Tesla closed Wednesday at $345.82, down 1.26 percent, with the Nasdaq off just 0.08 percent. Volume ran under the recent average, so I wouldn't hang a thesis on the size of the print. US cash is shut until later tonight Melbourne time; after hours it was a little higher, don't overfit that.
The Daily Trader Pierre posted a Tesla levels tape for the 26th. He had rising channel support at 348.16, and said holding that left 382.73 in play by the end of next week, with 370.54 as the nearer channel top. A close under 348.16, in his framework, marked a decent August high, with 340.10 next. Cash settled at 345.82, under that 348.16 line. That's one technician's map, not the tape, and not a substitute for Tesla IR.
Tesla lifted US Cybertruck prices on the two dual-motor trims. Dual Motor AWD went from $69,990 to $74,990 and Premium AWD from $79,990 to $84,990; Cyberbeast stayed at $99,990. Reuters, Teslarati, and Not a Tesla App all traced it to Tesla's own configurator. Tesla didn't explain the move. Q2 Other Models was 12,364 units, which mixes Cybertruck with leftover Model S, Model X, and Semi. A $5,000 sticker change is not a discontinuation, and it isn't proof demand suddenly healed either.
Tesla Robotaxi's official account said paid service now runs 6am to 10pm, seven days a week, in Austin, Dallas, Houston, Miami, Orlando, and Tampa, that the unsupervised fleet is a lot bigger, and that better distribution and routing should cut waits. It did not publish a vehicle count. The purpose-built Cybercab is still not carrying the public; Tesla has an invite-only Austin event on 3 September.
Tesla China told Tencent Tech and National Business Daily the Shanghai FSD data center is operating normally, recruitment for driver-assistance roles is accelerating, and it reported the vacancy rumors to police. China is still missing from Tesla's list of 12 FSD Supervised subscription markets. The denial is about the building and the team, not a paid FSD start date for Chinese owners.
Software 2026.26.6.5 started going to North America on Wednesday, pairing FSD Supervised v14.3.8 on HW4 with v14.1 Lite on HW3 Model 3 and Y. Lite is Tesla saying it distilled HW4 v14 behavior onto HW3, including parking, unparking, reversing, arrival options, and speed profiles. Not a Tesla App had it on about 0.1 percent of the fleet, so don't treat it as a nationwide flip.
Tesla senior sales advisor Philip Powers said the Model Y is Europe's best-selling EV through the first seven months of 2026, citing Dataforce: 115,957 registrations, up 55 percent versus the same stretch last year, and fifth among all cars in Europe. That's a registration ranking, not Tesla's delivery print.
BBC recapped China's door-handle action: SAMR on 21 August put more than four million vehicles in, nearly three million of them Teslas, mainly warning labels and a crash window-drop software change ahead of a 1 January 2027 ban on hidden handles without mechanical releases. Tesla has not notified a similar US recall. NHTSA told the BBC it is reviewing emergency door-exit rules.
Calendar: Cybercab Austin invite event 3 September, RSVP 30 August 11:59pm PT. IAA Transportation in Hannover, 15 to 20 September, is where Tesla said it will unveil Semi specs and launch details for Europe. Street estimate for Q3 earnings is around 21 October.
Tesla Robotaxi's official account said Wednesday that paid service now runs 6am to 10pm, seven days a week, that the unsupervised fleet is "a lot bigger," and that upgraded vehicle distribution and routing should cut wait times. It did not publish a vehicle count. The graphic named Austin, Dallas, Houston, Miami, Orlando, and Tampa.
The purpose-built Cybercab is still not carrying the public. Tesla has an invite-only Austin launch event on 3 September; that is an event, not a confirmed paid public start. RSVP closes 30 August at 11:59pm PT. In Nevada, the NTA on 20 August approved Tesla's full AVNC permit for up to 5,000 robotaxis over 12 months in Clark County, not statewide; commercial service is still pending inspections, insurance, and fares. Tesla told the commission it would be extremely happy with about 2,500 in a year and that 5,000 is runway. Unsupervised Model Y rides are live in those six metros; the Bay Area remains supervised. NHTSA's FMVSS 135 comment window on docket NHTSA-2026-0728 closed 26 August. There is no final rule, and the existing foot and hand control text still governs self-certification until a final rule is effective.
Unofficial Giga Texas observer Joe Tegtmeyer's last hard Cybercab count remains 150+ site-wide on 24 June. Later August flights (17, 19, 21, and 24) are production color, not a new hard count: logo Cybercabs in a new spot on site, possible test fleet, and activity around the test track ahead of the 3 September event.
Tesla Robotaxi posted overnight that unsupervised Model Y service now runs 6am–10pm, seven days a week, that the unsupervised fleet is “a lot bigger,” and that upgraded distribution and routing should cut waits. Tesla did not publish a vehicle count. The graphic names Austin, Dallas, Houston, Miami, Orlando, and Tampa. Bay Area remains supervised. Cybercab still is not carrying the public.
Why it matters: this is a Tesla-stated expansion of hours and fleet size, not a Cybercab launch. Treat the size claim as Tesla-only. The Austin event is still 3 September.
Wednesday regular session: open $345.27, high $351.93, low $342.53, close $345.82 (−$4.43). Volume 28,189,550 (StockAnalysis). After-hours $346.61 (+0.23%) as of 4:54pm EDT. 52-week $297.38–$498.83. Nasdaq Composite 26,130.20, −21.10 (−0.08%). Close Wed 26 Aug 4:00pm EDT = 6:00am AEST Thu 27.
Not a Tesla App release notes: 2026.26.6.5 merges the 2026 Summer Update with FSD Supervised 14.3.8 on Hardware 4 and 14.1 Lite on Hardware 3. Same install, not a new unsupervised Robotaxi stack. Release date 26 August 2026.
Invite-only Exclusive Access event. Sweepstakes winners were due by email 25 August US and have not been named in public. Invitees RSVP by 30 August, 11:59pm Pacific. Not confirmed as the start of paying public Cybercab rides. Robotaxi app is still Model Y only.
Herbert on Tesla adding a software brain to its cars.
Joe Tegtmeyer's 26 August Giga Texas drone pass: production, construction sites, lined pond.
Herbert on a Tesla rebound case and SpaceX news.
FutureAzA on a Tesla Semi milestone.
Ananto on Tesla FSD 14.3.8 and the Summer 2026 software update.
Herbert on Tesla and SpaceX accelerating.
Dr. Know-it-all on Tesla’s FSD approach.
Brighter Tesla on Cybercab going live next week.