Tesla already had big problems. Then thus went into battle with Trump

Tesla face large -scale problems trying to go back after a catastrophic first quarter. This week, these winds have increased significantly.

CEO Elon Musk officially completed his term with Trump administration in late May, striking 130-day signThe maximum time allowed for a “special public employee”. On the way to the door Musi expressed sharp criticism of Trump’s signature The cost bill discussed in Congress is due to the expected influence on government debt.

Something that started as a policy disagreement President Donald Trump Insults to each other of the relevant social media platforms. After Muscovy called the “one, the great beautiful bill” “Dirt” and rallied its followers on X to “kill the bill”, Trump said Musk He went “crazy” and threatened to stop state contracts and disable subsidies for Moscow companies. Musk replied, “Go forward, make my day.”

Rift sent Tesla shares downfall On Thursday, 14%, destroying about $ 152 billion, which is most in the 15-year history of the company in the public market. While Musk is still the richest person in the world on paper, his net value was plunged by $ 34 billion, reports Billionaberg billionaire index.

More importantly, the fruits have led to a collapse in the relationship that mixed business, politics and power in such a way that virtually unprecedented in the US history. The Nazami Tesla, which fell out of the trillion club on Thursday, may be serious, and not only because it is reported that Trump is considering selling or distributing a red model he acquired in March after turning the white house into a, Exhibition Hall Tesla.

On Friday, a high -ranking White House official told NBC News that the president was “not interested” to call Musk to decide his enmity.

IRE from Trump administration can affect everything: from the future regulation, investigation and support of the Tesla government, to the decisions on the release from the tariffs that the company is looking to buy Chinese production equipment.

Tesla shares are very insufficient in the wide market before the musk trump. Revenue fell by 9% in The first quarter A year earlier, when the automotive income fell by 20%, due to the combination of increased competition from EV manufacturers in China and consumer reaction to Trump’s political activity and rhetoric.

This is definitely not what the Tesla shareholders were waiting for sent a stock About 30% on the day after Trump’s election in November. Having spent almost $ 300 million to return Trump to the White House, Musk was ready to have a big role in the administration and be able to promote the normative changes in the ways that benefited his companies.

Instead, his campaign was injured and Moscow’s behavior is largely guilty.

One of his most separate actions in the Trump Government Administration Department (DOGE) was a USAID dismantling that previously delivered billions of dollars food and medicine More than 100 countries.

In addition to the United States, Musk supported the far -right German extremist party AFD and gave a gesture that many viewed as a Nazi salute at the inauguration.

In response in recent months have been numerous cases Vandalism is either Tesla or vehicles in the US, as well as the waves of peaceful protests in TESLA stores and service centers in North America and Europe.

In protest, Musk’s advertisement appeared on Times -Skver New York, and in the bus shelters in London, calling people to boycott Tesla, some call EVS company as “Swasticars”. Even International Automobile in Vancouver Removed Tesla From the list of their exhibitors, who are afraid that the company’s presence will lead to security problems.

In addition to sweeping President Trump tariffsWhich has led to the problems that the costs will increase for spare parts and materials that are crucial for EV production. In his first quarter report, Tesla refrained from promising growth this year and stated that “he would review our 2025 recommendations in our Q2 update.”

Retirement funds that invest in Tesla have stated the “crisis” in the company required A leader who works at least 40 hours a week to focus on solving his problems.

State officials repeat these sentiments, and urge the TESLA Council to take action.

As part of the CNBC in New York, Brad Lander said in a statement CNBC that “fighting at school” between Trump and Musk emphasized how “weak Tesla accounting measures and poor management threaten not only the financial stability of the company and the cost of shareholders, but also in the future of production.”

Brooke Lierman, Comptroller Maryland, said CNBC that the company council “does not do its job to make sure Tesla has a CEO who puts the company’s interests first.”

Since Musk’s name is synonymous with Tesla, the advice must make sure that Tesla can stand independently no matter who is leading the company, she added.

“Musk’s behavior continues to threaten Tesla’s future,” Lierman said. “As long as Tesla is identified with Elon Musk, and he still remains a polarization figure, he will continue to damage the brand, which is a huge part of the Tesla value.”

Musk did not respond to a comment request. CNBC also addressed the comments to the chairman of the Council Robin Denholm and the directors and executives working against the government and at the CEO office. None of them responded to the time of publication.

Tesla investors focused on business foundations justified in skepticism.

The company failed to deploy innovative and affordable new EV models, while Chinese competitors such as byd flooded the market, especially in Europe.

Analysts in Goldman Sachs On Thursday, the Tesla target price was reduced, mainly due to the 2025 forecast. Deliveries in this quarter are monitored for the US below, analysts noted, while European sales have watched a 50% decline compared to last year and another double -digit drop in May. Sales in China have decreased by about 20% over the past two months compared to a year earlier.

Quality is also a problem. Tesla has announced eight Cybertruck volunteer recalls in 15 months with a number of problems, including software errors and accelerating acceleration pedals.

But even there Tesla behind. The AVS Company gave up the land Alphabet Waymo, which works by commercial Robotaxi services in multiple US markets. After a decade missed terms, Musk promised a slight launch of the trip to Tesla without drivers Austin This month.

The Austin Robotaxi service will work in the generation area, Musk said in a recent interview with David Faber CNBC and will start with a small fleet of just 10 to 20 model -controlled vehicles (FSD) unattended technology. If all goes well, Musk said, Tesla will try to expand its offers without drivers to other markets, such as San Francisco and Los -Angeles.

What consumers will not see soon – these are Cybercab and Robovan cars that Tesla advertised on their “We, Robot” Last year’s event to break up customer and investors enthusiasm.

On Friday, Milan Kovach, Vice President of Tesla by Optimus Robotics, announced that he was leaving after joining the company in 2016. Musk thanked him for him “excellent contribution“In a message on X.

However, there are many Tesla supporters and musk supporters who believe in the CEO. On Friday, a rebound 4% shares are a sign that some have seen the opportunity to buy immersion.

“I think the real story here is the Tesla investor base, literally nothing,” Josh Brown, CEO of Ritholtz Wealth Management and CNBC Pro participantOn Friday, he told CNBC “Report for Break”. “It still doesn’t matter.”

Tom Lee Fund said Tesla Sellof “overdo it”.

The Tesla market restriction, which dramatically inflates compared to all other car manufacturers in the US, is built on Musk’s vision when Humanoid Robots Tesla performs the factory work and nanny of our children, while driving cyber camps and robban make money on passengers.

Adam Jonas Morgan Stanley wrote in a note this week that “Tesla still keeps so many valuable cards that remain apolitical,” pointing to what he sees as “II’s leadership, autonomy/robotics, production, reorchiteus, renewable power, (and).”

In terms of Tesla’s existing business, the most direct impact on what is happening in Washington is the EV loans in the current budget bill, which is loudly opposed, and this is struggling to find sufficient support in the Senate. There is also a question of tariffs and whether Tesla is able to get prevailing treatment, which seems to be increasingly unlikely when musk tramp is falling.

Matthew Labra, former Tesla program leader, said CNBC that it was not surprised that Musk had blown his relationship with the president. Labrot was stopped earlier this year after sending Letter In protest against the separate political activity of Moscow.

“I am devastated for the country and the climate, though Elon is just guilty,” the Labra said in an interview. “Returning to the free canon, expect a stray canon fire.”

Currently, Tesla’s investors cannot know how much energy and time Musk will now return to his lonely public company, and the business that is responsible for the vast majority of his wealth. Even without politics, he still has SpaceX, AI Startup Xai and Brain Tech Startup Neuralink, among other businesses.

As of Thursday, the Western Wing’s office was still in Musk, which was not cleaned, two NBC News administration said. According to one of the officials, the space is likely to be packed.

And although his time in Trump’s camp may end, Musk urged his followers to create a new party in the US

“It is time to create a new political party in America, which actually represents 80% in the middle?” He wrote on X on Thursday in a message that is now fixed at the top of his page. According to Post, 80% of 5.6 million respondents said yes.

Musk’s actions this week may have caused a constant gap with the president. But one thing is clear – his company cannot leave the White House.

See: Influence Musk with Trump