TSLA today $342.27 ▲ $2.31 (0.7%) |
| Tesla marking 10 million EVs produced shows the manufacturing base now in place as pressure builds for the next wave of models. |
Top 12 News Items
- Tesla Model Y Outlet Adapter incompatible with pre-Premium trims: @Teslarati (X)
Owners who took delivery of a 2026 Model Y Long Range AWD before the Premium trim designation report that the new Outlet Adapter will not function with their vehicle. The incompatibility stems from hardware differences introduced when Tesla split trims. This leaves early buyers without access to the vehicle-to-load feature now rolling out on newer units. Tesla has not yet clarified whether a retrofit path exists. One owner who received their vehicle on August 31, 2025, confirmed the adapter simply does not work on that build. The change in trim architecture appears to have altered the necessary electrical interface. Source: x.com - Big expansion for Waymo in California: @Teslarati (X)
Waymo secured approval to grow its robotaxi operations across additional California territory. The move increases the number of counties where the Alphabet service can operate without a safety driver. Tesla’s own unsupervised FSD timeline remains gated by separate regulatory reviews. The contrast highlights how different AV players are advancing at different regulatory speeds. Expansion gives Waymo a broader operational footprint while Tesla continues to navigate its own approval process for similar capabilities. - TD Cowen Stays Bullish on Tesla with $460 Price Target: TSLAming (X)
Analyst Itay Michaeli kept a Buy rating and $460 target after speaking with autonomous-vehicle expert Alex Roy. Roy expects the U.S. AV market to consolidate into a winner-take-most structure. Michaeli highlighted Tesla’s position alongside Waymo in that scenario. The note focuses on long-term robotaxi economics rather than near-term vehicle deliveries. The discussion centered on how market dynamics could favor companies already building large-scale autonomous fleets. Source: x.com - Tesla Model Y Named Top Mid-Size SUV in China for July 2026: TSLAming (X)
The Model Y led mid-size SUV sales in China during July. The result comes despite increased competition from domestic EV makers. It shows continued demand for the current platform even as Juniper updates remain in testing. Volume in China remains a key variable for overall production planning. The sales leadership underscores the model’s established position in one of Tesla’s largest markets. - Tesla opens new Supercharger station with eight stalls in Limerick: Limerick Leader
The new site adds eight stalls to the Irish charging network. It improves coverage on routes serving western Ireland. The station follows Tesla’s pattern of incremental site additions rather than large flagship builds. Local drivers now have another reliable fast-charging option. The addition fits into Tesla’s ongoing global rollout of smaller, strategically placed locations. Source: Google News - Tesla recalls 20,000 vehicles over issue every driver hates: thestreet.com
The recall addresses a recurring driver complaint tied to a software or hardware fault. Affected vehicles will receive an over-the-air or service-center fix. The scale remains modest relative to Tesla’s total fleet but still requires coordination across service centers. No injuries have been reported in connection with the issue. The campaign targets a problem owners have repeatedly flagged as particularly annoying during daily use. Source: Google News - Tesla Hits 10 Million EVs Produced, Marking Historic Manufacturing Milestone Amid Growing Pressure for New Models: EVTech.News
Cumulative production crossed the 10-million mark this week. The milestone reflects the combined output of Shanghai, Fremont, Berlin, and Texas lines. It arrives as analysts and investors press for clarity on the next-generation platform and refreshed models. The number underscores how far the existing factories have scaled even while new programs remain in development. Reaching this total demonstrates the cumulative effect of years of capacity additions across multiple continents. Source: Google News - The Tesla Cybertruck is coming to Lisburn car show: NorthernIrelandWorld
A Cybertruck will appear at the Lisburn event in Northern Ireland. The display marks one of the first public showings of the vehicle in the region. Organizers expect strong visitor interest given the truck’s distinctive design. Local Tesla owners have already begun discussing test-drive prospects. The appearance gives European audiences a closer look at a model that has so far seen limited physical exposure outside North America. Source: Google News - Zelestra completes three solar plants in Spain totalling 57 MWac to supply Tesla with 130 GWh annually: Energies Media
The three plants will deliver 130 GWh of electricity each year to Tesla operations. The agreement supports Tesla’s European energy procurement strategy. It adds dedicated renewable supply without relying on grid offsets. Construction wrapped on schedule and the sites are now feeding power into the local network. The dedicated output helps stabilize energy costs for Tesla facilities on the continent. Source: Google News - Tesla Launches Certified Pre-Owned Program in U.S.: driveteslacanada.ca
The program offers in-warranty used vehicles with the lowest Model Y and Model S priced at $25,000 and Model 3 at $20,000. Tesla will handle certification and limited warranty coverage. The move gives buyers an official channel for lower-priced inventory. It also creates a clearer resale pathway for current owners. The structured pricing provides a transparent benchmark for used Tesla values in the American market. Source: Google News - All 2027 GM cars will be able to charge using Tesla Superchargers anywhere in the country: Digital Trends
GM’s 2027 model year vehicles will gain native access to the entire Tesla Supercharger network. The change follows earlier NACS adapter agreements and removes the need for separate hardware on new GM cars. It expands the addressable market for Tesla’s charging business. Utilization data from these vehicles will begin appearing in 2027. The integration broadens the user base for existing Supercharger locations without requiring Tesla to build additional stalls. Source: Google News - Tesla unveils zero-down Powerwall lease program with retail electric plan in Texas, touts global VPP potential: ESS News
Customers in Texas can now lease a Powerwall with no upfront cost when paired with a retail electricity plan. Tesla highlighted the program’s potential to scale virtual power plants beyond the state. The offering ties residential storage directly to utility-rate structures. Early uptake will test whether the zero-down model broadens adoption. The structure links home energy storage with everyday electricity billing in a way that could accelerate deployment. Source: Google News
Tesla X Takeover: What's Hot Right Now
Tesla X Takeover - What's breaking in the Tesla world today! Here are the most interesting, fresh Tesla developments that have everyone talking.
- Tesla Files Application for $10 Billion Vertically Integrated Solar Cell Factory in Texas - The filing outlines plans for a massive new solar manufacturing site in Fort Bend County. Tesla is seeking tax incentives to support the project. The plant would produce cells for both vehicle and energy products. Local officials are reviewing the economic impact numbers. The scale of the proposed investment signals a long-term commitment to controlling more of the solar supply chain internally. Source: Google News
- Tesla Reportedly Preparing ‘Flying’ Roadster Demo for This Month - Reports indicate Tesla is targeting an August demonstration of a redesigned Roadster with flight capability. The vehicle would showcase new hardware beyond the standard electric roadster platform. Investors have already reacted to the timeline in trading. No official Tesla confirmation has been issued yet. The planned reveal would mark a significant departure from the previously announced next-generation Roadster specifications. Source: Google News
- Tesla Begins Assigning US Delivery Windows for Model Y L - Owners checking their accounts are now seeing scheduled delivery windows for the longer-wheelbase Model Y L. The vehicles have started arriving at stores for preparation. Nashville received one of the first units for showroom display. Production appears to be ramping for U.S. allocation. The rollout gives early visibility into how Tesla intends to bring the extended model to market. Source: Google News
- Premium Model 3s come with a bidirectional charger! - Owners report that new Premium Model 3 vehicles include bidirectional charging hardware from the factory. The feature enables vehicle-to-home or vehicle-to-load use without aftermarket adapters. It aligns the Model 3 with the capability now rolling out on Premium Model Y. No software activation timeline has been confirmed. The inclusion suggests Tesla is standardizing bidirectional functionality across multiple premium trims. Source: reddit.com
- Tesla wants tax breaks to build solar manufacturing plant in Fort Bend County, documents reveal - County records show Tesla is requesting incentives for the proposed Texas solar cell facility. The project would expand in-house production of panels and cells. Local economic development staff are evaluating job creation estimates. The filing adds detail to Tesla’s broader energy hardware ambitions. The request ties into ongoing efforts to localize more of the solar manufacturing process. Source: Google News
Short Spot
The recall targets a fault that has frustrated owners and requires either an over-the-air update or service visit. At this volume the fix will draw on service-center capacity already stretched by other campaigns. Tesla has not disclosed the exact root cause or whether the same issue affects additional vehicles outside the recall population. Owners of the affected builds will need to schedule time at a center or wait for the software push.
Tesla First Principles
The decision to file for incentives on a $10 billion Texas solar cell plant forces a direct look at where Tesla’s energy hardware costs actually sit. Cell production remains the single largest expense in both solar panels and Megapack-style systems, and bringing that step in-house changes the margin math more than adding another assembly line. If the plant reaches the scale described in the filing, Tesla could capture the full stack from silicon to finished storage, something few competitors currently attempt at this volume. The move also aligns with existing efforts to pair solar generation directly with residential and utility storage offerings already in the market.
Yet the same vertical-integration logic that works for batteries carries different risks when applied to solar. Silicon prices have swung sharply in recent years, and a dedicated cell factory locks in capital at a moment when module prices continue to fall globally. The Fort Bend documents show Tesla is asking local governments to share some of that risk through tax relief, which suggests the company sees the project as strategically necessary rather than immediately profitable on its own. Supply agreements such as the 130 GWh annual delivery from the new Spanish plants provide a near-term bridge while the domestic facility is built.
For customers the outcome matters less in the form of new panel designs and more in the delivered cost of a Powerwall-plus-solar package. If internal cell production trims even a modest percentage off the bill of materials, the zero-down lease program now running in Texas becomes easier to scale nationally. The open question is whether the factory timeline stays ahead of the demand curve already visible in virtual-power-plant pilots, or whether supply constraints simply shift from modules to cells. Watching how quickly the Fort Bend site moves from filing to groundbreaking will reveal whether the economics close fast enough to support broader energy hardware growth.
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