Hardcore Tesla bear Ryan Brinkman at JPMorgan is still on patrol in the wake of the electric vehicle maker's earnings on Wednesday night. In a new note on Friday, Brinkman stayed the course with what is one of Wall Street's most bearish calls on Tesla.

Tesla posted earnings that topped analysts' estimates, and said it plans to significantly raise spending on AI.

High oil prices are reshaping the global economy.

The stock market loves a clean story — growth company, value play, or cyclical rebound. Tesla (NASDAQ:TSLA) used to fit neatly into the first category: the high-octane EV disruptor rewriting the auto industry.

Electric vehicle buyers are becoming more selective as the market expands, shifting attention from headline features to long-term ownership risks.

Tesla's profit rose in the first quarter as its car sales rebounded from a sharp slump in 2025. The electric vehicle maker said it earned $477 million in the quarter, up 17% from a year ago.

After a turbulent 2025, an EV niche has stabilized in a post-subsidy market. As automakers refocus resources, here are the winners and losers.

Tesla’s profit rose slightly during the first quarter, the company said Wednesday, but was well below levels seen a few years ago as car sales remained tepid. The carmaker earne