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Tesla's push for self-driving in Europe continues its bumpy ride

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Tesla pushed back expectations for when Dutch regulators might approve its Full Self-Driving (FSD) technology, delaying a key milestone required for broader European deployment. The postponement raises regulatory uncertainty around Tesla's European expansion and could defer potential revenue upside from software-enabled features, creating a modest headwind to near-term outlook.

Analysis

Tesla pushed back expectations for when Dutch regulators might approve its Full Self-Driving (FSD) technology, delaying a key milestone required for broader European deployment. The postponement raises regulatory uncertainty around Tesla's European expansion and could defer potential revenue upside from software-enabled features, creating a modest headwind to near-term outlook.

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