Tesla shares are trading near $367 on September 8, 2026, recovering from a 5.9% drop after the September 3 Cybercab launch that disappointed investors over missing pricing, deployment timelines, and rollout details. The NHTSA opened a review of the vehicle’s self-certification process, adding regulatory uncertainty to robotaxi ambitions, while August U.S. deliveries fell 26% year-over-year. Offsetting factors include Slovenia’s approval of supervised Full Self-Driving and broader analyst focus on margin pressure from elevated capex exceeding $25 billion in 2026. Trader sentiment reflects mixed views on whether near-term EV weakness will be offset by autonomous vehicle progress before quarter-end catalysts.