China is tightening export rules on crucial crucial rare earth minerals. U Tesla relies on these but has said that it plans to strip them out of its cars in the future. And joining us now George Gianicus uh can accord genuity senior analyst.This is I think matters to Tesla obviously uh but George I don't know if you can speak to the the semiconductor industry and and all the other varied and sunundried industries that rely on these rare earths but for Tesla how significant is it and and you've got a lot of ...

Core Viewpoint - Tesla is adjusting its pricing strategy to cater to more price-sensitive consumers while attempting to maintain profit margins, especially in light of expiring government credits [2][4][8]. Pricing Strategy - Tesla has reduced prices by approximately $5,000 but has increased costs by about $2,000 compared to the previous week, with many buyers ineligible for a $7,500 credit [1]. - The company is focusing on the lower end of the market to attract cost-conscious buyers while preserving its profit profile [2]. Margin Management - Tesla's margins have faced pressure but showed improvement last quarter, beating expectations by about 150 basis points [5]. - There is potential for margins to remain stable or improve in the upcoming quarters, with expectations of a 50 to 100 basis point beat [6][12]. Competitive Landscape - Tesla is facing intense competition from Chinese EV brands, which prioritize market share over profitability [9][10]. - The Chinese EV market is producing high-quality vehicles at lower prices, posing a challenge for Tesla in maintaining its brand loyalty and market position [11][15]. Long-term Outlook - Investors are focused on Tesla's long-term opportunities in AI, robotics, and autonomous vehicles, which are seen as key growth areas [16][20]. - Despite short-term pressures, Tesla is expected to remain a leader in the EV market, particularly in the U.S. and Europe, as traditional automakers retrench [19].

Market Trends & Competitive Dynamics - Lyft shares are up over 13%, while Uber shares are pulling back about 5% following Alphabet's Waymo announcement of a robo-taxi service launch in Nashville with Lyft [1] - The partnership between Lyft and Waymo introduces competitive tension, potentially impacting Uber's pricing leverage [5][6][11] - Lyft's stock is up nearly 80% YTD and 133% from its April low [3] Company Strategy & Partnerships - Lyft's partnership with Waymo is their first, landing in a critical part of the country, while Uber already has existing partnerships with Waymo [2] - Lyft aims to leverage the Waymo partnership to expand into other cities [6][10] Company Valuation & Financials - Uber is a $194 billion company with a turnaround in its balance sheet [2] - Lyft is a $9 billion company [5] Investment Opportunities & Risks - There's a potential trade opportunity with Lyft, with a low-risk scenario around the $20 mark or $19 with more risk [4] - The market is taking the ride with Lyft, as Uber shares are pulling back [12]

Let's stick with this move higher in Tesla and that billion-dollar stock purchase. Joining us this morning with his insight and reaction, William Blair Group, head of energy and power tech, Jed Dorshimer. Uh Jed, good to have you.Um I guess what do you make of the the purchase and then just the perform the price action uh in the past week or month to date. Yeah, I mean as Robert me thanks for having me Carl. I think as as Robert mentioned, you know, the last time was February 2020 and so as a signal, I thin ...

Amazon making its long-awaited leap into the robo taxi race. The company's self-driving Zuk's vehicles hitting the streets in Las Vegas today. Mackenzie Seagalos has more in today's Tech Check.Mac, hey there. So, we are talking about a first of its kind vehicle. No steering wheel, no pedals.You can see it here in this exclusive footage captured by CNBC's digital video team during a ride along. Now, it's a limited launch, but a meaningful one. Zuks needed special regulatory clearance just to carry passengers ...

Welcome back everyone. We've officially made it through week one of earning season. So, congratulations on that.But before you celebrate too early, things are just getting started. Week two, what we're getting into this week is even bigger than week one. Let's go ahead and just take a look at the earnings calendar here and I'll highlight a few companies that we'll be going over in today's episode.To start things off, tomorrow before market open, we have Equifax right there. Equifax is reporting earnings and ...