🚗 Tesla News Roundup — October 16, 2025
1. FSD under the microscope
The U.S. National Highway Traffic Safety Administration (NHTSA) has launched a new investigation into Tesla’s Full Self-Driving (FSD) system after multiple reports of violations, including running red lights and making incorrect lane changes. The probe covers nearly 2.9 million vehicles, with 58 incidents reported so far. (The Washington Post)
Safety advocates warn that the investigation could lead to recalls or stricter oversight. (AP News)
2. Record Q3 deliveries, tax credit boost
Tesla reported a record 497,099 vehicle deliveries in Q3, aided by a surge of purchases ahead of the expiration of the U.S. $7,500 EV tax credit. (The Economic Times)
That said, profitability and margins will be closely watched, especially with increasing cost pressures and competition.
3. Shanghai Gigafactory ramps up
Tesla’s Shanghai production facility is entering a ramp-up phase for Q4, signaling growing confidence in its China operations. (Reuters)
The boost is partly driven by the launch of a new six-seat model in China. (Reuters)
4. Musk’s pay package returns to court
A Delaware court is now hearing Tesla’s latest appeals to reinstate Elon Musk’s previously invalidated $56 billion compensation package. The original award was struck down due to concerns over board independence and process. (TESLARATI)
Tesla argues that shareholders were fully informed and reapproved the plan. (TESLARATI)
5. Stock sentiment heating up ahead of earnings
Tesla’s stock is inching toward a potential breakout as markets bet on strong Q3 results. (投资者.com)
Analysts and firms like Melius Research are revising their ratings upward, citing Tesla’s scale, AI focus, and autonomy ambitions. (投资者.com)
6. China may ban flush door handles
New draft automotive safety standards in China may ban “hidden” or flush door handles — a design Tesla has long used. (The Times of India)
If passed, Tesla and other EV makers will need to redesign models sold in China to comply with mechanical handle requirements. (The Times of India)
🔍 Looking Ahead
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Tesla’s Q3 earnings call on October 22 will be a major inflection point — investors will scrutinize delivery growth vs. margin contraction, FSD developments, and guidance. (投资者.com)
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The outcome of the Delaware Supreme Court decision could reshape executive compensation norms and corporate governance in Silicon Valley and beyond.
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The NHTSA investigation’s findings may force Tesla to publicly adjust or scale back FSD claims if safety issues are confirmed.
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Tesla’s execution in China will matter more as domestic competition intensifies and regulatory pressures mount.
Sample Social Share Post:
📈 Tesla Today: Record deliveries, FSD under fire, and a high-stakes court showdown for Musk’s pay package.
Q3 deliveries hit 497,099 as U.S. tax credits expire
Federal regulators probe 2.9M Teslas over Full Self-Driving incidents
Delaware Supreme Court weighs reinstating Musk’s $56B compensation
Market eyes October 22 earnings and potential stock breakout
