Wall Street isn’t thrilled about the return of Donald Trump’s tariff threats. But traders are hardly panicking either. Shares of automakers were hit hard this week after the president-elect promised to levy hefty tariffs on imports from Canada and Mexico on his first day in office,

Grand View Research estimates autonomous vehicle sales will increase at 22% annually through 2030, and Global Market Insights expects autonomous ride-sharing revenue to grow at 64% annually through 2032. That could lead to rapid earnings growth for Tesla given that software and services earn higher margins than electric vehicles.

U.S. stocks are hanging near their records on Tuesday as Wall Street takes Donald Trump’s latest talk about tariffs in stride.