When Elon Musk final week on Twitter pronounced Tesla Inc. would build 500,000 vehicles this year, usually to explain himself a few hours later, it set off alarm bells inside a regulator he had been goading for months. Officials during a Securities and Exchange Commission had sensitively watched as a arch executive seemed to gibe a terms of his Oct settlement, that compulsory a electric-car builder to investigate all of Mr. Musk’s Twitter messages that competence impact a company’s stock—such as presaging how many cars Tesla might
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