تيسلا‘s market value plummeted by $380 billion USD in 2025, marking the largest loss among top global companies and raising concerns for electric vehicle (EV) enthusiasts and industry professionals. This dramatic drop, driven by declining EV demand and Chief Executive إيلون ماسك‘s public feud with President Donald Trump, has reshaped Tesla’s standing, according to a detailed report from رويترز. The company’s stock, the worst-performing among large-cap firms this year, reflects broader challenges in the EV sector that could impact future innovation and adoption.

Declining EV Demand and Tesla’s Market Struggles

Tesla’s market capitalization fell 29.3% to $917 billion USD so far in 2025, a stark contrast to its earlier prominence. The Reuters article notes, “Tesla is the worst-performing large-cap stock this year, thanks to declining electric vehicle demand, Chief Executive Elon Musk’s political controversies over his ties to far-right groups, and now, his public feud with President Donald Trump.” This decline follows a sharp slump in shares on Thursday after Trump threatened to cut government contracts with Musk’s companies, triggered by Musk’s criticism of the president’s tax and spending bill on his X platform. The loss underscores a cooling demand for EVs, potentially signaling a need for Tesla to adapt its production and marketing strategies to regain momentum.

Impact of Political Tensions on EV Innovation

The Musk-Trump rift has added a layer of complexity to Tesla’s operations. Tesla shares rebounded slightly on Friday after White House aides scheduled a call with Musk to broker peace, as reported by Reuters. However, the ongoing tension highlights how political dynamics can influence EV companies reliant on government contracts. For EV owners, this could mean delays in infrastructure projects or incentives, while manufacturers might face pressure to diversify funding sources. The article also mentions Tesla’s slip from eighth to tenth in global market cap rankings by June 5, a shift driven by these external factors rather than technical setbacks.

Industry Trends and Competitive Shifts

The EV landscape is evolving, with competitors gaining ground. Microsoft has surged to the No. 1 spot in market capitalization, fueled by demand for AI services, including its partnership with OpenAI and tools like Microsoft 365 Copilot, per Reuters. Meanwhile, Apple dropped to No. 3, losing $2.99 trillion USD due to weak demand in الصين and Trump’s tariff threats. The Reuters data shows other tech giants like NVIDIA and Amazon holding steady or growing, while Tesla and Apple face significant declines. This shift suggests a broader trend where AI and tech diversification may outpace pure EV focus, challenging Tesla to innovate beyond its current lineup, such as the سايبرتك سايبرتك or الموديل Y.

For EV enthusiasts, this could mean more competitive pricing or features from rivals like فورد or ريفيان, but also potential supply chain disruptions if Tesla scales back. The industry might see increased investment in تقنية البطاريات or charging networks to counter demand dips, though no specific plans are detailed in the source. The chart from the article illustrates Tesla’s steep decline against peers, offering a visual cue of the competitive pressure mounting in 2025.

Looking Ahead for EV Owners and Professionals

Tesla’s $380 billion USD wipeout serves as a wake-up call for the EV industry. Owners may face fluctuating resale values, while professionals monitor how Tesla’s challenges influence global supply chains and regulatory support. The Reuters report concludes, “The company’s shares rose in early trading on Friday, as investors took some comfort from White House aides scheduling a call with Musk to broker peace after a public feud with Trump.” This suggests a potential stabilization, but the road ahead requires Tesla to address demand and political risks to maintain its EV leadership. For now, the industry watches closely as these shifts unfold.