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