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☆ After Tesla’s falling sales, layoffs and other problems, this is a very important earnings report
▼ + stars: | 2024-04-23 | by ( Chris Isidore | ) edition.cnn.com time to read: +5 min

Investors will get an idea of just how bad after the company reports earnings and offers comments to investors after the bell today. And it makes what Tesla says Tuesday evening very important for its future. Analysts are forecasting Tesla to report adjusted earnings of 49 cents a share, sharply lower than the 85 cents a share it reported a year ago. Its profit margins, also a closely watched number, have been falling steadily since it started an EV price war more than a year ago. What he says about the competition from Chinese EVs today will also be a key focus for investors.

Persons: New York CNN — Tesla, Tesla, Elon Musk, ”, Dan Ives, it’s, Ives, Gordon Johnson, Musk Organizations: New, New York CNN, Investors, Elon, Wedbush Securities, Toyota, General Motors, Ford, GLJ Research, Mr, Reuters Locations: New York, China, Delaware

☆ Tesla stock drops as investors scrutinize board’s close personal ties to Elon Musk
▼ + stars: | 2024-02-05 | by ( Allison Morrow | ) edition.cnn.com time to read: +4 min

Ehrenpreis is also a close friend to Kimbal Musk, Elon’s brother, who is also a Tesla board member. In another instance, the judge emphasized the role of Tesla’s general counsel Todd Maron — who was previously Musk’s divorce lawyer — in advising Tesla’s board and compensation committee. Maron was “totally beholden to Musk,” McCormick wrote in her ruling last week, adding that Maron’s admiration for Musk “moved him to tears” during both his deposition and in trial testimony. Maron’s team prepared “an aggressive timeline for approving a compensation plan,” McCormick wrote in her more than 200-page ruling. The break-neck speed of the process “reflected a reckless approach to a fiduciary process.”Robyn Denholm, the Tesla board chair, doesn’t appear to have had any personal relationship with Musk outside of her service on the board, McCormick wrote.

Persons: New York CNN — Tesla, Elon Musk’s, Judge Kathaleen McCormick, Musk, Ira Ehrenpreis, Kimbal, Ehrenpreis, Antonio Gracias, McCormick, Tesla’s, Todd Maron —, —, Maron, “, ” McCormick, Musk “, Maron’s, Robyn Denholm, Denholm, can’t, ” Tesla, Tesla, Monday’s selloff, Piper Sandler, Gordon Johnson, ” Johnson, Elon, ” Organizations: New, New York CNN, Elon, The, Gracias, Nasdaq, GLJ, CNN Locations: New York, Delaware, Spain, Kimbal’s

Service centers - facilities that play a crucial role in supplying manufacturing companies nearly finished steel products - had paused purchases ahead of the United Auto Workers (UAW) union's coordinated strike against the Detroit automakers. However, many of them were soon forced to place large orders as stocks ran low and operations resumed at the carmakers. Reuters Graphics Reuters GraphicsThe automotive segment makes up about 25% of the total U.S. sheet demand, with about 65% of that attributable to the Big Three Detroit automakers in any given year, CRU data showed. Nucor Corp (NUE.N) has raised HRC prices to $950/st while U.S. Steel (X.N) recently announced a $100/st price increase, without specifying a final rate. Meanwhile, automakers stare at higher costs for a key raw material if prices extend their upward trajectory for longer.

Persons: union's, Ryan McKinley, Morgan, Philip Gibbs, Gordon Lee Johnson, Ananta Agarwal, Nathan Gomes, Arpan Varghese, Sriraj Organizations: Detroit Three, CRU Group . Service, United Auto Workers, UAW, Detroit, CRU, Reuters Graphics Reuters, Big Three Detroit, Cleveland Cliffs, HRC, Nucor Corp, U.S . Steel, KeyBanc, GLJ Research, Thomson Locations: Bengaluru

☆ Spiking Treasury yields are triggering pain in stocks. 3 experts discuss the renewed threat of bond vigilantes and what else could move markets.
▼ + stars: | 2023-10-29 | by ( Laila Maidan | ) www.businessinsider.com time to read: +6 min

Investors are now tasked with trying to understand where bond yields go next, and what the drivers of those yields would be. Forget about the technical charts, he says — they are not driving the bond market right now. While Fed policy has consequences for the bond market, investors drive the yield, Johnson said. That means trying to predict where bond yields will settle will be very hard. But fear in the stock market could translate to greed in the bond market as investors flee to safety.

Persons: Paul Ciana, Gordon Johnson, —, Johnson, Ed Yardeni, Kevin Zhao, Liz Truss, Ray Dalio, Fitch, Eric Leve, Michael Gayed, there's, Russell, Leve, hasn't Organizations: Federal Reserve, Investors, Bank of America, GLJ Research, UBS Asset Management, CNBC, Greenwich Economic, Tidal Financial, P Bank ETF, BlackRock Locations: Bridgewater, Greenwich

☆ Two equity strategists discuss how to invest in stocks within a higher-for-longer environment
▼ + stars: | 2023-10-13 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo equity strategists discuss how to invest in stocks within a higher-for-longer environmentJenny Harrington, Gilman Hill Asset Management CEO, and Gordon Johnson, GLJ Research CEO & Founder, discusses how they're investing in stocks within a higher-for-longer rate environment.

Persons: Jenny Harrington, Gordon Johnson Organizations: Management, GLJ

☆ UAW strikes will not cause a significant increase in car prices
▼ + stars: | 2023-10-02 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe expectation that UAW strikes would cause a significant increase in car prices 'is just wrong'GLJ Research's CEO and Founder Gordon Johnson discusses the UAW strikes' and potential impacts on the U.S. automakers, and debates the upside opportunities it has created for the electric vehicle industry.

Persons: Gordon Johnson Organizations: UAW, U.S . automakers

☆ Q4 Big Ideas: Gordon Johnson makes the bull case for Cameco
▼ + stars: | 2023-09-29 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailQ4 Big Ideas: Gordon Johnson makes the bull case for CamecoGordon Johnson, Founder and CEO of GLJ Research, discusses why he's bullish on Cameco going into the fourth quarter.

Persons: Gordon Johnson, Cameco Gordon Johnson Organizations: GLJ Research

Miniatures of solar panel and electric pole are seen in front of SolarEdge logo in this illustration taken January 17, 2023. REUTERS/Dado Ruvic/IllustrationCompanies Solaredge Technologies Inc FollowAug 1 (Reuters) - SolarEdge Technologies (SEDG.O) forecast third-quarter revenue below Wall Street estimates as demand slows for its solar inverters in the United States and Europe, sending its shares nearly 13% lower in extended trading on Tuesday. The U.S. solar market has been dented by low electricity prices, high borrowing costs and a new metering reform in California, the country's largest solar market. SolarEdge expects third-quarter revenue to average between $880 million and $920 million, compared with analysts' estimates of $1.05 billion, according to Refinitiv data. U.S. solar revenue, however, decreased 23% compared with the last quarter.

Persons: Dado Ruvic, SolarEdge, Johnson Gordon, Zvi Lando, Lando, Mrinalika Roy, Sourasis Bose, Devika Organizations: REUTERS, Technologies, SolarEdge Technologies, Wall, Thomson Locations: United States, Europe, U.S, California, Herzliya, Israel, Germany, Bengaluru

☆ The bull and bear case for Tesla ahead of earnings
▼ + stars: | 2023-07-14 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe bull and bear case for Tesla ahead of earningsDan Ives, Wedbush managing director, and Gordon Johnson, GLJ Research founder and CEO, join 'Last Call' to give both the bull and bear case for Tesla and talk the road ahead for the company.

Persons: Dan Ives, Wedbush, Gordon Johnson, Tesla Organizations: GLJ Research

☆ Elon Musk checkmates automakers: Did Tesla corner the market on EV charging stations?
▼ + stars: | 2023-06-08 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailElon Musk checkmates automakers: Did Tesla corner the market on EV charging stations? Hosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC. Gordon Johnson, GLJ Research; Ross Gerber, Gerber Kawasaki CEO; and Michael Wayland, CNBC.com auto reporter, join the show to discuss GM's decision to use Tesla charges for its new EVs.

Persons: Elon, Brian Sullivan, “, Gordon Johnson, Ross Gerber, Gerber, Michael Wayland Organizations: EV, CNBC, GLJ Locations: CNBC.com

☆ Binance could be 'effectively tricking' people into buying crypto, says founder of GLJ Research
▼ + stars: | 2023-06-06 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBinance could be 'effectively tricking' people into buying crypto, says founder of GLJ ResearchGLJ Research's founder Gordon Johnson and Crypto Council for Innovation's CEO Sheila Warren discuss the U.S. Securities and Exchange Commission's lawsuit against Binance.

Persons: Gordon Johnson, Sheila Warren Organizations: GLJ, Crypto, U.S . Securities, Exchange, Binance

☆ There's a lot of ambiguity about crypto in the law, says Crypto Council for Innovation's CEO
▼ + stars: | 2023-06-06 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's a lot of ambiguity about crypto in the law, says Crypto Council for Innovation's CEOCrypto Council for Innovation's CEO Sheila Warren and GLJ Research's founder Gordon Johnson discuss cryptocurrency regulation and the U.S. Securities and Exchange Commission's lawsuit against Binance.

Persons: Sheila Warren, GLJ Research's, Gordon Johnson Organizations: Crypto, Innovation's, U.S . Securities, Exchange, Binance

☆ Fmr. Ford CEO Mark Fields says Musk considering ads signals competition is tightening for Tesla
▼ + stars: | 2023-05-17 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFmr. Ford CEO Mark Fields says Musk considering ads signals competition is tightening for TeslaMark Fields, Fmr. Ford CEO, and Gordon Johnson GLJ Research CEO, join 'Last Call' to discuss revelations out of CNBC's exclusive interview with Elon Musk and the impact of Tuesday's investors meeting on Tesla moving forward.

☆ Watch CNBC's full interview with fmr. Ford CEO Mark Fields and Gordon Johnson on Tesla
▼ + stars: | 2023-05-17 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with fmr. Ford CEO Mark Fields and Gordon Johnson on TeslaMark Fields, Fmr. Ford CEO, and Gordon Johnson GLJ Research CEO, join 'Last Call' to discuss revelations out of CNBC's exclusive interview with Elon Musk and the impact of Tuesday's investors meeting on Tesla moving forward.

☆ The EV market pricing war is a 'nightmare scenario' for investors, says Wedbush's Dan Ives
▼ + stars: | 2023-05-09 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe EV market pricing war is a 'nightmare scenario' for investors, says Wedbush's Dan IvesDan Ives, Wedbush Securities managing director, and Gordon Johnson, GLJ Research CEO, join 'Last Call' to discuss the future of EV's as auto stock struggle to keep the pace.

☆ Elon Musk's $14 trillion warning: Tesla CEO unveils 'master plan' for renewable energy
▼ + stars: | 2023-04-06 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailElon Musk's $14 trillion warning: Tesla CEO unveils 'master plan' for renewable energyHosted by Brian Sullivan, “Last Call” is a fast-paced, entertaining business show that explores the intersection of money, culture and policy. Tune in Monday through Friday at 7 p.m. ET on CNBC. Gene Munster, Deepwater Asset Management; Gordon Johnson, GLJ Research CEO; and founder Chris Wright, Library Energy CEO, join the show to discuss Elon Musk's 'master plan' to reform the world's energy infrastructure.

☆ Two top Tesla watchers debate the bull vs. bear cases for the stock
▼ + stars: | 2023-03-02 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTwo top Tesla watchers debate the bull vs. bear cases for the stockGLJ Research's Gordon Johnson and New Street Research's Pierre Ferragu give their takes on Tesla following the company's annual investor day.

☆ January's CPI suggests the stock market is far from the bottom and we're set to see a repeat of the 2001 market crash, says a top-ranked stock picker. He shares 3 investment options that are risk-free
▼ + stars: | 2023-02-16 | by ( Laila Maidan | ) www.businessinsider.com time to read: +5 min

On an annual basis, services inflation was up 7.2%, the worst year-over-year increase since 1982, he noted. "To get services inflation down, you really actually need to create demand destruction. But Johnson believes central bank policies will further impact the stock market heading into the rest of the year. This will put more pressure on the stock market throughout the year, creating a steeper-than-anticipated decline. He believes the stock market will repeat the pattern witnessed in 2000 and 2001.

☆ A stock market crash and a Great-Depression-style economy are among the boldest forecasts for 2023.
▼ + stars: | 2023-01-03 | by ( Phil Rosen | ) www.businessinsider.com time to read: +5 min

Now it's full speed ahead into 2023 — and the first Opening Bell newsletter of the year is a doozy. Over the last 12 months, volatility defined global markets. Some of the worst-performing tokens plummeted more than 90%, and one North Korean cyberattack resulted in a $625 million theft. Here is your complete guide to navigating the stock market. Oil (WTI) price on Jan. 3, 2023 Markets Insider10.

☆ Johnson: Tesla is just a car company that's built too much capacity it can't sell
▼ + stars: | 2022-12-22 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailJohnson: Tesla is just a car company that's built too much capacity it can't sellGordon Johnson of GLJ Research discusses the key issues at the heart of the worst year for Tesla's stock on record.

☆ Tesla shares will come under 'tremendous pressure' soon, says GLJ Research's Gordon Johnson
▼ + stars: | 2022-12-20 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTesla shares will come under 'tremendous pressure' soon, says GLJ Research's Gordon JohnsonGordon Johnson, founder and CEO of GLJ Research, joins CNBC's 'Squawk Box' to explain why he's bearish on shares of Tesla.

☆ Elon Musk is Tesla's brand and 'needs to pull it together,' says Loup's Gene Munster
▼ + stars: | 2022-12-14 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailElon Musk is Tesla's brand and 'needs to pull it together,' says Loup's Gene MunsterGene Munster, founder and managing partner at Loup Ventures, and Gordon Johnson, founder and CEO of GLJ Research, join CNBC's 'Squawk Box' to discuss how Elon Musk's controversial ownership of Twitter is hurting demand for Tesla cars.

☆ Watch CNBC's full interview with CFRA's Garrett Nelson and GLJ Research's Gordon Johnson
▼ + stars: | 2022-10-10 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with CFRA's Garrett Nelson and GLJ Research's Gordon JohnsonGarrett Nelson, CFRA senior analyst, and Gordon Johnson, founder and CEO at GLJ Research, join 'Power Lunch' to share their competing opinions around Tesla stocks, the reasons behind their price targets, and how they understand Tesla's cost structure.

☆ The bear vs. bull case for Tesla
▼ + stars: | 2022-10-10 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe bear vs. bull case for TeslaGarrett Nelson, CFRA senior analyst, and Gordon Johnson, founder and CEO at GLJ Research, join 'Power Lunch' to share their competing opinions around Tesla stocks, the reasons behind their price targets, and how they understand Tesla's cost structure.

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