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Episodios
  • Nicholson: TSLA Valuation "Very Little to Do With Cars"
    May 20 2025

    David Nicholson says the Tesla (TSLA) valuation is largely rooted in its future technology offerings for Robotics, A.I. and much more. David joins Alex Coffey to dissect Elon Musk's commentary today suggesting his re-commitment to be Tesla's CEO for the next several years. He looks at the capex moving into robotics, saying within 5-10 years "advanced robots will be in many, many homes." In terms of competition, David points to Chinese EV makers as well as Nvidia (NVDA) and Apple (AAPL) in mega-cap tech.


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    6 m
  • Thorne: Bitcoin Nears All-Time High After "Suppression of Innovation"
    May 20 2025

    "The United States needs to be the leader" in the crypto space, argues Jim Thorne. He says cryptocurrency markets remain in the "very early innings" of development and have room to run with a "regulatory cloud" lifted in Washington.


    ======== Schwab Network ========

    Empowering every investor and trader, every market day.

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    8 m
  • Stock Market Today: Musk Staying as TSLA CEO, UBER & CRWV New Highs, PANW Earnings
    May 20 2025

    Markets continued to experience compression as indices closed lower, aside from the RUT's marginal gains. Tesla (TSLA) CEO Elon Musk made headlines on his position and plans for next month's expected robotaxi launch. Uber Technologies (UBER) and Coreweave (CRWV) hit new all-time highs, while Palo Alto Networks (PANW) sold off after earnings. J.D. Durkin turns to the trading session's top stories.


    ======== Schwab Network ========

    Empowering every investor and trader, every market day.


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    3 m
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