Episode Details

Tesla’s stock surged nearly 8% after reporting record $28.2B Q2 revenue—beating forecasts—but profit per share missed expectations, hinting at a volume-driven strategy that may be hurting margins. Even Wall Street’s biggest fans are sounding the alarm: Stifel Nicolaus lowered its price target while keeping a “buy” rating, urging Tesla to prove its self-driving and robotaxi ambitions with real execution, not just hype.

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