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, 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.

Ross Gerber, CEO of Gerber Kawasaki and a keen commentator on Tesla, shares insights into the electric vehicle giant's stock struggles and Musk's leadership challenges. He discusses the paradox of rising vehicle sales despite declining stock prices. The podcast also dives into FedEx and Nike's recent troubles and their strategies to regain market confidence. Gerber emphasizes the vital role of Musk's decision-making during this turbulent time for Tesla, raising questions about the company's future direction.

Ross Gerber, the savvy President and CEO of Gerber Kawasaki Wealth and Investment Management, dives into Tesla's latest earnings report, showcasing a surprising rebound in demand and profit margins. He analyzes how Elon Musk's political choices might impact Tesla's reputation and business, stirring concern among some customers. Additionally, Gerber discusses the implications of Tesla’s shift towards affordable vehicles and robo-taxis alongside insights on the company's profitability from self-driving tech. It's a mix of finance, politics, and future trends!

In this discussion, industry expert Ross Gerber, CEO of Gerber Kawasaki, and Bloomberg Technology cohost Ed Ludlow delve into Tesla's impressive earnings beyond Wall Street expectations. They analyze the rebound in demand for electric vehicles and the company's projected growth in vehicle deliveries. The conversation also highlights the impact of declining production costs, the need for focused leadership amid political distractions, and the implications of new product strategies on Tesla's market standing. Expect engaging insights about the future of the EV giant!

Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management, shares his insights on Tesla's impressive third-quarter earnings, which surpassed Wall Street expectations. Analyst Ed Ludlow discusses the implications of Elon Musk's political activities and how they might impact Tesla's brand and innovation. The conversation also explores Tesla's strategies for affordable vehicle models and the risks posed by market dynamics. As the company anticipates future growth, both guests emphasize the importance of adapting to challenges in the EV landscape.