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With the major averages near record highs, many stocks look untouchable.

But a few lesser-known names that are trading at attractive valuations are on track to finish the second half with a rally, two traders told CNBC on Friday.

“I think in the second half, what you’ve really got to be looking for is those value or cyclical stocks,” Blue Line Capital founder and CEO Bill Baruch said on CNBC’s “Trading Nation.”

His under-the-radar pick was Cheniere Energy, a liquefied natural gas producer with a big presence in Texas and Louisiana.

“It’s held up really well even though energy itself has sort of taken a little breather over the past couple months,” Baruch said, adding that natural gas tends to be a “sticky” space in terms of investment.

Better yet, Cheniere’s stock is “holding really well out above that 2014 high and it’s … building a base,” typically a sign of more upside ahead, he said, pointing to the chart.

Baruch also liked Wells Fargo, saying it could be an under-the-radar winner in the intermediate term.

“They’re really getting the scandal of the account openings in the rearview mirror,” he said. “If you’re looking three to five years out, I think Wells Fargo is going to outperform. They were one of the best performers prior to all that.”

Wells Fargo has not yet recaptured its 2019 highs, though other bank stocks such as JPMorgan and Bank of America have, Baruch noted — but the right catalyst could kick-start a sustained move higher, he said.

“You are breaking a trend line … really decisively out above there now, going back to the 2018 high,” he said.

“I think we’re going to see a tail wind that moves this to ballpark $55 and then we could see maybe $60 from there,” Baruch said.

Wells Fargo shares fell by less than half of 1% to $48.68 on Monday afternoon after hitting highs not seen since January 2020. A move to $55 or $60 would be about a 13%-23% gain.

Another quiet winner could benefit from pent-up consumer demand in the second half, Chantico Global founder and CEO Gina Sanchez said in the same interview.

“The recovery has been a huge boon” for Discover Financial Services, which has managed to grow its offerings and expand to new regions while the economy came back, said Sanchez, also chief market strategist at Lido Advisors.

“We think that given what the outlook is, that they’re actually very attractively priced right now,” she said.

“Excess savings that have been burning holes in some Americans’ pockets are being unleashed in terms of consumption demand and that goes right to the credit cards. And Discover is one that is still picking up market share and is benefiting and growing,” she said.

Discover Financial Services shares fell by half of 1% to $129.40 in Monday afternoon trading.

Disclosure: Lido Advisors owns shares of Discover Financial Services.

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Tesla launches ‘Multipass’ in more markets for frictionless third-party charging

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Tesla launches 'Multipass' in more markets for frictionless third-party charging

Tesla has quietly expanded its new MultiPass feature to more regions across Europe, allowing owners to charge at third-party stations directly through their Tesla account — no separate app, card, or registration required.

The feature, which first launched in the Netherlands earlier this year, is now rolling out to additional countries, including Germany and France, according to Tesla’s own support page. The update builds on Tesla’s push to make charging as frictionless as possible — not just at Superchargers, but across an entire network of compatible public chargers.

What is Tesla MultiPass?

Tesla describes MultiPass as a “seamless charging option” that lets drivers find and charge at third-party charging stations using their existing Tesla Account. By partnering with a network aggregator, Tesla now connects to over 1,000 charging networks and thousands of stations across Europe.

In practice, MultiPass aims to make the charging experience at third-party stations as close to a Tesla Supercharger as possible — you can simply tap your Tesla key card or select the stall in your Tesla app at a supported charger, and the cost of the session is automatically billed to your Tesla account. The same payment method used for Supercharging applies, and sessions appear right in your Tesla app’s charging history, unified with your Supercharger activity.

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Tesla’s goal is to reduce the number of sign-ups and third-party accounts you need to charge outside of Tesla’s own network. MultiPass turns the Tesla key card into a universal charging credential.

Tesla owners simply need to activate MultiPass through the Tesla app:

  1. Open the Tesla app and check “Messages” for the MultiPass invitation
  2. Tap Learn More → Next
  3. Follow on-screen steps to activate your key card via NFC

Once activated, you can start charging sessions in two ways:

  • Tap your key card directly on the supported third-party charger
  • Or, start the session in the Tesla app, selecting the stall remotely

Your session appears instantly in the app, complete with cost and time details, just like any Tesla Supercharger session.

Electrek’s Take

Tesla already operates the world’s most reliable and extensive DC fast-charging network. Supercharger is probably the best thing Tesla has ever done.

But outside of the Supercharger footprint, especially in Europe’s dense urban areas, third-party chargers fill critical gaps.

MultiPass eliminates one of the last friction points for Tesla drivers to use these third-party charging stations.

It looks like after a short testing phase in the Netherlands, Tesla is now ready to expand access throughout Europe.

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It seems like Elon Musk stoking a civil war in England isn’t good for Tesla’s sales there

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It seems like Elon Musk stoking a civil war in England isn't good for Tesla's sales there

Tesla’s EV registrations in the UK, its biggest market in Europe, took a dramatic hit in October 2025 — just 511 units — marking one of the brand’s weakest showings in recent memory. That’s a steep drop from 971 in October 2024 and 2,677 in October 2023. The tone of the market is shifting.

Maybe Tesla’s CEO stoking a civil war in England isn’t helping the automaker’s demand in the important market.

Tesla’s sales have been struggling in Europe over the past two years, and the decline has been accelerating in 2025.

While some believed that things were stabilizing for the American automaker in Europe, the October data tells a different story. Tesla had its worst month of deliveries of the year in 12 of its 15 biggest European markets.

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As Tesla sales in Germany crashed over the last year, partly because Tesla CEO Elon Musk supported the far-right AfD party, the UK became Tesla’s biggest market in Europe.

But now it looks like the UK is going in the same direction.

According to registration data, Tesla delivered only 511 vehicles in the UK in October 2025. Tesla has over 50 stores in the country – that’s an average of roughly 10 vehicles per location for the whole month.

It’s the worst monthly performance since October 2022.

Much as Tesla’s demand crashed in Germany, Elon Musk’s politics might be behind the lower demand in the UK.

The CEO regularly comments on UK politics and often shares inflammatory reports about crimes perpetrated by immigrants. He also shares misleading crime and immigration statistics aimed at spreading hatred.

After he tweeted that “Civil war is inevitable. Just a question of when.”, he was accused of stoking a civil war in the country.

Musk’s public commentary on UK topics has sparked backlash and resulted in his “unfavorability rating” reaching 80% in the country.

Electrek’s Take

Meanwhile, Tesla’s demand cliff is opening the door to competitors. BYD is now expected to outsell Tesla in the whole year of 2025 in the UK despite Tesla having a presence in the market for much longer.

Not many industry watchers thought it would happen this fast.

Tesla appears to be completely missing out on the surge of EV sales in Europe due to a mix of having a stagnant EV lineup, brand problems brought on by a controversial CEO, and increased competition.

In the US, Musk is believed to have cost Tesla about 1 million sales over the last 3 years.

I think it will soon be approaching this number in Europe.

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HEINEKEN is brewing beer with a massive 100 MWh heat battery

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HEINEKEN is brewing beer with a massive 100 MWh heat battery

Rondo Energy and energy producer EDP are installing a massive 100 MWh renewable-powered heat battery at HEINEKEN’s brewery in Lisbon, Portugal. The project will deliver round-the-clock renewable steam and reduce emissions without altering the facility’s beer brewing process.

Photo: Rondo

Brewing HEINEKEN with zero-carbon steam

The Rondo Heat Battery (RHB) will be the biggest deployed in the beverage industry worldwide. It can store electricity as high-temperature heat using refractory bricks, then convert that heat into 24/7 steam, all without burning fossil fuels.

At HEINEKEN’s Central de Cervejas e Bebidas Brewery and Malting Plant, the heat battery system will supply 7 MW of steam, powered by renewable electricity from onsite solar and the grid. That steam is identical to steam created by gas-fired boilers, but without the carbon pollution.

EDP is providing the renewable electricity and will deliver the steam directly to HEINEKEN via a Heat-as-a-Service model. Rondo is supplying the battery, and HEINEKEN gets to ditch fossil fuels without retooling its brewing process.

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Why this matters

This project is a big win for industrial decarbonization. High-temperature steam is one of the most complex parts of manufacturing to electrify, and the beer industry runs on it. HEINEKEN’s Lisbon site already uses solar panels for electricity and electric heat pumps for hot water, and this move helps it go even further.

It’s part of HEINEKEN’s “Brew a Better World” plan to hit net zero emissions by 2040 and decarbonize all of its global production sites by 2030.

Additionally, the deployment aligns with Portugal’s national target of reducing greenhouse gas emissions by 55% by 2030.

The bigger picture

With the European Investment Bank and Breakthrough Energy Catalyst backing this and other Rondo projects with €75 million in funding, this Lisbon installation is just the beginning. Rondo’s technology enables energy-hungry industries to switch from fossil fuels to renewable electricity without compromising 24/7 operations.

Rondo CEO Eric Trusiewicz sums it up: “We are thrilled to be installing our first Rondo Heat Battery in Iberia, and to support HEINEKEN to reach its goals. We look forward to helping industries across Iberia cut costs and carbon, and help Iberia capitalize on the opportunity.”


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