The Rundown Tesla's China Sales Fall to Three-Year Low, CoreWeave Lowers Outlook Amid Data Center Delays
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Nov 11, 2025 This episode dives into Tesla's dramatic plunge in China sales, battling fierce local competition. The discussion shifts to CoreWeave's optimistic performance contrasted with troubling construction delays impacting their outlook. Paramount's strategic plan emerges, highlighting a significant cost-cutting initiative and a potential acquisition of Warner Bros. Discovery. Lastly, the episode examines SoftBank's surprising move to sell its entire NVIDIA stake while focusing investments on AI development. Tune in for insights on market reactions and strategic shifts!
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Markets Rally On Shutdown Relief
- Markets rallied after a Senate bill moved to the House, easing fears of a prolonged government shutdown. This spurred tech and crypto gains as investors anticipated resumed economic data and normalized operations.
Tesla's China Sales Plunge
- Tesla's China sales fell to a three-year low in October, signaling rising competitive pressures from Chinese EV makers. The decline coincides with stronger local rivals like BYD and Xiaomi gaining market share and Tesla shifting focus to robotics and robo-taxis.
AI Demand Hits Data Center Limits
- CoreWeave and Nebius show explosive revenue growth but face data center capacity bottlenecks. Delays and sold-out capacity highlight infrastructure as the new choke point in the AI buildout despite strong demand.