. More at https://t.co/6DGE1tJUqr.

📈 Stock & Earnings

1️⃣ Micron's AI-driven surge overtakes Tesla and Meta in market value
👉 Micron Technology's market capitalization has surpassed both Tesla and Meta amid what Reuters calls 'relentless AI infrastructure demand' — a market cap milestone that signals AI infrastructure suppliers are currently the most direct beneficiaries of AI investment cycles, with Tesla's own

2️⃣ Reuters: Chinese automakers rush to Canada as a 'practice run' for US sales
👉 Multiple Chinese automakers are racing into Canada as a 'practice run' for eventual US market entry, Reuters reports — a strategic workaround to the high US tariff wall on Chinese-made vehicles that serves as a systematic North American rehearsal, with Tesla's home market as the long-term target

🚗 Vehicles, Energy & Optimus

3️⃣ Tesla CTO highlights unofficial JD Power quality result as buying reason
👉 Tesla CTO Lars Moravy highlighted the company's unofficial showing in J.D

4️⃣ Trump administration forces Polestar to end US sales
👉 The Trump administration has denied Polestar authorization to sell vehicles in the United States, Reuters reports — the latest trade policy strike against Chinese-made EVs that removes a competitor from the American market and widens Tesla's structural advantage as the dominant US-manufactured

5️⃣ Tesla to ramp up production in Germany by 20%, Reuters and CNBC confirm
👉 Tesla plans to increase production at its Gigafactory Berlin by 20%, Reuters and CNBC both report — an expansion of European manufacturing capacity that signals confidence in European demand and strengthens Tesla's position in an increasingly competitive European EV market where Volkswagen's

🤖 FSD, Autonomy & Robotaxi

6️⃣ US proposes to drop brake pedal requirements for self-driving vehicles
👉 US regulators have proposed eliminating the requirement for brake pedals in fully autonomous vehicles, Reuters reports — a landmark regulatory shift that, if finalized, removes one of the key design constraints on driverless vehicles like Tesla's Cybercab and formally acknowledges that federal

7️⃣ Reuters Breakingviews: London gears up to wage international robotaxi warfare
👉 Reuters Breakingviews analyzes how London is positioning for aggressive international competition in the robotaxi market — as one of the world's largest cities formally enters the autonomous ride-hailing race, the global competitive battleground for robotaxi is expanding beyond the US and China

⚡ Elon Musk

8️⃣ Elon Musk ordered to testify in election lottery lawsuits
👉 A federal court has ordered Elon Musk to testify in lawsuits over a $1 lottery sweepstakes his political action committee ran during the 2024 presidential campaign, Reuters reports, with one of the cases potentially narrowed in scope — the ruling keeps CEO legal exposure elevated and adds a

9️⃣ SpaceX set to join Russell 1000 — institutional buying wave incoming
👉 SpaceX is being added to the Russell 1000 in the annual index rebalancing, with Wall Street expecting a surge in trading volume, Reuters reports — the mandated buying from index-tracking funds that follows index inclusion expands the institutional capital base of the Musk ecosystem into a major

🔟 Barron's: SpaceX's growing power demand could upend utility stocks
👉 Barron's analyzes how SpaceX's rapidly growing demand for data center and launch facility power could disrupt traditional utility stocks — as AI-era electricity needs reshape energy investment, Tesla Energy's Powerwall, Megapack, and virtual power plant ecosystem is positioned to benefit from the

…and 1 more on the site ↓

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🎯 The latest on Tesla, noise-free — all on https://t.co/6DGE1tJUqr

$TSLA #Tesla #TSLA #ElonMusk #EV #Robotaxi #TeslaBriefing

[Tesla Briefing @TeslaBriefing]

Tesla Briefing 2026.06.25 | US proposes to drop brake pedal requirements for self-driving vehicles
https://t.co/5N91L069yp

#Tesla #TSLA #ElonMusk #TeslaStock #Robotaxi #FSD #Cybertruck #Optimus #SpaceX

[Tesla Briefing @TeslaBriefing]

Tesla Briefing 2026.06.24 | Tesla, Sunrun & Renew Home build 16 GW AI data-center virtual power plan
https://t.co/dEHoIuDT5E

#Tesla #TSLA #ElonMusk #TeslaStock #Robotaxi #FSD #Cybertruck #Optimus #SpaceX

[Tesla Briefing @TeslaBriefing]

🚗 Tesla Briefing · June 25 (Thu)

Today's 15 key stories on Tesla — the signal, without the noise. More at https://t.co/6DGE1tJUqr.

📈 Stock & Earnings

1️⃣ Barron's: TSLA's near-term driver is Q2 deliveries, not SpaceX merger talk
👉 Barron's argues that while SpaceX-Tesla merger speculation continues to dominate headlines, the actual near-term variable for TSLA stock is the second-quarter delivery report due in early July — a reminder that fundamental execution metrics still take precedence over deal speculation when it comes

2️⃣ Rio Tinto executive names lithium its fastest-growing division, backing EV battery supply
👉 A Rio Tinto executive named lithium the mining giant's fastest-growing business division — a declaration from one of the world's largest miners that long-term EV battery demand is on track, with positive implications for battery material supply availability and Tesla's long-term battery cost curve

🚗 Vehicles, Energy & Optimus

3️⃣ Barron's: Sunrun stock surges 30% on Tesla AI data-center energy tie-up
👉 Solar and battery storage company Sunrun soared 30% in a single session after announcing an energy tie-up with Tesla targeting AI data-center infrastructure, Barron's reports — erasing the stock's entire 2026 year-to-date losses in one day and signaling that Tesla's energy division has positioned

4️⃣ Slate Auto CEO says $24,950 EV pickup is profitable per unit
👉 Slate Auto's CEO told CNBC that every $24,950 electric pickup the startup builds is already profitable per unit, targeting cash-flow positive status in 2027 — with WSJ covering the same vehicle on the same day, the dual confirmation underscores a credible low-cost rival entering the EV pickup

5️⃣ Morgan Stanley doubles China humanoid robot shipment forecast as commercialization accelerates
👉 Morgan Stanley has doubled its China humanoid robot shipment forecast as commercialization accelerates faster than expected, CNBC reports — a major upward revision from a top investment bank that confirms the sector is maturing from pilot programs into scaled industrial deployments, with direct

🤖 FSD, Autonomy & Robotaxi

6️⃣ WSJ: Waymo recalling more than 3,800 robotaxis over construction zone entry risk
👉 Alphabet's Waymo is recalling more than 3,800 robotaxis due to a software defect that could cause vehicles to mistakenly enter construction zones, WSJ reports — a concrete example of software-driven safety failures triggering federal recall procedures for commercial autonomous vehicles, with direct

7️⃣ Bloomberg: NTSB opens federal safety investigation into deadly Texas Tesla crash
👉 The National Transportation Safety Board has officially launched a federal safety investigation into the June 21 Tesla crash in Katy, Texas, that killed a 76-year-old woman, Bloomberg reports — adding independent federal scrutiny to an incident already facing a civil lawsuit and a separate NHTSA

8️⃣ CNBC: Amazon's Zoox unveils redesigned robotaxi ahead of upcoming expansion
👉 Amazon's autonomous vehicle subsidiary Zoox has unveiled a redesigned robotaxi platform and signaled upcoming service expansion, CNBC reports — a sign that Tesla's primary big-tech rival in the robotaxi space is accelerating its commercial deployment timeline as the race to launch autonomous

⚡ Elon Musk

9️⃣ Reuters: Short bets on SpaceX surge after post-IPO selloff
👉 Short selling bets against SpaceX have risen sharply following a steep stock decline since the company's market debut, Reuters reports — a concrete sign that investor skepticism about SpaceX's IPO valuation is translating into bearish positions, with the ongoing selloff acting as an indirect

🔟 SpaceX stock, Tesla woes strip Elon Musk of trillionaire status

[Tesla Briefing @TeslaBriefing]

🚗 Tesla Briefing · June 24 (Wed)

Today's 13 key stories on Tesla — the signal, without the noise. More at https://t.co/6DGE1tJUqr.

📈 Stock & Earnings

1️⃣ SpaceX loss deepens past $600B as tech-wide selloff resumes — Nasdaq-100 eyes $1T+ drop
👉 SpaceX's post-IPO rout has extended to a cumulative $600B wipeout, with Reuters reporting the Nasdaq-100 is set to shed more than $1 trillion as the tech selloff resumes. Tesla, as a Nasdaq-100 constituent, faces continued index-level selling pressure alongside broader tech peers

2️⃣ WSJ: Tesla's European monthly sales more than double year-on-year
👉 WSJ reports Tesla's European monthly sales surged more than twofold year-on-year, with Reuters simultaneously confirming broad EV demand strength across Europe in May — hard data now backing the brand recovery narrative

3️⃣ Reuters: May Europe EV demand strong, but Chinese rivals keep expanding share
👉 Reuters reports that EV demand powered the European auto market in May, but Chinese rivals continued to expand their market share — even as Tesla's European sales surged, the competitive landscape is intensifying for the long haul

🚗 Vehicles, Energy & Optimus

4️⃣ Elon confirms Tesla Model 3 & Y hold #1 rank in U.S.-made content
👉 Elon Musk officially declared that Tesla's Model 3 and Model Y carry the highest percentage of American-made content of any vehicle sold in the United States — giving Tesla a structural policy edge over import-heavy rivals as the Trump administration sustains elevated tariffs and 'Buy American'

5️⃣ Reuters: NatPower and Tesla ink first phase of $5B battery storage plan
👉 Reuters reports NatPower and Tesla have closed a deal on the first phase of a $5 billion battery storage plan — a major B2B contract win for Tesla's energy business and a signal of growing utility-scale demand for large-format battery storage systems

6️⃣ Tesla opens 16-stall Supercharger station in Ottawa, ON
👉 Tesla's official charging account announced a new 16-stall Supercharger station at Saint Laurent Boulevard in Ottawa, Ontario — another step in the steady expansion of North America's EV charging infrastructure

🤖 FSD, Autonomy & Robotaxi

7️⃣ Finland weighs solo FSD approval before EU-wide vote — potential first in the bloc
👉 Finland is weighing national approval of Tesla's FSD (Supervised) ahead of an EU-wide regulatory vote, Reuters reports — making it potentially the first EU member state to grant independent authorization for supervised autonomous driving software

8️⃣ Giga Texas test track awash with Cybercabs — community tracker spots latest ramp surge
👉 Community tracker Tesla Owners SV spotted the Giga Texas test track packed with Cybercabs, describing the scene as the robotaxis taking over the facility — the latest on-the-ground evidence of accelerating Cybercab production at the Texas plant

9️⃣ Tesla officially clarifies fatal Texas crash: driver manually overrode acceleration, not FSD
👉 Tesla has issued its first official clarification on the fatal Texas home collision, confirming the driver manually overrode the vehicle's acceleration — directly challenging the occupant's claim that Autopilot was responsible

⚡ Elon Musk

🔟 SpaceX debut high-grade bond draws $89 billion in demand — Bloomberg
👉 SpaceX's first-ever investment-grade bond sale attracted $89 billion in demand, Bloomberg reported — an overwhelming show of institutional confidence in Elon Musk's empire just months after the company's landmark IPO

1️⃣1️⃣ Bloomberg: Tesla stockholders bet on SpaceX merger as Musk's real endgame
👉 Bloomberg reports Tesla stockholders are actively positioning for a SpaceX merger scenario, framing it as Elon Musk's ultimate strategic endgame — a step beyond analyst opinion into concrete shareholder market behavior

1️⃣2️⃣ Rep. Khanna challenges Musk to a live televised DOGE debate

[Tesla Briefing @TeslaBriefing]

Tesla Briefing 2026.06.23 | TSLA −5.79% drop — Nasdaq −2.2%, Philly Semi Index −7.5%
https://t.co/QXatqWP6KC

#Tesla #TSLA #ElonMusk #TeslaStock #Robotaxi #FSD #Cybertruck #Optimus #SpaceX

[Tesla Briefing @TeslaBriefing]

🚗 Tesla Briefing · June 23 (Tue)

Today's 15 key stories on Tesla — the signal, without the noise. More at https://t.co/6DGE1tJUqr.

📈 Stock & Earnings

1️⃣ California Sues EPA to Block Emissions Rules From Congressional Review
👉 California filed suit against the federal EPA for sending the state's emissions rules to Congress for potential repeal

2️⃣ Wedbush's Dan Ives: 'I'd be shocked if SpaceX and Tesla don't merge within a year'
👉 Wedbush analyst Dan Ives said he would be 'shocked' if SpaceX and Tesla do not merge within the next year, adding that Tesla shareholders could back the deal at the right valuation — a bold forecast from one of Wall Street's most prominent Tesla bulls, though no merger has been officially announced

🚗 Vehicles, Energy & Optimus

3️⃣ Tata Electronics hit by cyberattack — hackers claim Apple and Tesla trade secrets exposed
👉 Reuters reports India's Tata Electronics — a key manufacturing partner to both Apple and Tesla — was hit by a cyberattack in which hackers claim to have obtained trade secrets from both companies, raising supply-chain IP risk at one of Tesla's critical production vendors

4️⃣ EV startup Lucid slashes 18% of US workforce, COO Winterhoff exits
👉 Reuters reports that EV maker Lucid is cutting roughly 18% of its US workforce and COO Winterhoff is departing — the latest evidence that premium EV startups face structurally unsustainable cost models, sharpening the contrast with Tesla's position as the segment's only consistently profitable

5️⃣ Tesla files 'MEGAPOD' trademark at USPTO — a hint at its AI and computing storage ambitions
👉 Tesla has filed a trademark for 'MEGAPOD' with the United States Patent and Trademark Office (USPTO), according to Teslarati — a move the outlet reads as a sign of Tesla's intensifying focus on AI and computing storage needs, with the 'MEGA' prefix echoing the Megapack and raising the prospect of a

🤖 FSD, Autonomy & Robotaxi

6️⃣ WSJ Exclusive: Fatal Tesla Crash Into Texas Home Under Federal Safety Investigation
👉 A fatal Tesla crash into a Texas home — in which the driver claimed autopilot was engaged — has been referred to federal safety investigators, according to a WSJ exclusive. The escalation from driver claims to a formal federal probe adds new regulatory uncertainty to Tesla's FSD expansion

7️⃣ 10 Cybercabs spotted in group formation on Giga Texas test track
👉 Drone tracker Joe Tegtmeyer captured 10 Cybercabs driving in a large pack on the Giga Texas test track — a signal that Tesla has moved beyond single-vehicle testing to validating multi-vehicle coordinated movement, a fleet-level capability essential for commercial robotaxi deployment

8️⃣ Tesla FSD arrives in Europe — but Sweden's speed limits could slow the rollout
👉 InsideEVs reports that Tesla's Full Self-Driving system has officially reached Europe, but Sweden is already questioning whether FSD can comply with local speed limit rules — a first regulatory test that could shape how quickly FSD scales across the continent and how fast Tesla can grow its

⚡ Elon Musk

9️⃣ SpaceX signs multibillion-dollar computing deal with Reflection AI
👉 Bloomberg reports SpaceX has signed a multibillion-dollar computing deal with AI startup Reflection AI — marking SpaceX's emergence as a third-party AI infrastructure supplier and extending Elon Musk's platform reach well beyond rockets and satellites

🔟 SpaceX launches debut investment-grade bond days after IPO — discloses over $100 billion in cash
👉 CNBC and Bloomberg both report that SpaceX has launched its first US dollar investment-grade bond offering just days after its record IPO — simultaneously disclosing a cash pile exceeding $100 billion, confirming the company's financial scale and handing it a new lower-cost debt funding channel as

[Tesla Briefing @TeslaBriefing]

Tesla Briefing 2026.06.22 | 10 Cybercabs Spotted Running Together on Giga Texas Test Track
https://t.co/iBgDkBJGiW

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[Tesla Briefing @TeslaBriefing]

🚗 Tesla Briefing · June 21

Today's 10 key stories on Tesla — the signal, without the noise. More at https://t.co/6DGE1tJUqr.

📈 Stock & Earnings

1️⃣ Cathie Wood's ARK Invest expands Tesla stake — buying continues
👉 GuruFocus reports that Cathie Wood's ARK Invest has further expanded its Tesla (TSLA) holdings — a continued buy signal that reinforces ARK's conviction in Tesla's AI and autonomous driving thesis even after recently adding SpaceX exposure to its portfolio

🚗 Vehicles, Energy & Optimus

2️⃣ Tesla Semi spotted with ground truth validation gear — launch looms
👉 Teslarati reports a Tesla Semi was spotted equipped with ground truth validation equipment — precision calibration tools used to verify sensor accuracy in the final pre-production engineering sign-off phase, a strong signal that a broader commercial Semi launch is approaching

3️⃣ Tesla opens new Superchargers in Copenhagen and Portugal
👉 Tesla has opened new Supercharger stations in Copenhagen, Denmark (20 stalls) and Matosinhos, Portugal (20 stalls), simultaneously expanding charging infrastructure across Scandinavia and the Iberian Peninsula

4️⃣ Tesla opens new 20-stall Supercharger in San Diego, CA
👉 Tesla Charging confirmed the opening of a new 20-stall Supercharger at Manolo Market on Coronado Avenue in San Diego, California — adding a fast-charging hub in a major West Coast tourist and commercial city

🤖 FSD, Autonomy & Robotaxi

5️⃣ Tesla FSD team to World Cup visitors: rent a Tesla and try FSD
👉 Tesla FSD team member Yun-Ta Tsai urged 2026 FIFA World Cup visitors in the US to rent a Tesla and experience Full Self-Driving firsthand — signaling Tesla's push to use the tournament as a global showcase for its autonomous technology

6️⃣ Tesla officially claims FSD is "the only system" to drive door-to-door in your own car
👉 Tesla's official account declared that "FSD Supervised is the only system that enables your own car to drive you from door to door" — publicly framing Tesla's approach as fundamentally different from fleet-based robotaxis like Waymo, which require users to hail a company-owned vehicle

7️⃣ Driver claims Autopilot was on before fatal Texas home crash
👉 A driver told Harris County investigators that his Tesla's Autopilot was active before the vehicle left a residential road in Katy, Texas, crashed through a home's brick wall, and killed a 76-year-old woman inside — a fatal incident that could invite NHTSA scrutiny and add regulatory pressure at a

⚡ Elon Musk

8️⃣ FT: SpaceX handed MSCI's lowest possible ESG rating
👉 The Financial Times reports that MSCI has handed SpaceX its lowest possible ESG rating — a designation that bars ESG-mandated institutional investors from the company and marks a significant governance concern across Musk's portfolio

9️⃣ FT: Europe's space industry fights back against Musk's "you're dead" prophecy
👉 The Financial Times reports that European space companies are pushing back against Elon Musk's "you're dead" prophecy — publicly asserting their intent to survive in a launch market that SpaceX has come to dominate

…and 1 more on the site ↓

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🎯 The latest on Tesla, noise-free — all on https://t.co/6DGE1tJUqr

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