Wall Street Breakfast Wall Street Roundup: are we in a bubble?
9 snips
Oct 24, 2025 Tesla's earnings create waves of uncertainty, while GM shines with strong guidance amid rising EV demand. Netflix faces pressures with a surprising tax charge, stirring investor jitters. Tech continues to sizzle, especially Intel's unexpected strength, even as questions linger about its future. Beyond Meat's meme stock rally raises bubble alarms, highlighting market froth. Plus, with a soft CPI report, all eyes are on potential Fed rate cuts and big tech earnings—Google and Meta stand out as pivotal players.
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Tesla's Results Signal Cautious Optimism
- Tesla's earnings were mixed: revenue beat but margins shrank and guidance flagged uncertainty.
- Investors are in a wait-and-see mode focused on deliveries and production as comeback indicators.
GM Shows Auto Market Depth
- GM beat expectations, raised guidance, and gained market share, alleviating some tariff concerns.
- The auto industry is broader than Tesla, and execution differences matter for investors.
Netflix Margin Slippage Worries Investors
- Netflix revenue grew 17% but margins fell and a $600M Brazilian tax charge dented sentiment.
- Margin deterioration worried investors more than the temporary tax dispute.