Stock Movers Tesla Falls, Lending Club Soars, Dow Rises After Improved Volumes in Industrial Unit
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Oct 23, 2025 Tatiana Dargier, a Bloomberg reporter with a knack for market insights, joins the discussion to analyze recent financial performances. She reveals how Tesla's stock stumbled after missing earnings estimates, even amid record sales. On a high note, Lending Club's shares skyrocketed after impressively beating forecasts and receiving an upgrade from JPMorgan. Lastly, she highlights Dow's bounce-back thanks to better-than-expected volumes in its industrial sector, easing losses and boosting investor sentiment.
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Sales Beat, Costs Undercut Profits
- Tesla reported a record quarter of vehicle sales but profits missed due to a 50% surge in operating expenses to $3 billion.
- Tatiana Dargier highlights that spending on robotics and AI is a major driver of those costs and investor uncertainty.
Ambitious Yet Vague Robotics Plans
- Elon Musk discussed ambitious but vague robotics and AI initiatives, including a claim about making 100,000 robots a month in five years.
- Tatiana notes investors are uneasy because the timeline and near-term growth drivers remain unclear.
Watch Originations And Provisions
- Lending Club beat earnings and gave origination guidance above estimates, prompting a stock jump and a JPMorgan upgrade.
- Investors should watch originations growth and provision trends as signs of contained credit risk.