US EditionTesla's Problems Create an Opportunity Elsewhere
- Tesla's board began a formal search for a new CEO in 2025 amid declining sales and internal tensions in the company's key markets.
- This transition follows Tesla's financial setbacks including a roughly 10% revenue drop and 70% profit decline in Q1, sparking investor concern.
- Meanwhile, competitors like Rivian and Lucid, though not yet profitable, report strong year-over-year growth rates near 32% and 49%, respectively.
- Jim Chanos highlighted overlooked costs for Tesla, such as dead miles and insurance, while Tesla insiders made rare stock purchases indicating complexity in company outlook.
- Tesla's leadership change signals significant uncertainties ahead, with the new CEO expected to restore growth and maintain innovation amid geopolitical and market challenges.
17 Articles
17 Articles
The Musk Myth Is Kabuki Theater—And the Audience Just Booed
The Musk Myth Is Kabuki Theater—And the Audience Just Booed By Winton D. Woods Professor Emeritus of Law, University of Arizona Subtitle: Tesla’s board, the White House, and the voters of Wisconsin are all quietly walking away from the loudest CEO in...
Tesla Board Denies Considering Elon Musk Replacement, Ford Reports 16% Sales Growth In April And More: This Week In Mobility - JetBlue Airways (NASDAQ:JBLU), Ford Motor (NYSE:F)
The weekend saw a flurry of business news, including criticism of Tesla's robotaxi economics, insider stock sales by Tesla's leadership, Ford's 16% sales growth, and JetBlue's potential partnership talks with United Airlines.
Tesla's Problems Create an Opportunity Elsewhere
There have been reports this week that the Tesla (TSLA) board have initiated a search for a new CEO to replace Elon Musk. The company has denied them, of course, but the chaos around Tesla’s leadership is adding another element of uncertainty to an industry that is already under pressure from tariffs and the threat of a US, or maybe even a global recession. Despite the obvious and oft quoted potential of the market, therefore, investing in Ameri…
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