Tesla delivered 358,023 battery electric vehicles in the first quarter of 2026, edging past BYD’s 310,389 pure electric sales to reclaim the global quarterly BEV lead it surrendered across all of 2025. The margin, roughly 48,000 units, was enough for the headline. What it was not enough to do was silence the questions multiplying around Elon Musk’s car company. The 358,023 figure, reported on Thursday, missed the Wall Street consensus of 365,645 by about 7,600 vehicles, and Tesla’s stock p...