Roth Capital Markets analyst Craig Irwin says investor focus may shift from EV demand concerns to progress on the company’s emerging robotics and autonomous vehicle programs.

While overall demand softened, Chinese automakers continued to gain ground, taking a record market share and squeezing several established European brands, the research data showed.

Tesla stock climbs July 23 as Q2 earnings near. Musk teases robotaxi rollout, diner launch, and AI pivot amid falling sales and profit.