Episode 171: Today, Ann breaks down Tesla’s first-quarter earnings: strong headline numbers, but revenue that missed Wall Street expectations. Then Carolyn Aronson, founder and CEO of It’s a 10, joins the show with an inside look at the beauty industry – including what it takes to stay competitive as trends shift. Plus, Lululemon names a new CEO, Netflix bets on itself with a $25 billion stock buyback program and Microsoft and Meta adapt to rising AI costs. Finally, new moves in rideshare: Lyft bets on London’s black cabs, and Uber teams up with Block in a new global partnership.

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Stocks mentioned:

$TSLA

$MSFT $META

$UBER $XYZ $LYFT

$LULU

$NFLX

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Tesla’s Earnings Raise a Bigger Question & What’s Driving One Key Consumer Sector