Motley Fool Money Earnings Season Is in Full Swing, and Figma's IPO Is Right Around the Corner
Jul 24, 2025
Tom Gardner, co-founder and CEO of The Motley Fool, and Jon Quast, an experienced analyst there, dive into the latest market trends. They discuss disappointing earnings from Tesla and Chipotle, highlighting Tesla's volatile future in autonomy. Meanwhile, they explore Alphabet's booming AI-powered growth and IBM's strong AI business. The focus shifts to Figma's upcoming IPO and its competitive landscape strained by generative AI, raising questions about the platform's adaptability in a rapidly evolving market.
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Tesla's Long-Term Autonomy Bet
- Tesla's near-term weakness lies in vehicle sales decline, but its real value lies in future autonomy developments.
- Investors should think long-term, focusing on Tesla's self-driving software and robotaxi potential decades ahead.
Expect Volatile Tesla Stock
- Expect Tesla stock volatility with possible 30% to 60% drops multiple times every few years.
- Use dips as buying opportunities if you can tolerate the risk and embrace the long-term vision.
Chipotle Faces Value Perception Issues
- Chipotle's recent challenges stem from consumer perception of value and portion sizes, not tariffs.
- The company remains operationally strong but may shift from visionary growth to an operating-focused business.