Tesla, Inc. (NASDAQ: TSLA ) is not for the faint of heart, and you can check the price movement of the stock for proof. Just Tuesday, the stock dipped as much as 7% amid the renewed feud between CEOI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service ...

Core Viewpoint - Tesla's second-quarter vehicle deliveries were disappointing, missing Wall Street estimates, yet the stock price increased, indicating investor focus may be shifting away from traditional EV metrics to other factors like future potential in robotaxis [2][4][7]. Delivery Performance - Tesla delivered 384,000 vehicles in Q2, a 14% decrease year-over-year, and slightly below Wall Street's estimate of 387,000 [2]. - The first quarter also saw disappointing deliveries of just below 337,000, down 13% year-over-year [2]. Market Expectations - Despite missing estimates, investors had anticipated a poor quarter due to intra-quarter data suggesting ongoing sales struggles, particularly in Europe and China [4]. - Some analysts believe this quarter could represent a bottom for Tesla, with expectations for improved deliveries in the latter half of the year [6]. Competitive Landscape - Tesla faces increasing competition from rival EV manufacturers offering cheaper and more capable vehicles, which may be impacting sales [5]. Stock Performance - The stock price increased by 3.3% despite the missed delivery estimates, suggesting that the market may not be valuing Tesla based on its current EV business fundamentals [7]. - Investors appear to be more focused on Tesla's future potential in robotaxis rather than its current delivery performance [8].

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Ross Gerber, once a prominent Tesla Inc. TSLA bull and early investor, has become one of the most outspoken critics of Elon Musk's political involvement and its effects on Tesla shareholders. Gerber blasted the Tesla CEO in an interview with Bloomberg Technology on Tuesday and said that Musk's feud with President Donald Trump is "horrific" for the EV maker. Gerber also said that Musk has "destroyed his image" and hurt Tesla shareholders with his ongoing, and quite public, feud with Trump. "This is just anot ...

Tesla posted another big drop in quarterly deliveries on Wednesday, putting it on course for its second straight annual sales decline as demand falters due to backlash over CEO Elon Musk’s political stance and an aging vehicle lineup.Still, shares of the electric automaker jumped 3% as the decline proved less severe than the bleakest analyst projections.Tesla said it delivered 384,122 vehicles in the second quarter, down 13.5% from 443,956 units a year ago. 3 Tesla demand has faltered due to backlash over ...

Core Viewpoint - Tesla's stock has recently been affected by political tensions between CEO Elon Musk and former President Donald Trump, leading to significant volatility in share prices, including a decline of over 5% ahead of a weak Q2 delivery report [1][9]. Group 1: Political Tensions - The conflict began when Musk criticized Trump's new tax bill, calling it a "disgusting abomination," which prompted Trump to label Musk as "crazy" and suggest a review of government subsidies for Tesla and SpaceX [2][3]. - Following Musk's continued criticism of the tax bill, Trump highlighted that Musk may receive more subsidies than anyone else and suggested that without them, Musk would have to shut down operations [3]. Group 2: Impact on Electric Vehicle (EV) Tax Credits - Trump's tax bill proposes the elimination of the $7,500 federal EV credit, which is crucial for making Tesla vehicles more affordable in the U.S. This change could negatively impact demand, which is already facing pressure from increasing competition [3][4]. - The bill includes a "special rule" that preserves tax credits for automakers that haven't sold 200,000 EVs by the end of 2025, which excludes Tesla, GM, and Ford, thereby favoring newer companies like Rivian and Lucid [5][9]. Group 3: Energy Incentives and Growth - Tesla's solar and battery storage units benefit from federal tax breaks, and the removal of these incentives could hinder growth in one of the company's fastest-expanding sectors [4][7]. - Without favorable policies and tax incentives, Tesla's ambitions in solar and battery storage may face significant challenges, impacting its growth strategy [6][7]. Group 4: Market Performance and Valuation - Year-to-date, Tesla shares have declined approximately 25%, while the industry has seen a 20% decline; in contrast, Ford's shares have increased by 14.6% and GM's have decreased by only 2.6% [10]. - Tesla's forward price-to-sales ratio stands at 9.18, significantly higher than the industry average, indicating a valuation concern, especially when compared to GM's 0.29 and Ford's 0.28 [11].

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Market Overview - Tesla shares fell by 5%, significantly impacting tech stocks and pulling the Nasdaq Composite down by 0.8% [2][8] - The S&P 500 experienced a marginal decline, despite nine of its eleven sectors closing higher [2] - The Dow Jones Industrial Average and Russell 2000 both ended the day higher, gaining 0.9% [2] Legislative Developments - The Senate narrowly passed Trump's Big, Beautiful Bill, with Vice President Vance casting the deciding vote [3] - The bill now faces challenges in the House, with approximately a dozen Republican members and all Democrats opposing it [3] Trade and Tariff Implications - President Trump's tariffs are set to take effect next week, with limited deals made with the U.K. and a truce with China [4] - Economists have anticipated inflation due to the trade war, but evidence of inflation remains minimal as significant tariffs have yet to be implemented [5] Currency and Inflation Concerns - The U.S. dollar is experiencing its worst start to the year since 1973, which may indicate potential inflation [6] - A weak dollar combined with upcoming tariffs could lead to higher prices and reduced purchasing power [6] Company-Specific News - Apple shares gained and are indicated to rise by 1.5% in premarket trading, as the company explores outsourcing its AI development [7] - Constellation Brands announced earnings that missed forecasts but reiterated its full-year outlook, with shares indicated to be fractionally higher in premarket [7]

Tesla delivered 384,122 vehicles in the second quarter of this year, wrapping up another weak quarter for the company as it struggles to bring the pace of sales back up to 2023 levels.That represents a 13.5% drop from the number of cars Tesla delivered in the second quarter of 2022, and it means Tesla runs a real chance of underperforming its total sales figure from 2024. If that happens, it would mean Tesla’s sales will have fallen two years in a row — despite the company once promoting the ability to grow ...

Core Insights - Tesla delivered 384,000 EVs in Q2 2025, missing Wall Street's expectation of 389,400 vehicles, marking a year-over-year decline of 13.5% from 444,000 in Q2 2024 [1][2] - This represents the largest quarterly decline in Tesla's history, with a drop of 60,000 deliveries compared to Q2 2024 [2] - The company faced a challenging quarter following its first year-over-year delivery decline in 2024, attributed to an industry-wide EV slowdown, increased competition, and backlash against CEO Elon Musk's political actions [3] Delivery Performance - In Q1 2025, Tesla delivered nearly 336,700 EVs, a 13% decrease from the same period in 2024, marking its lowest quarter since 2022 [2] - The refreshed Model Y, Tesla's best-selling vehicle, launched in April, leading to an increase in new vehicle sales, although the anticipated more affordable model has not yet begun production [4] Market Dynamics - Tesla's EV sales in China decreased by 18% year-over-year from January to May, while rival BYD saw significant growth [10] - In June, Tesla's Shanghai factory shipments rose slightly compared to last year, ending an eight-month streak of year-over-year sales declines [11] - Tesla's market share in the EU dropped from 1.6% to 0.9% in May, with a 45.2% decline in EV registrations in the first five months of the year [12] Industry Trends - The US EV market is also facing challenges, with new EV sales down 10.7% year-over-year, despite a 4.2% increase from the previous month [13] - Despite these challenges, Tesla remains the market leader in the US as of May [13] Future Outlook - Tesla's strategy for future growth hinges on solving full vehicle autonomy, with a limited rollout of its robotaxi service in Austin planned for expansion [14]