Could Tesla and SpaceX ever merge, or are geopolitical realities too great to overcome?

We examine SpaceX's first earnings report as a public company and whether investors sitting on losses should take comfort from the recoveries of companies like Meta - or worry about becoming the next Alibaba.

We also debate whether soaring profits at the world's biggest oil companies are a sign of corporate greed or simply the consequence of geopolitical conflict.

Plus, Arun shares how investors can separate genuine AI winners from companies merely riding the hype.