Tesla (NASDAQ:TSLA) heads into a pivotal Q2 earnings on July 22 as deliveries and revenue climb, while the company ramps $25B+ 2026 capex for AI, batteries, Cybercab and Optimus, rolls out FSD v14 Lite and new models amid safety probes and growing investor short interest.

Previous Week Recap

  • Tesla Q2 2026 Earnings Focus: Tesla deliveries projected near 1.7M vehicles in 2026 vs ~1.6M in 2025. Key trader date: Q2 earnings July 22 — focus on margins, profits and AI updates.
  • Tesla 2026 Capex Plan: Tesla plans over $25B in 2026 capex to expand AI infrastructure, scale battery output, ramp Cybercab production later in the year, fund Optimus robot build and support factory and AV projects.
  • Q2 Deliveries And S/X Halt: Tesla delivered 467,762 Model 3/Y and 12,364 other units this quarter; Tesla halted new Model S/X orders April 1 and shipped limited‑edition S/X units in May.
  • Q2 2026 Results Webcast: Tesla to report Q2 2026 results after market close July 22, 2026; live Q&A webcast at 4:30 p.m. CT (5:30 p.m. ET). Archived replay posted ~2 hours after event.
  • Texas Model 3 Crash Probe: Tesla (TSLA): 2025 Model 3 driver in Texas crashed into a home killing a pedestrian. Investigators say accelerator was pressed repeatedly, speed reached 73 mph, no braking; NHTSA opened probe.
  • FSD v14 Lite Rollout: Tesla is rolling out FSD v14 Lite to HW3 vehicles, updating older FSD builds. The update keeps Level 2 supervised driving and claims functional improvements over prior releases.
  • Burry Expands Tesla Short Bets: Investor Michael Burry expanded short positions to include Tesla (TSLA), adding to his bearish bets tied to concerns about AI-related investments.
  • Q2 Revenue And Growth Drivers: TSLA posted stronger Q2 revenue and deliveries growth, citing European incentives, higher corporate fleet EV adoption and elevated energy prices as drivers for the quarter.
  • Cybercab Production Tests: Tesla started engineering tests of a production Cybercab in Austin. The vehicle is built for SAE Level 4 autonomy, lacks steering wheel and pedals, and targets driverless ride‑hailing trials.
  • Six-Seat Model Y Launch: Tesla rolled out a six-seat long-wheelbase Model Y in the U.S., Puerto Rico and UAE. Launch price $61,990, ~325 miles range, includes one year FSD (Supervised), Supercharging and Premium Connectivity

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