• NHTSA opened a probe into ~1.2M Tesla (TSLA) 2018–2020 Model 3 and 2021–2023 Model Y over 156 reports of front lower lateral link detaching, causing steering loss; no crashes or injuries reported.
  • Tesla considers separating its China business, including the Shanghai plant, from U.S. operations via spin-off, sale, or closure; move aims to firewall China unit amid SpaceX merger preparations.
  • Tesla (TSLA) expects 2026 capital expenditures above $25 billion and plans rising capex over the next two to three years, per its Q2 2026 filing.
  • Tesla (TSLA) got ~17% of revenue from China; local sales fell about 9% H1 2026 while domestic automakers hold roughly 72% of China EV market share.
  • Tesla (TSLA) showed negative cash flow in the most recent week, pressuring sector sentiment; no further figures or timeframe details were provided.
  • Concord New Energy signed three long-term US power purchase agreements with Tesla (TSLA) to supply about 1,200 GWh annually; first project to start deliveries in H1 2027.