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Tesla Stock Stabilizes Post-FSD NHTSA Filing Amid Divergent Analyst Views
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Tesla shares closed at $402.99 on March 10, 2026, stabilizing after submitting Full Self-Driving data to the NHTSA on March 9, meeting a key regulatory deadline highlighted in prior analyst notes like Bank of America's robotaxi optimism. Despite year-to-date declines, the stock held above $390 support amid varying price targets from $25 to $600.
A German television reporter tested Tesla's Full Self-Driving Supervised version 14 in rural areas of Germany and described its performance as perfect and safe, even in bad weather. The test took place in the Eifel region amid limited public transport options. The reporter suggested nationwide rollout could transform mobility.
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Tesla demonstrated its Full Self-Driving (FSD) Supervised software at a local community event, transporting around 200 people to and from a parking lot in a Model Y over six hours. The event marked the first FSD experience for most participants, according to eyewitness Sawyer Merritt.
In a follow-up to NHTSA's October 2025 investigation into Tesla's Full Self-Driving (FSD) software for dangerous maneuvers like running red lights, Tesla must submit data on over 8,300 potential violations by March 9, 2026. This is separate from reports on 14 robotaxi incidents since June 2025. Tesla's safety data shows improving autonomous performance amid scrutiny.
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Elon Musk has stated that Tesla's AI4 computer, capable of handling the complexities of real-world driving, operates with only about a quarter of the power of an H100. This observation leads him to a specific conclusion about its performance. The comment was made in a post on X, formerly Twitter.
Tesla has revealed that its AI4 chip incorporates full fail-over redundancy to ensure reliability. The design features two parallel computers that monitor each other, allowing instant takeover if one fails. This technology supports both Full Self-Driving in vehicles and the Optimus robot.
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Tesla has built its first Cybercab at Gigafactory Texas, marking a milestone toward autonomous vehicle production. CEO Elon Musk confirmed the robotaxi will be available to consumers for under $30,000 before 2027. Series production is set to begin in April.
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