Tesla converted its Fremont plant from Model S/X to Optimus robot production, targeting up to 1 million units annually and at least 40 dedicated production lines. The NHTSA opened a preliminary probe into ~1.2M Tesla vehicles—2018–2020 Model 3 and 2021–2023 Model Y—after 156 complaints of front lower lateral suspension link detachment, with no crashes reported. RBC said a hypothetical sale of Tesla’s China unit would likely include auto operations and FSD, exclude robotaxi and humanoid assets, and could cut TSLA’s valuation significantly. Tesla prioritizes incentive-heavy markets like Germany and France, with analysts expecting sharp volume gains there in H2 2026 while other markets lag. Tesla July registrations fell sharply in Southern Europe: Portugal down 68.7% to 89, Italy down 77% to 105 (0.09% share), Spain down 81.3% to 131; YTD sales rose in all three. Analysts are split on Tesla: JPMorgan raised to neutral in June; Morgan Stanley wants proof Tesla’s spending builds an AI edge; others question robotaxi pace and FSD safety vs peers. ARK Invest bought $14.3M of Tesla shares in late July amid a portfolio shift to AI and autonomy, signaling increased institutional accumulation of the stock.