Tesla FSD Ramp Boosts Production, Lifts Shares

Tesla is pressing ahead with a planned record production expansion targeting a roughly 3 million-vehicle annual run rate, with CEO Elon Musk saying progress on unsupervised Full Self-Driving (FSD) helps enable scaling. The company has accelerated its FSD program, pushing five over-the-air updates in 2.5 weeks and shifting toward end-to-end neural-network architectures trained on fleet data using its Dojo infrastructure. Those technical developments and Musk’s public confidence have bolstered investor sentiment, helping lift Tesla shares ahead of a busy tech earnings week and geopolitical meetings. Traders and analysts are positioning for volatility using real-time news services and research, with some citing substantial upside tied to unsupervised FSD and AI momentum. However, competitors such as Waymo and Cruise, along with regulatory and safety scrutiny, remain material risks to Tesla’s autonomy-driven scaling plans.