Tesla, Inc. (TSLA)[Tv]

Key Developments

• Tesla delivers its long-awaited electric Semi truck after nearly a decade of delays, marking a major milestone in its pivot beyond passenger vehicles into commercial electrification and validating its commitment to heavy-duty electric freight.
• The NHTSA launches a federal safety probe into the Cybercab from day one, signaling unprecedented regulatory scrutiny of Tesla’s autonomous ambitions and threatening to derail its entire Robotaxi roadmap.
• Tesla secures FSD approval in Slovakia—the ninth EU country to do so—despite rebranding the system to “Tesla Assisted Driving” amid regulatory pushback, highlighting both progress and persistent resistance in Europe’s complex autonomy landscape.
• Tesla unveils Terafab, a massive semiconductor fabrication plant in Texas, representing a bold move toward vertical integration of AI and autonomous driving hardware, potentially enabling long-term cost and performance advantages.
• Tesla’s Cybercab fleet in Austin expands to over 300 fully driverless vehicles, demonstrating meaningful real-world deployment progress despite technical maturity gaps and regulatory headwinds.