At the close: Tesla (NASDAQ: TSLA) finished Thursday, November 13, 2025 at $401.99 (-6.6%), after trading between $396.58–$432.00 on heavy volume. The move erased Tesla’s year‑to‑date gain and left shares negative for 2025. [1]
Why TSLA fell today
1) Safety headlines hit the Energy story.
Tesla announced a recall of ~10,500 Powerwall 2 home batteries in the U.S. after 22 overheating reports. The company is remotely limiting charge on affected units and arranging free replacements. Safety regulators described risks of overheating and potential fire; no injuries were reported. For investors, the recall clouds one of Tesla’s fastest‑growing businesses—energy storage—even as management has highlighted its rising margin profile. [2]
2) A potential CarPlay pivot signals strategy change—but not a quick fix.
Reuters reported (citing Bloomberg) that Tesla is working to integrate Apple CarPlay within a windowed experience in its own UI—an about‑face after years of resisting third‑party infotainment. It could shore up demand, but plans aren’t final and timing may slip. Markets treated it as incremental rather than transformational for the near term. [3]
3) Macro selling punished high‑beta tech.
A broad risk‑off move—driven by fading odds of a December Fed rate cut—dragged the S&P 500 and Nasdaq to one of their worst days in a month, amplifying declines in AI‑adjacent names like Tesla. [4]
4) High‑profile selling from a long‑time bull.
ARK Invest trimmed its Tesla stake four straight sessions into Wednesday (70,474 shares across ARKK and ARKW), a notable reversal for one of TSLA’s most visible supporters. While Tesla remains ARK’s top holding, the steady trimming was another sentiment headwind. [5]
Company‑specific currents to watch
China softness is deepening.
October retail sales in China fell to 26,006—a three‑year low, with Tesla’s NEV market share sliding sharply as domestic rivals leaned into price and product cycles. Weak domestic prints were partly offset by strong exports from Shanghai, but investors today focused on the local demand signal. [6]
Leadership turnover stayed in focus.
This week’s news of program leaders departing the Cybertruck and Model Y lines added to a run of senior exits and fed concerns about execution amid an ambitious pivot to autonomy and robotics. [7]
Energy recall details matter for sentiment.
Beyond headlines, the CPSC notice lists the scope (about 10,500 Powerwall 2 units) and the mitigation (remote charge limits plus replacement), grounding Tesla’s “software‑first” approach to field issues . The update helps quantify exposure but keeps quality control in the spotlight. [8]
TSLA, Nov 13 — quick stats
- Close:$401.99 (‑6.64%)
- Intraday range:$396.58–$432.00
- Volume:118.5M
- Context: After today’s drop, Tesla turned negative YTD—the only “Magnificent Seven” stock in the red for 2025, per MarketWatch. [9]
What could move TSLA next
- Regulatory & safety cadence: Follow‑through on the Powerwall recall and any additional FSD/NHTSA developments. The backdrop remains sensitive after recent U.S. probes into driver‑assistance behavior. [10]
- Infotainment strategy: Clarity on CarPlay timing and scope (full mirroring vs. windowed integration) could influence near‑term demand narratives. [11]
- China run‑rate: November CPCA reads and any pricing changes on Model Y/3 in China; October’s trough re‑centered expectations. [12]
- Capital flows & positioning: Watch for continued ETF rebalancing and disclosures from large holders after ARK’s trims. [13]
- Macro path: Rate‑cut odds and tech‑factor rotation remain powerful near‑term drivers for high‑beta names like Tesla. [14]
Bottom line
On November 13, 2025, TSLA fell 6.6% as a cluster of headlines—Powerwall 2 recalls, a CarPlay strategy leak, ongoing leadership turnover, and China demand pressure—intersected with a broader tech selloff. Bulls will point to potential demand boosts from a CarPlay pivot and to long‑run AI/robotics optionality; bears will note the near‑term execution risks and a reset China trajectory. Today’s tape sided with caution.
References
1. www.marketwatch.com, 2. www.reuters.com, 3. www.reuters.com, 4. www.reuters.com, 5. www.investors.com, 6. www.reuters.com, 7. www.reuters.com, 8. www.cpsc.gov, 9. www.marketwatch.com, 10. www.reuters.com, 11. www.reuters.com, 12. www.reuters.com, 13. www.investors.com, 14. www.reuters.com
