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The National Highway Traffic Safety Administration (NHTSA) has launched a significant investigation involving approximately 3.2 million Tesla vehicles. This regulatory scrutiny focuses on potential safety issues that could lead to a massive recall across the company's existing fleet. Analysts warn that such a recall could severely jeopardize Tesla's strategic pivot toward its autonomous Cybercab operations. The investigation adds a layer of regulatory risk at a critical time when the company is scaling its self-driving technology. Investors are closely monitoring the situation, as the scale of the probe could lead to substantial costs and operational delays. Consequently, the news has weighed on Tesla's stock (TSLA) sentiment, reflecting concerns over the future of its autonomous driving roadmap.
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