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Trade Tracker: Steve Weiss buys Uber
CNBC Television· 2025-07-28 17:28
Well, we do have a move. Mr. . Weiss, you're back in Uber.Yes. Again. I am.Tell me more. Uh, look, I think they've got definitely the pole position in autonomous and robo taxis, much more so than Tesla. They've got the right cost profile because they're not picking up the cost.Whimo is. So, I think they'll do quite well in uh in the earnings because even though prices have gone up, you know, from what I'm hearing, demand hasn't suffered. So, it all adds up to put up a good quarter.Okay, thanks for the updat ...
Dan Ives: “For Tesla, it’s not about deliveries, it’s about AI.”
Yahoo Finance· 2025-07-25 13:21
I agree that it's not great in terms of near-term fundamentals. Was this a quarter that you're going to frame, you know, on a wall. No.The next few quarters, could it be soft from a delivery perspective. Of course. And Musk hit that.But to me, this is just the beginning. I believe this is a $2 trillion market cap because when I think about the future, it's about AI. It's about robo taxis. It's about physical AI.Optimus robotics is that scales humanoids that's gonna be a huge piece of the Tesla story and the ...