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Tesla Model 3 charging at V3 Supercharger in Jinqiao, Shanghai Tesla Model 3 charging at V3 Supercharger in Jinqiao, Shanghai

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Tesla stock spikes on China delivery figures, then cools down for no reason

Tesla Model 3 charging at V3 Supercharger in Jinqiao, Shanghai (Credit: Tesla China via Ray4Tesla/Twitter)

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Tesla (NASDAQ: TSLA) stock spiked nearly 3% this morning after positive news from China that effectively debunked rumors of declining sales figures in May. However, the increase in price was short-lived, as the stock dropped back down to the $600 level after opening at $623.01, despite no negative news being reported regarding Tesla this morning.

Earlier today, the Chinese Passenger Car Association (CPCA) reported Tesla delivered a total of 33,463 vehicles in May. Tesla delivered 21,936 domestically after being produced at Tesla’s Giga Shanghai production facility. The remaining 11,527 were exported to other areas, including Europe, where Tesla started shipping vehicles from China in January.

Tesla China sales rise 30% in May, definitively debunks reports of weak demand

The figures released by the CPCA earlier today directly contradict reports from earlier this month, when The Information stated that an internal source familiar with Tesla’s EV sales in China indicated the electric automaker’s orders had slumped significantly in May compared to April. The figures indicated Tesla had only 9,800 orders in May, suggesting a decrease by as much as 50%. The news sent Tesla stock on a steep decline after the report hit mainstream media, who started to aggregate the story as fact.

The report was met with criticism just a few days later by the CPCA’s Secretary General Cui Dongshu, who said (via Global Times):

“Placed orders cannot equal the sales number in one month. Usually, monthly sales are accumulated units of orders over previous months, so the immediate results in May might not truly reflect whether the recently reported accidents have had any real impact on Tesla’s sales.”

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Cui suggested that if Tesla were experiencing decreasing order and sales figures, they wouldn’t be identifiable until July or August.

After Tesla shares spiked this morning on the news of the positive delivery figures in China, the surge cooled down. Analyst Gary Black attributed the drop off to two things: Traders buying on the rumor of low delivery figures, and now selling after shares rose when the CPCA released positive news this morning, or the possibility of Bitcoin’s plummet affecting Tesla’s shares.

There is a chance that Jerome Guillen, Tesla’s now-former Head of Heavy Trucking, leaving the company could be affecting the price.

Tesla’s rocky road in China

Tesla has had somewhat of a tumultuous relationship in China over the past few months. After growing concerns of security issues due to Tesla’s external cameras, several State-owned businesses and entities banned the company’s cars on their premises in fear of a security breach that could take pictures of potentially sensitive information. Tesla stated that its cabin cameras are not active, and Elon Musk stated that Tesla’s vehicles were not being used to spy on Chinese entities. “If Tesla used cars to spy in China or anywhere, we would get shut down,” Musk said.

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In the following months, Tesla would battle numerous reports of brake failures by numerous owners in China. The most public occurrence of this happening was at the Shanghai Auto Show, where a Model 3 owner claimed her brakes failed and led to an accident. Tesla offered to have a third-party company complete testing on the car to determine the cause of the accident. The owner declined this.

Other owners in China have also come out with similar claims, all of them eventually being debunked or disproven in the following days or weeks. In response to the claims, Tesla created a “Special Handling Team” in China to deter and navigate through false narratives related to the company’s products. Tesla said the team would “meet the demands of car owners and strive to satisfy car owners while complying with laws and regulations.”

Tesla Model 3 tops quality survey once more in China

Tesla Stock

Tesla shares have dropped 14.49% so far in 2021. Interestingly, Tesla has continued its trend of strong financials and delivery and production performances, citing Quarter-over-Quarter growth in both of the company’s Earnings Calls that have taken place this year. In addition, Q1 2021 proved to be Tesla’s biggest quarter yet in terms of production and delivery figures, despite only manufacturing two of its four currently-offered automobiles. The Model S and Model X lines at Tesla’s Fremont production facility were being retooled during the end of 2020 and the beginning of 2021 as the flagship models were being “refreshed.”

At the time of writing, Tesla shares were trading at $601.16.

Disclosure: Joey Klender is a TSLA Shareholder.

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Joey has been a journalist covering electric mobility at TESLARATI since August 2019. In his spare time, Joey is playing golf, watching MMA, or cheering on any of his favorite sports teams, including the Baltimore Ravens and Orioles, Miami Heat, Washington Capitals, and Penn State Nittany Lions. You can get in touch with joey at joey@teslarati.com. He is also on X @KlenderJoey. If you're looking for great Tesla accessories, check out shop.teslarati.com

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Tesla Full Self-Driving release in the EU gets delayed

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Credit: Grok Imagine

Tesla Full Self-Driving’s release in Europe is set to be delayed by at least a few months.

The European Union will not vote on Tesla’s Full Self-Driving (Supervised) on October 6. The draft agenda for the 119th meeting of the Technical Committee on Motor Vehicles lists only a 25-minute “continuation of discussions” on the Netherlands’ Article 39 request, not a decision. The next scheduled TCMV session is in December, which is now the earliest date a bloc-wide vote could occur.

Tesla Europe had pointed to October 6 as a possible EU-wide vote after the Dutch vehicle authority RDW granted the first European type approval on April 10.

That approval, under UN Regulation 171 plus an Article 39 exemption in EU Regulation 2018/858, is the legal file other member states have been recognizing one by one. The same committee has already discussed the request twice without voting.

Elon Musk’s reply to the delay was a single word: “Sigh.”

Seven EU countries have now cleared FSD Supervised on their own roads: the Netherlands, Lithuania, Estonia, Denmark, Belgium, Slovenia, and Czechia. Those seven states represent about 53 million people, or roughly 12 percent of the EU population. An EU-wide authorization still needs a qualified majority: at least 15 of 27 member states representing 65 percent of the bloc’s population, about 292 million people.

Germany, France, Italy, and Spain remain the decisive markets. France has already rejected the current system; several other governments have flagged speed-limit compliance as the main sticking point.

The safety case Tesla is putting in front of those governments is now public. On September 1, Tesla Europe said FSD Supervised was in use by more than 70,000 customers, covering over 1 million kilometers a day, and was 4.1 times less likely to be involved in a crash than manual driving across 100 million kilometers on EU public roads.

An earlier mid-year cut of the same fleet data, covering 65 million kilometers in five approved countries, put the collision advantage at 5.2 times, with zero highway collisions over 41.9 million kilometers. Tesla also reported far fewer automatic emergency braking events, harsh accelerations, and hard swerves than in comparable manual Tesla driving. Those figures are company-reported, not independently audited.

Tesla Full Self-Driving is taking over Europe: fourth country gets FSD approval

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The public-health backdrop is harder to dispute. European countries recorded about 19,400 road deaths in 2025, or roughly 53 a day, most of them attributed to human error. FSD Supervised is not unsupervised autonomy; the driver remains legally responsible. But the software is already legal and in daily use across seven member states.

Until TCMV votes, the rest of the EU remains a patchwork: available in Prague and Amsterdam, locked behind review in Paris and Berlin. December is now the next chance to close that gap.

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SpaceX readies Starship Flight 14 for a historic journey into uncharted territory

SpaceX finished Starship’s Flight 14 rehearsal, clearing the way for its first orbital flight Monday.

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Sunrise at Starbase. Starship is stacked for opportunistic full-stack testing ahead of Flight 14 via SpaceX
Sunrise at Starbase. Starship is stacked for opportunistic full-stack testing ahead of Flight 14 via SpaceX

SpaceX has cleared one of the last hurdles before Starship’s first trip to orbit. The company posted on X Thursday afternoon that its launch rehearsal for Flight 14 was complete, keeping the mission on track for Monday, September 28. The launch window opens at 7:15 a.m. CT at Starbase, Texas, and runs for 75 minutes.

A wet dress rehearsal is essentially launch day without the launch. Crews fill Booster 21 and Ship 41 with thousands of tons of extremely cold propellant, run the countdown nearly to ignition, then drain everything back out. It lets engineers catch leaks or equipment problems before anything leaves the pad. SpaceX still needs a launch license from the FAA before the stack, which stands 407 feet tall, can fly.

Flight 14 matters because of where it is going. All 13 previous Starship flights followed a suborbital path, which works like throwing a ball extremely high and far: the vehicle reaches space, but it is always on a course that brings it back down within about an hour. This time, Ship 41 will perform a short engine firing called an orbital insertion burn roughly 25 minutes after liftoff, giving it enough speed to keep falling around Earth instead of back into it. SpaceX plans about six laps at an altitude near 275 kilometers (171 miles) over nearly 10 hours, as Teslarati detailed when the mission was first announced.


Getting into orbit also means Starship has to prove it can get back out. The ship must relight a single Raptor engine in space to slow down for reentry. SpaceX says it will only attempt the orbital insertion burn after flight controllers confirm the hardware needed for that return burn has enough backup, and its flight plan includes health checks that could shorten the mission to two or five orbits.

Flight 14 is also the first to put working satellites into service. Flight 13 carried 20 Starlink V3 satellites in July, but they came back down with the ship because that mission never reached orbit. This time, 26 V3 satellites are meant to stay up and join the constellation within a few weeks. Together they add about 26 terabits per second of network capacity, which SpaceX says is roughly 10 times what a single Falcon 9 launch of older V2 Mini satellites adds. Three of them carry cameras that will photograph Starship’s heat shield in orbit to check for tile damage before reentry.

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The hardware has changed too. Ship 41 flies with extra fasteners on tiles in the most vulnerable areas, fixes for gaps where superheated plasma slipped behind tiles, and curved tiles designed to reduce heating between them. Two tiles recovered from Ship 40 will fly again, the first reuse of any part of a Starship heat shield. Booster 21 carries better engine filtering and new relight software after ice clogged three center engines on the previous booster, leaving only eight of 13 engines to restart for its landing burn.

Ship 41 is targeting a splashdown in the Pacific Ocean west of Chile, a new recovery zone after several Indian Ocean landings, while Booster 21 aims for the Gulf. Neither will be caught by the tower on this flight. Elon Musk said in August that a ship catch was likely “in a few months.”

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Elon Musk

Google just picked SpaceX for its first step into orbital AI

Google will launch its first Project Suncatcher AI satellite on SpaceX’s Transporter-18 rideshare next week.

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Google is about to put its own AI chips into orbit for the first time, and it is paying SpaceX to get them there.

The company said Thursday that the first in-orbit test of Project Suncatcher, its research effort to find out whether space can host large-scale AI computing, will fly next week on SpaceX’s Transporter-18 rideshare mission.

The satellite, called MVP, is about the size of a refrigerator and carries four of Google’s Tensor Processing Units, the same chips Google runs in its ground data centers. Google originally planned to launch two custom satellites in 2027, but chose to move faster by integrating its chips into a satellite.

MVP’s solar panels supply about one kilowatt of power, and Google will run Gemini models on the TPUs only in bursts of roughly 15 minutes before the chips shut down so the radiators can shed heat. In a blog post, Google said its Trillium TPUs survived vibration testing that mimicked sustained launch loads of up to 10g, with individual components seeing 50 to 100g, and handled a radiation dose greater than a five year mission would deliver.

SpaceX and Google mull massive partnership on Musk’s orbital data dream: report

Next week’s flight, slated for October 1, follows a relationship that became public in May, when Teslarati reported that Google was in talks with SpaceX for a launch deal tied to orbital data centers. Google also holds a stake of roughly 6% in SpaceX.

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The two companies are chasing the same idea from very different starting points. SpaceX’s own orbital compute program is built around the AI1 satellite, a roughly 70 meter structure derived from Starlink V3 hardware that is designed for 150 kW of peak compute, about 150 times the power MVP will draw. Elon Musk has brushed off concerns about crowding orbit with those satellites, and SpaceX is building its Gigasat factory in Bastrop, Texas, to produce them, targeting an annualized rate of about 1 GW of space compute by the end of 2027.

Musk also posted on X on Thursday that “the amount of compute in space will obviously round up to 100% of all compute.”

Google has been more cautious in public. Its research estimates that launch prices need to fall below about $200 per kilogram before an orbital data center can compete with a ground facility on energy cost, a threshold the company believes could be reached around the mid 2030s. The Suncatcher team has said it expects the effort to remain a project rather than a product for years, which leaves the first real test of its hardware riding on a rocket from the company with the most aggressive timeline in the field.

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