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Tesla's first-quarter global deliveries fell 13% year-over-year, marking the company's largest quarterly sales decline, attributed to increasing competition and CEO Elon Musk's controversial political involvement. Analysts express concern over Musk's brand impact, suggesting he needs to refocus on Tesla to avoid further decline. Despite efforts from the Trump administration to boost sales, including showcasing Tesla models, the company continues to face significant challenges, including protests and vandalism linked to Musk's political actions.
Elon Musk's visibility in the Trump administration has led to a significant decline in Tesla's stock, which has dropped 40% since its peak, reflecting investor concerns over his polarizing role and competition in the EV market. Sales of Tesla vehicles are plummeting globally, with a 50% drop in Europe and a 29% decline in China, while loyalty among buyers in blue states is waning. Despite these challenges, some investors remain optimistic about Tesla's future, particularly regarding its autonomous vehicle ambitions.
UBS analyst David Vogt has expressed skepticism about Apple's $500 billion investment plan in the U.S., citing that only 10% of its supply chain is U.S.-based and questioning the financial feasibility of the plan. He estimates that hiring 20,000 employees would add $5 billion in annual operating expenses, while the required $125 billion annual investment raises concerns about cash flow sources. Other analysts have also labeled the investment as unrealistic, given Apple's current capital base and previous investment commitments.
Elon Musk's Tesla faces significant challenges in its automotive division, with profitability hitting a five-year low as the company liquidates excess inventory at low prices. Despite tepid car sales growth and a warning of further margin declines due to a simultaneous production update of the Model Y across multiple factories, investor optimism remains buoyed by advancements in AI and robotics. The automotive gross margin has fallen to 13.6%, well below the historical range of 20% to 30%.
Elon Musk's Tesla faces challenges in its automotive division, with car sales growth stagnating and margins declining to a five-year low of 13.6%. Despite ambitious AI and robotics projections, the company struggles with inventory issues and production changes, leading to skepticism about its future growth targets. Investors remain divided between optimism for AI advancements and concerns over the core auto business's performance.
NVIDIA maintains a Buy rating from UBS with a $185 price target, despite concerns over its DeepSeek technology. Analysts project Blackwell revenue to reach $9 billion in January, while the data center segment is expected to contribute about $38 billion to overall revenue of $42 billion. Meanwhile, DeepSeek's recent changes, including a new registration process limited to mainland China mobile numbers, follow a service outage linked to its growing popularity.
UBS has reiterated its Buy rating for NVIDIA, maintaining a price target of $185, despite concerns over supply chain issues and competition from AI startup DeepSeek. Analysts expect strong financial results for NVIDIA, forecasting fourth-quarter revenue of about $42 billion, driven largely by the data center segment. Improvements in hardware supply and production rates are anticipated, with Blackwell chipset sales projected to reach $9 billion in January.
Donald Trump's stock, linked to his Truth Social platform, has surged dramatically as investors bet on his election victory, with prices soaring from $12.15 to over $52 in just two weeks. This speculative trading reflects the intense election sentiment, with experts warning that a defeat could lead to a significant drop in value. As election day approaches, the stock's movements are closely tied to public perception of Trump's chances, making it a focal point for gamblers and investors alike.
Tesla investors are increasingly concerned about CEO Elon Musk's political activities, particularly his support for Donald Trump, which some believe may be harming the company's sales and brand integrity. Questions have arisen regarding the board's role in mitigating potential impacts on shareholder value, as Musk's political commentary has reportedly affected delivery numbers. Meanwhile, Tesla's brand value has declined, and shares are down 14% this year, reflecting broader market challenges and Musk's controversial engagement in politics.
Gene Munster
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