Tesla's Record Quarter Falls Flat as Margin Fears Override a 25% Delivery Beat
Tesla's Q2 2026 delivery report — 480,126 vehicles shipped, up 25% YoY — beat estimates handily but sent shares down 7%, the stock's worst session in nearly a year. A soft June jobs print (57K vs. 110K+ expected) also reshapes Fed rate-hike odds heading into the long holiday weekend.