Tesla is expected to report a 6% decline in Q2 deliveries as competition in China heats up. Roth MKM's Craig Irwin and Stifel's Stephen Gengaro debate the outlook for the stock. Plus, Europe is increasingly looking to take on mega-cap tech. Big Technology's Alex Kantrowitz explains. And, investors are wondering whether the strong first half of the year will carry over to the second half. Piper Sandler's Craig Johnson and Evans May Wealth's Elizabeth Evans weigh in.

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