• Tesla delivered a record 480,126 vehicles in Q2 and 13.5 GWh energy storage. Traders watch upcoming earnings for revenue, EPS, capex guidance and updates on autonomy and robotics.
  • Barclays kept Equal Weight on Tesla (TSLA) and raised its price target to $370. Tesla delivered about 480,000 vehicles in Q2, up 25% year‑over‑year, beating ~406,000 estimates.
  • Swedish transport authority urged EU to reject Tesla’s supervised self‑driving approval unless Tesla blocks the system from exceeding speed limits, posing a regulatory hurdle for TSLA in Europe.
  • Wells Fargo kept an underweight on Tesla (TSLA) after stronger Q2 deliveries that may support an earnings beat, noting higher input costs for chips, copper and lithium as margin headwinds.
  • Canada suspended an extra duty for one year on up to 49,000 Chinese EVs. The move affects Tesla (TSLA) by altering Canadian import conditions and EV market competition.
  • California launched a $270M EV rebate: $3,500 for new EVs ≤ $50,000 and $1,750 for used EVs ≤ $25,000. Tesla Model 3 and Model Y qualify; higher-priced variants and Cybertruck do not.