Tesla (TSLA) News Today: China Supply Chain Shake-Up, Thiel Trims Stake, AI5 Delay and Divided Wall Street – 17 November 2025
Tesla shares rose about 2.5% to $414.46 on November 17 after Elon Musk ordered U.S. suppliers to phase out China-made parts within two years. Peter Thiel cut his Tesla stake by over 75% in Q3. Musk said the next-gen AI5 chip is delayed until mid-2027. Wall Street remains split on robotaxi prospects, with price targets ranging from $131 to $509.