• TSLA delivered a record 480,126 vehicles in Q2, ~18% above expectations and above production. Traders will watch gross margin after recent price cuts. Shares were down ~1.5% ahead of earnings.
  • Tesla is appealing a 2019 Florida verdict assigning it 33% fault in a fatal Autopilot crash and $243M damages; appeal briefs filed at the 11th Circuit, high-profile legal teams involved
  • Morgan Stanley lifted Tesla (TSLA) 2027 price target to $417 from $415, noting near-term execution in auto and energy, and progress in AI/robotics; Robotaxi and Optimus seen as longer-term upside.
  • NHTSA denied Tesla’s 2024 petition; ordered recall of ~19,900 2017–2023 Model 3 and Model Y for headlights that may exceed limits, causing veiling glare worsened by rain, snow or fog.
  • Analyst Gary Black says a SpaceX buyout of Tesla (TSLA) is financially implausible: SpaceX would need massive new equity and its falling share price makes an equity-funded takeover unviable.