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A Tesla stranded in floodwater after heavy rainfall (Fatih Aktas/Getty Images)

The public’s impression of Tesla has sunk to its lowest levels ever

Tesla’s image is especially bad among moderates and liberals.

Tesla’s stock price isn’t the only thing that’s taken a dive recently.

Americans’ overall impression of the company is more negative than ever, according to data shared with Sherwood News by YouGov, a market research company that continually surveys people on how they perceive different brands. Indeed, carmaker’s reputation is at its lowest point since YouGov began tracking Tesla back in 2016 — not good news for a company already struggling with sales.

Americans’ opinions of Tesla started falling precipitously in the spring of 2022, around the time CEO Elon Musk initiated his purchase of Twitter. It hit negative territory — meaning more Americans had a negative impression of the company than a positive one — in the summer of that year, right before the acquisition went through and as his politics moved more vocally to the right.

Since then, Musk has aligned himself firmly with now President Donald Trump and has begun slashing federal budgets and head counts as the leader of an extragovernmental organization he named the Department of Government Efficiency. If the general public’s perception of Tesla is any indication, they don’t like what he’s been up to.

Of course, Americans’ opinions vary by political affiliation. Only among conservatives does Tesla have a positive net impression score, at about 7. For comparison, Americans’ average net impression of all carmakers is quite a bit higher, at 17.

Tesla’s net impression among moderates is -9 and a lowly -35 among liberals. Population-wide, Tesla is at -12.8, the lowest on record.

Trump’s recent Tesla purchase aside, Musk’s move into partisanship probably won’t do his car company many favors among consumers. As JPMorgan noted this week, Musk is mostly alienating Democrats — the very people most likely to buy EVs in the first place.

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Alphabet, Amazon, Microsoft, and Meta plan to spend more than $700 billion on capex this year

Big Tech’s big capital spending continues to surge even higher than the companies had previously expected.

Alphabet raised its 2026 capex outlook to between $180 billion and $190 billion, up from $175 billion to $185 billion. Meta increased its 2026 forecast to $125 billion to $145 billion, up from $115 billion to $135 billion. Microsoft, meanwhile, said it’s planning on spending $190 billion this calendar year, about $55 billion more than the FactSet analyst consensus. Amazon, the lone outlier, didn’t boost its capex forecast, keeping it at a cool $200 billion.

Combined, Alphabet, Amazon, Microsoft, and Meta plan to spend more than $700 billion on capex in 2026, nearly double what they spent last year and $100 billion more than they’d expected just last quarter, as they continue to build out the AI infrastructure to support their AI futures.

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Microsoft’s capex outlay this year would be enough to buy every outstanding share of Disney

CFO Amy Hood said on last night’s earnings call that the company will spend $190 billion on capex in 2026.

Senate bipartisan Artificial Intelligence (AI) Insight Forum on Capitol Hill in Washington

A tale of two capex increases: Why investors are responding to Google and Meta so differently

Two Big Tech companies posted stellar earnings and upped their capex forecasts. One stock is up, one is down.

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