Ozempic Bites McDonald’s, Trump’s Bitcoin Promise, & A Tesla Bull — ft. Dan Ives | Prof G Markets

This week on Prof G Markets, Scott and Ed open the show by discussing SearchGPT, the latest earnings from McDonald’s, and Trump's new stance on Bitcoin. Then Dan Ives, Managing Director and Senior Equity Research Analyst at Wedbush Securities, joins the show to discuss how he thinks Tesla can get through its current “gut-check” moment. He also shares why Google is the most underrated of the Magnificent 7 stocks and why he thinks Palantir is one of the best AI companies right now.

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Timestamps:
00:00 - Today's number
00:16 - Today's episode
02:42 - Market Vitals/Headlines
20:51 - Ozempic Bites McDonald’s & Trump’s Bitcoin Promise — ft. Dan Ives
21:09 - What are the key arguments supporting Tesla’s long-term growth and value proposition?
23:19 - Why would Tesla capture more value from autonomous driving than other companies?
26:09 - If Tesla delays its autonomous vehicles again, how will the market likely respond?
28:57 - Do you think Tesla’s high valuation poses a greater risk of a significant drop compared to its potential for gains?
32:44 - Which part of Tesla's business are you most optimistic about?
35:05 - What are your thoughts on Microsoft, Meta, and Amazon's current model of business in terms of AI?
36:03 - What is your reaction to Google’s and Meta’s earnings report?
37:28 - Are you paying attention to Amazon’s and Apple's upcoming earnings reports?
38:53 - Which stocks do you think have the most potential for market recognition relative to their current valuations?
40:00 - Can you explain the business model of Palantir Technologies?
40:53 - Could Palantir Technologies' performance be a key indicator for the broader AI sector?
46:44 - Algebra Of Wealth

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Headlines:
OpenAI announces a search engine called SearchGPT; Alphabet shares dip
https://www.cnbc.com/2024/07/25/opena...

McDonald’s Aims to Blunt First Sales Dip Since 2020 With $5 Deal
https://www.bloomberg.com/news/articl...

Trump, Appealing to Bitcoin Fans, Vows U.S. Will Be ‘Crypto Capital of the Planet’
https://www.nytimes.com/2024/07/27/us...

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