Closing Bell Closing Bell: 10/22/25
Oct 22, 2025
Dive into the latest market movements including critical insights on Tesla’s earnings and its potential recovery. Experts debate the implications of upcoming MAG 7 earnings and sentiment shifts. Meme stocks make a surprising comeback, driven by retail activity, while analysts discuss technical patterns. Controversies surface around U.S. software restrictions on China and the NHL's new partnership with prediction markets. Explore the shifting dynamics as the market closes, with a focus on sectors like semiconductors and renewables.
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Tesla's Three Key Market Drivers
- Tesla earnings will hinge on China stabilization, robo-taxi specifics, and humanoid robot timing.
- Energy storage margins are already strong and could be a quiet upside driver.
Autonomy As Tesla's Next Growth Chapter
- Dan Ives views Tesla's worst issues as behind and sees autonomous and robotics as its next massive growth chapter.
- He projects autonomous could justify a multi-trillion dollar valuation expansion.
Add On Pullbacks And Use Covered Calls
- Add to positions on weakness and sell covered calls when valuation looks extended.
- Bryn recommends adding near $390 and selling calls around $460–$500 to manage risk.