Tesla Stock Daily Drive
Hosted by Dusty
About This Episode
Generated finance podcast with host Dusty based on prompt: Daily stock movements for Tesla. Focus on the stock, but provide any important background information that is necessary.
Transcript
[Intro]
Hello, everyone, and welcome to another episode of "Tesla Stock Daily Drive." I'm your host, Dusty, and today we're diving into the bustling world of Tesla—the company that's no stranger to breaking news and bold moves. Let’s look at how the stock performed in the last week and weave through the key stories that might influence future movements. Settle in as we explore the highs, lows, and all the in-betweens of March 23rd to March 27th, 2026.
[Market Overview]
This past week has been particularly eventful for Tesla. On Monday, we saw a strong start with stocks opening at $373.09, climbing to a high of $385.33, and closing the day up by 3.50%. By Tuesday, the momentum continued with a modest 0.57% increase, even as the volume eased off slightly. However, by Thursday and Friday, the story changed. A sharp decline ended the week at $361.83, marking a 4.99% decrease over the five days. It seems the broader market's cautious sentiment, affected by geopolitical and economic factors, caught up with Tesla, which, despite its unique qualities, doesn't operate in a vacuum.
[Key Financial Stories]
Now, let's move on to the stories shaping Tesla's path. Just last week, SpaceX announced the Terafab project. This ambitious move, in collaboration with Tesla and xAI, aims to create a semiconductor mega-factory. With a goal of achieving over one terawatt of AI compute capacity, this project could secure Tesla's chip supply for future vehicle and AI ventures. It's a strategic leap into the future, but it doesn’t come without its challenges.
Another major highlight was the unveiling of the new Tesla Semi model. This updated version features a sleeker design and significant weight reduction. With volume production starting soon at Gigafactory Nevada, Tesla targets an annual capacity of 50,000 units. This development is key to Tesla's commercial vehicle strategy and could bolster the brand’s presence in the trucking industry.
However, it's not all smooth sailing. The NHTSA's decision to escalate its investigation into Tesla’s Full Self-Driving software casts a shadow of uncertainty. Regulatory scrutiny is always a factor for investors, especially with new reports of crashes.
[Investment Tips]
Looking ahead, several key events could steer Tesla’s trajectory. Firstly, the Q1 delivery guidance on April 2 will be closely monitored. Investors will watch for any impact from production hiccups at Gigafactories. The outcome of the ongoing FSD probe will also be crucial, as it could influence Tesla’s rollout schedule and liability landscape.
The ramp-up of the Tesla Semi production is another critical element. Positive fleet orders and successful production could boost investor confidence. Lastly, with the Terafab project on the horizon, the implications for Tesla’s chip supply and margins are significant.
Volatility is likely to remain a companion as these catalysts unfold, but that’s par for the course with Tesla. Investors should stay informed and maintain a balanced outlook, as swings can offer both risks and opportunities.
[Outro]
Thank you for joining me on this journey through Tesla’s latest market movements and strategic endeavors. Keep a close eye on the developments and remember, when the dust settles, only the truth remains. Until next time, stay informed and invest wisely.
## Daily Stock Movements (TSLA: NASDAQ)
Time frame: March 23–27, 2026. Markets closed March 28–29 (weekend).
• March 23, 2026 (Monday)
– Open: $373.09 High: $385.33 Low: $372.73 Close: $380.85 (+3.50%) Volume: 74.61 million ([investing.com](https://www.investing.com/equities/tesla-motors-historical-data))
• March 24, 2026 (Tuesday)
– Open: $376.56 High: $387.48 Low: $376.31 Close: $383.03 (+0.57%) Volume: 60.00 million ([investing.com](https://www.investing.com/equities/tesla-motors-historical-data))
• March 25, 2026 (Wednesday)
– Open: $389.99 High: $396.23 Low: $385.01 Close: $385.95 (+0.76%) Volume: 55.16 million ([investing.com](https://www.investing.com/equities/tesla-motors-historical-data))
• March 26, 2026 (Thursday)
– Open: $381.60 High: $384.44 Low: $371.87 Close: $372.11 (–3.59%) Volume: 55.52 million ([investing.com](https://www.investing.com/equities/tesla-motors-historical-data))
• March 27, 2026 (Friday)
– Open: $369.69 High: $369.86 Low: $359.47 Close: $361.83 (–2.76%) Volume: 62.07 million ([investing.com](https://www.investing.com/equities/tesla-motors-historical-data))
## Key News and Developments
• March 21, 2026 — SpaceX announced **Terafab**, a joint semiconductor “mega-fab” project with Tesla and xAI, targeting over one terawatt of annual AI compute capacity. The vertically integrated facility aims to produce logic chips, memory modules, and packaging technologies under one roof, underscoring Tesla’s push to secure its own chip supply for upcoming vehicle and AI initiatives ([en.wikipedia.org](https://en.wikipedia.org/wiki/Tesla%2C_Inc.)).
• March 23, 2026 — Tesla unveiled a **new model of the Tesla Semi** with a sleeker front fascia and nearly 1,000 lb weight reduction. Volume production of the Class 8 electric truck is slated to begin this month at Gigafactory Nevada, with an annual capacity target of 50,000 units. This marks a major milestone in Tesla’s commercial-vehicle strategy and was closely watched by investors ([en.wikipedia.org](https://en.wikipedia.org/wiki/Tesla_Semi)).
• March 20, 2026 — The **National Highway Traffic Safety Administration (NHTSA)** escalated its investigation into Tesla’s Full Self-Driving (FSD) software after additional crash reports, highlighting ongoing regulatory scrutiny of Tesla’s autonomy efforts. The development introduced uncertainty around the pace of FSD rollouts and potential liability risks for the automaker ([en.wikipedia.org](https://en.wikipedia.org/wiki/Tesla%2C_Inc.)).
## Weekly Performance Summary
• Starting close (March 23): $380.85
• Ending close (March 27): $361.83
• Net change: –$19.02 (–4.99%) over five trading sessions
Tesla underperformed the broader market sell-off. On March 27, the S&P 500 closed at 6,368.85, down 1.67%, and the Nasdaq Composite fell 2.15% as investors weighed geopolitical tensions and Fed rate-pause expectations ([investing.com](https://www.investing.com/equities/tesla-motors-historical-data)).
## Outlook
With TSLA shares down nearly 5% this week, attention now turns to:
- Q1 2026 delivery guidance (reported April 2) and whether production challenges at Gigafactories impact volumes.
- Progress on FSD regulatory outcomes following the NHTSA probe.
- The ramp-up of Tesla Semi volume production and early fleet orders.
- Broader chip-supply developments tied to the Terafab project and potential margins impact.
Continued volatility is likely as these catalysts play out in the coming weeks.
More Episodes from Tesla Stock Daily Drive
Tesla Stock Daily Drive
March 23, 2026
Tesla Stock Daily Drive
March 16, 2026