Tesla pushes back against EPA proposals Tesla has formally urged the U.S. Environmental Protection Agency not to repeal or weaken the 2009 “endangerment finding,” which classifies greenhouse gas emissions from vehicles as a threat to human health. The company argues that preserving this regulatory foundation is critical to upholding vehicle emissions standards and providing stability for EV investment. In related reports, Tesla contends that removing this rule would undercut legal justification for federal emissions regulation and hamper its mission in clean transport.
Sales in Europe continue to struggle Tesla’s European vehicle sales remain weak: in August, registrations in the EU fell about 37% year-over-year. This underperformance comes even as the broader European electric vehicle market grows. The contrast is worrying for Tesla’s competitive position in that region. Because of this, some analysts expect Tesla’s global deliveries to decline by as much as 100,000 vehicles this year if current trends persist.
Robotaxi test approval in Arizona Tesla received approval from Arizona’s Department of Transportation to test autonomous robotaxi vehicles in the Phoenix area, with safety monitors. This is part of Tesla’s push toward full autonomy and its long-term plans for ride-hailing services.
Disbanding of “Dojo” supercomputer team In a striking internal shift, Tesla is reportedly disbanding its in-house Dojo supercomputer team. The Dojo project was central to Tesla’s efforts to collect and process vast amounts of driving data for autonomous driving systems. Some staff are being reassigned, while Tesla plans to lean more heavily on external compute partners (like Nvidia and AMD).
Price upgrades & AI optimism among analysts There’s renewed confidence from Wall Street in Tesla’s longer-term potential, especially in AI, robotics, and autonomy. One analyst upgraded Tesla’s stock significantly, pushing the target toward $548 and citing Tesla’s ambition in AI. Another bullish voice, Wedbush’s Dan Ives, raised his price target and projected 42% upside tied to breakthroughs in robotaxi/AI.
Software & product leaks for a cheaper Model Y Firmware hacks and leaks are hinting at a new, stripped-down version of the Tesla Model Y (codenamed “E41”). This lower-cost variant may sacrifice several features (e.g. no glass roof, simpler mirrors, reduced interior features) to bring down price. Also, Tesla’s Full Self-Driving (FSD) Version 14 is expected to roll out broadly soon, which could enhance its hands-free/autonomous capabilities.
Stock momentum & Musk’s reactions Tesla shares have gained significantly in September, erasing earlier losses in 2025. Elon Musk responded by mocking skeptics who bet the stock would fall after EV tax credits ended. Some analysts have raised their forecasts, citing Tesla’s AI and autonomy ambitions as key upside drivers.
0 Comments