Tesla's new Roadster flipped through the air at last night's reveal, but portfolio manager Adam Johnson says the real Tesla story is Optimus robots. The 8:30 hosts and Johnson debate Elon Musk's timelines, robotaxi regulation and other long-dated bets like Joby Aviation and Aurora. Then: Fed Chair Kevin Warsh gives no guidance at the IMF, and the 10-year Treasury yield falls even after a hot PPI report. Have yields peaked? Johnson also weighs in on CoreWeave's debt, and Reuters reports some investors see a $1.5 trillion Anthropic IPO instead of $2 trillion. Plus: what the 3.6% Social Security COLA for 2027 means for retirees and Medicare costs, Apple's iPhone Duo selling out, Netflix's new content chief and the new Elizabeth Holmes documentary. Watch The 8:30 live weekdays 8:30-9:30am ET. 00:00 Intro: Adam Johnson joins 00:19 Tesla's Roadster demo 01:08 The Rocket isn't street legal 01:29 Three Roadster models 02:06 No price, production in 2028 02:44 The Optimus robot case 03:25 The Roadster as a halo car 04:43 Musk's track record on big goals 05:29 Joby Aviation and flying taxis 07:07 Aurora's driverless trucks 08:05 Regulation and robotaxis 09:09 Delivery robots on campus 10:38 Kevin Warsh at the IMF: No guidance 11:24 Goldman: The Fed is set to pause 11:48 Hot PPI, falling yields 12:38 Have yields peaked? 13:25 Dividend stocks vs. Treasuries 14:27 Can the Fed wait? 15:46 Would the Fed hike in October? 16:08 The Strait of Hormuz and inflation 17:04 Mortgage rates and holiday spending 17:58 CoreWeave and the neocloud debt question 19:23 CoreWeave insider selling 20:23 CoreWeave's debt load 21:33 The Cheniere financing comparison 22:36 Software stocks and AI fears 30:00 Social Security COLA rises 3.6% for 2027 32:00 Medicare premiums and retirees 33:28 Planning for medical costs 35:00 How client portfolios are shifting 36:03 T-bills are back 36:29 Have yields peaked? An advisor's view 37:05 Apple's iPhone Duo sells out 38:49 Apple suppliers cut orders 39:46 Apple's stock outperformance 41:26 Tim Cook's legacy 42:49 Anthropic IPO valuation: $1.5 trillion? 43:49 Ramp data and slowing AI spending 44:38 ARR vs. GAAP numbers 45:27 Anthropic at 17 times sales 46:33 Anthropic's prospectus numbers 47:08 Should Anthropic raise prices? 47:40 Midterms and stock market returns 49:23 Fourth-quarter seasonality 50:35 Netflix names a new content chief 51:59 Taylor Sheridan's formula 53:18 The Elizabeth Holmes documentary #Tesla #SocialSecurity #StockMarket == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571