• Tesla shares experienced a significant drop of 15%, marking the largest single-day decline since September 2020. This decline was driven by reduced production estimates from analysts, including Joseph Spak from UBS, who lowered the expected vehicle deliveries for the first quarter to 367,000, a 16% decrease from previous estimates. Additionally, the overall sales forecast for 2025 has been adjusted downward, indicating a potential annual decline of approximately 5%. This news has raised concerns among investors regarding Tesla's ability to maintain its market position amid increasing competition.

• Tesla rose nearly 5% Tuesday to $232.70, recovering some losses after Monday’s 15% plunge. Despite the uptick, the stock remains on track for its eighth straight weekly decline amid an extended sell-off. The decline in Tesla's stock is compounded by broader issues affecting the company, including a 70% drop in vehicle registrations in Germany and a 49% decrease in shipments from its Shanghai factory in February. These figures highlight the growing challenges Tesla faces in key markets, particularly against local competitors like BYD, which continues to gain market share. The negative sentiment surrounding CEO Elon Musk's political involvement and its impact on brand perception further complicates Tesla's recovery prospects, as consumer demand appears to be waning.