Scott Galloway warned that Elon Musk’s proposed merger between Tesla Inc. TSLA and Space Exploration Technologies Corp. SPCX could rescue the electric vehicle maker at SpaceX shareholders’ expense, arguing that Musk routinely combines struggling businesses with stronger companies.

Elon Musk says Tesla demand is far outpacing production, crediting Full Self-Driving technology as the biggest driver ahead of Cybercab's Dallas launch.

Tesla stock rose more than 4% on Monday. CEO Elon Musk touted the progress Tesla made expanding its Cybercab fleet.

The Tesla and SpaceX chief appears to now be the governor's largest single campaign backer this cycle.

Tesla's Robotaxi topped Waymo's Austin miles for one week, and Musk called it no contest. Nationally, Waymo still drives 7x more miles every week.

Early Uber Technologies, Inc. investor Jason Calacanis is betting on both Tesla and Uber, but his price targets favor the ride-hailing company. He disclosed purchases of $1 million in each stock, with targets implying about 85% upside for Uber and 40% for Tesla from entry prices.

The earnings report and call were short on razzmatazz but long on substance, strengthening the investment case for the stock.