Tesla registrations rose 61.9% year over year in France, 2.2% in Norway and 38.4% in Sweden in September, extending a recovery after two consecutive years of weakening European sales. Across the European Union, Britain and the European Free Trade Association, registrations increased 43.3% from January through August, ahead of 38.8% growth in the broader battery-electric vehicle market. Separately, Tesla secured $30 billion in credit facilities for artificial intelligence, semiconductor manufacturing, solar production, autonomous vehicles and programs including Cybercab, Optimus and Semi; the company said it did not plan to draw on the facilities in 2026. Tesla expects 2026 capital spending to exceed $25 billion, while BNP Paribas lowered its third-quarter delivery estimate to 475,000-480,000 vehicles from 498,000, citing Europe as the main weakness. Analysts maintained mixed views, including a 47-brokerage consensus Hold in the older survey and BNP Paribas’ $268 price target.