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1.5K to 9K🎙 Daily cadence·238 episodes·Last published 2w ago - Monthly Reach
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2K to 12K
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Recent episodes
2026-04-30 Tesla News - Giga Berlin momentum, Autonomy competition heats up, Macro and China risk
Apr 30, 2026
8m 13.662040999999988s
2026-04-28 Tesla News - Hardware Three FSD Fallout, Robotaxi Cost War, Musk Share Registration
Apr 28, 2026
9m 21.815510000000017s
2026-04-27 Tesla News - Berlin Production Ramp, FSD Hardware Retrofits, Cash Flow vs Capex
Apr 27, 2026
9m 53.47591799999998s
2026-04-24 Tesla News - Tesla Q1 Beat
Apr 24, 2026
9m 12.202449000000001s
2026-04-23 Tesla News - Tesla earnings catalyst
Apr 23, 2026
9m 24.480000000000018s
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| Date | Episode | Description | Length | ||||||
|---|---|---|---|---|---|---|---|---|---|
| 4/30/26 | ![]() 2026-04-30 Tesla News - Giga Berlin momentum, Autonomy competition heats up, Macro and China risk | Tesla Daily News Podcast delivers a daily, investor-focused roundup of the most stock-relevant Tesla developments, connecting factory execution, autonomy progress, competition, and macro forces to potential impacts on revenue, margins, and valuation. In this April 30, 2026 episode, we covered Giga Berlin’s one million drive unit milestone and what it signals about European manufacturing maturity, a sharp drop in Berlin’s reported sick-leave rate paired with plans to hire one thousand employees to lift output by roughly one fifth, and intensifying autonomy competition as GM scales Super Cruise while Tesla seeks broader European Full Self-Driving approvals. We also reviewed how Fed-day macro conditions and oil-driven inflation concerns can pressure or support Tesla’s growth multiple, plus a reminder that China security sensitivities can periodically affect Tesla’s operating environment. | 8m 13.662040999999988s | ||||||
| 4/28/26 | ![]() 2026-04-28 Tesla News - Hardware Three FSD Fallout, Robotaxi Cost War, Musk Share Registration | Tesla Daily News Podcast delivers a daily, investor-focused roundup of the Tesla developments most likely to move TSLA, translating product, financial, regulatory, and competitive news into practical takeaways. In this April twenty-eighth, twenty twenty-six episode, we covered Tesla’s admission that Hardware three vehicles won’t reach unsupervised Full Self-Driving, the implications of proposed retrofits or trade-ins, and early European supervised-FSD progress that excludes older hardware. We also examined intensifying robotaxi competition from China driven by sharply lower system costs, Tesla’s rollout of a Supercharger Virtual Queue to improve charging throughput, and stock-governance pressure after Tesla registered roughly three hundred four million Musk compensation-plan shares. Finally, we discussed Berlin Gigafactory labor-policy controversy alongside improved absenteeism metrics, and how BYD’s multi-million EV scale raises the bar for Tesla’s growth narrative and valuation. | 9m 21.815510000000017s | ||||||
| 4/27/26 | ![]() 2026-04-27 Tesla News - Berlin Production Ramp, FSD Hardware Retrofits, Cash Flow vs Capex | Tesla Daily News Podcast is a daily, data-driven roundup designed for Tesla investors and EV-tech enthusiasts, focusing on developments that can move TSLA through fundamentals like demand, margins, cash flow, autonomy, and competition. In the April twenty-seventh, twenty twenty-six episode, we covered Tesla’s planned Grünheide hiring and roughly one-fifth production ramp alongside a surge in German registrations, and we discussed the debate over whether demand is sustainable beyond rebates. We then focused on the stock’s key near-term driver: Tesla’s increased capital expenditure outlook to about twenty-five billion dollars and how that shifts attention to free cash flow and funding timelines. Finally, we broke down Tesla’s Full Self-Driving hardware retrofit admission, the slower and more cautious robotaxi rollout, and rising robotaxi pressure from Chinese players scaling toward large fleet targets. | 9m 53.47591799999998s | ||||||
| 4/24/26 | ![]() 2026-04-24 Tesla News - Tesla Q1 Beat | Tesla Daily News Podcast is a daily, investor-focused briefing that filters the biggest Tesla developments into what matters for TSLA valuation, margins, cash flow, and competitive positioning. In this April twenty-fourth, twenty twenty-six episode, we cover Tesla’s first-quarter results with revenue of about twenty-two point four billion dollars, net income of about four hundred seventy-seven million dollars, and free cash flow of about one point four four billion dollars, alongside deliveries of roughly three hundred fifty-eight thousand vehicles. We also break down Tesla’s decision to raise two thousand twenty-six capital expenditures to more than twenty-five billion dollars, the ongoing expansion of robotaxi operations in Texas, the implications of Hardware three vehicles not supporting unsupervised FSD without upgrades, and the demand and production signals coming from Gigafactory Berlin’s plan to hire one thousand workers and lift output by about twenty percent. | 9m 12.202449000000001s | ||||||
| 4/23/26 | ![]() 2026-04-23 Tesla News - Tesla earnings catalyst | Tesla Daily News Podcast is a daily, investor-focused roundup covering Tesla developments that can move TSLA stock, with a balanced look at vehicles, energy, autonomy, manufacturing, regulation, and competition. In the April twenty-third, twenty twenty-six episode, we preview Tesla’s earnings catalyst, highlight JPMorgan’s continued bearish stance amid multi-year estimate cuts, and break down Tesla’s India expansion with the new six-seat Model Y L plus planned service and Supercharger build-out. We also cover demand and risk signals including a reported drop in California registrations, emerging European legal pressure around older Full Self-Driving hardware, and a Norway battery-update compensation case, alongside the broader competitive backdrop of faster third-party charging equipment. | 9m 24.480000000000018s | ||||||
| 4/22/26 | ![]() 2026-04-22 Tesla News - Tesla earnings and guidance, Robotaxi and AI capex, China regulation and fast charging | Tesla Daily News Podcast delivers a data-driven daily roundup for TSLA investors, focusing on the handful of developments most likely to move Tesla’s stock through impacts on revenue, margins, growth, and valuation. In this April twenty-second, two thousand twenty-six episode, we preview Tesla’s first-quarter earnings with key operating figures — three hundred fifty-eight thousand twenty-three deliveries versus four hundred eight thousand three hundred eighty-six produced — and explain why tonight’s call will likely hinge on robotaxi, Full Self-Driving progress, and the scale and purpose of more than twenty billion dollars in projected annual capex. We also cover three stock-relevant external forces: Tesla’s incremental China regulatory step for its generative AI voice assistant, accelerating competitive pressure from CATL’s ultra-fast charging claims, and software-related legal and regulatory risks highlighted by a Florida wrongful death settlement and a Norway Supreme Court compensat | 9m 5.410612000000015s | ||||||
| 4/21/26 | ![]() 2026-04-21 Tesla News - Robotaxi Safety Scrutiny, Europe FSD Momentum, Earnings Week Volatility | Tesla Daily News Podcast delivers a fast, data-driven daily roundup for Tesla investors and EV tech watchers, focusing on the specific developments most likely to move TSLA. In this April twenty-first, twenty twenty-six episode, we track Tesla’s robotaxi expansion into Dallas and Houston, the low real-world availability and rising safety scrutiny tied to reported crashes and NHTSA disclosures. We also cover accelerating Full Self-Driving Supervised momentum in Europe, legacy automakers stepping back from level-three autonomy, key macro volatility heading into Tesla’s earnings week, and demand signals around Cybertruck including significant purchases by Musk-linked companies and growing FSD-related legal pressure from owners. | 8m 58.01795900000002s | ||||||
| 4/18/26 | ![]() 2026-04-18 Tesla News - Tesla Earnings Week Catalyst, Cybertruck Demand Quality, Estonia and India Expansion | Tesla Daily News Podcast is a daily, investor-focused roundup covering the developments most likely to move Tesla’s stock and shape its business fundamentals across vehicles, energy, autonomy, manufacturing, and regulation. In the April eighteenth, twenty twenty-six episode, the show previews Tesla’s upcoming earnings as the primary near-term catalyst, examines a report suggesting Cybertruck sales may have been supported by SpaceX fleet purchases, and highlights demand and expansion signals including Tesla’s official launch in Estonia and reports of a six-seat Model Y variant aimed at India despite steep import tariffs. The episode also flags two sentiment and governance items: a German court decision reinforcing political scrutiny around Tesla’s Brandenburg footprint, and a high-profile criminal case where Tesla appears in headlines without an operational link to the company. | 8m 56.737959000000046s | ||||||
| 4/17/26 | ![]() 2026-04-17 Tesla News - AI5 Tape-Out Catalyst, Cybertruck Demand Questions, HW3 Autonomy Legal Risk | Tesla Daily News Podcast delivers a concise, investor-focused daily roundup of the Tesla stories most likely to move TSLA, connecting product, autonomy, energy, manufacturing, and macro headlines to margins, growth, and valuation. In this April seventeenth, twenty twenty-six episode, we cover Tesla’s AI five chip tape-out and the multi-foundry path toward AI six on advanced two-nanometer processes, framing how custom silicon could support Full Self-Driving, Optimus, and the long-term software-led valuation thesis. We also break down near-term stock and business pressures ahead of the April twenty-second earnings call, including first-quarter deliveries versus production, Cybertruck demand signals tied to internal purchases by Musk-linked firms, tighter resale restrictions on limited Model S and X trims, and rising legal risk in Europe around Hardware three autonomy promises alongside gradual regulatory openings for supervised autonomy testing. | 9m 40.33632699999998s | ||||||
| 4/16/26 | ![]() 2026-04-16 Tesla News - Tesla Stock Rebound, FSD Spring Update, Robotaxi Safety And Regulation | Tesla Daily News Podcast is a daily, investor-focused roundup tracking the Tesla developments most likely to move TSLA stock and business fundamentals. In this April sixteenth, twenty twenty-six episode, we covered Tesla’s stock rebound as autonomy sentiment returned, the first-quarter delivery shortfall versus production that implies inventory build, and the Spring Update twenty twenty-six that pushes Full Self-Driving subscription conversion while spotlighting both the upside and risks of autonomy amid safety headlines. We also highlighted Tesla Energy’s continued strength as a stabilizing growth engine and framed Tesla’s robotaxi positioning versus competitors like Waymo, with regulation and safety credibility as key gating factors into next week’s earnings on April twenty-second. | 8m 32.417958999999996s | ||||||
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| 4/15/26 | ![]() 2026-04-15 Tesla News - Netherlands Approves FSD Supervised, Shanghai Delivers, Robots Next, Inventory Build Raises Margin Risk | Tesla Daily News Podcast is a daily, investor-focused roundup covering the Tesla stories most likely to move TSLA through their impact on deliveries, margins, autonomy monetization, energy growth, manufacturing scale, regulation, and analyst sentiment. In today’s April fifteenth, twenty twenty-six episode, we focused on six stock-relevant themes: Shanghai’s strong delivery momentum and its potential role in scaling Optimus humanoid robots; a key regulatory breakthrough as the Netherlands approves Full Self-Driving (Supervised) with Europe-specific safety requirements; Tesla’s new FSD app that simplifies subscriptions and adds usage stats to drive retention; UBS upgrading TSLA to Neutral with a three hundred fifty-two dollar target as risk-reward looks more balanced after the selloff; rising concern about a roughly fifty-thousand-unit production-versus-delivery gap in the first quarter of twenty twenty-six, plus a Cybertruck sales decline; and macro tailwinds from higher fuel prices boo | 9m 55.53959199999997s | ||||||
| 4/13/26 | ![]() 2026-04-13 Tesla News - Europe FSD Approval | Tesla Daily News Podcast is a daily, investor-focused news roundup covering the most stock-relevant Tesla developments across vehicles, autonomy, energy, manufacturing, competition, and macro catalysts. In this April 13, 2026 episode, we cover three core developments: first, the Netherlands approving Tesla’s Full Self-Driving supervised system for public-road use, potentially paving the way for broader EU adoption; second, a mixed near-term fundamentals picture with quarter one deliveries reported at about three hundred fifty-eight thousand, alongside an energy storage deployment miss; and third, competitive and macro demand signals, including a fuel-price-driven Model Y sales jump in Australia and accelerating Chinese EV share gains across Europe and the UK. We also discuss longer-dated optionality from the Terafab chip initiative involving Intel, and the slow but potentially meaningful ramp of Tesla Semi. | 9m 34.563265s | ||||||
| 4/12/26 | ![]() 2026-04-12 Tesla News - Europe FSD Approval, Cheaper Tesla Margin Risk, Musk Legal AI Noise | Tesla Daily News Podcast is a daily, data-driven roundup for TSLA investors and EV-tech watchers, focusing on developments that can move Tesla’s fundamentals, valuation, and near-term sentiment. In this April 12, 2026 episode, we cover three key themes: Tesla’s first European approval for Full Self-Driving Supervised in the Netherlands and what it could mean for broader EU expansion; renewed debate around a cheaper Tesla model, weighing volume growth against margin risk amid signs of inventory build; and the competitive and narrative backdrop, including intensifying affordable-EV competition in Europe plus Elon Musk-related legal and xAI turbulence that can add volatility to TSLA. | 8m 34.194286000000034s | ||||||
| 4/11/26 | ![]() 2026-04-11 Tesla News - Cheaper Tesla SUV Plan, Model Y China Rebound, FSD Europe Approval | Tesla Daily News Podcast delivers a daily, investor-focused rundown of the most stock-relevant Tesla developments, translating headlines into practical implications for revenue, margins, growth, and valuation. In the April eleventh, twenty twenty-six episode, the big story is a Reuters-sourced report that Tesla is developing a smaller, cheaper compact electric SUV — potentially produced first in Shanghai — signaling a renewed push into the mass-market segment after prior “low-cost” plans were shelved. We also cover two tangible execution datapoints: Model Y leading China passenger-vehicle registrations in March with thirty-nine thousand eight hundred twenty-seven units, and Tesla’s Semi program nearing high-volume production with a dedicated Nevada factory ramp, alongside a key regulatory win as Full Self-Driving, supervised, is approved for public roads in the Netherlands. | 8m 34.82122400000003s | ||||||
| 4/10/26 | ![]() 2026-04-10 Tesla News - Cheaper Tesla Compact SUV, Germany Sales Rebound, China Exports Pressure Margins | Tesla Daily News Podcast is a daily, investor-focused roundup that explains the most stock-relevant Tesla developments with clear context, key numbers, and practical takeaways. In this April tenth, twenty twenty-six episode, we covered a Reuters report that Tesla is developing an all-new smaller, cheaper electric SUV likely starting production in China, a sharp rebound in German registrations led by a strong March and new incentives, and mixed signals out of China where domestic sales softened year over year while Shanghai exports surged. We also discussed how China’s booming EV exports intensify competition, how Tesla’s AI and chip supply chain is being reinforced through major semiconductor and infrastructure efforts, and how Deutsche Bank trimmed its price target while keeping a buy rating based on Tesla’s physical-AI optionality. | 9m 23.905305999999996s | ||||||
| 4/9/26 | ![]() 2026-04-09 Tesla News - FSD fourteen point three, Deliveries versus inventory gap, Europe registrations rebound | Tesla Daily News Podcast is a daily, investor-focused roundup that breaks down the most stock-relevant Tesla developments across vehicles, autonomy, energy, competition, and macro conditions. In this April ninth, twenty twenty-six episode, we covered how the U.S.-Iran ceasefire drove a broad risk-on move that lifted Tesla alongside mega-cap tech, Tesla’s rollout of Full Self-Driving version fourteen point three and what it could mean for valuation, and the latest delivery-versus-production math showing roughly fifty thousand vehicles produced but not delivered plus a weaker energy storage quarter. We also discussed signs of demand improvement via Germany’s March Tesla registrations surge, and rising competitive pressure as Xiaomi hires former Tesla logistics talent for Europe and Uber expands autonomous vehicle testing with Volkswagen’s Moia in Los Angeles. | 8m 16.11755099999999s | ||||||
| 4/8/26 | ![]() 2026-04-08 Tesla News - Delivery Miss Pressure, Terafab Intel Partnership, Robotaxi Remote Intervention | Tesla Daily News Podcast is a daily, data-driven roundup designed for Tesla investors and EV-tech watchers, focused on the news most likely to move TSLA through fundamentals like deliveries, margins, autonomy progress, and major strategic bets. In today’s April eighth, twenty twenty-six episode, we covered Tesla’s first-quarter deliveries of three hundred fifty-eight thousand twenty-three units versus expectations near three hundred seventy-two thousand, the resulting stock pressure and JPMorgan’s one hundred forty-five dollar bear case, and a notable bright spot in Europe with Tesla’s March surge to more than nine thousand sales in Germany. We also analyzed Intel joining Elon Musk’s Terafab AI chip project with Tesla, SpaceX, and xAI, and why that capex-heavy compute strategy is tied directly to Full Self-Driving, Cybercab robotaxis, and Optimus humanoid robots — plus the investor implications of Tesla acknowledging that robotaxis may sometimes be remotely driven by humans at low sp | 8m 54.073469000000046s | ||||||
| 4/7/26 | ![]() 2026-04-07 Tesla News - Delivery Gap Inventory Build, JPMorgan Sixty Percent Downside, NHTSA Smart Summon Cleared | Tesla Daily News Podcast is a daily, investor-focused roundup covering the most stock-relevant Tesla developments across vehicles, autonomy, energy, manufacturing, competition, and regulation. In the April 7, 2026 episode, we focused on Tesla’s first-quarter delivery and inventory build (production exceeding deliveries by roughly fifty thousand vehicles), the market impact of renewed bearish calls led by JPMorgan’s one hundred forty-five dollar price target and reduced earnings expectations, and a regulatory update as NHTSA closed its probe into Actually Smart Summon while broader Full Self-Driving scrutiny remains. We also covered Tesla’s renewed push around autonomy credibility with Musk amplifying FSD safety statistics, and a quieter fundamentals positive: Tesla’s charging network expansion in India with a new in-mall V4 Supercharger site in Navi Mumbai, which supports longer-term adoption and sales scaling in that market. | 8m 23.849796000000026s | ||||||
| 4/6/26 | ![]() 2026-04-06 Tesla News - Remote Control Autonomy Scrutiny, Emerging Market EV Momentum, Model Y L Expansion | Tesla Daily News Podcast is a daily, investor-focused roundup that translates Tesla headlines into practical implications for stock, margins, and long-term valuation. In the April sixth, twenty twenty-six episode, we covered rising U.S. regulatory pressure on autonomy transparency—especially Tesla’s admission that remote workers can temporarily take direct control as a last-resort escalation. We also highlighted demand and expansion signals from abroad, including Tesla leading Colombia’s first-quarter EV registrations and the Philippines debut of a six-seat Model Y L alongside local Supercharger expansion. Finally, we examined competitive and risk factors, from BMW’s new iX3 positioning against Model Y in Europe to Tesla-related legal and safety headlines that could shape sentiment and regulatory posture. | 8m 48.43101999999999s | ||||||
| 4/5/26 | ![]() 2026-04-05 Tesla News - Q1 Deliveries Miss | Tesla Daily News Podcast delivers a daily, investor-focused roundup of Tesla developments that can move TSLA, translating production, deliveries, energy metrics, analyst calls, and competitive or regulatory shifts into clear stock and business implications. In this April 5, 2026 episode, we break down Tesla’s first-quarter 2026 update: deliveries of 358,023 missed expectations, energy storage deployments came in at 8.8 gigawatt-hours, and the stock sold off about 5.4% in response. We also highlight the record production-versus-delivery gap—over 50,000 vehicles—raising questions about demand, pricing pressure, margins, and cash flow. We then look ahead to key catalysts, especially the April 22 earnings call, where guidance on incentives, margins, autonomy progress, and AI and robotics spending could reset sentiment. The episode also covers Tesla’s Supercharger milestone of 80,000 fast-charging stalls worldwide and flags geopolitical headlines naming Tesla among potential targets as a | 9m 27.71918400000004s | ||||||
| 4/3/26 | ![]() 2026-04-03 Tesla News - Q1 Delivery Miss, Inventory Build Risk, Robotaxi Remote Control | Tesla Daily News Podcast is a daily, investor-focused roundup that translates Tesla headlines into the numbers and business implications that can move TSLA, covering deliveries, margins, autonomy, energy, competition, regulation, and macro risks. In today’s April third, twenty twenty-six episode, we focused on Tesla’s first-quarter results: deliveries of three hundred fifty-eight thousand twenty-three missed expectations while production ran ahead, signaling an inventory build that could pressure margins or free cash flow into the April twenty-second earnings call. We also covered key regional and strategy signals: Europe showed a sharp March registration rebound in markets like France and the Nordics, China remains intensely competitive versus BYD, energy storage deployment fell to about eight point eight gigawatt-hours, and Tesla confirmed rare remote human intervention as a safety backstop for robotaxi operations—an important detail for the autonomy valuation narrative. | 9m 29.73061199999995s | ||||||
| 4/2/26 | ![]() 2026-04-02 Tesla News - Q1 Deliveries Countdown | Tesla Daily News Podcast delivers a daily, investor-focused roundup of the most stock-relevant Tesla headlines, translating fast-moving news into practical implications for TSLA valuation, demand, margins, and autonomy. In this April second, twenty twenty-six episode, we focus on three core drivers: the setup for Tesla’s first-quarter delivery report with consensus in the mid three-hundred-sixty-thousand range, strong March registration rebounds in Europe led by France at nine thousand five hundred sixty-nine units, and Tesla’s admission that remote human operators can occasionally take limited control of robotaxis—an autonomy and regulatory wildcard that could influence rollout timelines and sentiment. | 8m 5.146121999999991s | ||||||
| 4/1/26 | ![]() 2026-04-01 Tesla News - Delivery Report Catalyst, IRGC Threat List, Macro-Driven Valuation | Tesla Daily News Podcast is a daily, investor-focused roundup that explains the Tesla developments most likely to impact TSLA stock through fundamentals, catalysts, and macro context. In this April first, twenty twenty-six episode, we preview Tesla’s imminent first-quarter delivery report and why expectations around roughly three hundred sixty-eight thousand deliveries could drive a sharp move. We also cover heightened geopolitical risk after Iran’s IRGC named Tesla among eighteen U.S. companies it claims could be targeted in the region, and we connect that to oil prices, inflation expectations, and Tesla’s valuation multiple. Finally, we review Musk-related Delaware litigation being reassigned to new judges and a talent-recruiting push at Tesla’s Grünheide factory, both of which matter for governance risk and execution over time. | 8m 48.09142899999995s | ||||||
| 3/31/26 | ![]() 2026-03-31 Tesla News - Q one deliveries spotlight, HSBC one thirty-one target, Megapack Chile deployment | Tesla Daily News Podcast is a daily, data-driven roundup for Tesla investors and EV tech watchers, focusing on developments that can move TSLA through fundamentals like deliveries, margins, autonomy progress, energy deployments, competition, and regulation. In this March thirty-first, twenty twenty-six episode, we preview the high-stakes first-quarter delivery report with expectations clustered around the mid three-hundreds thousands and discuss why any miss could reignite margin and demand concerns. We also cover April catalysts around Cybercab production and supervised FSD approval in Europe, highlight intensifying competition from BYD’s higher EV volumes and fast-charging claims, and review a major bearish valuation call from HSBC with a one hundred thirty-one dollar target. On the business side, we flag Tesla Energy’s Megapack deployment in Chile as a reinforcing signal for the energy-storage growth narrative, while also noting headline risks from an alleged arson at an Australian | 9m 10.243264999999951s | ||||||
| 3/30/26 | ![]() 2026-03-30 Tesla News - Tesla Deliveries Week Ahead, BYD Price War Pressure, Autonomy And Robotaxi Race | Tesla Daily News Podcast is a daily, investor-focused briefing that filters Tesla headlines into the few developments most likely to move fundamentals and TSLA stock. On the March thirtieth, twenty twenty-six episode, we preview delivery risk in a volatile macro tape, assess intensifying competition as BYD reports a nineteen percent annual profit drop and calls China’s EV fight a “knockout stage,” and track strategic pressure points in charging, autonomy, and robotics—ranging from BYD’s five-minute fast-charging claims to Waymo’s robotaxi scale and Amazon’s humanoid robotics acquisition. Key watch items are Tesla’s delivery print and margin signals, pricing discipline versus global competitors, and execution milestones in autonomy and Optimus that could shape long-duration valuation. | 9m 29.782857000000035s | ||||||
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