Feb. 15 at 4:18 PM
PickAlpha Weekend:
A new report says Tesla is still planning to add Apple CarPlay (in a windowed format), but rollout slipped because key Apple Maps compatibility fixes landed in later iOS 26 updates, not the initial release. Apple now says iOS 26 is on 74% of iPhones from the last four years (vs 76% for iOS 18 at a similar point), but Tesla reportedly needs broader adoption of the patched versions before launch. Translation: user demand exists, but software synchronization between Tesla navigation/FSD and Apple Maps is the gating item.
Tickers:
$TSLA $AAPL
Our view is this is a conversion/UX catalyst, not a core earnings catalyst yet. If Tesla confirms launch timing and clean real-world map handoff during assisted driving, sentiment can improve at the margin; if delays and integration friction persist, this stays headline noise.
