Tesla was already major problems. Then Musk went to the battle with Trump

Timing He faces tremendous challenges in an attempt to return to the right track after the catastrophic first quarter. These opposite winds were greatly strengthened this week.

CEO Elon Musk He officially concluded his mandate with the Trump administration at the end of May 130 days signThe maximum time allowed for a “private government employee”. On his way out of the door, Musk expressed a sharp criticism of Trump’s signing Spending a draft law discussed in Congress because of its expected impact on national debt.

What started as a political disagreement quickly escalated into a comprehensive online fight, with musk and President Donald Trump Driving their insults to each other from their social media platforms. After Musk launched “One, Big Beutiful Bill” “abomination” and his followers mobilized on X to “Kill the Bill”, Trump He said musk She became “crazy” and threatened to end government contracts and cut support for Musk companies. Musk replied, “Go ahead, make my day.”

Send the rift, Tesla shares drop 14 % on Thursday, when approximately $ 152 billion spent the value of any day in the company’s history for 15 years in the public market. While Musk is still the richest person in the world on paper, his clear wealth decreased by $ 34 billion, according to Bloomberg billionaires index.

More importantly, the dispute led to the collapse of the relationship that mixes works, politics and power in an unprecedented way in the history of the United States. The repercussions of Tesla, which fell from a trillion dollars on Thursday, can be severe, and not only because Trump is considering selling or giving up the red model that was bought in March after converting white grass to a Tesla showroom.

A senior White House official told NBC News on Friday that the president was “not interested” in making a call with Musk to resolve their hostility.

IRE from the Trump administration can affect everything from future organization, investigations and government support to Tesla, to decisions on customs tariff exemptions that the company seeks to buy in order to purchase Chinese Chinese manufacturing equipment.

Tesla’s shares were poorly low in the wider market before disintegration of musk. The revenue decreased 9 % in The first quarter Earlier, with car revenues decreased by 20 %, due to a mixture of increasing competition from low -cost EV makers in China and a violent reaction of the consumer over Trump’s political and rhetoric activities.

Certainly not what Tesla shareholders expect, when they are Send the arrow About 30 % in the days after Trump’s election victory in November. After spending nearly $ 300 million to return Trump to the White House, musk was ready for a major role in management and was in a position that allowed him to organizational changes in ways that benefited from his companies.

Instead, his company suffered, and musk behavior greatly bears responsibility.

One of his most actions is the division in the leadership of the Ministry of Governmental efficiency in the Trump Administration (DOGE) is the dismantling of the United States Agency for International Development, which previously delivered billions of dollars. Food and medicine For more than 100 countries.

Besides the United States, Musk supported the far -right -wing extremist party AFD, and gave a gesture that many considered a Nazi greeting in the inauguration gathering.

In response, in recent months, there was Many cases From sabotage or deliberate burning of Tesla facilities or vehicles in the United States, as well as waves of peaceful protests in Tesla stores and centers in Tesla in North America and Europe.

Ads appeared in protest against Musk in the Times Square in the New York, and in the bus shelters in London, and urged people to province Tesla, some of which are called EVS for the company “Swasticars”. Vancouver International Motor Show until Remove From the list of exhibitors, the fear of the company’s presence would cause safety problems.

Moreover, President Trump is sweeping DefinitionsAnd that led to fears that the costs will increase for the essential parts and materials for the production of EV. In the profit report in the first quarter in April, Tesla refrained from promising growth this year and said it “would reconsider our 2025 instructions in our Q2 update.”

The retirement pension funds that invest in Tesla “the crisis” in the company said It requires Leader to work at least 40 hours a week to focus on solving his problems.

Public officials are chanting these feelings, and they call the Tesla Council to take action.

“The Battle of the School Square” between Trump and Moses highlights how “weakness measures in Tesla and the weakness of the government are not only for the financial stability of the company and the value of shareholders, but also the future of local EV production.”

Brock Lehman, Maryland Observer, told CNBC that the company’s board of directors “does not do its work to ensure the presence of the CEO of Tesla puts the interests of the company first.”

She added that the name Musk is synonymous with Tesla, the council needs to make sure that Tesla can stand alone regardless of who is leading the company.

“Musk behavior continues to threaten the future of Tesla,” said Lerman. “As long as Tesla has been identified with Elon Musk and is still a polarization figure, he will continue to damage the brand, which is a large part of the value of Tesla.”

Musk did not respond to a request for comment. CNBC has also continued to comment on the Chairman of the Board of Directors, Robin Dunholm, managers and executives working in government relations and in the CEO’s office. None of them wanted from the time of publication.

Tesla investors focus on business basics.

The company failed to offer new innovative EVS at reasonable prices, while Chinese competitors such as BYD have flooded the market, especially in Europe.

Analysts in Goldman Sachs On Thursday, its target price often reduced Tesla due to expectations for the year 2025. The delivery of this quarter tracks a decrease in the United States, while European sales witnessed a 50 % decrease on an annual basis in April and another decrease in May. China sales of these two months decreased about 20 % from the previous year.

Quality is also a problem. Tesla has announced eight voluntary calls for Cybertruck in 15 months due to a set of problems including program errors and speedy pedals.

Musk urges investors to ignore basic business to a large extent and look at the future, which he says is about independent compounds and human robots.

But even there, beyond. In AVS, the company abdicated the land alphabet Waymo, which operates Robotaxi commercial services in many American markets. After a decade of the lost final dates, Musk promised a small launch of the Tesla Silver Service without a driver in Austin This month.

In an interview with him recently with David Fabc from CNBC, it will start with a small fleet of 10 to 20 CNBC vehicles, and will start with a small fleet from 10 to 20 Yi -style vehicles with full -time driving technology (FSD) technology. If things go well, MUSK said, Tesla will try to expand its driver without driver to other markets such as San Francisco and Los Angeles.

What consumers will not see any time soon is the Cybercab and Robovan compounds that Tesla described it with it “We, robot” Last year, it happened to correct the enthusiasm of customers and investor.

On Friday, Milan Kovac, Vice President of Tesla, announced to Optimus Robotics, that he would leave after joining the company in 2016.A prominent contribution“In a post on X.

However, there is a lot of Tesla Bulls and Musk Fans who are believers in the CEO. Wearing the arrow by 4 % on Friday is a sign that some have seen an opportunity to buy DIP.

“I think the real story here is the base of the investor in Tesla literally and does not care about anything.” CNBC Pro shareholderThe CNBC first report on Friday said. “This still does not matter the stocks.”

Tom Lee of Fundstrat said Seloff Tesla was “Overdone”.

Tesla market cover, which is greatly enlarged for every other American car maker, is based on the Musk vision of Tesla Humanoid robots that do the work of the factory and meet our children, while self -driving Cybercabs and Robovans earn money around passengers.

Adam Jonas from Morgan Stanley wrote in this week’s memo, “Tesla still holds a lot of valuable cards that are largely non -political,” noting what he considers “Self -I intelligence leadership, independence/robots, manufacturing, supply chain, and renewable power, () () ().

Regarding the current Tesla works, the most urgent effect of what is happening in Washington, DC, is the decline in EV credits on the current budget bill that Musk opposes loudly and this is struggling to find adequate support in the Senate. There is also the issue of definitions and whether Tesla is able to get a preferred treatment, a suggestion that appears increasingly unlikely with the repercussions of Musk-TROP.

Matthew Labrot, the former TESLA staff director, told CNBC that he was not surprised that Musk had detonated his relationship with the president. Labrot was finished earlier this year after sending Open message In protest against the political activity of musk.

“I have been destroyed for the country and the climate, although Elon only bears responsibility,” Labrot said in an interview. “Return to a loose law, expects a thorny ecclesiastical fire.”

Tesla investors currently cannot now return from Musk’s energy and his time now to his only public company, and the work 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 works.

As of Thursday, Musk still has a West Wing office that has not been cleaned, according to the administration officials told NBC News. One of the officials said that the space is likely to be filled in the coming days.

While his time ended in Trump camp, Musk called on his followers to form a new party in the United States

“Is it time to create a new political party in America that already represents 80 % in the middle?” He wrote on Thursday on Thursday, in a publication now installed at the top of his page. According to the position, 80 % of 5.6 million respondents for unofficial reconnaissance “yes” said.

Musk’s actions this week may have caused a permanent dispute with the president. But there is one clear thing – its company cannot stay away from the White House.

He watches: The effect of musk hostility with Trump