Elon Musk’s Tesla Twitter Poll, Confluent CEO on the Quarter & Substack CEO Talks Social Media

Our anchors kick off the morning with some of this year’s tech winners and losers. Then, CNBC’s Robert Frank joins to cover Elon Musk, Tesla, taxes and a Twitter poll. Next, we bring in Canaccord Analyst Jed Dorsheimer for more on Tesla with the stock moving lower this morning. Then, Confluent Co-Founder and CEO Jay Kreps joins as the company’s shares get a boost off of strong earnings. Later, CNBC’s Mike Santoli is here on how long this rally in tech stocks can continue. Plus, Bernstein Research’s Stacy Rasgon joins on breaking news that AMD is partnering with Meta Platforms on data center chips. And later, Substack CEO Chris Best is here on his latest op-ed where he says Facebook is “captive to that original sin of the internet, the ad-based business model.”