Stock Movers Tesla and Elon Compensation; Broadcom-OpenAI; Lulu Tariff Hit
Sep 5, 2025
Tesla's new compensation plan for Elon Musk is making waves, with potential payouts tied to ambitious growth targets, including a $1 trillion deal. Broadcom is on the rise as it partners with OpenAI to develop AI technology, raising concerns for rivals like Nvidia. Meanwhile, Lululemon faces difficulties, cutting its financial outlook due to tariffs and competition, marking a tough period for the brand amid shifting market dynamics. The conversation dives into the tech sector's competitive landscape and the broader implications for investors.
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Broadcom Enters Nvidia's Turf
- Broadcom is reportedly helping OpenAI design and produce a custom AI accelerator, a direct move into Nvidia's core market.
- Bloomberg sources and Broadcom comments suggest the first chips could ship starting next year and already include over $10 billion in orders.
Wildly Ambitious Musk Pay Plan
- Tesla proposed a massive compensation package for Elon Musk tied to ambitious benchmarks like scaling a robo-taxi business.
- The plan could raise Tesla's market value target to $8.5 trillion and increase Musk's stake to at least 25% over about ten years.
Perplexity Voice Finds Dog Chew Bones
- Lisa mentions testing the Perplexity voice feature to find dog chew bones and contrasts it with Siri's recognition.
- She used the tool successfully to order chew bones for her dogs Vet Bill and Ken fee.