Dear Tesla Stock Fans, Mark Your Calendars for October 1

Goldman Sachs reduced its Tesla Q3 delivery forecast to 435,000 vehicles, down from 490,000, citing weaker sales in key markets. This is below the consensus estimate of 456,000. The bank maintained a Neutral rating and $360 price target, citing potential demand drivers like FSD and the new Model Y L.

Tesla (TSLA) rose 2.80% to $368.10 on Thursday, driven by its entry into Vietnam and broader market factors. The company established a subsidiary in Vietnam, marking its formal entry into the country's EV market. The stock's gain came amid a Federal Reserve rate increase and fresh economic data.

Tesla (TSLA) signed a deal to operate charging stations at three California freight depots, adding 30 megawatts of heavy-duty truck charging capacity. Shares rose 2% to $364.43, trading 9.15% above GuruFocus's estimated fair value. The financial impact of the deal remains unclear.

NHTSA is investigating Tesla's (TSLA) Cybercab, a driverless vehicle, over safety standards compliance. Tesla has 45 Cybercabs in its Texas robotaxi fleet. NHTSA's findings could impact Tesla's autonomy strategy, potentially leading to recalls or fines. Tesla plans to expand production, but regulatory hurdles remain.

Samsung has begun trial production of Tesla's AI5 chip at its Texas fab, with a $16.5B contract in place. The AI5 chip is expected to deliver 5x the performance of the current AI4, with mass production targeted for 2027. Tesla plans to use AI5 in Optimus robots and AI training clusters before deploying it in consumer vehicles. The company also plans to upgrade older HW3 vehicles with an AI4+/AI4.5 computer.

Rivian introduces the R2, a mid-size electric SUV competing with Tesla's Model Y. The R2 features advanced tech, off-road capabilities, and a starting price of $44,990. Rivian partners with Volkswagen for future electronic architecture, aiming to debut in 2025. The R2's charging speed and European launch timeline are concerns.