Tesla hit all time records for production and deliveries but left Wall Street unsatisfied. (00:21) Deidre Woollard and Asit Sharma discuss: - Rivian’s profitability problem. - How Tesla is trying to “push competitors into a bad spot.” - Strategy shifts at Netflix. - If streamers have pricing power. (13:11) Sierra Baldwin catches up with financial hype w ... Show More
May 2023
Amazon’s AI & Tesla's Annual Meeting 5/16/23
<p>Brett Winton, Ark Invest chief futurist, discusses Amazon’s A.I. usage, the value of the technology, and why the technology may not benefit all major tech companies. Gene Munster, Deepwater Asset Management managing partner, gives his take on Tesla’s annual shareholder meeting ... Show More
44m 42s
Jan 2024
The Deal Room: BYD surpasses Tesla, so is $TSLA worth the hype?
<p>Last week it was announced that China's BYD had overtaken Tesla to become the world's leading electric vehicle (EV) seller.</p><br><p>In this episode, we take a deep dive into the business model of Tesla and examine why, despite selling fewer vehicles, it is worth some 10 time ... Show More
41m 39s
Dec 2021
Rivian vs. Tesla, Bitcoin’s Brutal Weekend, CNBC’s Next Generation 50
Carl Quintanilla and Jim Cramer began the show with a look at the EV space heating up, as Morgan Stanley analyst Adam Jonas called Rivian “‘the one that can challenge Tesla.” Separately, Tesla shares were under pressure as the SEC opened an investigation into the company after a ... Show More
43m 33s
Apr 2023
Monster week ahead for earnings - Plus, Tesla stock hits the skids 4/21/23
<p>Wall Street is getting ready to hear from tech heavyweights including Alphabet, Meta Platforms and Amazon. The “Fast Money” traders tackle whether next week is the real test for markets with tech front and center. And, why Tesla’s big drop is revving up a number of shareholde ... Show More
22m 54s
Mar 2024
Musk vs. the AI Overlords
This week, Felix Salmon, Emily Peck and Elizabeth Spiers ponder the future of computers, cars, and…fast food? They discuss why Elon Musk is suing Sam Altman and OpenAI and the altruistic origins of ChatGPT. Also: Wendy’s “surge pricing” gaff had customers crying foul and Apple’s ... Show More
43m 30s
Jul 2021
Tesla: will Elon Musk signal strength for China deliveries?
<p class="MsoNormal">As Tesla gets set to report second quarter earnings, Dan Ives, head of tech research at Wedbush, tells IGTV that the analyst community will be hoping to hear from CEO Elon Musk about the future of its deliveries in China. Ives is bullish on Tesla amid the ‘gr ... Show More
7m 10s