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May 21, 2024
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adam jonas, the influential analyst at morgan stanley has a new note out today. what he is saying and later a "halftime" exclusive with michael arougheti and tony ressler. we're back in two minutes. >> announcer: are you following "the halftime report" podcast? look for us in your favorite podcasting app. follow now. ere excellence, comfort, and electricity... are forever in bloom. welcome to beyond. the mercedes-maybach eqs suv. the future is not just going to happen. you have to make it. and if you want a successful business, all it takes is an idea, and now becomes the future where you grew a dream into a reality. the all new godaddy airo. put your business online in minutes with the power of ai. and they're all coming? put your business online in minutes those who are still with us, yes. grandpa! what's this? your wings. light 'em up! gentlemen, it's a beautiful... ...day to fly. - after military service, you bring a lot back to civilian life. leadership skills. technical ability. and a drive to serve in new ways. syracuse university's d'aniello institute for
adam jonas, the influential analyst at morgan stanley has a new note out today. what he is saying and later a "halftime" exclusive with michael arougheti and tony ressler. we're back in two minutes. >> announcer: are you following "the halftime report" podcast? look for us in your favorite podcasting app. follow now. ere excellence, comfort, and electricity... are forever in bloom. welcome to beyond. the mercedes-maybach eqs suv. the future is not just going to happen....
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May 21, 2024
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. >> look, it's adam jonas again, and thank heavens for adam jonas. he writes as much as stephen king. remember he's the charles dickens of our team. he had a cramer harder. i'm still convinced, i have such an ego, that he watches our show. the piece that jonas did on tesla was brilliant. what he's basically saying is, if you want all that ai and don't want a car company, you've got to vote yes. >> on the pay package. >> everyone in the world has to vote yes. he's going to take his bat and ball and go home. if i want a car company, i'll byford motor. >> a huge piece about the muskonomy. it the spacex logo and the tesla logo. boring still? >> i want people at home to understand that you'll read -- i'll read all these reports. they're like, oh, my god, let me break that, let me break that. then jonas. it's wow. jonas is just joy. i called him a lot of times. he's not allowed to talk to me because of the compliance rules. i just say, you're great. i hope he doesn't ever retire. >> in retail, jim, we mentioned lowe's and macy's. a call on gps today. a cit
. >> look, it's adam jonas again, and thank heavens for adam jonas. he writes as much as stephen king. remember he's the charles dickens of our team. he had a cramer harder. i'm still convinced, i have such an ego, that he watches our show. the piece that jonas did on tesla was brilliant. what he's basically saying is, if you want all that ai and don't want a car company, you've got to vote yes. >> on the pay package. >> everyone in the world has to vote yes. he's going to...
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May 8, 2024
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by the way, i forgot to mention adam jonas is one of those who had said look, i tried this. there are a lot of advantages to the system. a greatly reduced my overall fatigue level. there is still a long ways to go to remove the steering wheel in my opinion. for what it's worth, that's one analyst view. >> i appreciate the way that this comes down. this has been brewing for a couple of years. the prosecutors will need to demonstrate teslas claims crossed a line from legal salesman ship. elon musk has been in the middle of these kinds of moments before. >> i have listened to almost everyone of their conference calls when they do their reports. he has asked about full self driving, he will clarify that we do need to pay attention of the driver. and it says in the tesla language. i have heard from people saying why are you defending elon musk? he has made that clear. his statements are out there but also people who will say yeah, but he said you could drive without any hands on the steering will add various times in the past and gave the impression that it is 100% autonomous. >>
by the way, i forgot to mention adam jonas is one of those who had said look, i tried this. there are a lot of advantages to the system. a greatly reduced my overall fatigue level. there is still a long ways to go to remove the steering wheel in my opinion. for what it's worth, that's one analyst view. >> i appreciate the way that this comes down. this has been brewing for a couple of years. the prosecutors will need to demonstrate teslas claims crossed a line from legal salesman ship....
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May 7, 2024
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they're not going to plan on building a car adam jonas with morgan stanley brings up a great point in a note he put out today and essentially says this, although apple has confirmed it has nixed its apple car project, project titan, it does not mean there may not be any number of areas where apple's broader ai efforts could encompass the automotive value chain. is it possible that somebody in rivian in asia is having a conversation with somebody at apple? you bet. i would hope they're doing that. that's what auto companies are doing with tech companies every single day so, this report by itself, no reason for the stocks to move higher, though you can bet that when rivian reports its results after the bell and during the analyst call, r.j. will get this question >> for rivian's case as well, didn't they have the ford investment that went sour. >> correct. >> so i can't imagine they're overeager to go partner with another major company. >> guess who owns a big chunk of rivian, amazon. >> oh, right. >> it's not like these guys are out in the wilderness of illinois and not interacting wit
they're not going to plan on building a car adam jonas with morgan stanley brings up a great point in a note he put out today and essentially says this, although apple has confirmed it has nixed its apple car project, project titan, it does not mean there may not be any number of areas where apple's broader ai efforts could encompass the automotive value chain. is it possible that somebody in rivian in asia is having a conversation with somebody at apple? you bet. i would hope they're doing...
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May 7, 2024
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and melissa, our friend adam jonas asked r.j. about the rumor regarding apple and rivian having a partnership -- as you would expect, r.j. said, we don't comment on rumors. >> you can try again tomorrow, though, phil thank you. >> you bet >> phil lebeau it is just crazy to think that this company loses more than $38,000 per vehicle it sells, right? it's mind blowing. >> put a long-term chart -- i remember when the stock was public and the conversations we had about it, the absurdity of the valuation, and people got mad at us. it's -- their cash on the balance sheet is where the stock is trading >> every day there's less. >> every car they sell >> $39,000 loss per car. that's hard to do. >> and i think thank god they didn't make more cars. >> so, the lifeline is apple, i guess. otherwise, there's no compelling to own the stock, i don't think. >>> let's stick with the ev space and dan says recent action in tesla may be creating an opportunity to short the stock so, dan, how are you playing this one >> yeah, and let's be clear, mel,
and melissa, our friend adam jonas asked r.j. about the rumor regarding apple and rivian having a partnership -- as you would expect, r.j. said, we don't comment on rumors. >> you can try again tomorrow, though, phil thank you. >> you bet >> phil lebeau it is just crazy to think that this company loses more than $38,000 per vehicle it sells, right? it's mind blowing. >> put a long-term chart -- i remember when the stock was public and the conversations we had about it,...
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May 22, 2024
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. >> ugh >> adam jonas and morgan stanley, this line caught my attention. the a.i. theme is taking off even as the ev theme is plumbing deeper depths of disappointment. >> well, i think that we have to go to the panasonic president, yuki, i'm sorry if i mispronounce that. "our challenge regarding the profit for automobile battery business comes from a huge drop in demand for batteries used in specific models" and then says that tesla has had a drastic decrease in sales. i regard that as very important because it's indicative of the whole pastiche that is tesla i don't want to buy -- i don't want to buy it for a.i., because if i want a.i. from tesla, i'll just go buy -- i'll go buy nvidia, which is the a.i tesla stock was up big the other day. but remember, when musk said, listen, i guess i have to use nvidia -- no one wants to use nvidia because then you have to get in line. >> sure. well, but jonas's point, and he -- by the way, he does reiterate an overweight -- is that auto companies tend to find a way to follow a theme. and he would argue, i think, that gm and f
. >> ugh >> adam jonas and morgan stanley, this line caught my attention. the a.i. theme is taking off even as the ev theme is plumbing deeper depths of disappointment. >> well, i think that we have to go to the panasonic president, yuki, i'm sorry if i mispronounce that. "our challenge regarding the profit for automobile battery business comes from a huge drop in demand for batteries used in specific models" and then says that tesla has had a drastic decrease in...
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May 8, 2024
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adam jonas put a note out yesterday saying he had a chance to test it saying it's a step up in terms of capability the problem is this, if you are going to promise a robo taxi at some point in the future are you going to do it in a geo fenced area and if it's a robo taxi people are saying i'll get that software and send my car off to people to have a drive it's the last drive. that's the issue it's not going on most streets, definitely not on highway. the technology is mostly there it's the edge cases that as much as you can sit there and say we are using a.i., we are using all of the thousands, billions of miles of video that we're collecting from teslas in order to say this is what the system should do, the question becomes, on those edge cases, david, when do you have 100% confidence that you can let it go in the wild, speak? we saw what happened with k cruise, it was in a geo fenced area and regulators in san francisco said shut it down until we feel more comfortable. >> keep us posted z a you learn anything about that. >> you bet. >>> as we head to break. tiktok suing the u.s. g
adam jonas put a note out yesterday saying he had a chance to test it saying it's a step up in terms of capability the problem is this, if you are going to promise a robo taxi at some point in the future are you going to do it in a geo fenced area and if it's a robo taxi people are saying i'll get that software and send my car off to people to have a drive it's the last drive. that's the issue it's not going on most streets, definitely not on highway. the technology is mostly there it's the...
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May 2, 2024
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interesting note out of morgan stanley's adam jonas today we'll get cramer's "mad dash," countdown to the opening bell. e reoohe afureonmo lk ret tus. don't go anywhere. g at schwab iw powered by ameritrade, giving traders even more ways to sharpen their skills with tailored education. get an expanding library filled with new online videos, webcasts, articles, courses, and more - all crafted just for traders. and with guided learning paths stacked with content curated to fit your unique goals, you can spend less time searching and more time learning. trade brilliantly with schwab. (traffic noises) (♪♪) the road to opportunity. is often the road overlooked. (♪♪) at enterprise mobility, we guide companies to unique solutions, from our team of mobility experts. because we believe the more ways we all have to move forward. the further we'll all go. (grandpa) i'm the richest guy in the world. (man 1) i have time to give. (man 2) i have people i can count on. (grandma) and a million stories to share. (vo) the key to being rich is knowing what counts. >>> in general, we're not seeing
interesting note out of morgan stanley's adam jonas today we'll get cramer's "mad dash," countdown to the opening bell. e reoohe afureonmo lk ret tus. don't go anywhere. g at schwab iw powered by ameritrade, giving traders even more ways to sharpen their skills with tailored education. get an expanding library filled with new online videos, webcasts, articles, courses, and more - all crafted just for traders. and with guided learning paths stacked with content curated to fit your...
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May 8, 2024
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jonas' note. all say the same thing close in, where you're driving in neighborhoods or in the city and so forth, you still need to take control of the car. that's -- that final 5% is going to take so long to capture and figure out so when somebody says, well, there's going to be a robotaxi, pick me up at my house take me here, drop me out. that's not happening soon. >> we did see with cruze, in san francisco. >> we did see that in a geo fence theory not widespread at least not soon. what people expect. >> phil, don't go anywhere have you back in a little bit. >>> after this break, highlights from a conversation i had yesterday with ceo alex carp and former chairman of the joint chief of staffs general mark milley including whether technology would lower the cost of war in the future. >> does it ultimately cost more or less. >> cost more on less i actually think it will cost less take the money -- >> a lot more of that on the other side of this break it -- stay tuned you're watching "squawk box" an
jonas' note. all say the same thing close in, where you're driving in neighborhoods or in the city and so forth, you still need to take control of the car. that's -- that final 5% is going to take so long to capture and figure out so when somebody says, well, there's going to be a robotaxi, pick me up at my house take me here, drop me out. that's not happening soon. >> we did see with cruze, in san francisco. >> we did see that in a geo fence theory not widespread at least not soon....