What Happened? Shares of electric vehicle pioneer Tesla (NASDAQ:TSLA) fell 6% in the afternoon session after U.S. safety regulators said they were evaluating the rollout of the company's new Cybercab,

Tesla's Cybercab made its Austin debut with rides and fanfare, but the launch raised more questions than it answered about scale, safety approvals, and who actually profits if the robotaxi bet pays off.

Gordon Johnson predicts Tesla's stock could fall to $25 a share, citing its sky-high valuation, slowing sales, and changes in options trading.

Dimon, on the other hand, runs the U.S.'s largest bank, JPMorgan Chase ( JPM -0.45%), and is lauded for his years of experience and wisdom. He successfully steered JPMorgan through the Great Recession and the COVID-19 pandemic and continues to deliver solid returns for investors.

Tesla just posted record deliveries while its margins cratered, and BYD keeps selling millions of cars to a stock market that barely notices. Only one of these EV giants is actually set up for a bigger move from here.

News services overnight reported declining Tesla sales and market value in China, though also an increase in shipments from China to other markets.

CEO Elon Musk has been promoting unsupervised full self-driving for years. Today may be a big step toward that goal.

The stock market jumped above key levels Thursday, buoyed by Snowflake and dovish Fed comments. Tesla Cybercabs are now live in Austin robotaxi app. The jobs report is on tap.