5 Companies Set To Address DeepSeek AI Concerns In Earnings Calls Today

3. Tesla Inc. (NASDAQ:TSLA)

Tesla Inc. is a developer, lessor, and supplier of energy generation & storage systems and electric vehicles. It operates through energy generation & storage and automotive segments. The company’s stock more than doubled in less than a month leading up to the US presidential elections. However, it has traded downward since, and after a rather disappointing deliveries report earlier this month, all eyes are now set on the earnings.

The market sentiment has now turned against Tesla. Many believe that Trump’s second term won’t be beneficial for the car maker. However, it can be argued that Trump’s potential anti-EV policies are already priced into 2025 delivery expectations. Elon Musk downplays the delivery numbers anyway. He is now focused on AI and robotics and that’s what will be the center of attention at today’s earnings call.

Elon Musk has expressed his opinion on the DeepSeek AI saga, saying he is not impressed by the questionable claims. Moreover, analysts believe Tesla’s unique position to implement AI in autonomous driving and robotics gives it the ability to offer ‘real-world’ applications, something that’s not a done deal for the many AI models currently in use, including DeepSeek.