Stock Movers Tesla Falls, Intel Rises, Carmax Sales Shortfall
Sep 25, 2025
Tesla faces a tough time in Europe, with a 22% sales drop and a dwindling market share. Meanwhile, Intel seeks a financial lifeline from Apple, hoping to revive its struggling business. CarMax disappoints with disappointing earnings and sales figures, prompting analysts to downgrade the stock. The hosts delve into these shifting market dynamics, highlighting the contrasting fortunes of key players in the tech and automotive sectors.
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Tesla Loses Ground In Europe
- Tesla's European sales fell 22% in August, cutting its market share to 1.9% despite rising regional EV demand.
- Europeans are buying other EVs and hybrids, signaling competitive pressure on Tesla in that market.
Intel Seeks Apple Investment And Partnership
- Intel has extended gains after reportedly approaching Apple about an investment and deeper cooperation.
- The talks are early-stage and may not lead to a deal, but they boosted Intel's stock and sentiment.
CEO Conversations As Informal Diplomacy
- Tim Stenovec and Emily Grafeo discussed the idea of tech CEOs using influence to shape deals, calling it 'presidential diplomacy.'
- They noted CEOs regularly talk and that such conversations could factor into strategic investments like Apple's potential move.