Tesla Stock Daily Drive

Welcome to "Tesla Stock Daily Drive." I'm Dusty, here to guide you through the latest developments in the world of Tesla with a calm and thoughtful approach.

Let's kick things off with how Tesla ended the week. On Friday, July 11, 2025, Tesla shares closed at $313.51, marking a 1.18% increase from Thursday’s close. This comes after trading a hefty volume of 79.24 million shares. The day's session saw the stock swing between $305.65 and $314.09, reflecting the typical volatility we’ve come to expect as investors juggled company-specific news and broader economic factors. At this close, Tesla’s market cap hit approximately $1.01 trillion, affirming its position among the largest public companies in the U.S.

The week began on a rocky note, largely due to political ripples. CEO Elon Musk’s announcement of his new "American Party" prompted a sharp, 7% selloff just a few days ago. And then, as if that wasn't enough, concerns shifted to Tesla's supply chain. Panasonic, Tesla’s primary U.S. battery supplier, slowed down production ramp-up at its Kansas gigafactory. Weaker-than-expected EV sales growth was cited as the culprit, highlighting the industry’s headwinds. The revised U.S. EV incentives under the 2025 budget and legal challenges to California's emissions rules have added even more uncertainty.

Despite a positive end to the week, Tesla's stock is still down around 22% year-to-date. It's underperforming compared to the broader S&P 500. Analysts have mixed views: while some hold an "outperform" rating with optimistic price targets over $400, others remain cautious due to competition and slowing growth in major markets like China and Europe.

Looking to the future, Tesla's Q2 2025 earnings report, scheduled for July 23, will be pivotal. Investors are eager to see production and delivery figures, as well as profitability trends. There's also keen interest in Tesla's energy division. In Q2, Tesla deployed 9.6 GWh of storage capacity, a notable feat that underscores their focus on both grid-scale and residential energy solutions.

Tesla's journey began back in 2003 with Martin Eberhard and Marc Tarpenning, and has since evolved under the dynamic leadership of Elon Musk. With its headquarters in Austin, Texas, Tesla continues to innovate across automotive and renewable energy sectors. In the second quarter of 2025 alone, they delivered over 384,000 vehicles, and produced upwards of 410,000 units. Much of this was driven by the popular Model 3 and Model Y. Meanwhile, their energy products, such as the Megapack and Powerwall, are gaining traction, further solidifying Tesla’s comprehensive energy approach.

As always, remain thoughtful and consider the broader picture with your investments. Reviews are mixed, volatility is guaranteed, but Tesla’s innovation continues to redefine industries.

That’s all for today on "Tesla Stock Daily Drive." Thanks for joining me, Dusty. Remember, when the dust settles, only the truth remains. Take care, and see you next time.