Detroit, MI
Wall Street analysts say Elon Musk is the clear auto tariff winner: 'Tesla wins, Detroit bleeds'
New trucks crowd a parking lot at the GM assembly plant in Oshawa, Ontario, Canada, on Sept. 24, 2019.
Chris Helgren | Reuters
Several analysts on Wall Street see a clear winner emerging from President Donald Trump’s new auto tariff policy: Tesla.
Trump announced on Wednesday that all cars not made in the U.S. would be slapped with a 25% tariff beginning next week. The news sent shares of major American car producers in diverging directions in Thursday’s trading as Wall Street analyzed who would be most and least hurt by the policy change.
So far, multiple analysts see Elon Musk’s electric vehicle giant as a relative beneficiary given its domestic production. The stock rose more than 5%.
Put simply: “Tesla wins, Detroit bleeds,” wrote Bernstein analyst Daniel Roeska in a Thursday note to clients.
Tesla: ‘Clear structural winner’
Roeska called Tesla the “clear structural winner” of the policy, adding that it has a localized market share and is “better insulated” from trade risk. On the other hand, he said Ford and General Motors could see declines of up to 30% in earnings before interest and taxes this year.
“For everyone else, this is a margin reset and real drag on near-term earnings power,” he said of companies besides Tesla.
UBS analyst Joseph Spak noted both Tesla and competitor Rivian could “fare better” with 100% of production in the U.S. Rivian shares also were nearly 5% higher Thursday.
Tesla, 1-day
But for others in the industry, Spak said there will “clearly be some pain” as tariffs take effect.
TD Cowen analyst Itay Michaeli said Tesla’s substantial domestic sourcing helps make the company a “relative winner.” This is especially true for Tesla’s Model Y, which competes in the midsize crossover segment, a category that will now see close to half of all vehicles hit with levies. Presumably, a portion of the tariffs is likely to be passed on to consumers, making these vehicles more pricey.
Despite Thursday’s gains, Tesla shares have tumbled around 30% this year. Some of the declines have been attributed to political backlash against Musk, who is a key aid to Trump and acts as the face of the president’s government efficiency initiative.
As Tesla shares declined, Trump said earlier this month that he would purchase a Tesla in a show of support for Musk.
But Trump said the billionaire entrepreneur did not advise on auto tariffs because of a potential conflict of interest. Musk posted on his social media platform X that his company was not immune to effects from the policy.
“Important to note that Tesla is NOT unscathed here,” Musk wrote. “The tariff impact on Tesla is still significant.”
Still, Wall Street expects Tesla stock to rebound ahead, with most analysts polled by LSEG having a buy rating and an average price target suggesting about 18% in upside.
A ‘worst case’ scenario?
TD Cowen’s Michaeli called Trump’s announcement “close to the worst case outcome” compared with recent expectations for the policy.
He expects a “significant” initial impact to the Detroit Big Three. Based on policy as it is currently understood, he said Ford should be the least exposed in the group, while Stellantis may be the most exposed.
UBS’ Spak said to expect automakers to raise prices as a result. For Ford and General Motors, he estimated the average price tag could rise between $4,000 and $5,000 if 100% of the cost increase is mitigated.
Analysts pointed out that not every legacy automaker would be hit equally. Deutsche Bank analyst Edison Yu, for instance, listed Ford alongside Tesla in the “most shielded” bucket.
There are also some points of disagreement on which firms would feel the most pressure. Despite Michaeli saying Stellantis would be most exposed, Bernstein’s Roeska said the company should show “relative resilience” compared with other Detroit Big Three carmakers.
Ford’s stock declined 3%, while GM shares shed nearly 8%. Stellantis stock fell more than 2%.
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Detroit Tigers prospect Jackson Jobe explains pitching development
Detroit Tigers right-hander Jackson Jobe joined the “Days of Roar” podcast to talk about his MLB debut in 2024 and his expectations for 2025.
ATLANTA – Detroit Tigers right-hander Jackson Jobe has taken a big step in his return.
The 23-year-old completed his first bullpen session Tuesday, April 28, as he continues his rehabilitation program after Tommy John surgery to repair the ulnar collateral ligament in his right elbow.
He isn’t joining the Tigers anytime soon.
“He’s well off into the future,” manager A.J. Hinch said before Tuesday’s opener of a three-game series against the Atlanta Braves at Truist Park. “But it’s nice to see him change his program a little bit.”
The Tigers hope Jobe will be available in August to pitch MLB innings.
Before that happens, Jobe needs to complete an abundance of bullpen sessions, several live batting practice sessions and then five or six starts on a rehab assignment. Only then will the Tigers be ready to decide whether to promote him to MLB or let him work in Triple-A.
That decision is more than three months away.
Jobe hasn’t pitched for the Tigers since May 28, 2025, the final of 10 starts in which he registered a 4.22 ERA with 27 walks (12.4% walk rate) and 39 strikeouts (17.9% strikeout rate) across 49 innings. He suffered an elbow injury that required Tommy John surgery on June 16, 2025.
Jobe made his MLB debut in September 2024.
Before his Tigers debut, Jobe struggled in two starts for Triple-A Toledo in 2024. He allowed six runs on 12 hits and five walks with seven strikeouts over nine innings in those two starts for the Mud Hens.
The Tigers selected Jobe with the No. 3 overall pick in the 2021 draft.
Troy Melton building workload as starter
The Tigers need help in the bullpen.
But right-hander Troy Melton is building his workload as a starter – not a reliever – as he returns from right elbow inflammation. The 25-year-old has been sidelined since spring training, but on Tuesday, he completed his second live batting practice session in preparation for a rehab assignment.
Melton isn’t eligible to pitch for the Tigers until May 25.
“He’ll have a full spring training,” Hinch said.
Expect about six starts for Melton during his rehab assignment as the Tigers replicate a spring training experience. The timeline of six starts would make him ready to join the Tigers in late May.
That’s right on schedule.
Right-handed reliever Beau Brieske (left adductor strain) joined Melton in Tuesday’s live batting practice session, while Zach McKinstry (left hip/abdominal inflammation) swung in the batters box against both pitchers.
The session took place in Lakeland, Florida.
“We’re chipping away at this health thing,” Hinch said. “We’re feeling better by the update so far.”
Contact Evan Petzold at epetzold@freepress.com or follow him @EvanPetzold.
Detroit, MI
Where to watch Detroit Tigers vs Atlanta Braves: TV channel, start time, streaming for Apr. 28
What to know about MLB’s ABS robot umpire strike zone system
MLB launches ABS challenge system as players test robot umpire calls in a groundbreaking season.
Baseball is back and finding what channel your favorite team is playing on has become a little bit more confusing since MLB announced plans to produce and distribute broadcasts for nearly a third of the league.
We’re here to help. Here’s everything you need to know Tuesday as the Detroit Tigers visit the Atlanta Braves.
See USA TODAY’s sortable MLB schedule to filter by team or division.
What time is Detroit Tigers vs Atlanta Braves?
First pitch between the Atlanta Braves and Detroit Tigers is scheduled for 7:15 p.m. (ET) on Tuesday, Apr. 28.
How to watch Detroit Tigers vs Atlanta Braves on Tuesday
All times Eastern and accurate as of Tuesday, April 28, 2026, at 6:33 a.m.
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MLB regional blackout restrictions apply
MLB scores, results
MLB scores for Apr. 28 games are available on usatoday.com . Here’s how to access today’s results:
See scores, results for all of today’s games.
Construction crews are making way for the new home of the Detroit City Football Club after demolishing the old Southwest Detroit Hospital.
This marks a major step for the new 15,000-seat stadium and new attraction in Corktown.
Construction crews will be removing demolition debris and preparing the land for phase 1 of AlumniFi Field, which DCFC co-owner Sean Mann says will be more than just a stadium.
“It’s not lost on me the significance of being able to remove a significant piece of blight,” said Mann.
It’s the start of turning the leveled Southwest Detroit Hospital site into something Mann says will complement the growth already happening in Corktown and Mexicantown.
“Our vision, it wasn’t just a stadium isolated on an island, but it’s also how are we bringing retail, how are we bringing residential, that fits into the neighborhood 365 days per year and not just when we have matches,” he said, adding that they’ll be using the 15,000-seat stadium for concerts and other sporting events.
“We’ll have the stadium going, and then concurrently, as part of the phase, is a parking deck wrapped with affordable housing. So that’s all here, part of Phase One taking place here on the site.”
Mann says they chose Barton Malow as their general contractor, given its history of stadium projects such as Little Caesars Arena and the expansion at Michigan Stadium.
“Respected nationwide industry leader based here in Southeast Michigan, with all kinds of experience, but certainly stadium experience,” he said.
The stadium’s completion is still expected by the 2027 season.
Phase 1 will officially kick off with a groundbreaking in mid-May, when the team will share more details about the construction and completion timeline.
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