Elon Musk’s $1T Pay Package, Lululemon Shares Plummet, Oklo CEO 9/5/25

An unprecedent pay package for Tesla’s Elon Musk doesn’t come without some high performance benchmarks. How should shareholders be thinking about the potential compensation package? Plus, Lululemon shares plummet after an increasingly competitive environment and tariff headwinds dented outlook. The Street’s top retail analyst, JPMorgan’s Matt Boss lays out what to do with the stock. And then CEO of Nuclear company Oklo joins the show. After announcing plans to invest nearly $1.7B in a new nuclear waste recycling facility. Shares are up more than 1000% in the past year. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.