Canada's EV tariff rollback reshapes the landscape for TSLA, GM, GELHY and BYDDY as Chinese-made EV imports return under a quota system.
Tesla (NASDAQ:TSLA ) has shown that the stock has the ability to defy gravity, even though the underlying business may not be humming like it used to.
Tesla (NASDAQ: TSLA) is set to report its fourth-quarter 2025 earnings after U.S. markets close on January 28, 2026, with investors closely watching whether results and management commentary can justify the stock's elevated valuation.
Tesla CEO Elon Musk said he has offered to license Full Self-Driving to other automakers. Companies like Ford and Rivian announced in recent weeks that they'll pursue self-driving in-house.
Tesla Inc (NASDAQ:TSLA) and several automakers controlled by Zhejiang Geely Holding Group are expected to be among the first beneficiaries of Canada's decision to cut import tariffs on electric vehicles made in China. Under a trade agreement announced on Friday, Canada will allow up to 49,000 Chinese-made EVs to enter the country annually at a tariff rate of 6.1%, replacing a 100% duty imposed in 2024.
Shares of Tesla Inc. (NASDAQ:TSLA) lost 0.78% over the past five trading sessions after losing 0.34% the five prior.
Tesla is poised to be one of the first automakers to benefit from Canada's move to remove 100% tariffs on Chinese-made EVs, thanks to its early efforts to ship cars from its Shanghai plant there and its established Canadian sales network, experts say.
Australia's Syrah Resources said on Monday it agreed with Tesla to extend for the third time a deadline to resolve an alleged breach of their graphite supply agreement.
The stock's current valuation implies flawless execution, as the market has high hopes. Investors are waiting to see major breakthroughs with Tesla's robotaxi operations.
U.S. auto safety regulators have granted Tesla a five-week extension to respond to an investigation into whether its vehicles violated traffic laws while the Elon Musk-led company's Full Self-Driving system was engaged.
U.S. AI stocks extended their rally in pre-market trading Friday, riding momentum from TSMC's blowout earnings that validated the infrastructure buildout thesis.
Shares of Tesla Inc. NASDAQ: TSLA are heading into their upcoming earnings report with tension building across multiple fronts. It ended 2025 and began 2026 with a seven-day losing streak that saw the stock test and hold its rising support line.