Trump Threatens 100% Tariff on Canada Amid Earnings Wave from Tech Giants
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 24 2026
0mins
Should l Buy TSLA?
Source: Yahoo Finance
- Tariff Threat: President Trump has threatened a 100% tariff on Canada, which could escalate trade tensions and negatively impact cross-border business activities and investment confidence.
- Earnings Wave: Tech giants like Tesla, Microsoft, Meta, and Apple are set to release earnings reports, with market expectations high for these companies to continue driving overall economic growth amid the current uncertain trade environment.
- Market Reaction: Investors are responding cautiously to Trump's tariff threat, which may lead to stock market volatility, particularly affecting companies with significant trade ties to Canada.
- Economic Impact: Should the tariffs be implemented, Canadian export prices could surge, potentially affecting consumer spending and overall economic growth, especially in sectors reliant on the U.S. market.
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Analyst Views on TSLA
Wall Street analysts forecast TSLA stock price to rise
30 Analyst Rating
12 Buy
11 Hold
7 Sell
Hold
Current: 395.010
Low
25.28
Averages
401.93
High
600.00
Current: 395.010
Low
25.28
Averages
401.93
High
600.00
About TSLA
Tesla, Inc. designs, develops, manufactures, sells and leases high-performance fully electric vehicles and energy generation and storage systems, and offers services related to its products. Its segments include automotive, and energy generation and storage. The automotive segment includes the design, development, manufacturing, sales and leasing of high-performance fully electric vehicles, and sales of automotive regulatory credits. It also includes sales of used vehicles, non-warranty maintenance services and collisions, part sales, paid supercharging, insurance services revenue and retail merchandise sales. The energy generation and storage segment include the design, manufacture, installation, sales and leasing of solar energy generation and energy storage products and related services and sales of solar energy systems incentives. Its consumer vehicles include the Model 3, Y, S, X and Cybertruck. Its lithium-ion battery energy storage products include Powerwall and Megapack.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Supply Chain Challenges: Musk indicated that existing chip suppliers like Samsung, Micron, and TSMC cannot meet Tesla's needs, necessitating self-manufacturing to secure production capabilities over the next three to four years.
- Strategic Importance: The project will establish a large semiconductor fabrication facility encompassing logic, memory, and packaging, ensuring Tesla's production security against geopolitical risks and enhancing the company's competitive position in the market.
- Future Outlook: Musk emphasized the need for proactive measures in light of escalating global geopolitical risks, positioning Tesla to maintain a competitive edge and avoid potential supply chain disruptions in the future.
See More
Lessons Learned from Investing in Tesla
- Investment Return Analysis: The author bought Tesla stock in 2014, achieving a staggering 2,780% return at one point, but opted to convert 88% of his shares to cash in 2022, realizing a 1,900% gain, demonstrating sensitivity to market fluctuations.
- Market Sentiment Shift: Despite Tesla's significant stock price increase over the past decade, the author grew disillusioned with Musk's management style and Twitter antics, believing these factors undermined the company's long-term investment value, highlighting investors' acute sensitivity to founder behavior.
- Psychological Impact: The author recognized that holding stocks in companies he no longer believed in led to confusion in investment decisions, emphasizing the importance of aligning investments with personal beliefs to avoid becoming a passive investor.
- Future Outlook and Reflection: While some analysts remain optimistic about Tesla's future, the author has chosen to abandon this 'founder cult' investment approach, asserting that maintaining a rational and clear-headed investment mindset is more valuable than chasing short-term gains.
See More
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- Investment Return Analysis: The author purchased Tesla stock in 2014 and achieved nearly a 1,900% return, yet he regrets the decision, believing luck played a larger role than genuine investment acumen.
- Market Performance Comparison: Tesla's stock barely kept pace with the S&P 500 in the first five years, illustrating the uncertainty of the market despite the author's initial optimism about the company's future.
- Management Impact: As Musk's Twitter marketing strategies appeared increasingly desperate, the author sold 88% of his Tesla shares for cash in the summer of 2022, achieving a 1,900% return but losing confidence in the company.
- Investment Lesson Summary: The author realized that holding stocks in companies he no longer believes in is unwise; despite substantial financial returns, the psychological burden and dissatisfaction with the company rendered the investment meaningless.
See More
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AI Exposure Scores: The analysis indicated that the average AI exposure score across various jobs in the U.S. economy was 5.3, suggesting moderate exposure to AI, with some jobs like medical transcriptionists scoring as high as 10.
Job Disruption Potential: Karpathy's project highlighted that jobs with higher AI exposure scores are more likely to be replaced by AI-driven automation, while jobs requiring physical labor received lower exposure scores.
Economic Impact of AI: The analysis estimated that jobs with high AI exposure are associated with annual wages of approximately $3.7 trillion, indicating a significant economic impact as AI continues to evolve.
See More
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- Investment Scale Expansion: Strive purchased $50 million of STRC preferred stock as part of broader balance sheet adjustments, while also acquiring an additional 179 Bitcoin, bringing total holdings to 13,311 BTC worth approximately $930 million, demonstrating the company's ongoing confidence in crypto assets.
- Dividend Policy Adjustment: Strive raised the dividend rate on its SATA preferred stock by 25 basis points to 12.75%, despite the stock trading below par, indicating the company's efforts to enhance shareholder returns and bolster market confidence.
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- Historical Warning: Thiel similarly liquidated his portfolio in Q4 2019 and did not trade for five years; while the S&P 500 rose approximately 91% during that period, he avoided significant losses by selling put options, highlighting the complexity of his investment strategy.
- Valuation Risks: As of Q4 2025, the S&P 500's cyclically adjusted price-to-earnings (CAPE) ratio reached 39.1, significantly above the 30-year average of 28.5, with historical data suggesting a high likelihood of negative returns over the next three years at such elevated valuations.
- Market Divergence: Despite Thiel's pessimism towards Tesla, Microsoft, and Apple, Wall Street analysts generally view these stocks as undervalued, with target prices implying upside potentials of 22%, 51%, and 21% respectively, indicating strong market confidence in these tech giants.
See More
