Craig Irwin, an analyst at Roth Capital known for his expertise on Tesla, discusses his recent upgrade of Tesla's stock to a buy rating after years of skepticism. He explains the positive momentum around Tesla's self-driving technology and changing market dynamics. The conversation also highlights booming holiday retail trends and performance from tech giants like NVIDIA and Apple. Additionally, they touch on Intel's leadership challenges and its impact on the semiconductor industry, providing insights into the evolving landscape of both tech and retail sectors.

Lisa Su, the CEO of AMD, shares insights on the cutting-edge MI325X AI chip, aimed at rivaling NVIDIA while enhancing customer efficiency. Stephanie Drescher, from Apollo Global Management, discusses the surging interest in private market investments and emerging opportunities. Mike Santoli offers a look at the banking sector's current stability, and analysts like Steve Sosnick and Craig Irwin weigh in on market trends, including Tesla's ambitious robo-taxi initiative and its implications for future technology sectors.

Tesla analysts Craig Irwin and Stephen Gengaro discuss Tesla's Q2 deliveries and stock outlook. Alex Kantrowitz explains Europe's actions against big tech. Craig Johnson and Elizabeth Evans weigh in on the second half's market outlook.