Tesla Stock Falls 6% Amid Subsidy Concerns, Autonomous Delivery Milestone

Tesla's stock has recently faced pressure, dropping about 6% following President Donald Trump's threat to investigate federal subsidies linked to Elon Musk's companies, including Tesla and SpaceX, amid concerns over weak vehicle deliveries in Q2 2025. Despite this, Tesla marked a significant milestone with its first fully autonomous vehicle delivery in Austin, Texas, underscoring its long-term commitment to innovation in autonomy. Analyst Jim Cramer shifted back to a bullish stance, emphasizing Tesla's identity beyond a traditional car company and highlighting the potential of its Robotaxi platform, while criticizing media negativity over early rollout issues. Over the past five years, Tesla has demonstrated remarkable growth with a 344% return, making it a significant long-term winner despite short-term market fluctuations. However, the company faces challenges such as sales slumps in Europe and the U.S., reputational concerns linked to Elon Musk's political involvement, and cautious Wall Street sentiment reflected in a Hold consensus rating with downside risk to the average price target. Overall, Tesla remains a major player in innovation and autonomy, with investor confidence tempered by near-term uncertainties and political scrutiny.