The National Highway Traffic Safety Administration has broadened its probe into Tesla’s Full Self-Driving system, focusing on its ability to operate under reduced-visibility conditions. This investigation covers approximately 3.2 million vehicles and poses risks of fines, mandated software updates or recalls that could disrupt Tesla’s autonomy-driven growth strategy and weigh on its valuation. Tesla’s European deliveries rose 12% year-over-year in February, representing the first positive annual comparison since late 2024. The rebound in Europe offers a critical revenue uplift as Tesla navigates intensified U.S. regulatory scrutiny and works to stabilize global sales momentum.