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.