collapsed

Its benefits have collapsed 71%

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“Tesla is already discarding 20 million cars in 2030”. With these words he titled Information Bloomberg In May 2024. The article refers to Impact report that the company presented last year collecting the work of 2023. Impact reports are studies carried out from within companies to sell their values ​​and strategies for the future, a habitual way of acting among companies that are part of the SP500, they explain in the economic newspaper. That promise, that of produce 20 million cars Annually, it did appear in the impact reports related to the work of 2021 and 2022. Then, the company had to begin to doubt whether, in fact, to meet the expectations of car sales by 2024. Year after yearthe company has grown meteorically since 2018 when it produced just over 254,000 vehicles. In 2023 it already stood at 1.8 million cars produced and it was expected that in 2024 it could break the barrier of the two million cars. The perspectives could not be better. In 2023, The Tesla Model and it was the best selling car In the world (of any technology) And repeated in 2024. However, the fence narrowed. Of the more than 200,000 cars that Tesla Model and accumulated advantage in front of the Toyota Rav4In 2024 the victory was minimal, certifying almost a technical draw with the Toyota Corolla (1.09 million units for Tesla and 1.08 million units for Toyota) That little more than a million units sold of Tesla Model and was the first symptom that Tesla, for the first time, was going to sell less cars than the previous year. Although he did everything possible to not happensales stayed at 1.7 million cars, weighed by the expected arrival of a renewed electric SUV and a brake in sales. Now, the financial results of 2024 throw new numbers. Tesla not only wanted to be Toyota in a decade. He assured that he could double the production of the largest car manufacturer in the world. Today, last year’s results question how far the company can grow. Some results to cover your eyes It doesn’t matter where you look at The Tesla results reportalmost all games are bad. In fact, they are worse than what Wall Street analysts pointed out despite a alarm voice given a few hours before that these will be confirmed. If we take a look at its production and deliveries, the Q1 of 2025 has been marked by the renewal of Tesla Model and that has undoubtedly weighed its best selling model. It remains to be seen to what the car update manages 16% less than in the same quarter of 2024. Their deliveries fell 12%, to 323,800 units. This fall is, without a doubt, partially placed by the last push of the company in the last months of 2024, placing cars that the company had in stock at the beginning of 2025. But the number of deliveries of “other models” is especially striking. Here are the Tesla Model S, X and Cybertruck, their vehicles that point to the luxury market. Between January and March 2025 they placed 12,881 units in total, a figure 24% lower than that of 2024 despite the fact that this quarter they are delivering to full performance the Tesla Cybertrucka car that It was promised as a success and a supervent despite his Huge cost For the client. In January 2024, the car still arrived with happiness regarding the deliveries they can make today. With these sales figures, Tesla has gotten into the worst results since 2022 and, as far as economic returns are concerned, Since 2021. His profitability was not so low for four years. Its income from the sale of cars has been 13,967 million dollars, far from the 17,378 million dollars of the same quarter of 2024 (the first is usually the weakest for the company) and very far from the 19,798 million dollars of the last quarter of 2024. Although its energy business continues to grow, the fall in sales has been so large and the decisions taken to maintain their rhythm (very attractive discounts or financing) have led the company to earn 409 million dollars. 71% less that in the same quarter of last year, when he got a benefit of 1,390 million dollars. Throughout the year a growth of the same should be expected since the first quarter of 2024 was far from the third and fourth quarter when benefits of more than 2.1 billion dollars were achieved. However, the figure gives another alarm. If it is not for the purchase of regulatory credits, Tesla would be in losses. It is where in Forbes They put the focus. The company has only earned just over 400 million dollars and has entered 595 million dollars, which are “free” because they do not generate any cost by being payments that other companies do to comply with emission regulations in the United States. Without them, Tesla would have entered losses. To the results we must add the drop in the price of the shares in recent months and serious damage to the company’s brand image since Elon Musk was part of the United States government. To the point that the company’s own director has confirmed that will leave part of your government work to focus on the company of electric vehicles, which has been held by investors with a slight climb in the last hours of the day. Tesla said power fold Toyota’s productive capacity. But it begins to verify what happens when the competitive advantage in the sector begins to be lost. Until now, their forecasts have been based on the fact that it could always be kept ahead of the competition. But that competition begins to press strong. They are offering cars that are approaching (and much) in the autonomy/price relationship to what Tesla offers. Your brand image is not stained by a CEO that has starred multiple political controversies In recent months. And, in addition, it is having trouble getting … Read more

The shadow name behind the US tariffs that have collapsed the markets is rum. The problem is that it does not exist

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Peter Navarro He has been the main commerce and manufacturing advisor with Trump twice, once in each mandate. His role in 2025: main architect of the Tariff policies implemented, advocating those significant rates about imports in virtually all countries, now and for a few hours, mainly to China. Behind the economy expert was a figure in the shadow, a name that had repeated in his books to justify the planetary impact of tariffs: Ron Vara. The only problem is that Vara … does not exist. Invent. History, as we will see, actually It is not newor not at all, but it has been the gossip of US media Thanks to Rachel Maddowwho explained in his television program that Vara is not only a non -existent figure, but his name is a “Navarro” anagram, a deliberate alteration that allows us to understand this creation as a kind of Ideological reflection of its author. According to Maddow, Navarro It was not limited To mention it once: he quoted it “again and again” as a reliable source in economic matters, and even attributed a memorandum that circulated in Washington after Trump’s victory, where Ron Vara affirmed that the then president could “ride the tariffs until victory.” The creation of a fictitious voice. The story goes back to 2019. Until then, Navarro, an economist with a doctorate at Harvard and a key figure of the most radically protectionist wing of the Trump government, had been a reference for years in the Anti-China Economic Speech In the United States. Author of multiple books, articles and documentaries, their influence grew in the heat of a rhetoric that presented Beijing as a systemic threat, both for the US economy and for its national security. However, in A revelation That caused perplexity in both the academic and politician world, it was discovered that Navarro had invented the character of Ron Vara, presented for almost two decades as his legitimate and reliable source of economic wisdom. Ron Vara was not a real person, but an anagram of the surname “Navarro” that the author used as a literary alter ego in at least five of his thirteen books. That invention, which was presented to the public without any clarification, was Discovered by Tessa Morris-SuzukiEmerita Professor of the National University of Australia, who, when investigating Navarro’s claims about China, noticed the recurrence of this alleged expert, of which there was no verifiable record. Navarrese Evolution of the fictional character. I counted then The Times that Ron Vara first appeared in 2001, in the book If it’s raining in Brazil, Buy Starbuckswhere he describes him as a veteran of the Gulf War with Economics Formation by Harvard, exactly as Navarro himself. Since then, the character was summoned as a source in later books, always with sharp, ironic or scathing phrases, which seemed to provide color and popular authority to the author’s argument. Over time, even ideas that Navarro had signed as their own were attributed retroactively to rod in later books, Like the warning “Don’t Play Checkers in A Chess World”, which appears under the voice of the character in The Well-Timed Strategy (2006) and Always to Winner (2009). As Navarro focused his attention on The conflict with ChinaVara also acquired an increasingly nationalist and alarmist tone, participating rhetorically in attacks against the Chinese productive and consumption system, and serving as a narrative bridge between academic discourse and a pseudocomic voice of common sense loaded with slogans. Vara as spokesman for truth. As Navarro’s writings became more ideological, Vara became a resource to reinforce ideas that bordered the conspiracy. In The Coming China Warsfor example, counted the times that cited him in a chapter dedicated to the alleged toxicity of the Chinese food chain, With phrases like “You’ve Got To Be Nuts To Eat Chinese Food.” In Death by Chinathe book and documentary that consolidated the image of Navarro as the great ideologist of the “Chinese danger” within the Trump administration, Vara appears with sentences that seem to synthesize the general thesis, as (Times appointment): “The manufacturing dragon is voracious.the colonial dragon is rementless. The American Eagle is Asleep at The Wheel.” Apparently, this stylization of the character not only sought to simplify complex messages, but also provide them with a varnish of popular authenticity. Instead of invoking studies or external sources, Navarro created its own voice that functioned as a catalyst for its arguments, disguising a personal opinion as an alien and validated observation. The reactions. When the truth was uncovered a few years ago, that Ron Vara was simply an invention, he not only caused reactions in the academic world, where the legitimacy of an author who hid fiction under the clothing of the dissemination would be, but also Among the colleagues themselves from Navarro. Glenn Hubbard, former presidential advisor and co -author of Seeds of Destructionhe declared that he totally ignored the fictitious nature of the character. Michael Pillsbury, expert in Chinese politics of the Hudson Institute and personal friend of Navarro, also SHe showed surprised: “I always knew that Peter was creative and imaginative, but I underestimated it seriously.” For its part, the University of California in Irvine, where Navarro worked as a professor before assuming his role in the White House, He demarcated of the matter indicating that the author no longer represents the institution, and declined to comment. Navarro’s response. Faced with the discovery, Navarro showed no regret or offered justifications. In statements To The Chronicle of Higher Educationcompared Ron Vara with Alfred Hitchcock’s cameos in his films, qualifying him as A “private joke” Finally discovered. Even in a later message Sent to New York Timeshe invoke his alter ego again: “As Ron Vara would say, ‘Relax and have fun reading the books.” Between fiction and reality. This carefree reaction contrasted with the seriousness of the act in the context in which it occurred: books presented as serious, often academic works, and with strong impact on the formulation of public policies. The line between the … Read more

After the emergence of Deepseek, the “seven magnificent” of the Tech industry have collapsed in the stock market. All except Apple

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The year began well for Nvidia. On January 29, 2025 its capitalization I reached The 3.49 billion dollars and everything seemed to go on wheels. The Surprise arrival of Deepseek R1 It changed things a lot and joined other factors to cause spectacular collapse. Two months later, this Nvidia market capitalization is 2.77 billion dollars: it is almost 21% less. That effect has been contagious, but one of the greats is falling the storm. Apple. As they point out In five daysthat January 25, 2025 Apple had a capitalization of 3.55 billion dollars, and at this time that value is 3.35 billion, 5.6% fall. Sensitive, of course, but much less than that of its rivals of the group of “The Magnificent Seven”. That they have stayed in … Not so magnificent. Next to the fall of Nvidia are those of Microsoft, Alphabet, Amazon, Meta and Tesla – as we say, is saved a little. If we analyze the evolution of market capitalization of the seven the performance of these two last months, the “average” drop is 13.5%. They have lost more than two billion dollars compared to 15.58 billion dollars in late January, a real collapse. It’s not just care. The impact of Deepseek has not been the only factor that has contributed to those falls. They have had a lot to do The recent tariffs That is imposing Trump to imports of all kinds of products – foreign cars They are the last victims-. These taxes and Trump’s protectionist policy are forcing many companies to restructure their strategy, and investors – and consumers – are clear what the impact of all this will be: price increases everywhere. Why does Apple endure? Of the great technology, Apple is the only one that has managed to mitigate the losses relatively. Probably partly because of his “warm” attitude to AI. Your interest in data centers fever It is practically nulland despite the Recent criticism It is clear that it is not “burning money” as other companies in the sector do. The rest of the group has invested true fortunes In this segment, although some They are stopping. Bubble in sight? These days are 25 years of the bubble of the Puntocom, and what is happening with the great technology and the AI ​​segment does fear for an AI bubble. There are certainly similarities between both situations, but also important differences. Apple, especially solid. Cupertino’s company is usually More immune that their rivals to these fluctuations in the world of finance. In the face of complaints about the relative lack of innovation or New disruptionsApple has managed to diversify income – especially with the expansion of its services – and continues to maintain confidence of both investors and users. Image | Zhang Kaiyv In Xataka | Deepseek R1 is not just another AI model: it is the greatest existential threat that Silicon Valley has faced

Chance or not, Tesla has collapsed in the stock market at the same time that its great rival has shot: byd

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Like a rocker. Like the communicating vessels that claim to be Barça and Madrid. As, the most Chinese, concept of Ying and Yang. Or as the most Spanish, said of “the two sides of the same currency.” Byd and Tesla seem to be in completely opposite points. Just when one seems to have Detwered And it does not stop presenting new solutions for its vehicles the other seems to be completely stagnant in the launch of new proposals. When one has taken off the other one in a clear setback. We do not know what will last but what is clear is that, at the moment, photography for Byd and Tesla cannot be more different. Two completely different scenarios It is enough to review the last six months of Byd and Tesla to verify that the situation cannot be more different for both companies. From Tesla’s point of view, if we look back half a year we find that the company was about to enter a roller emission mountain. In October 2024 Tesla presented what he aspired to be a blow on the table. Your promise: a robotaxi without pedals or steering wheel which should be sold from 2026 for 30,000 euros. Although doubts emerged at first given Cruise and Waymo’s performance In the autonomous driving market and the mountain of money burned along the way, Donald Trump’s choice shortly after An unexpected impulse To the company. Despite contraintuitive, choosing a president who seemed contrary to the electric car was A good way to keep Tesla at the top… from the United States. Because The actions shot But the data has ended up clicking the bubble. First with the confirmation that Tesla He could not sell more cars in 2024 than the previous year. Second because 2025 has started horrificly For Elon Musk’s company. And, third, because the falls are more pronounced in the countries that buy the most electric, such as China and Germany. To all of the above you have to add a reputational crisis of the company as a consequence of Elon Musk’s political decisions. The real impact is not very clear in their drop in stock market but that social networks have been filled with people denying the company or attacked vehicles and concessionaires Because of the decisions of his CEO they do not seem to help at all. If we look Stock performance Six months, the company seems to have been stagnant above the border of the 200 dollars/action. Its value remains very high and a setback of less than 4% does not seem too much but the growth and subsequent adjustment have been so accused that they do not invite to be optimistic either. On the contrary, the performance of byd Six months seen is very different. His actions have grown 55% and in the last year they have shot above 80%. And in recent months the wind blows in favor of the Chinese company. It ended 2024 with the aim of reaching Tesla as the company that sold the most electric cars. He did not get it for little But the smile was not frozen for a long time. The company managed to place itself as The fifth manufacturer who sold more cars In all 2024. a figure in which only plug and electrical hybrid vehicles are contemplated or, as they are called in China, new energy. Unlike others rivals like Saic Or the Geely group, all byd cars take advantage of electricity so they have it more complicated in markets such as Spanish where cheaper and pure combustion cars triumph. However, the prospects for 2025 invite you to be optimistic. The company has sold almost double in the first two months of the year as in the same period of 2023. It is determined to find soil for new factories. In America I intended Install in Mexico But he will have to deal with the restrictions of his own country. In Europe they are already clear that This same year They will decide where they will raise their third floor on our continent (If we count the Turkish as the second of its expansionist plans in Europe). And in China they do not stop launching products to each more striking. If the Chinese electric car market were the Barcelona Club football we could say that they are month than a car. To continue attracting customers, for example, a platform for launch and record you driving. Beyond this curiosity, the real announcement was the confirmation that they will give away their Eye of God In all its vehicles. This is a missile in Tesla’s flotation line. Elon Musk’s company intends that its functions of driving or Autonomous driving (in the future) Be a more source of income. Byd they argue that they are a purchase value in itself and prefers to give them them thinking that the business can be make profitable with other services To enjoy when your eye of God is active. To the latter you have to add your new platform. The Super E-Platform is already ready to ride in its two larger cars and price. The incentive in this case will be his very quick loading times. Next to this platform, the company presented new recharge stations. The combination of both products should be able to load electric cars with peaks up to 1,000 kW. That is, the power that had so far been thought to recharge electric trucks. With such a charge power, Byd says that 400 kilometers of autonomy can be recharged in five minutes. The recharge time would be matching the time we spent pouring gasoline. This last announcement has served the company to receive a tremendous push in the stock market. In what we have been, their shares have risen almost 13% and strengthens the sustained growth of the last year until its historical maximum. It remains to be seen if Tesla manages to recover and get out of the stumbling block in which … Read more

The bags in the US have collapsed. “The Magnificent Seven” of technology and crypts are the most affected

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Wall Street is having a 2025 especially black. In the last two years, the S&P 500 index, which brings together 500 of the most important companies in the US, has suffered a 7.39% drop in a month and is at levels of six months ago, just before the US presidential elections. The debacle has been especially notable for large technological ones, and cryptocurrencies have also suffered a remarkable collapse. What is happening? A drop of 5.5 billion dollars. According to The Kobeissi Letterin the last two months both the S&P 500 index and the cryptodivsis segment have seen how 5.5 billion dollars have evaporated. Most of these losses have occurred in the last month, and For example The Nasdaq is just 8% of falling to entering a bearish market for the first time since 2022 “. Investors don’t feel like risk. These experts speak of a sudden change in the “appetite for risk” and we have gone from “extreme greed” to “extreme fear”, which has made many investors rescue their positions to collect benefits. Risks to the US economy in 2025. The investment firm Apollo Global Management He pointed out in December that foresee a 0% probabilities of recession in the US in 2025, but that there was also 90% chance of tariffs starting (as it has been). To this is joined by the fact that cryptocurrencies, which had generated great expectation in 2024, now seem to be generating concernfor example after Trump’s announcement to create a strategic cryptor. Tariffs and fear of recession, probable causes. These forecasts are of course potential arguments to explain these great falls. The Aggressive tariff policy by Donald Trump and the fear of a recession – which the president himself He did not rule out– They are there, and have affected both the stock market values ​​and cryptocurrencies, which have been especially impacted. The “seven magnificent” in free fall. Apple (5%), Microsoft (2%), Alphabet (4%), Amazon (2%), Nvidia, Meta (4%) and Tesla (15%) have experienced significant falls. According to CNBC They lost 750,000 million dollars on Monday: it was the worst day of Nasdaq since 2022. These shares are 14% below their (recent) maximum values. And the crypts, even worse. In the last month Bitcoin has lost more than 15% of its value and It has passed of $ 97,000 levels to the current 81,000. Ethereum is having even worse: It has fallen almost 28 % in the same period. Other crypts such as XRP, Sun or Doge have recorded milder falls between 3% and 6%, but one thing is clear: the crypto segment continues to spread what happens in the technological one. In Europe (for the moment) the bags are not so affected. That volatility of the US Stock Exchange has impacted European stock markets, but for now it has not done so remarkably. The France of France and the FTSE of London fell about 0.9% and the Dax of Germany 1.75%. Meanwhile, in Spain Ibex 35 fell 1.41%, but the next few days and weeks will undoubtedly decisive for the march of markets. Image | Maxim Hopman In Xataka | The United States has decided to start a tariff war. Videogames in physical format will pay Caro

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