Optimus Robot

GM’s projected $1.6B charge on EV investments signals growing EV strategy concerns among legacy automakers, compounded by the sunsetting of federal tax credits under President Trump. Tesla’s market share is declining amidst increased competition, despite leading in sales volume. As traditional automakers pull back, Tesla might benefit, but overall EV demand is expected to shrink. Musk is shifting focus to robotaxis and humanoid robotics. Analysts anticipate slowing revenue growth for Tesla, highlighting the impact of policy changes and market shifts.