Key Takeaways TSLA fell more than 5% yesterday as Musk's renewed political clash with Trump shook investor confidence. The new tax bill cuts EV and energy tax credits, making things worse for Tesla. Carve-outs in the bill favor rivals like Rivian, leaving Tesla excluded from key incentives.Tesla (TSLA) shares have mostly moved on product launches, delivery numbers, and margin chatter. But lately, the stock has been swinging wildly for a different reason— and that is politics.The war of words between Tesla ...

Trump’s feud with Elon Musk, arguably America’s most influential engineer and entrepreneur, is absurd. This isn’t just about EV tax credits—Elon’s companies have propelled the U.S. to lead in multiple industries and it’ll only grow from here.https://t.co/i82PbT24ML ...

today and for telling them to get it done by 1 p. m. James Lucier with Capital Alpha Partners.The president did address address Elon Musk's criticism of the spending bill outside the white House before departing to Florida this morning. >> We might have to put those on Elon. You know, you're not.Doses tells us the monster that that might have to go back and eat Elon. Wouldn't that be terrible. He gets a lot of subsidies, Peter.But Elon is very upset that the EV mandate is going to be terminated. And you kno ...

Thursday’s dramatic fight between President Trump and Tesla CEO Elon Musk, his political ally and donor, sent Tesla stock down more than 14%.This is just the latest episode in a long string of bad news for Tesla TSLA.The stock, which was trading at around $300 per share on Friday, is down 25% for the year but has gained 11% over the past three months. Poor domestic and international sales, as epitomized by Tesla’s market share in car-mad Germany being down 36% year-to-year, concerns over robot taxi safety a ...

Core Viewpoint - Tesla shares experienced a significant rebound of over 5% following a tumultuous period marked by a feud between CEO Elon Musk and President Trump, which previously resulted in a loss of $152 billion in market value for the company [1]. Group 1: Market Impact - The feud led to Tesla's worst single-day stock drop in over four years, causing Musk to lose approximately $27 billion in net worth [4]. - Tesla short sellers gained an estimated $4 billion in profits on the day of the stock drop, marking one of their largest single-day gains ever [7]. - Year-to-date, investors have profited $7 billion from shorting Tesla, making it the second most shorted stock in the US by total value of the position [7]. Group 2: Financial Threats - Analysts from JPMorgan indicated that a tax package backed by Trump could eliminate EV tax credits worth up to $7,500, potentially reducing Tesla's annual profit by $1.2 billion [8]. - Additional measures in the tax package could impose a new annual fee of $250 on EV drivers and block California's EV sales mandates, threatening to cut another $2 billion from Tesla's sales [10]. - Collectively, these measures could jeopardize about half of the expected $6 billion in earnings before interest and taxes for Tesla this year [11]. Group 3: Competitive Landscape - Tesla's sales have declined in major European markets, allowing Chinese competitor BYD to surpass Tesla in some regions [12]. - The brand's reputation has suffered due to protests against Musk's actions related to government spending cuts, leading to vandalism of Tesla showrooms and vehicles [12].

Key Takeaways Musk-Trump clash erases $150B from TSLA's value in its worst single-day drop on record. Trump vows to axe Tesla's federal support, putting EV credits and contracts on the chopping block. Tesla faces slumping global sales and growing U.S. regulatory scrutiny of its robotaxi project.Well, they didn’t exactly seem like besties forever, but neither did we expect things to get this ugly between Elon Musk, the richest man in the world and Tesla’s (TSLA) CEO, and US President Donald Trump. In fact, ...