cover of episode Tesla Rises on Trump's Plan to Ease Self-Driving Rules, Nvidia Faces AI Chip Delays

Tesla Rises on Trump's Plan to Ease Self-Driving Rules, Nvidia Faces AI Chip Delays

2024/11/18
logo of podcast The Rundown

The Rundown

AI Deep Dive AI Chapters Transcript
People
主持人
专注于电动车和能源领域的播客主持人和内容创作者。
Topics
主持人指出,特朗普计划制定新的自动驾驶汽车法规,这刺激了特斯拉股价大涨。因为特斯拉CEO马斯克与特朗普关系密切,可能对新法规的制定产生影响,而特斯拉也正全力押注自动驾驶技术,包括机器人出租车。目前,美国国家公路交通安全管理局(NHTSA)对自动驾驶汽车的监管是特斯拉和整个行业的瓶颈,新的法规有望改变这一现状。

Deep Dive

Chapters
Tesla's stock rises on news that Trump plans to ease regulations for self-driving cars, potentially benefiting Tesla and other self-driving companies.
  • Trump administration plans to set up new laws for self-driving cars.
  • Tesla is heavily invested in self-driving technology, including the robot taxi concept.
  • NHTSA has been a regulatory hurdle, allowing only 2,500 autonomous vehicles per year.

Shownotes Transcript

Translations:
中文

Public dot com presents to run down your daily market update in five minutes. My me is a that money in today is monday, november eighteen. In today's episode, we recover last week, brutal week in the markets and tell you what to look forward to this week.

You also tell you why tesla investors are excited about new regulations and in videos, chAllenges with their new AI cha then stick around to the end of the show to find out how many people tuned to watch the jake paul verses my ties in box and match, and why nett flix might not be ready for live streaming. All right, let's go. Well, guys, the stock market is coming off a pretty tough week.

Both the S M P, and as had their worst weeks in september, the S N P drop more than two one percent in the mazda drop three point two percent. Market seem to be experiencing a post election hangover and taking back some of the gains we saw two weeks ago after the election, except script, where we haven't seen much of a pull back there hovering above ninety thousand dollars, a theory is above three thousand dollars, and salona has been climbing recently. Nearing two hundred and fifty dollars is closed with all time highs.

So stocks are seen a pullback. Crypto, not so much, by the way, we have a pretty stack we come in that we're in earning from some heavy hitters. Walmart reports on before the market opens, target and T J, X report on wednesday the market opens. Industries like to pay close attention to these retailer earnings to see how overall consumers are doing, but the one that everyone be paying close attention to is NVIDIA.

They report earnings wednesday after the market close in videos, earnings will tell us where we are in the AI boom like an invidia continue their insane growth? Or are there going to be signs of a slowdown? I feel like I say this every quarter, but invidious earnings just always feel like a maker break moment, you know and video seems to always pull through.

They're consistently beating earnings at least over the last couple years. I'm kind of nervous to find out what happens when they don't beat expectations. Hopefully doesn't happen this week, but yeah will see we cap y and video earnings along with all the other big ones here on the run down.

So if you knew to the podcast, you picked great week to start listened. And for all my day, once out there, you guys already know how hype I get for video earnings, how i'm so pumped and kind of nervous from being honest. Let's run through some headlines.

Let's start with test lab. Now here's a stock that has been ripping since the election and doesn't seem to be slowing down. Shares are up again this morning after blooming burg report trump is looking to set up new laws for self driving cars.

And I have a feeling that the CEO of tesla, elon must be bf with the president like lately, might have a couple things to say on what these new laws and regulations should look like when IT comes. Self driving cars, ever. Tesla is going all in on self driving, which include the robot taxi.

They showed up the prototypes a few weeks ago. 我们, but that's a vision for tea ture. Now is the national highway traffic safety or the N.

H, T, S. A is in charge of regulating self driving cars, and they're been kind of a pest to tesla and the self driving industry in general. The organization was reported to be investigating tesla in october over the multiple crashes of the self driving cars.

That the biggest bottle's ck is that the N. H. T S. A has only allowed twenty five hundred autonomous vehicles a year. And past attempts to increase that, that number haven't been.

So maybe with these new laws, that will help paint a more clear path for self driving cars in the self driving industry. So this could have been advantages not just for tesla, but other other self driving companies like google. But again, i'm sure and must will have a lot of influence, these laws will look like.

And that's why tesla investors are pretty excited right now. Tesla shares up six percent this morning on this news that shift gears and talk about in video. We mentioned them a bit in the start of the episode reporting earnings on wednesday, and there's said there has been a design flow in the video's latest block poster.

AI chip called black well in videos is reportedly dealing with the design flaw that is causing overheating issues. This is according to reporting from the information, and in order to correct this issue in video, asking suppliers to change the design of its server racks, which end up causing more delays. I remember the release of the black world chip was previously pushed back by one quarter due to engineering issues.

So another delay could test investors patients because the blackboard chip is what supposed to be accelerate a sales growth right now. Expectations for in videos earnings is the slowest sales growth in six quarters. Wall street is expected in revenge to jump by eighty three percent year ago, which would be the first time that their sales go fell below a hundred percent after topping that mark for five straight quarters.

So things are slowing down for a video, and they really need this black while chip to pick things back up. So yeah, well, see you what in video says on wednesday during the earnings call. And maybe i'll provide investors they update on the status blank wall chip.

Lets talk about some stocks making moves today. Shares of super micro are jumping as investors await the company's last day to file its delayed quarter reports or else they might be delisted from the NASA. I made this point.

You guys know the story of super micro. Talk about them a lot. They're potentially doing something shady.

The order quit on them and they haven't filed a bunch of regulatory reports there. Ten q their ten k and today's the last time for them to file that. Otherwise the nasdaq exchange will delist their stock.

NASA gave them sixty days to do IT, and today is the final day. They either had to file the reports or at least get some sort of extension adding the market expect that one of those two things will happen as a result. Super micros res drop eleven percent on this news A A glam get gonna sick to talking about super micro.

Another stock having a great day is liberty energy. Their stock is on the rise after for its founder, Chris right was nominated by present elections ald truong to lead the department of energy. Liberty is a company that offers oil field services based in denver.

And cheers, rob. Around five percent. See, there's founder and C E. O Chris, right? And the potential future energy secretary is seen as someone who push forward with trumps promise to boost fossil, your production here in the states.

And what's notable is that the energy secretary also oversees the U. S. Nuclear program. And Chris write is on the board of a company called oak lo, which is a nuclear energy company. So shares of oak lo were also open premarket trading.

Now couple stocks not have a great day today are uber and lift their shares are down this morning after the news about Donald trumps plans for news, self driving laws and regulations. I guess investors are worried that if tesla s robot taxi business takes off, that uber and live won't be able to compete. Livestock is down more than three percent on this news, and uber stock is down around two percent.

Let's wrap the show with a fun fact. According to nef lix, more than sixty million households tuned in to watch the jake power versus mike ties and boxing match on netflix on friday night. In fact, netflix said that their lifestream peaked at sixty five million concurrent streams.

So yeah, he was a huge event for netflix. I kind of wish to fight started early though, because as someone who just turned thirty three years old, he was kind of tough for me to stay up so late. And the fight itself was kind of tough to watch, to be honest.

I mean, my tysons, fifty eight years old, and he was again beat up by jake paul. Jake paul did end up winning the fight. But yeah, I say overall a success for netflix, except the fact of their live stream kept dropping and buffering and having issues for a lot of people.

I saw a lot of complaint on social media about people not being able to stream to fight. So netflix is to figure out this live streaming stuff because they have a couple of more big live events coming up. Netflix is streaming two nfl games on Christmas this year, and netflix just announced they got beyond stata a perform at the half time of the houston, texas versus bt.

More ravens game. Beyond is from housing to my hometown as well. So shed out beyond have never seem to figure out this whole lifestream ing issue because we can be having live stream drop like that in the ddtc.

All lai guys that still run down for today. We got a big week coming up with invidia earnings. And I also want to know how the markets for react this week, you know we had a post election boom, then we had a cool off last week where the markets gna go.

This k, also, you guys, once of phones run down, content, go to a peak air podcast big. We dropped an episode on saturday about amazon's project caper deep dive on amazon's plans compete with starlet. We're going to start doing more this weekend, deep dive.

So keep in the eye your pocket feed every saturday for those. And if you guys enjoy today's because so sider five star rating on apple on spot comment, sort to five for all that engagement really helps us out and that helps other people find the show. I think the today's my thirty third birthday and this podcast is one of the cool things that i've ever done.

And we got some more great content that we're cooking up for you guys. Thank you guys again for listening. Shout out to mike and the help behind the scenes, and i'll see guys back here tomorrow.

This is run down real time resource of rested in the show reflected the opinions of the guests. You should not take any mention of a publicly de security as recommendation to buy, sell or hold that security run down. Guest are not financial advisers and are not affiliated with with public lb subsidies. You should make your own financial and investment decisions or consult respect to professions, learn more of public confidence in partnership of money broker services for us located redit or security are offered by open to the public investment incorporated membership and S.