Ross Gerber

Ross Gerber, CEO of Gerber Kawasaki and expert on technology stocks, discusses critical trade probes affecting semiconductor imports and the potential tariffs initiated by the Trump administration. He highlights Nvidia's plans to expand its AI infrastructure in the U.S. and the significance of fast-tracked permits. The conversation also touches on Taiwan's collaboration with a U.S. satellite startup to prevent digital blackouts, emphasizing its implications for connectivity and the semiconductor industry amid geopolitical tensions.

Ross Gerber, President and CEO of Gerber Kawasaki Wealth and Investment Management, shares insights on Tesla's impressive earnings, highlighting a demand rebound in electric vehicles. Co-host Ed Ludlow provides live market analysis, discussing the implications of Tesla's strategy to introduce affordable models while managing potential brand risks. They also tackle Elon Musk's political affiliations and how they may shape the company's reputation and innovation moving forward. The conversation wraps up with a look at investor sentiment and future growth prospects.

Joining the conversation are Brent Thill, Senior Technology Research Analyst at Jefferies, discussing IBM's strategic shift toward software; Katy Kaminski, Chief Research Strategist at Alpha Simplex Group, who provides insight into the bond market amidst economic fluctuations; and Ross Gerber, CEO of Gerber Kawasaki, sharing his thoughts on Tesla and the evolving EV market. They tackle topics like U.S.-China trade dynamics, the impact of tariffs on the economy, and Tesla's challenges against the backdrop of shifting public perceptions.

This week features Josh Green, a national correspondent, who discusses the intersection of politics and tech in shaping voter perceptions. Craig Trudell and Ross Gerber provide insights on Tesla’s recent earnings and future challenges, while Gabby Coppola reveals BYD's rapid rise in the EV market. Keith Naughton highlights General Motors’ unexpected success, and Julie Smolanski shares Lifeway Foods' growth story. Young innovator Suresh Subash showcases his AI pesticide detector, underscoring the significance of mentorship in science.

In this discussion, Ross Gerber, CEO of Gerber Kawasaki Wealth Management, offers his insights on Tesla's impressive earnings, which surpassed Wall Street expectations. He highlights the rebound in demand for electric vehicles and forecasts slight growth in vehicle deliveries. The conversation dives into the implications of Elon Musk’s political engagement, questioning how it could affect Tesla's performance amid increasing competition. They also touch upon the significance of full self-driving software in driving profits and the anticipated dynamics of upcoming earnings calls.

Ross Gerber, the savvy President and CEO of Gerber Kawasaki Wealth and Investment Management, dives into Tesla's disappointing earnings report, marking one of the company's toughest quarters. He expresses his concerns as the automaker faces rising competition and the backlash against Elon Musk. Despite the earnings miss, they discuss Tesla's ongoing plans for robotaxis and affordable vehicles. Gerber emphasizes the importance of adapting to market demands while evaluating how Musk's public image may impact future consumer interest.

Laura Martin, a senior analyst at Needham & Company, provides insights on Alphabet's latest quarterly sales, discussing competition in the AI arena. Ross Gerber, CEO of Gerber Kawasaki, shares his mixed feelings on Elon Musk's management at Tesla. Max Chafkin unpacks the challenges facing Musk's empire. Thomas Carroll explores opportunities in the multifamily real estate and solar development sectors. Daniela Satori highlights Starbucks' turnaround efforts, while Kate Crater dives into the rise of YouTube chefs and how CEOs optimize their sleep routines.

Laura Martin, a Senior Analyst at Needham & Company, provides insights on Alphabet’s earnings and anticipates Apple's performance. Meanwhile, Jay Goldberg, a semiconductor expert from Seaport Research Partners, delves into Intel's struggles amid fierce competition. Ross Gerber, CEO of Gerber Kawasaki, discusses Tesla’s uncertain future as the company pivots towards robotics. The intriguing tensions unfold as President Trump and Fed Chairman Powell clash over interest rates and budget overruns during a Fed building tour, revealing their complex relationship.

Ross Gerber, CEO of Gerber Kawasaki, discusses Tesla's disappointing financial results and Elon Musk's evolving strategy amidst rising competition. Mike Cordonnier, CEO of Carlsmed, shares insights from his company’s IPO debut, focusing on innovations in spinal surgery. Brent Thill from Jefferies analyzes Alphabet's latest earnings, highlighting a significant increase in AI investments and the challenges posed by investor skepticism. The conversation explores the balancing act between innovation and financial performance in today's market.

Ross Gerber, President and CEO of Gerber Kawasaki, shares his expertise on Tesla and the challenges it faces, including tariffs and a changing consumer base. Tony Roth, Chief Investment Officer at Wilmington Trust, discusses rising recession fears impacted by trade policies, warning of significant effects on small businesses. They delve into Boeing's asset sale strategy to improve financial health and examine the competitive electric vehicle landscape, particularly Tesla's struggles against BYD in Mexico City.