Tesla earnings day is here, and boy oh boy, this one could be a doozy. In the past several months, one of the world’s largest EV makers has seen its market share fall. That’s partly because of increased competition in China,

Shares of the electric vehicle maker posted their best weekly advance since early November 2024 with a gain of +18.1%. As expected, the topic of tariffs was quite popular on the earnings conference call. The word "tariff" was mentioned at least 29 times on the call.

China's recent export curbs on rare earth magnets have thrown a wrench into Tesla's ambitious plans for its Optimus humanoid robots, threatening the company's AI-driven future. Speaking on a Tesla earnings call on 22 April 2025,