Tesla stock up nearly 50% since Elon Musk's public spat with Trump

Core Insights - Tesla has experienced a significant rebound in stock price following a public dispute between CEO Elon Musk and U.S. President Donald Trump, which initially caused a 14% drop in shares and a loss of approximately $150 billion in market value [1][6]. Group 1: Stock Performance - Following the initial drop on June 5, Tesla's stock began to recover on June 6, leading to a sustained rally throughout the summer, with shares closing at $421.62 on September 16, representing a gain of over 48% from the low [2][7]. - A $1,000 investment at the low point would now show an unrealized gain of about $481 [2]. Group 2: Key Drivers of Recovery - Musk's purchase of approximately $1 billion in Tesla stock in mid-September served as a strong signal to the market, helping to reduce skepticism and boost momentum [3]. - Tesla's Q2 2025 report indicated stable fundamentals, with over 410,000 vehicles produced and 384,000 delivered, alongside a record 9.6 GWh of energy storage deployed, demonstrating growth in the energy sector [4]. - The narrative around Tesla's product roadmap improved, particularly with advancements in the robotaxi and Full Self-Driving (FSD) initiatives, which included limited rollouts beyond Austin and new activities in Las Vegas [5]. Group 3: Market Sentiment - Initially, the market reacted to the Musk-Trump fallout as a significant threat, but over time, Tesla has managed to overcome this shock, with investors now focusing more on operational execution and growth potential rather than political events [8][9]. - The stock's performance above the June baseline suggests that investor sentiment has shifted towards confidence in Tesla's execution and future opportunities [9].