

Tesla Slips, Juniper Climbs on Settlement; Palantir Rebound
Jun 30, 2025
Tesla's shares are slipping as Elon Musk warns of job losses from proposed bill cuts affecting clean energy credits. Meanwhile, Juniper Networks gains traction after a Justice Department settlement protects market competition against a major takeover. Palantir rebounds following a partnership with Accenture to enhance AI offerings. The podcast also highlights Disney's stock upgrade, driven by strong park performance and growth potential in cruising and streaming. Explore how these developments shape the market landscape!
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Juniper Deal Preserves Competition
- The Justice Department's settlement preserved market competition by requiring divestitures in the HP Enterprise's Juniper acquisition.
- This prevents consolidation of market control and maintains three major players in wireless networking solutions.
Tax Bill Cuts Impact EV and Clean Energy Stocks
- Senate changes to the tax bill cut electric vehicle and clean energy credits, disappointing leaders like Elon Musk.
- These cuts caused declines in stocks such as Tesla and NextEra Energy reflecting concerns over future industry growth.
Palantir Gains From AI Partnership
- Palantir shares rebounded after a steep decline, boosted by a new strategic AI partnership with Accenture Federal Services.
- This alliance aims to enhance AI capabilities for U.S. federal agencies, reflecting optimism in Palantir's growth potential.