2026-01-29 Tesla News - Tesla earnings margin outlook, Europe share loss signals, NACS charging standard expands

Tesla Daily News Podcast is a daily, investor-focused roundup that connects Tesla headlines to stock-moving fundamentals like deliveries, margins, autonomy progress, and competitive position. In this January twenty-ninth, twenty twenty-six episode, we preview Tesla’s fourth quarter earnings with an emphasis on automotive gross margins and guidance, then break down Europe’s mixed EV growth story where Tesla sales fell close to thirty percent despite the category rising. We also cover pressure in German corporate fleets, brand value decline metrics, Norway inspection-failure data that could affect sentiment and residual values, Musk’s updated AI chip and Dojo roadmap, and EVgo’s expanding adoption of Tesla’s NACS charging standard. Key implications: near-term TSLA volatility hinges on margins and outlook, while medium-term valuation depends on whether autonomy and AI investments translate into measurable product revenue and whether Tesla can stabilize share and brand perception in majo