Tesla (TSLA) Still A Must-Own & Twitter/Google Could Partner On Data Sharing
b'Tesla (TSLA) has been downgraded to equal weight from overweight by Morgan Stanley. Renita Young discusses this as the analyst notes that high expectations brought the stock to fair valuation and they still view the stock as a "must own" in an E.V. portfolio. Renita also talks about how Twitter CEO Linda Yaccarino intervened in a Google Cloud payment dispute, as Twitter previously owed more than $20M a month for Google Cloud services. Twitter and Google (GOOGL) are in talks to partner on data sharing.'