Tesla Daily News

Tesla Daily News Podcast is a daily, investor-focused roundup that breaks down the most stock-relevant Tesla developments in clear, data-driven language. In this February 5, 2026 episode, we cover six key stories: reported January U.S. registration declines, Tesla’s tighter packaging of Autopilot features as it pushes drivers toward a ninety-nine dollar per month FSD subscription, and China’s new safety regulation banning hidden door handles starting in 2027. We also discuss signs of a longer Model Y L variant emerging in China to defend demand and mix, reports of roughly twenty billion dollars of Tesla investment in AI and robotics, and renewed attention on forty-six eighty battery scaling and dry-electrode manufacturing progress — all with implications for near-term deliveries, margins, and Tesla’s long-term valuation narrative.

Tesla Daily News Podcast delivers a daily, investor-focused roundup of the most stock-relevant Tesla headlines, translating product, regulatory, autonomy, and competitive news into practical implications for margins, growth, and valuation. In today’s February fourth, twenty twenty-six episode, we covered Tesla’s new U.S. Model Y all-wheel-drive variant priced at forty-one thousand nine hundred ninety dollars, China’s planned ban on hidden door handles starting January first, twenty twenty-seven, and Tesla’s clarification that rumored Hardware four point five is not shipping. We also discussed the competitive pressure on Tesla’s robotaxi narrative after Waymo raised sixteen billion dollars at an about one hundred twenty-six billion dollar valuation, plus the indirect TSLA sentiment implications of Elon Musk merging SpaceX and xAI in a deal valuing the combined entity around one trillion two hundred fifty billion dollars, alongside continued investor attention on soft early demand signal

Tesla Daily News Podcast is a daily, investor-focused news roundup that tracks Tesla developments most likely to move TSLA, including autonomy progress, production and deliveries, energy growth, regulation, competition, and governance. In the February third, twenty twenty-six episode, we cover Israel’s approval for Tesla FSD road testing as a positive step for global autonomy expansion, alongside reports scrutinizing Tesla robotaxi safety data that could pressure sentiment if autonomy timelines slip. We also highlight Tesla Energy’s push toward an end-to-end residential solar ecosystem and a reported ramp at Giga New York to roughly three hundred megawatts of annual solar panel output, plus a Delaware Supreme Court decision cutting legal fees by more than one hundred million dollars. Finally, we discuss continued weakness in European registrations and the stock-moving rumor that SpaceX has explored potential merger scenarios with Tesla or xAI ahead of an IPO, underscoring both synergy

Tesla Daily News Podcast is a daily, investor-focused roundup that explains Tesla headlines through the lens of business fundamentals, cash flow, and stock-moving catalysts. In this January thirtieth, twenty twenty-six episode, we cover Tesla’s first recorded annual revenue decline and sharply lower profitability, the decision to end Model S and Model X production to free Fremont capacity for Optimus, and the company’s aggressive capital spending plan and deeper AI push, including a reported two billion dollar investment into xAI and new robotaxi progress metrics.

Tesla Daily News Podcast is a daily, investor-focused roundup that connects Tesla headlines to stock-moving fundamentals like deliveries, margins, autonomy progress, and competitive position.

In this January twenty-ninth, twenty twenty-six episode, we preview Tesla’s fourth quarter earnings with an emphasis on automotive gross margins and guidance, then break down Europe’s mixed EV growth story where Tesla sales fell close to thirty percent despite the category rising. We also cover pressure in German corporate fleets, brand value decline metrics, Norway inspection-failure data that could affect sentiment and residual values, Musk’s updated AI chip and Dojo roadmap, and EVgo’s expanding adoption of Tesla’s NACS charging standard.

Key implications: near-term TSLA volatility hinges on margins and outlook, while medium-term valuation depends on whether autonomy and AI investments translate into measurable product revenue and whether Tesla can stabilize share and brand perception in majo