Apple’s Headset Strategy & Tesla’s EV Sales Windfall

In this episode of Motley Fool Money, Travis Hoium, Lou Whiteman, and Emily Flippen discuss Apple's potential shift towards lighter AR glasses, similar to Meta's Ray-Ban glasses, and the implications for the VR/AR market. They debate whether this move validates Meta's strategy or indicates Apple's desperation, while also questioning the consumer demand for smart glasses. The conversation shifts to Tesla's impressive delivery numbers, the impact of expiring tax credits on EV demand, and the competitive landscape of the EV market, including General Motors' growth and the potential of lower-cost EVs from companies like BYD. Finally, they preview the upcoming earnings season, focusing on companies sandbagging guidance and the impact of tariffs on margins, and play a game of "Over/Under" on predictions related to Meta's glasses sales, mortgage rates, Fed rate cuts, and Nvidia's market capitalization.