Tesla investor Ross Gerber slammed Elon Musk as "delusional" after the company's earnings call on Tuesday.

I'll continue to advocate for lower tariffs rather than higher tariffs, but that's all I can do,” Musk said about Trump’s tariffs.

China’s halt this month on exports of magnets containing heavy rare earth metals has affected Tesla’s plans to manufacture Optimus robots.

The restrictions on rare earth minerals and related magnets came in response to Trump’s escalating tariffs and we’re now seeing some direct impact. Tesla’s occasional CEO says his plan to build thousands of Optimus humanoid robots this year is contingent upon the availability of those magnets needed for the robot’s motors.

"Without having to do anything, Beijing already seems to have the upper hand here," said CNN Beijing bureau chief Seven Jiang.