Key facts: Goldman Cuts TSLA Deliveries; Tokenization, Terafab Dispute

Tesla's new Cybercab, lacking steering wheel, pedals, and sensors, has sparked an NHTSA investigation. The agency seeks answers by Sept. 30 on compliance with safety standards. Tesla claims the vehicle meets guidelines, but regulators question its certification process and absence of traditional controls.

NHTSA has ordered Tesla to provide sworn answers on how it certified its Cybercab vehicle, which lacks a steering wheel, pedals, and mirrors, for compliance with federal safety standards. Tesla relies on self-certification, unlike some competitors like Zoox, which obtained exemptions. NHTSA's review could lead to design changes, enforcement actions, or penalties, potentially affecting Tesla's robotaxi expansion plans.

United and American Airlines may cut capacity due to rising fuel costs from the Iran war. Tesla (TSLA) faces NHTSA scrutiny over Cybercab certification and Goldman Sachs cut its Q3 delivery forecast to 435,000. Waymo expands robotaxi services to Las Vegas. Trump hints at a potential shift in stance toward Chinese automakers in the U.S.

Tesla, SpaceX, and xAI are in a trademark dispute with Tera-Print over the name 'Terafab' for a chip factory. Tesla filed a lawsuit in Austin federal court. The outcome may impact Tesla's operations and stock performance. Separately, Super Micro Computer (SMCI) has a P/S ratio of 0.56, a GF Score of 85, and significant insider selling.

Tesla plans a $10.1B solar plant in Texas, aiming for 100 GW U.S. solar manufacturing by 2028, per a company job posting. The project, called Crystal Sun, could create 9,700 jobs and involves tax incentives. Tesla recently discontinued its Solar Roof product, shifting focus to conventional solar panels and large-scale manufacturing. Musk highlights solar's role in meeting rising electricity demand from AI and robotics.

Tesla has reopened reservations for its next-generation Roadster, with a $50,000 deposit required. The vehicle will be unveiled on October 1, with pricing and specs to be confirmed. The Roadster's development has faced delays, and its final features remain uncertain. Tesla's Elon Musk has made bold claims about the car's performance.