Bloomberg Intelligence Tesla Broadcasts Downbeat Car Sales Estimates in Unusual Move
Dec 30, 2025
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Stock Optimism vs. Car Demand
- Tesla's stock upset is decoupling from actual car demand as investors price in future autonomy.
- Craig Trudell highlights a divergence between enthusiasm for self-driving and actual vehicle purchases.
EV Transition Is Geographically Fragmented
- The global EV transition is uneven, with China far outpacing the U.S. and Europe in EV sales momentum.
- Craig Trudell notes policy swings and legacy automakers struggling to catch up to Chinese makers like BYD.
Broaden EV Lineups To Lower Risk
- Automakers should diversify EV lineups to spread development costs and reduce risk per model.
- Erin Keating says broader portfolios help companies absorb electrification costs more successfully.