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Tesla Q2 Deliveries, Europe Takes on Big Tech, and Second Half Outlook 7/2/24
Jul 2, 2024
Tesla analysts Craig Irwin and Stephen Gengaro discuss Tesla's Q2 deliveries and stock outlook. Alex Kantrowitz explains Europe's actions against big tech. Craig Johnson and Elizabeth Evans weigh in on the second half's market outlook.
42:45
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Quick takeaways
- Europe intensifies scrutiny on big tech companies, potential impact on market dynamics.
- Short-term correction expected in technology sector, seen as healthy opportunity for investors.
Deep dives
European Regulation Impact on Big Tech
European regulators are intensifying scrutiny on big tech companies, with Nvidia being the latest to face charges for anti-competitive practices in France. However, the impact on investors may be limited as Nvidia's technology is preferred by developers. While specific concerns exist, such as Nvidia's investments potentially influencing market dynamics, overall, the implications for the company and investors may not be severe.
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Discover
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