Squawk on the Street Tesla's earnings miss, Southwest and CrowdStrike CEOs, T-Mobile's Incoming CEO 10/23/25
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Oct 23, 2025 Tesla faces scrutiny after missing earnings despite record revenue, with discussions on Musk's ambitious $1 trillion pay package and focus on AI-driven robots. Southwest Airlines surprises with profit thanks to new revenue strategies, while CrowdStrike's CEO highlights the importance of AI in cybersecurity amidst rising threats. T-Mobile's incoming CEO reveals growth plans involving satellite services. Additionally, high-profile NBA gambling arrests raise concerns about integrity in sports.
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Tesla Is About Robots And Autonomous Vision
- Elon Musk framed Tesla's future as being driven by autonomous tech and robots rather than just car sales.
- Jim Cramer and Scott Wapner argue the market is missing Tesla's long-term AI and robotics narrative.
Pay Package Headlines Overstate Immediate Payouts
- The CEO pay package controversy is an overhang but targets are stretch goals tied to performance.
- Jim Cramer compares these pay deals to sports contracts where hitting targets is required to collect big payouts.
Read Earnings Calls For Vision, Not Headlines
- Read earnings calls for the big-picture vision, not just headline metrics.
- Focus on management's long-term plans like AI, robotics, and energy use to evaluate growth potential.