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