We recently published a list of 5 Companies Set To Address DeepSeek AI Concerns In Earnings Calls Today . In this article, we are going to take a look at where Tesla, Inc. (NASDAQ:TSLA) stands against other companies set to address DeepSeek AI concerns in earnings calls today.

The revelation about DeepSeek AI’s capabilities and costs rattled the US market a couple of days ago. Major semiconductor, power, and other AI-related stocks lost a big chunk of their value during trading, estimated at over a trillion dollars. Nvidia alone lost $600 billion in market cap, the most ever single-day drop in history.

Since that crash, a closer look at DeepSeek AI’s claims has calmed investor nerves. There are questions about the firm’s claims on training costs and even if true, analysts are slowly realizing they may not be as bad for many companies as originally thought. Because the US is involved in an AI race with China, it is unlikely the country is going to stop investing in its AI infrastructure just because it supposedly got beaten at it. In fact, that is all the more reason to start spending more.

Later today, a number of tech companies announced their earnings report. The probability of them being asked questions on DeepSeek AI is quite high. Investors want to listen to what these companies think and for that reason, these earning calls may be more relevant than ever in the market’s history.

To come up with the list of 5 companies that may address DeepSeek AI concerns in their earnings calls today, we only considered Mega Cap stocks that are expected to announce their earnings later today.

Tesla, Inc. (NASDAQ:TSLA)

Tesla, Inc. (NASDAQ:TSLA) 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 (NASDAQ:TSLA). 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.