
There’s plenty of chatter about robo-taxis and the promise of AI ahead of Tesla’s second-quarter earnings call, scheduled for Tuesday after market. Investors may also wonder how cofounder and CEO Elon Musk’s recent political activity may affect the company’s future, particularly as his relationship with one of Tesla’s biggest markets—the state of California—continues to deteriorate.
Morningstar’s Seth Goldstein isn’t expecting many updates on either front. He’s eager, however, to hear whether Tesla is still on schedule to produce a more affordable vehicle, which he believes is crucial to the company’s chances of boosting falling deliveries.