Investors were excited to hear that Tesla plans to launch its driverless cars as a paid service in just a few months. Now Tesla may be gaining an advantage from another place entirely. Tariffs on vehicles and auto parts imported from Canada and Mexico may begin as soon as tomorrow.

Reflecting these slowing figures, Tesla ended up missing both top- and bottom-line projections. Revenues of $25.71 billion fell $1.42 billion short of analyst expectations, while its EPS of $0.73 was off by $0.

Tesla Inc. plans to launch a long-promised robotaxi business and get back to growing vehicle sales after a year of decline in both deliveries and earnings.