Tesla Stock was bottom in real time as the leadership expressed concern over vehicle delivery in Q3.
Tesla’s Q2 2025 Income Report was followed by an earning call where the leadership discussed the results. During the call, CFO Vaibhav Taneja stated that Donald Trump’s large beautiful bill will have a negative impact on supply and vehicle delivery in the next quarter, and the stock is reacting accordingly.
Vaibhav Taneja Tesla’s Q2 2025 was speaking during the income call when he mentioned Trump’s controversial big beautiful bill. “Given the sudden change, we have a limited supply of vehicles in the US in this quarter,” Taneja said. “We cannot guarantee the delivery orders placed in August and after that.”

This was enough to cause concern among shareholders, as Tesla Stock made a dive in real time as Taneja commented on the earnings call, decreased as concerns about Tesla’s ability to distribute financially in the next quarter as $ 317 per share.
Trump’s large beautiful bill will end the tax break which was earlier introduced by the federal government for electric vehicles, which is bad news for EV manufacturers such as Tesla. The upcoming quarter will show us how much impact this new Act will have on Tesla’s business.



