Tesla’s robotaxi and subscription shift puts EV stocks on edge ahead of a Fed-and-earnings crunch

Tesla’s shares finished Friday almost flat, slipping just 0.07% to close at $449.06. As the new week begins, the EV sector’s benchmark stock is gearing up for a busy slate of events.

Electric Vehicles · NASDAQ:LCID · NASDAQ:RIVN · NASDAQ:TSLA · NYSE:NIO · Stock Market
Tesla stock climbs as Musk warns Cybercab, Optimus output will start “agonizingly slow”

Tesla stock climbs as Musk warns Cybercab, Optimus output will start “agonizingly slow”

Tesla shares climbed 1.3% to $437.16 in early Thursday trading, building on a rebound following comments from CEO Elon Musk. He warned the initial rollout of the Cybercab robotaxi and Optimus humanoid robot would be “agonizingly slow.” Tesla remains on track to begin volume production of the Cybercab in 2026, with Optimus output expected “hopefully” later this year. Much of Tesla’s roughly $1.39 trillion market value hinges on bets around self-driving technology and robotics.
22 January 2026
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Ola Electric CFO quits, Deepak Rastogi steps in as shares slide again

Ola Electric CFO quits, Deepak Rastogi steps in as shares slide again

Shares of Ola Electric Mobility tumbled sharply this week after the company announced CFO Harish Abichandani had resigned, with Deepak Rastogi stepping into the role. The stock plunged as much as 8.2%, hitting ₹32.80 on Tuesday, before settling around a 7.5% loss by early afternoon. https://upstox.com/news/market-news/stocks/ola-electric-mobility-shares-slump-over-8-after-its-cfo-resigns-all-you-need-to-know/article-188046/
22 January 2026
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Tesla stock slides 4% after Musk flags “agonizingly slow” Cybercab, Optimus ramp

Tesla stock slides 4% after Musk flags “agonizingly slow” Cybercab, Optimus ramp

Tesla shares dropped 4.2% to $419.25 in early Wednesday trading after CEO Elon Musk warned that initial production of the Cybercab robotaxi and Optimus humanoid robot would be “agonizingly slow” before picking up pace. The company, valued around $1.39 trillion, has pinned much of its future on these ambitious projects to shift investor perception beyond just electric vehicles. Musk explained on X that production speed slows as new parts and processes are introduced; the Cybercab is a two-seater lacking manual controls, with Tesla aiming for volume production by 2026 while testing robotaxi service in Austin using a version of its Full Self-Driving software.
21 January 2026
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Tesla stock in focus as Canada cuts China-made EV tariffs — what’s next for EV stocks

Tesla stock in focus as Canada cuts China-made EV tariffs — what’s next for EV stocks

Tesla will grab attention when U.S. markets open Tuesday after Canada announced it’s scrapping the 100% tariff on China-made EVs. It’s replacing that with a quota allowing up to 49,000 vehicles annually at the usual 6.1% tariff. Half of those slots are earmarked for cars under C$35,000. Competitors like BYD and Nio don’t yet sell in Canada, so AutoForecast Solutions’ Sam Fiorani suggested this move “could allow resumption of those exports rather quickly.” On Friday, Tesla slipped 0.2% to $437.50, Rivian dropped 2.4%, and Lucid nudged up 0.7%.
19 January 2026
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Tesla stock: Canada’s tariff U-turn puts Shanghai exports back in play

Tesla stock: Canada’s tariff U-turn puts Shanghai exports back in play

Tesla stands to gain early from Canada’s decision to allow a capped number of China-made electric vehicles back under the 6.1% “most-favoured nation” tariff—the regular rate for many trading partners. Sam Fiorani at AutoForecast Solutions said exports could ramp up “rather quickly.” The deal, announced Friday, sets a yearly quota of 49,000 vehicles, with half allotted to models under C$35,000—a price point Tesla doesn’t hit. Still, Yale Zhang, managing director at AutoForesight, noted Tesla’s “simple production lines” give it the agility to shift supply. Tesla shares dipped 0.24% to close at $437.50 on Friday, after trading between $435.36 and $447.09 on around 60 million shares; U.S. markets will be closed Monday for the Martin Luther King Jr. Day holiday.
19 January 2026
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