Wall Street Breakfast Tesla reports worst deliveries since '22
Apr 2, 2025
Tesla faces a tough market as its latest delivery numbers plummet to their lowest since 2022, prompting analysts to call it a 'disaster.' Meanwhile, Charles Schwab receives an upgrade, sparking interest. The surge in ChatGPT usage, termed the 'Ghibli effect,' highlights technological advancements and user engagement. Additionally, market uncertainties loom over potential tariff changes, with analysts offering forecasts for key stocks amidst shifting economic conditions.
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Tesla's Delivery Disappointment
- Tesla's Q1 deliveries missed expectations, marking the lowest since 2022.
- This shortfall is attributed to backlash against Elon Musk and Model Y changes.
Analyst's Harsh Assessment of Tesla
- Analyst Dan Ives calls Tesla's Q1 performance a "disaster on every metric."
- He cites refresh issues and a brand crisis as key factors.
Charles Schwab Upgrade
- Charles Schwab was upgraded to buy from neutral after integrating with Ameritrade.
- Analysts anticipate a return to growth and improved capital returns.