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Dell signs $9.7 billion contract with Pentagon a few weeks after Trump ’ says go out and buy “

28/05/2026 by the Logistics TransportIn the the General Assembly

On Wednesday, the U.S. Department of War confirmed that it has awarded a five-year contract of $9.7 billion (€8.3 billion) for Dell Federal Systems’e Pentagon’a supplies, the government-focused unit of Dell Technologies’.

As part of the Basic Enterprise Technology Agreement (CETA), a Pentagon-wide Microsoft licensing and software purchasing framework, the company will provide and manage Microsoft software licenses, cloud subscriptions, and on-premises software licenses across the U.S. military, intelligence agencies, and the U.S. Coast Guard.

Dell Technologies’in shares, Wednesday's session about 305 $ approximately before the market due to the announcement made after closing at the level of %5 increments to 320 $’a is up.

The company will announce earnings for the first quarter of this year on Thursday, with analysts from Zacks Investment Research’ reporting annual approx. %It will estimate revenues of around $35 billion (€30 billion), representing 50 growth.

According to Kirsten Davies’, Chief Information Officer of the US DoW, who briefed reporters at Pentagon’, CETA’ is expected to save the ministry approximately $422 million (EUR 360.9 million) per year by combining fragmented technology budgets in military services into a single purchasing structure.

The contract was awarded less than three weeks after U.S. President Donald Trump ’ stopped at an event at the White House in ’ and urged Americans to go out and buy a Dell. They're great.”

Davies and U.S. Navy Chief Information Officer Barry Tanner made it clear that the award follows a competitive process.

All of the vendors were assessed based on competition, GSA program pricing, and the department's overall value chain, “ said.

Dell has a longstanding commercial partnership with Microsoft and is one of the largest recipients of Windows licenses. The contract, however, culminates in a visibly harmonized process between CEO Michael Dell and the Trump administration.

December 2025’te Dell and his wife Susan appear at the White House ’ alongside Trump’, announcing a $6.25 billion (€5.3 billion) donation to “Trump Accounts, a tax-advantaged investment program for children under ”Tek's Great Beautiful Bill.

This commitment will provide $250 (€214) to nearly 25 million American children aged 10 and under living in households with an average income of less than $150,000 (€129,000), and is described by Invest America, the nonprofit organization that led the initiative, as the largest ever private commitment to American children.

Michael Dell also sits on the Trump’ Council of Science and Technology Advisors, which provides information on public policies related to the economy, public health, national security, energy, and emerging technologies.

The convergence of federal tender decisions that followed with the approvals of the public presidency is also the subject of scrutiny beyond Dell’.

Financial statements released this month by the U.S. Office of Government Ethics showed that investment accounts associated with President Donald Trump’ owned shares of Dell Technologies in the first quarter of 2026’. The statements show that some of the acquisitions were made before Trump’ publicly praised the company at an event at the White House’.

The Trump Organization said the accounts were independently managed by third-party financial institutions, and neither Trump’ nor his family directed individual transactions.

Responding to questions about Trump’'s financial statements at a White House briefing last week, Vice President J.D. Vance said the president's investments were conducted by independent asset advisors and rejected proposals that Trump’ personally directed individual stock trading. Vance, “, who doesn't trade these stocks himself, said ”.

Commentators and ethical critics also pointed to trading activities involving companies such as Intel and Palantir, whose shares have moved sharply from time to time following statements made by Trump’ to the public or announcements linked to the government's technology spending.

The Pentagon said the Dell’in selection took place after a competitive acquisition process.

Even so, the timing of the award is likely to be the subject of a re-examination by ethical observers and political critics, as well as Trump’'s public praise for the company and financial statements showing investments linked to Dell’.

IRS deal blocks tax audits targeting Trump and family members

20/05/2026 by the Logistics TransportIn the the General Assembly

On Tuesday, the U.S. Department of Justice quietly released an additional file on the deal between U.S. President Donald Trump and the IRS.

The one-page document came a day after authorities announced a separate nine-page deal linked to Trump’'s $10 billion (€8.6 billion) lawsuit against the federal agency in January over the leak of its tax returns.

According to the application, the IRS has forever banned and banned the U.S. president from prosecuting or pursuing “ and related trusts and businesses to review all ” claims [“] appeals […].

The waiver applies to all tax returns submitted prior to the agreement's official entry into force on Monday.

The appendix, dated Tuesday, was signed by Acting U.S. Attorney Todd Blanche. The document does not include the signatures of IRS officials or lawyers who currently represent Trump’.

Blanche was not among those who signed the original settlement agreement announced the day before. This document was signed by Assistant U.S. Attorney Stanley Woodward, IRS Commissioner Frank Bisignano, and Trump’'s lawyer Daniel Epstein.

The U.S. Department of Justice did not explain why the waiver was not included in the agreement announced on Monday and why it was not signed by the same people; Just as is customary in “ treaties, both parties have fulfilled disclaimers on various claims that may be put forward or brought forward […]” said.

The statement also said that if any of the “Parties simply went back and tried to initiate more negative claims that could have been pursued earlier, there would be little point in resolving many important claims.”

“This is only about current controls, not the future.”

The newly announced application significantly expanded the scope of the original agreement and sparked renewed debate over the independence of the IRS’ and the scope of its executive mandate.

‘Anti-Arms Fund’ escalates political backlash

Before this contentious addition, the case had already sparked significant controversy because Trump was actually suing a federal agency that ultimately fell under the scope of the executive branch he controlled as president.

Although the IRS operates with a degree of corporate independence subordinate to the U.S. Treasury Department's ’, critics argued that the case created an unprecedented dynamic when an incumbent president filed a lawsuit against an institution overseen by his administration.

Concerns intensified after the administration negotiated a deal that not only solved the case, but created a $1.776 billion (€1.52 billion) “ Anti-Weapons Fund, which now imposes sweeping restrictions on future IRS actions linked to Trump and his family, but is also funded by taxpayers' money.

According to the U.S. Department of Justice, ’, the fund is designed to provide compensation to people who believe they have been subjected to politically motivated investigations or prosecutions.

Democrats and government ethics groups criticized the structure and control of the fund while maintaining the ambiguity of governing provisions, while Blanche defended the legality of the deal in a congressional interrogation on Tuesday.

The deal intensified scrutiny of how the Trump administration handled legal disputes, particularly with federal agencies linked to the president's finances and tax affairs, at a time when allegations of insider trading were also growing.

World markets on the rise with Trump-Xi summit hopes

14/05/2026 by the Logistics TransportIn the the General Assembly

World stocks rose predominantly on Thursday after Wall Street ’ broke more records as investors closely followed the results of a summit between US President Donald Trump ’ and Chinese leader Xi Jinping in Beijing’.

Trump met Xi at the Great Hall of the People, where U.S.-China relations and Taiwan were discussed, but analysts did not expect great progress. U.S. futures are on the rise.

Europe’'s FTSE 100 Index on early trading in ’, Britain’'s IranDespite the impact of the war in ’, the economy in March was moving faster than expected. ter reporting that it has grown by 0.3%, %It was up 0.3% to 10,351.36.

France’'s CAC 40 index %Germany's DAX index is up 0.6 points to 8.057.64, while ’'s DAX index is up 0.6 points to 8.057.64. %It increased by 1.4 to 24,462.22 points.

Asia’ in TokyoAfter the ’'s Nikkei 225 index briefly hit a new intraday record of over 63,700, supported in part by strong institutional results %1 declined to 62,654,05’e.

South Korea’nin Kospi index %Closed at 7.981.41, up 1.8; This is a new record backed by technology stocks in the AI boom.

The Shanghai Compound index fell 1.5 percent to 4,177.92 points. Hong Kong’'s Hang Seng index remained constant at 26,389.04’. Australia’'s S&A P/ASX 200 index %It increased by 0.1 to 8,640.70 points.

Taiwan’'s Taiex index %0.9, India’'s Sensex index is %It's up 1.1.

Oil prices were mixed as Iran entered the third month of the ’ war without a clear solution.

After U.S. officials said Beijing ’ could use its close economic ties with Tehran ’ to pressure Iran to reopen the ’a Strait of Hormuz, some investors had hoped the Trump-Xi meeting would yield results.

The White House said on Thursday that Trump and Xi’ discussed improving U.S.-China economic cooperation and that both sides agreed that the Strait of Hormuz ’ should remain open.

International indicator Brent crude oil, about 70 years before the Iran war, which began in late February $Compared to ’a (59.79 €) 5.87 per barrel with an increase of 0.2 $’a (€90.42) rose.

Supply losses from the strait are depleting global oil stocks at a record pace, the International Energy Agency said on Wednesday. Indicator US crude oil %It was down 0.2 to $100.86 per barrel (€86.14).

Investors were also monitoring updates on China’'s imports of Nvidia’'s advanced H200 chips after CEO Jensen Huang’, along with Tesla’'s Elon Musk and Apple’'s Tim Cook, were approved as part of Trump’'s Chinese delegation.

U.S. business leaders from ’ met with Chinese Prime Minister Li Qiang on Thursday afternoon.

On Wednesday, tech stocks spearheaded the rise of Wall Street’. The S&P 500 index rose 0.6 percent to an all-time high of 7.444.25 points, while the Nasdaq composite index rose 1.2 percent to its own record of 26,402.34 points. The Dow Jones industrial average %It declined 0.1 to 49,693.20 points.

U.S. 10-year Treasury bond yield %from 4.47’den %4.46’ya declined, but it was roughly the same as seen before the start of the Iranian war. %3.97’nin remained well above.

A report released on Wednesday showed that U.S. wholesale prices rose in April as a result of the energy shock caused by the Iran war.

The U.S. Senate also approved the replacement of Jerome Powell ’, who Trump ’ has repeatedly criticized for failing to lower interest rates faster or deeper, with Kevin Warsh’ running for Federal Reserve ’.

The US dollar rose from 157.86 Japanese yen to 157.91 Japanese yen. Euro of 1,1711$1,1709 with little drop from ’$Traded from ’ (1€).

The special one: EU negotiators agree on key items of EU-US deal

13/05/2026 by the Logistics TransportIn the the General Assembly

Euronews’in has received information from two sources close to the talks that EU lawmakers have reached an interim agreement to make the EU-U.S. trade agreement suspendable if the increase in U.S. imports disrupts the market.

Under pressure from the Trump administration, intense negotiations are underway between EU governments and the European Parliament over the implementation of an agreement to reduce EU tariffs on US goods to zero.

The US has suggested that an agreement on the quick implementation of the agreement would double tariffs on European cars if it is not approved by the European Parliament by July 4, ’.

Since the deal was signed between Trump and European Commission President Ursula von der Leyen last summer, MEPs have been pushing for tougher conditions, arguing that the deal should not become a tool to blackmail AB’.

Although tariffs are not stackable, the U.S. expects tariffs on EU goods entering ’ to triple, while U.S. industrial goods will be reduced to zero. Members of the European Parliament are postponing the vote on the implementation of the agreement, arguing that it should be rebalanced and contain clauses that protect AB’'s interests.

In recent days, a temporary compromise has been reached on a protection mechanism that allows AB’ to reimpose tariffs on U.S. industrial goods if the increase in imports disrupts the European market. Details of the content of the article are still being discussed.

The negotiators also agreed in principle on the addition of a “ termination clause, which would automatically terminate the agreement if it was not renewed. Sources said parliament initially wanted a deadline of March 2028, but the final timeline was under negotiation.

‘Sunrise’ substance created tension

However, discussions are still underway over the “ proposal, which determines when the agreement will begin to be implemented. A source said that the EU Parliament wanted the ’ implementation date to begin only after Washington ’ complied with the 15% ’ tariff ceiling, while the Commission said that ’ opposed this situation and wanted it to be done immediately.

The sunrise clause was introduced by lawmakers in February after the U.S. Supreme Court declared ’'s 2025 U.S. tariffs illegal; This led Washington ’ to impose new taxes on EU goods above the ceiling currently considered average, thereby violating the agreement.

The European Commission is also pressing for the removal of references to the AB’'s Anti-Pressure Tool, which is seen as the AB’'s commercial bazooka, which could restrict US’'s access to the European single market in unprecedented ways.

One source said the Commission would also back down against provisions allowing the deal to be suspended if Trump’ threatened the bloc's territorial integrity again.

Following Trump’'s threat to target EU countries that refused to support the US ’'s purchase of Greenland’ earlier this year, lawmakers added provisions allowing the deal to be suspended in the event of threats to AB’'s territorial integrity.

The Anti-Forcing Tool is one of AB’'s most powerful market defense tools, designed to counter economic pressure from third countries, including restrictions on licenses and intellectual property rights. Its use has been debated many times over the past year at the height of transatlantic trade tensions, but it has never been approved.

EU negotiators aim to close the deal by July 4, which Trump’ has set for June, before a plenary vote at the European Parliament's ’ in the same month.

German lawmaker, Donald Trump’ says EU car tariffs target ‘Germany’

04/05/2026 by the Logistics TransportIn the the General Assembly

German lawmaker Bernd Lange (S&D), head of the European Parliament's trade committee, told Europe Today’e on Monday that Trump’ is not interested in EU vehicles. %He said the decision to impose 25 tariffs was politically motivated and targeted directly at German automakers.

Lange, “These tariffs have no legal or economic reason. This is really politically contrary to Germany's ’, he said. “ is specifically targeted at German automakers.”

Lange’nin's remarks came a few days after German Chancellor Friedrich Merz’in US Trump’ announced the tariffs after ’'s criticism of his war in Iran’.

The US president has accused many European countries of refusing to contribute to Washington ’'s military operations against Iran ’. On Friday, Germany announced it would withdraw 5,000 U.S. troops from ’.

Measures if enacted this week, July 2025, between ’te Trump and European Commission President Ursula von der Leyen Turnberry, Scotland, agreed under the trade agreement reached in ’ %He's going to violate his 15th ceiling.

Lange expressed doubts about the Turnberry deal, which was reached after weeks of trade tensions between Europe and the United States following Trump’'s rise to power and the launch of a nationalist trade agenda.

Lange said “ about the deal, which I'm not sure we can really continue.

Divisions over the guarantees of Parliament

The Turnberry agreement was subsequently suspended several times by members of the European Parliament; Especially after Trump’ threatened tariffs on EU countries that didn't allow him to buy Greenland’.

The mood in “ changed especially after Greenland’, Lange said, adding that all retaliatory options are now on the table after Trump’'s recent threats.

Referring to AB’'s anti-pressure tools designed to respond to economic pressures from third countries, we have the “Toolbox, and of course all the tools are also available, ” said. “We will also look at other elements, such as countermeasures, such as counter tariffs or export restrictions.”

The agreement is currently being discussed between EU governments and lawmakers with the aim of reducing EU tariffs on U.S. industrial goods to zero, as outlined in the agreement.

Members of the European Parliament nevertheless added security measures to the joint statement, including a ’ sunrise “ clause, which stipulates that the new EU tariff cuts must meet US”'s obligations, and a ’ sunset “ clause, which will terminate the agreement in March 2028”.

However, EU member states are divided on these provisions; France's European Parliament supports ’'s tougher stance, while Germany resists.

Lange said “, Germany was unfortunately more in the second camp. “Now I think there's a change here too.”

Key U.S. senator removes barrier to Fed presidential candidate Kevin Warsh’a

02/05/2026 by the Logistics TransportIn the the General Assembly

Senator Thom Tillis’ of North Carolina’'s announcement removes a major hurdle in Trump’'s effort to appoint former high-ranking Fed official Kevin Warsh’ to replace Jerome Powell’, who has long been under pressure to lower interest rates at the White House. With Powell’ nearing the end of his scheduled term on May 15, Tillis’'s opposition was enough to delay his candidacy for the GOP-controlled Senate Banking Committee.

Two days after the U.S. District Attorney's office of ’'s District of Columbia said the investigation into Fed’'s multibillion-dollar building renovation was over, Tillis told NBC’'s “Meet the Press” that he was ready to move on with the approval of “Bay Warsh’. I think he's going to be a great Fed president, ” said. Powell’'s brief statement to Congress about this work last summer was also under scrutiny.

The Fed’in internal watchdog is examining a project currently worth $2.5 billion (roughly 2.13 billion euros), which previous estimates criticized by the Republican president for cost overruns predicted at $1.9 billion (about 1.62 billion euros). Powell asked the chief investigator to examine it in July.

“, I believe there will be no mistakes. Maybe we find it a little silly for someone in charge of the project to make a decision they shouldn't? It could be. But that doesn't lead to a criminal case. That was my problem at the beginning because I think it was prosecutors at DC’ who thought it would be a tool for Mr Powell ’ to leave early, ” said.

Tillis, who in June infuriated Trump ’ for opposing the massive tax and spending cut bill due to Medicaid cuts and then announced that he would not want to be re-elected in 2026’, added that the Justice Department had received assurances from ’ that “dava had been fully and completely resolved and that the only way to open an investigation would be to file a criminal complaint against one of the most respected inspector generals.

An important week for Fed leadership

On Saturday, the committee said it plans to vote on Warsh’'s candidacy on Wednesday. Senior Democratic Senator Elizabeth Warren of Massachusetts, no Republican who claims to care about “Fed’'s independence should support furthering the candidacy of Kevin Warsh’, who at the candidacy hearing proved that President Trump’ was nothing more than a sock puppet.

Also on Wednesday, Fed policymakers will meet and are expected not to change interest rates at the third consecutive meeting, ignoring Trump’'s interest rate cut demands. At a press conference, Powell may state whether Fed’ will remain on the board of directors after the end of his presidential term; This is an unusual but completely unprecedented step that would take away Trump’'s opportunity to fill another seat on the seven-member board. Powell ’'s term as governor will last until January 2028’.

At last week's hearing, Warsh said he had made no promises to senators that he would lower interest rates on the White House ’, and that he had promised to become “, an independent actor, if approved as president. Hours earlier, in an interview with CNBC’, Trump’a was asked if he would be disappointed if Warsh’ did not immediately cut interest rates. President “ said he'd do it, ”.

Without the constraints of a political campaign, Tillis spoke strongly about Powell; Trump denounced ’'s long-time ally, U.S. Attorney Jeanine Pirro, as ’'s second investigation, saying it had long threatened Fed“'s independence from day-to-day politics. Tillis said he had received assurances from NBC’ye Department of Justice that ’DOJ“ should feel they are not using Fed’ as a weapon to threaten its independence. Therefore, this will allow Mr. Warsh’ to continue his approval.”

On Saturday, journalists Trump’a, the Justice Department, were asked if things were going smoothly at Warsh’ as ’'s investigation ended. Trump said “ was "smooth" and added that his candidate ” would be "wonderful." The president said he still wants to know how much “ can cost for a building this size, no matter what … is.

Trump visited the Fed building in July and said renovations in front of television cameras would cost $3.1 billion (€2.64 billion). Standing next to him, Powell said the president's latest price tag was wrong after looking at the document Trump’ submitted to him.

Justice Department Goes After Trump's Enemies

The investigation was one of ’'s investigations into people he perceived as enemies of Trump’. Prosecutors failed to attract attention for months as they tried to establish a basis for suspecting criminal behavior. Other efforts by the department to prosecute Trump’'s enemies, including New York state Attorney General Letitia James, a Democrat, and former FBI Director James Comey, have also failed.

Last month, a federal judge overturned subpoenas from the Justice Department, which ’ sent to Fed’, and announced that their goal was to harass “Powell’ and pressure him to resign, paving the way for ” and a new president. The prosecutor in the Powell case admitted in a closed-door hearing that the government had found no evidence of a crime.

Pirro told X’te on Friday that “ would not hesitate to restart the criminal investigation if the facts require it. Acting Attorney General Todd Blanche told NBC’ on Sunday that there is no doubt that we will investigate “ if the chief investigator finds evidence that it constitutes a crime.

Warsh is a financier and a former member of the Fed’in board of directors. Trump nominated him in January.

It is explained: What is the UK digital services tax and why did Trump anger ’?

02/05/2026 by the Logistics TransportIn the the General Assembly

U.S. President Donald Trump has threatened to impose tariffs on ’ if he does not remove the digital service tax imposed on American technology companies.

Speaking at the Oval Office ’, Trump said, "We've been investigating this issue and the United Kingdom can easily afford it by imposing a huge tariff on “, so they'd better be careful," ’ said.

If they don't lower the tax, it's likely that Britain will impose a huge customs duty on “, ’ went on.

Here's what you need to know about tax seems to have shaken up Washington’.

What is Digital Service Tax?

The United Kingdom introduced the ’ Digital Services Tax (DST) on April 1, 2020, and it's increasing revenue from social media platforms, search engines, and online marketplaces that derive value from UK users. %He was taxed at two percent.

This applies to companies worldwide whose revenues from digital activities exceed £500 million (€576 million) and whose revenues exceed £25 million (€28.75 million) from users in the UK’.

According to UK revenue and customs figures, the tax has raised £944 million (€1.1 billion) from ’da technology companies in 2025-26; This is according to the amount collected a year ago. increased.

The DST was initially implemented as a temporary measure until an international agreement was reached to reform the global tax framework; However, this agreement was never implemented.

The UK government describes it as a temporary measure and has committed to lifting it when an appropriate global solution to the reallocation of taxation rights is provided.

Treasury’'s view is that the tax applies to businesses, not countries, and does not depend on where the company's headquarters are located.

This application, which was introduced in 2020, is valid for companies such as Alphabet’in Google, Meta and Amazon.

Apple’'s App Store’ may also be covered by an online marketplace, but UK tax authorities have never publicly verified which companies pay the tax.

Why is Trump targeting us?

This is not the first time Trump’ has pursued the UK’'s digital services tax, and his predecessor, Joe Biden, has also objected to the tax.

Speaking on Thursday, Trump said the tax exploited “, the world's best companies.

"They think they're going to make easy money, so they're taking advantage of our country," “ told reporters.

I don't like that they're targeting “ American companies, because you're basically talking about our big American companies; Whether we like these companies or not, they are American companies and the best companies in the world. The United Kingdom did it, a few others did it. - ”

When asked how high a retaliatory tariff would be, Trump said it would be more “ than they received from the tax.

"What we're going to do is we're going to respond to what they're doing by putting something equal to or greater than what they're doing," “ explained.

Where else have similar taxes been levied?

Some European countries also have a digital services tax (DST). France, Spain, Italy, Austria, Denmark, Hungary, Poland and Portugal introduced them.

Apart from the European Union, Switzerland and Turkey have also implemented such taxes.

While most digital services taxes apply mainly to online advertising, DST in the UK, ’ targets social media platforms, internet search engines, and online marketplaces.

The European Union also has the Digital Markets Act, which regulates the largest companies in order to ensure fair competition in the digital market and to prevent anti-competitive practices.

In August, Trump wrote on his social media platform “ that he would stand up to countries attacking our incredible American Tech Companies.

“ Digital Taxes, Digital Services Legislation, and Digital Market Regulations are all designed to harm or discriminate against American Technology. This must end, he added, adding that important tariffs will be imposed unless they are removed.

Mercedes-Benz shares plunge after pulling profit guide over tariff fears

18/04/2026 by the Logistics TransportIn the the General Assembly

Mercedes-Benz shares fell slightly on Wednesday morning after the automaker retracted its all-year outlook and announced a decline in earnings.

Stuttgart-based firm's shares at CEST noon as investors fear the impact of U.S.-imposed trade barriers %He fell more than 1’.

In a press release from Mercedes-Benz, “ said that the U.S. tariff policy, as well as countermeasures by other governments, and accordingly changes in tariff rates, are leading to significant uncertainty for the world economy.

The automaker said it was too early to assess the full consequences of ’'s trade policies, especially given the uncertainty around tariff measures.

Mercedes currently manufactures cars in a number of different locations with a strong presence in ’, Germany. The automaker has a plant in Tuscaloosa, Alabama’, and earlier this month said it could increase production in the US’ in response to tariffs.

The automaker said on Wednesday that Mercedes’'s pre-interest and pre-tax earnings are expected to increase annually in the first quarter of 2025. %It announced a decline of 41 to 2.3 billion Euro’.

The Net Profit %Revenue decreased by 43 to 1.7 billion Euro’ %7 declined to 33.2 billion Euro’.

Adjusted operating margin in the Mercedes’in car division decreased by 1.7 points %7.3’e is down.

Trump’tan concession to automakers

The car brand's tariff warnings came after the U.S. administration offered a glimmer of hope to the auto industry on Tuesday.

President Trump has signed a presidential order to reimburse some taxes imposed on auto parts shipped to the U.S. ’.

Moreover, businesses that pay taxes on cars and parts will not have to pay the additional taxes that Trump’ imposes on steel, aluminum and goods from Canada and Mexico ’.

For foreign cars sent to the USA’ %Tariffs of 25’ come into effect earlier this month, while taxes on foreign auto parts will begin on Saturday.

Other automakers that have sounded the alarm about tariffs include Stellantis, Volvo and General Motors, which have retracted their estimates in response to Trump’'s trade war.

Volkswagen's first quarter earnings on Wednesday %It reported 37 decreases to 2.9 billion Euro’. VW has maintained its appearance all year.

Investors believe Musk and Tesla’ will make a fortune under the Trump administration

17/04/2026 by the Logistics TransportIn the the General Assembly

For Elon Musk fans, this is a half-trillion-dollar bet. Tesla’'s stock market value has skyrocketed this much since the presidential election; Despite a disappointing financial report, a dizzying rise in recent days that could sink shares of nearly all other companies has continued unabated.

Investors are betting that President Donald Trump will help rather than damage Musk’'s company with plans to undermine Washington regulations and impose tariffs to get what he wants with key trading partners.

Less editing? Oh, it's fantastic. A trade war? It doesn't matter.

Dan Ives, financial analyst at Wedbush Securities, said it will be a golden age for “Tesla and Musk. “This is a rise I've heard so far about Musk.”

Investing in Tesla’ has long been a gamble. Musk was against the possibility of ’ establishing a successful electric car company; Apart from making him the most valuable car manufacturer in the world and making him the richest man in the world in the process, let alone growing him. But this last bet seems particularly risky.

Musk says the company's true value likely lies in the future of thousands of Tesla robots and unsupervised, driverless vehicles by the end of the year. In an investor conference call, Tesla’ promised to begin offering such robotics in June in Austin, Texas, ’, and nationwide by the end of next year.

It will be Trump who hastens all this, giving Musk’a an office in the White House, and putting him in charge of the new Department of Government Productivity, ’, tasked with reducing the size of the government, or so the story goes.

Trump’'s new transport minister, who could have a big impact on Tesla, mostly sticks to the script. In addition to cutting overregulation on automakers, Sean Duffy has pledged to replace the state-by-state patchwork Musk’ blew up because it hampered development with a single set of federal rules on autonomous driving technology.

Perhaps more importantly, Trump has softened his stance on China’, a major market for Tesla, and has threatened the country during its election campaign since Saturday. %Not with an additional customs duty of 60’, %He struck with additional taxes of 10’. Nevertheless, Trump’'s decision to impose tariffs on China’, as well as Canada and Mexico’, should affect Tesla’. Chief Financial Officer Vaibhav Taneja said last week that the company should feel that its business will be affected as it supplies parts from around the world.

Trump also promised to do other things that would hurt Musk’'s business.

Tesla supplies most of its parts from abroad, and therefore Trump’'s Canada and Mexico’ya %The decision to impose a 25-’ tariff will have a severe impact on the company if it continues to do so.

Trump also promised to eliminate the federal tax cut designed to get people to buy electric vehicles. It will also reduce emissions standards; This will be a potential blow to Tesla’'s business of selling “-regulatory loans to car manufacturers that are polluting the environment further and cannot meet the requirements. Tesla sold $692 million of these loans in the last three months of 2024’; This is according to the previous year. ’ means an increase; Almost all of the revenue flows directly into Tesla’'s bottom line.

It's also unclear whether the Trump administration will delay investigations into Tesla’ya, specifically the technology the company calls Fully Automated Driving. This is a misnomer due to the fact that vehicles need human intervention at any moment. In October, the transport department's car safety regulator, the National Traffic Road Safety Administration, launched the latest in a variety of research into the technology after receiving reports of accidents in low visibility conditions, including a pedestrian death.

Transportation Minister Duffy promised senators at a hearing earlier this month that he would allow Tesla investigations to follow the facts; In particular, the president's “ promised to oppose any political pressure to be lenient with the person identified as his first friend, ”.

Musk’ will need all the regulatory help and other goodies it can get from Trump’.

In early January, Tesla, BMW, Volkswagen and China said sales fell in 2024’te as competitors such as ’in BYD’si emerged with competitive EV’s and stole market share, a first in more than a dozen years.

Then on Wednesday, Tesla reported that revenue, profit and other key financial health metrics for the last quarter of 2024’ all fell short of what analysts expected. The stock went up anyway.

Morningstar analyst Seth Goldstein, of “, says things that would harm other automakers don't seem to affect Tesla’.

In addition to business, Tesla shareholders should always keep an eye on CEO ’. Recently, this has meant evaluating Musk’'s entry into politics.

A major market for his cars, Europe’da Musk supported the far-right Alternative for Germany ’, and British Prime Minister Keir Starmer described ’ as “, an evil tyrant who ruled ”, a brutal police state.

On the day of his inauguration in ’, Musk made a straight arm gesture during a speech that many interpreted as a Nazi salute. He ridiculed the criticism, but the reaction was still violent. In ’, Germany, the image of Musk’ saluting was projected onto the huge Tesla factory outside Berlin in protest. ItalyA communist youth group in ’ hung a statue of Musk’ upside down on the same square in Milano’, where fascist dictator Benito Mussolini’ was also hanged upside down.

How many of these Tesla buyers agree with Musk“?’ Auto researcher Jato Dynamics” senior analyst Felipe Munoz said: “I don't see the point in alienating potential customers.”

Musk is also at risk of shutting down regulatory agencies, which he hopes will soon approve the use of the European ’'s Fully Automated Driving system.

If investors start to lose faith in Musk’a, it's a long way off.

The increase in Tesla shares alone since the elections is more than the annual economic output of 160 countries. Tesla’'s total market capitalization reached nearly $1.3 trillion; This is more than the total value of General Motors, BMW, Ford, Ferrari, Porsche and a dozen other leading car manufacturers.

Musk thinks the stock should be higher.

On Wednesday, before I further highlight this statement, I see a way to make “Tesla’ the most valuable company in the world by far, not even close to – said. There is a way in which “Tesla’ is worth more than the next five companies combined.”

This means leaving companies like Microsoft, Apple and Nvidia behind. Tesla is currently the seventh most valuable company in the S&P 500’.

“Golden Age” analyst Wedbush’tan Ives agrees that stocks can only rise from here.

“Musk’'s centuries-old bet was on Trump’, ” said. “Musk’ will have a huge impact on deregulation on the ring road, and it's worth a trillion dollars.”