New York, Jan 25, 2026, 05:58 EST — Market closed.
- Tesla no longer includes Autosteer and certain other highway driver-assist features as standard in the U.S. and Canada.
- As Tesla’s January 28 earnings approach, investors sharpen their focus on software revenue, regulatory challenges, and demand trends.
- CEO Elon Musk said Tesla expects regulatory progress on “Supervised” Full Self-Driving in Europe and China as soon as next month.
Tesla shares enter Monday’s trading following a stealthy update to its driver-assistance options. The company has removed Autosteer from the standard package in the U.S. and Canada, nudging buyers instead toward a $99-per-month Full Self-Driving (Supervised) subscription. (Reuters)
The timing is crucial since Tesla’s high valuation rests largely on its ability to generate revenue beyond just car sales — particularly from software linked to autonomous driving — despite some areas seeing weaker vehicle demand. (Business Insider)
Traffic-Aware Cruise Control, which maintains speed and follows the car ahead, remains standard. But lane-centering on highways has been moved behind a paid subscription, sparking swift backlash from some owners online. (The Verge)
Tesla closed Friday at $449.06, slipping roughly 0.1%, with intraday moves ranging from $444.04 to $452.43. (Investing)
At Davos, Musk said Tesla aims to secure approval for “Supervised Full Self-Driving” in Europe “hopefully next month,” with China expected on a similar schedule. He noted Europe’s approval process is slower and more complicated, though the Dutch regulator RDW has hinted at a decision as early as February. (Reuters)
Regulators are already on edge. In December, California’s Department of Motor Vehicles flagged Tesla’s marketing of “autopilot” and “Full Self-Driving Capability” as misleading. The DMV gave Tesla 60 days to fix the issue or face a 30-day suspension of its dealer license in the state. “The DMV is committed to safety on California’s roadways,” said DMV Director Steve Gordon in the statement. (Ca)
Tesla’s next big event is earnings. The company will unveil its fourth-quarter results after markets close on Wednesday, Jan. 28, followed by a Q&A webcast at 5:30 p.m. ET. In its latest production and deliveries update, Tesla reported delivering more than 418,000 vehicles in the quarter, totaling roughly 1.64 million for 2025. (SEC)
Traders are watching closely for shifts in demand and pricing, and if the subscription strategy begins to boost software adoption without slowing orders. Any remarks on regulatory risk, particularly in California, will draw sharp attention.
Macro factors could cloud the market. The Federal Reserve’s Jan. 27-28 meeting tends to shake up high-growth stocks, with investors adjusting their bets on interest rates. (Federal Reserve)
There’s a risk regulators might step up oversight if marketing or safety concerns resurface. Reuters previously reported the U.S. National Highway Traffic Safety Administration launched an investigation into 2.88 million Teslas with FSD, following reports of crashes and traffic violations. (Reuters)
U.S. markets reopen Monday, shifting focus to Tesla’s results and earnings call on Wednesday. Investors will also be keen to see early customer reactions to the updated driver-assistance package. Beyond that, all eyes will be on regulatory moves in Europe and China, along with any impact from California’s looming deadline.
