Tesla, tracked daily and without fandom: real sales numbers by market, the robotaxi rollout as it actually happens, Cybertruck's supplier drama, and where Tesla stands against BYD.
Exports hit a monthly record and drove a third straight month of growth. Run the arithmetic on the full-year guidance, though, and BYD finishes more than a million vehicles short of its own floor.
Court records show Angstrom, the supplier holding Tesla's Cybertruck tooling, lost a $30 million appeal in February and put a subsidiary through Chapter 11.
Boring Company director Mike Baier says the Vegas Loop hits 40,000 riders on peak days and beats most US light rail. The typical day tells another story.
Fourteen Tesla Cybercabs and 14 Model Ys with Texas plates appeared in a Charlotte lot as Tesla hires a safety operator, setting up a race with Waymo.
Tesla wants an emergency order to pull Cybertruck tooling from Angstrom Automotive's Troy, Texas plant. Replacement tooling would take five to six months to build.
Tesla founders Marc Tarpenning and Martin Eberhard are backing TELO's $41,520 MT1 mini truck, a quiet rebuke of the Cybertruck and Musk's robotaxi pivot.
Barron's says Musk is losing his magic. Tesla's 14% crash priced the Musk premium itself, and EVXL explains why the repricing was overdue at 175x earnings.
A Tesla Cybercab appeared on a public New Zealand road in footage surfacing July 24, 2026, wearing local plates and a month of test grime, in what appears to be the first video of the robotaxi moving under its own power outside the US.
Tesla is EVXL’s largest single beat, and we cover it the way the numbers deserve: without fandom, without doom, market by market.
The defining story of 2026 is the crown changing heads: BYD retook the global EV lead with quarterly sales that shrank 8% — a race of managed declines at the top of a growing market. Tesla’s answer is uneven by geography: a best-ever June in the UK as EVs hit 30% share, softer numbers elsewhere, and product stretched to hold families — the Model Y Long Wheelbase at $61,990.
The robotaxi program has left the slideware phase: Cybercabs surfaced in Charlotte, giving the Giga Texas pile its first visible destination. The messier corners get covered too: Cybertruck tooling sits with a supplier that just lost a $30 million appeal, and the Boring Company’s Vegas Loop finally put real numbers on the table.
The competitive frame lives on the BYD and China desks, and the disclosure trail on the SEC desk. Every Tesla story lands in the feed below.
By quarterly sales, no — BYD retook the global crown in Q2 2026, and the sharper point is that it did so with sales that themselves shrank 8%. The race is now two companies managing decline against each other in a market that keeps growing underneath them.
Increasingly, visibly: Cybercabs have surfaced in Charlotte, the first public destination for the vehicles piling up at Giga Texas. Scale and economics are the open questions, and we report the numbers as they surface rather than the promises.
Uneven by market, which is why single-number takes mislead: a best-ever June in the UK with EVs at 30% share, softer results elsewhere, and a product line being stretched — the $61,990 long-wheelbase Model Y — to hold families who would otherwise leave.
FSD builds, factory moves, deliveries, filings — the Tesla desk is the busiest one in the EVXL newsroom.
